Roncalli Institute Inc Group Return

Public charity · Grantmaker Portland, CT EIN: 06-1090560

Housing for the elderly, historic estate preservation and charitable giving.

Roncalli Institute Inc Group Return at a glance

In short: Roncalli Institute Inc Group Return gave $32K across 2 grants in 2025 (avg $16K), mostly in Connecticut. Source: 2025 IRS Form 990.

Annual giving (2025)
$32,372
+223.7% vs 2024
Grants made (2025)
2
+100.0% vs 2024
Average grant
$16,186
+61.9% vs 2024
Median grant
$16,186
Total assets
$9,743,356
-10.9% vs 2024
Primary geography
Connecticut (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990, 2025 View filing

Data from IRS Form 990, 2025; updated September 2026.

Who Roncalli Institute Inc Group Return funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Catholic Academy of Waterbury: $17KCatholic Academy of Waterbury$17KHoly Apostles College & Seminary: $15KHoly Apostles College &Seminary$15K

The largest 2025 recipient was Catholic Academy of Waterbury ($17K). Together the top 2 received $32K.

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

CromwellTrumbullWaterbury

How Roncalli Institute Inc Group Return gives

  • Giving grew 224% from 2022 to 2025. Method

From the foundation's IRS Form 990 filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K1 grant2020 1 grant2021 1 grant2022 Total only2023 1 grant2024 2 grants2025

From 2020 to 2025, annual grant giving ranged from $9K (2023) to $32K (2025). In 2025 it made 2 grants totaling $32K.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Catholic Academy of Waterbury Waterbury, CTGeneral Support$17,000
Holy Apostles College & Seminary Cromwell, CTGeneral Support$15,372
Your AI grants department

Ready to take the next step with Roncalli Institute Inc Group Return?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2025$9,743,356$4,772,715$1,904,003$32,3722$3,211,084
2024$10,937,337$2,712,426$2,230,621$10,0001$134,049
2023$12,935,388$7,105,210$2,173,547$8,600Total only$31,915
2022$11,934,891$2,010,323$2,117,600$10,0001$5,356
2021$12,264,672$1,942,699$2,193,818$28,0001$10,115
2020$12,657,682$2,360,288$2,372,449$11,6001$16,472

"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.

About Roncalli Institute Inc Group Return

Based on IRS filings

Roncalli Institute Inc Group Return is a public charity, based in Portland, CT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $9.7M in total assets. In 2025, it awarded 2 grants totaling $32K. Net investment income was $3.2M.

Leadership & Key People

Officers and directors from IRS filings

Roncalli Institute Inc Group Return is led by Peter Callan, Chairman & Secretary since 2024 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Peter Callan

    Chairman & Secretary

    President → Chairman & Secretary, 2024

    On filings since 2020

    15 hrs/week

    No compensation reported

  • John Sullivan

    Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jonathan Ramsay

    CFO

    On filings since 2021

    10 hrs/week

    No compensation reported

Former officers (2)
  • Former: Edward C. Doherty (2020–2022) — Outgoing Chairman & Secretary
  • Former: Susan Bransfield (2020) — Member

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Roncalli Institute Inc Group Return

How much does Roncalli Institute Inc Group Return give each year?

Roncalli Institute Inc Group Return gave $32K across 2 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $10K across 1 grant.

How large is Roncalli Institute Inc Group Return?

Roncalli Institute Inc Group Return reported $9.7M in total assets on its 2025 IRS Form 990. Its revenue that year was $4.8M.

Where does Roncalli Institute Inc Group Return operate?

Roncalli Institute Inc Group Return has awarded grants in Connecticut.

What is Roncalli Institute Inc Group Return's EIN?

Roncalli Institute Inc Group Return's EIN (Employer Identification Number) is 06-1090560. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Data update history

(4)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2023 (received by the IRS August 8, 2024)
  2. Updated Form 990 for fiscal year 2024 (received by the IRS July 16, 2025)
  3. Added Form 990 for fiscal year 2025 (received by the IRS July 28, 2026)
  4. IRS filings on file for fiscal years 2020–2024

Explore Open Grants

Browse active grant opportunities in Roncalli Institute Inc Group Return's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in Connecticut

Uw Richard a Rendich Fdn

Dallas, TX

Assets

$729K

Grants

2

Total Given

$35K

Roncalli Institute

Portland, CT

Housing and welfare for the elderly and educational purposes.

Assets

$1.7M

Grants

1

Total Given

$400K

Sino American Amity Fund Inc

Elmhurst, NY

The foundation funds education for Chinese students, primarily through grants to schools, universities, and related organizations; in 2024, grants ranged from $1,000 to $520,000, with a median of $5,000. Giving was concentrated in California, followed by New York, Oregon, and Illinois. The filing does not state whether it accepts unsolicited requests.

Assets

$6.5M

Grants

21

Total Given

$658K

V Eugene & Rosalie Defreitas Char Fdn

Boston, MA

The foundation funds colleges and seminaries for teaching and training Christian missionaries, including educational, religious, and scholarship purposes. Its 2025 grants ranged from $25,000 to $55,000, with a median of $42,500, and went to recipients in multiple states and Guam. Applications are available upon request from the vice president; no deadline is listed.

Assets

$11.3M

Grants

14

Total Given

$600K

American Association for the Advancement of Science

Washington, DC

AAAS funds science, engineering, STEM education and equity, policy fellowships, science journalism, and student research, with 2024 grants ranging from $11,250 to $433,110 and a median of $27,500. Its grants went to organizations across multiple U.S. states, while its mission is global; applications are specifically invited for State Academy Research Grants from NAAS-affiliated academies, but general unsolicited requests are not addressed.

Science & Technology

Assets

$166.3M

Grants

52

Total Given

$2.7M

American Savings Foundation Inc

New Britain, CT

The foundation funds education, human services, and arts and culture, especially programs serving children, youth, and families, with a primary focus on New Britain and Waterbury and grants across 64 Connecticut towns. In 2025, its grants ranged from $238 to $150,000, with a median of $1,750; it also offers Community Grants of up to $5,000.

Assets

$107.0M

Grants

613

Total Given

$3.4M

More similar funders

More Funders in Connecticut

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Roncalli Institute Inc Group Return's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

Roncalli Institute Inc Group Return down — hundreds of funders to go?

Want AI to do this for you?