The Bridgeport Rotary Club Foundation Inc

Private foundation · Grantmaker Shelton, CT EIN: 20-5655260

The Bridgeport Rotary Club Foundation Inc is a private foundation, based in Shelton, CT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.7M in total assets. In 2025, it awarded 1 grant totaling $339K. Net investment income was $296K.

Key facts about The Bridgeport Rotary Club Foundation Inc

In short: The Bridgeport Rotary Club Foundation Inc gave $339K across 1 grant in 2025 (avg $339K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

EIN
20-5655260
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$338,706
Grants made (2025)
1
Average grant
$338,706
Median grant
$338,706
Total assets
$3,653,018
Primary geography
Connecticut (100% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.7M

-0.3% YoY

Annual Giving

$339K

+7.1% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$339K

+7.1% YoY

Under IRS private-foundation payout rules, The Bridgeport Rotary Club Foundation Inc reported a distributable amount of $265K for 2025 — the minimum it must pay out in qualifying distributions.

How The Bridgeport Rotary Club Foundation Inc gives

  • In 2025 it paid out 128% of its IRS minimum distribution (the 5% rule). Method

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of the 2025 grant dollars on its one itemized grant.

Cities

BridgeportEvanstonTrumbullFairfieldWest Hartford

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K20 grants2019 22 grants2020 1 grant2021 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $298K (2019) to $510K (2021). In 2025 it made 1 grant totaling $339K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

26 grants across all recorded years

20<$50K2$50–100K$100–250K3$250–500K1$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 26 (77%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
See Attached Schedule Bridgeport, CTPurpose Listed on Schedule$338,706

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2019 2020 2021 2023 2024 2025
Metric202520242023
Total Assets$3,653,018$3,662,642$3,965,987
Revenue$46,018$35,123$47,127
Expenses$343,553$319,579$366,463
Qualifying Distributions$338,706$316,317$361,368
Net Investment Income$296,447$297,605$328,323
Distributable Amount$265,139$252,882$244,041

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS March 5, 2021)
  2. Added Form 990 for fiscal year 2019 (received by the IRS August 15, 2020)
  3. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  4. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Bridgeport Rotary Club Foundation Inc is led by John Cottrel, President on every filing since 2021; none of the 9 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • John Cottrel

    President

    On filings since 2021

    0.3 hrs/week

    No compensation reported

  • Crystal Engram

    Trustee

    On filings since 2021

    0.3 hrs/week

    No compensation reported

  • Jatin Mehta

    Trustee

    On filings since 2021

    0.3 hrs/week

    No compensation reported

  • Nicolas Dapaz

    Trustee

    On filings since 2021

    0.3 hrs/week

    No compensation reported

  • Robert Hannifan

    Trustee

    On filings since 2021

    0.3 hrs/week

    No compensation reported

  • Carmen Colon

    Trustee

    New on the 2025 filing

    0.3 hrs/week

    No compensation reported

  • KIM McGINNIS

    Trustee

    New on the 2025 filing

    0.3 hrs/week

    No compensation reported

  • Christopher Gallo

    Treasurer

    On filings since 2021

    1 hr/week

    No compensation reported

  • Edward Davies

    Secretary

    On filings since 2021

    0.3 hrs/week

    No compensation reported

Former officers (11)
  • Former: Carolyn Vermont (2021–2024) — Trustee
  • Former: Thomas Errichetti (2021–2024) — Assistant Treasurer
  • Former: Anne Gribbon Trustee (2019–2020) — Butternut Ln & Stratford
  • Former: Carolyn Vermont Trustee (2019–2020) — Dodd Ave. & Bpt
  • Former: Chris Gallo Treasurer (2019–2020) — Centerview Dr & Shelton
  • Former: Crystal Engram Trustee (2019–2020) — One Cross St. & Bpt
  • Former: Ed Davies Secretary (2019–2020) — Whalley Ave & Milford
  • Former: Jatin Mehta Trustee (2019–2020) — Southport Woods & Southport
  • Former: John Cottrell President (2019–2020) — Wells Pl & Stratford
  • Former: Robert Hannifan Trustee (2019–2020) — Hackley St. & Bpt
  • Former: Thomas Errichetti Asst Treasurer (2019–2020) — Acton Rd & Bpt

Data from IRS Form 990 filings, 2019–2025. "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 The Bridgeport Rotary Club Foundation Inc

How much does The Bridgeport Rotary Club Foundation Inc give each year?

The Bridgeport Rotary Club Foundation Inc gave $339K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $316K across 1 grant.

How large is The Bridgeport Rotary Club Foundation Inc?

The Bridgeport Rotary Club Foundation Inc reported $3.7M in total assets on its 2025 IRS Form 990-PF. It paid out $339K in qualifying distributions that year, against a required minimum of $265K (roughly 5% of its investment assets).

Where does The Bridgeport Rotary Club Foundation Inc operate?

The Bridgeport Rotary Club Foundation Inc has awarded grants in Connecticut, Illinois.

What is The Bridgeport Rotary Club Foundation Inc's EIN?

The Bridgeport Rotary Club Foundation Inc's EIN (Employer Identification Number) is 20-5655260. IRS Form 990 filing data is available on this page for 2019–2025.

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

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