The Bridgeport Rotary Club Foundation Inc

SHELTON, CT EIN: 20-5655260

The Bridgeport Rotary Club Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SHELTON, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 1 grants totaling $316K. Net investment income was $298K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.7M

-7.6% YoY

Annual Giving

$316K

-12.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$316K

-12.5% YoY

Under IRS private-foundation payout rules, The Bridgeport Rotary Club Foundation Inc reported a distributable amount of $253K for 2024 — the minimum it must pay out in qualifying distributions.

About The Bridgeport Rotary Club Foundation Inc

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $1.5M (98%)

Illinois $35K (2%)

States

Connecticut Illinois

Cities

BridgeportEvanstonTrumbull

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2021
Total Assets	$3,662,642	$3,965,987	$4,592,207
Revenue	$35,123	$47,127	$54,001
Expenses	$319,579	$366,463	$524,514
Qualifying Distributions	$316,317	$361,368	—
Net Investment Income	$297,605	$328,323	$247,030
Distributable Amount	$252,882	$244,041	$280,182

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See Attached Schedule ($316,317).

Recipient	Purpose	Amount
See Attached Schedule Bridgeport, CT	Purpose Listed on Schedule	$316,317

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JOHN COTTREL	PRESIDENT	0.25	—
CHRISTOPHER GALLO	TREASURER	1	—
EDWARD DAVIES	SECRETARY	0.25	—
THOMAS ERRICHETTI	ASST. TREAS.	0.25	—
NICOLAS DAPAZ	TRUSTEE	0.25	—
CRYSTAL ENGRAM	TRUSTEE	0.25	—
ROBERT HANNIFAN	TRUSTEE	0.25	—
JATIN MEHTA	TRUSTEE	0.25	—
CAROLYN VERMONT	TRUSTEE	0.25	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Bridgeport Rotary Club Foundation Inc?

The Bridgeport Rotary Club Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SHELTON, CT. It holds $3.7M in total assets as of 2024.

How large is The Bridgeport Rotary Club Foundation Inc?

As of 2024, The Bridgeport Rotary Club Foundation Inc holds $3.7M in total assets with $35K in annual revenue. It awarded 1 grants totaling $316K in 2024.

Where does The Bridgeport Rotary Club Foundation Inc operate?

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

What size grants does The Bridgeport Rotary Club Foundation Inc award?

In 2024, The Bridgeport Rotary Club Foundation Inc awarded 1 grants totaling $316K — an average of about $316K per grant, based on its IRS Form 990 filings.

How much is The Bridgeport Rotary Club Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Bridgeport Rotary Club Foundation Inc reported a distributable amount of $253K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.