The Bridgeport Rotary Club Foundation Inc
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
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The most common grant size was under $50K: 20 grants of 26 (77%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached Schedule Bridgeport, CT | Purpose Listed on Schedule | $338,706 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990 for fiscal year 2020 (received by the IRS March 5, 2021)
- Added Form 990 for fiscal year 2019 (received by the IRS August 15, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- 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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