Nonprofit · EIN 20-5655260
BRIDGEPORT ROTARY CLUB FOUNDATIONINC
Tax-exempt · SHELTON, CT 06484
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $46,018 | $343,553 | -$297,535 | $3,653,018 | $10,470 | $3,642,548 |
| June 30, 2024 | 990-PF | $35,123 | $319,579 | -$284,456 | $3,662,642 | $12,856 | $3,649,786 |
| June 30, 2023 | 990-PF | $47,127 | $366,463 | -$319,336 | $3,965,987 | $21,381 | $3,944,606 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $46,018
Expenses
- Grants and similar amounts paid
- $338,706
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $338,706
- Excise tax on investment income
- $4,121
Balance sheet and other
- Total assets, start of year
- $3,662,642
- Total assets, end of year
- $3,653,018
- Total liabilities, end of year
- $10,470
- Net assets, end of year
- $3,642,548
- Fair market value of assets
- $5,601,569
- Qualifying distributions
- $338,706
- Net investment income
- $327,427
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN COTTREL 1225 WELLS PLACE, STRATFORD, CT 06615 | PRESIDENT | 0.25 | $0 |
| CHRISTOPHER GALLO 16 CENTERVIEW DRIVE, SHELTON, CT 06484 | TREASURER | 1 | $0 |
| EDWARD DAVIES 12 WHALLEY AVENUE, MILFORD, CT 06460 | SECRETARY | 0.25 | $0 |
| CARMEN COLON 404 CLEVELAND AVENUE, BRIDGEPORT, CT 06604 | TRUSTEE | 0.25 | $0 |
| NICOLAS DAPAZ 2 MEGHAM LANE, SHELTON, CT 06484 | TRUSTEE | 0.25 | $0 |
| CRYSTAL ENGRAM ONE CROSS STREET, BRIDGEPORT, CT 06610 | TRUSTEE | 0.25 | $0 |
| ROBERT HANNIFAN 44 HACKLEY STREET, BRIDGEPORT, CT 06605 | TRUSTEE | 0.25 | $0 |
| JATIN MEHTA 3030 PARK AVENUE, BRIDGEPORT, CT 06604 | TRUSTEE | 0.25 | $0 |
| KIM McGINNIS 83 DEER HILL ROAD, SOUTHBURY, CT 06488 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN COTTREL 1225 WELLS PLACE, STRATFORD, CT 06615 | PRESIDENT | 0.25 | $0 |
| CHRISTOPHER GALLO 16 CENTERVIEW DRIVE, SHELTON, CT 06484 | TREASURER | 1 | $0 |
| EDWARD DAVIES 12 WHALLEY AVENUE, MILFORD, CT 06460 | SECRETARY | 0.25 | $0 |
| THOMAS ERRICHETTI 85 ACTON ROAD, BRIDGEPORT, CT 06606 | ASST. TREAS. | 0.25 | $0 |
| NICOLAS DAPAZ 2 MEGHAM LANE, SHELTON, CT 06484 | TRUSTEE | 0.25 | $0 |
| CRYSTAL ENGRAM ONE CROSS STREET, BRIDGEPORT, CT 06610 | TRUSTEE | 0.25 | $0 |
| ROBERT HANNIFAN 44 HACKLEY STREET, BRIDGEPORT, CT 06605 | TRUSTEE | 0.25 | $0 |
| JATIN MEHTA 32 SOUTHPORT WOODS, SOUTHPORT, CT 06890 | TRUSTEE | 0.25 | $0 |
| CAROLYN VERMONT 90 DODD AVENUE, BRIDGEPORT, CT 06606 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN COTTREL 1225 WELLS PLACE, STRATFORD, CT 06615 | PRESIDENT | 0.25 | $0 |
| CHRISTOPHER GALLO 16 CENTERVIEW DRIVE, SHELTON, CT 06484 | TREASURER | 1 | $0 |
| EDWARD DAVIES 12 WHALLEY AVENUE, MILFORD, CT 06460 | SECRETARY | 0.25 | $0 |
| THOMAS ERRICHETTI 85 ACTON ROAD, BRIDGEPORT, CT 06606 | ASST. TREAS. | 0.25 | $0 |
| NICOLAS DAPAZ 2 MEGHAM LANE, SHELTON, CT 06484 | TRUSTEE | 0.25 | $0 |
| CRYSTAL ENGRAM ONE CROSS STREET, BRIDGEPORT, CT 06610 | TRUSTEE | 0.25 | $0 |
| ROBERT HANNIFAN 44 HACKLEY STREET, BRIDGEPORT, CT 06605 | TRUSTEE | 0.25 | $0 |
| JATIN MEHTA 32 SOUTHPORT WOODS, SOUTHPORT, CT 06890 | TRUSTEE | 0.25 | $0 |
| CAROLYN VERMONT 90 DODD AVENUE, BRIDGEPORT, CT 06606 | TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- C/O CHRISTOPHER GALLO TREASURER 16, SHELTON, CT 06484-0000
- In care of
- % CHRISTOPHER A GALLO
- Signed the 990-PF
- CHRISTOPHER GALLO CPA, TREASURER
- Phone
- (203) 895-1454
- Return prepared by
- RITCH GREENBERG & HASSANS CPAS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-5655260
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $3,653,018
- Income (IRS master file)
- $46,018
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $46,018 | $343,553 | $3,653,018 | IRS |
| 990-PF | June 2024 | $35,123 | $319,579 | $3,662,642 | IRS |
| 990-PF | June 2023 | $47,127 | $366,463 | $3,965,987 | XML |
| 990-PF | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5655260).
Questions about BRIDGEPORT ROTARY CLUB FOUNDATIONINC
- What is the EIN of BRIDGEPORT ROTARY CLUB FOUNDATIONINC?
- The employer identification number (EIN) of BRIDGEPORT ROTARY CLUB FOUNDATIONINC is 20-5655260.
- Is BRIDGEPORT ROTARY CLUB FOUNDATIONINC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to BRIDGEPORT ROTARY CLUB FOUNDATIONINC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BRIDGEPORT ROTARY CLUB FOUNDATIONINC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BRIDGEPORT ROTARY CLUB FOUNDATIONINC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BRIDGEPORT ROTARY CLUB FOUNDATIONINC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of BRIDGEPORT ROTARY CLUB FOUNDATIONINC?
- The 990-PF for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does BRIDGEPORT ROTARY CLUB FOUNDATIONINC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $46,018, expenses of $343,553 and total assets of $3,653,018 at year end.
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