Nonprofit · EIN 23-7258527
GREATER BRIDGEPORT RETIRED TEACHERS FUND INC
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $99,698 | $38,713 | $60,985 | $1,038,345 | $0 | $1,038,345 |
| June 30, 2025 | 990-PF | $71,347 | $37,085 | $34,262 | $977,356 | $0 | $977,356 |
| June 30, 2024 | 990-PF | $30,168 | $94,603 | -$64,435 | $943,097 | $0 | $943,097 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $125
- Dividends
- $29,952
- Net gain from sales of assets
- $69,621
Expenses
- Grants and similar amounts paid
- $19,184
- Compensation of officers, directors and key employees
- $11,839
- Disbursements for charitable purposes
- $28,876
- Excise tax on investment income
- $1,267
Balance sheet and other
- Total assets, start of year
- $977,356
- Total assets, end of year
- $1,038,345
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,038,345
- Fair market value of assets
- $1,631,749
- Qualifying distributions
- $28,876
- Net investment income
- $99,573
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR FIDUCIARY | 2 | $11,839 |
| JO-ANN OLSEN 1127 BROOKLAWN AVE, FAIRFIELD, CT 06825 | TREASURER | 4 | $0 |
| ANDREW FIGLAR 335 NAVAJO LOOP, SHELTON, CT 064842852 | 1ST VICE PRESIDENT | 2 | $0 |
| MARIE PETTITI 34 WESTFIELD DRIVE, TRUMBULL, CT 06611 | PRESIDENT | 2 | $0 |
990-PF for the year ended June 30, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR FIDUCIARY | 2 | $10,446 |
| JO-ANN OLSEN 1127 BROOKLAWN AVE, FAIRFIELD, CT 06825 | TREASURER | 4 | $0 |
| ANDREW FIGLAR 335 NAVAJO LOOP, SHELTON, CT 064842852 | 1ST VICE PRESIDENT | 2 | $0 |
| MARIE PETTITI 34 WESTFIELD DRIVE, TRUMBULL, CT 06611 | PRESIDENT | 2 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | AGENT FOR FIDUCIARY | 2 | $9,440 |
| JO-ANN OLSEN 1127 BROOKLAWN AVE, FAIRFIELD, CT 06825 | TREASURER | 4 | $0 |
| ANDREW FIGLAR 335 NAVAJO LOOP, SHELTON, CT 064842852 | 1ST VICE PRESIDENT | 2 | $0 |
| MARIE PETTITI 34 WESTFIELD DRIVE, TRUMBULL, CT 06611 | PRESIDENT | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA
- Signed the 990-PF
- MARIE L PETITTI, PRESIDENT
- Phone
- (888) 866-3275
- Return prepared by
- BANK OF AMERICA
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 | 990-PF on file |
| 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
- 23-7258527
- 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
- 1984
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $977,356
- Income (IRS master file)
- $282,700
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $99,698 | $38,713 | $1,038,345 | XML |
| 990-PF | June 2025 | $71,347 | $37,085 | $977,356 | XML |
| 990-PF | June 2024 | $30,168 | $94,603 | $943,097 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 23-7258527).
Questions about GREATER BRIDGEPORT RETIRED TEACHERS FUND INC
- What is the EIN of GREATER BRIDGEPORT RETIRED TEACHERS FUND INC?
- The employer identification number (EIN) of GREATER BRIDGEPORT RETIRED TEACHERS FUND INC is 23-7258527.
- Is GREATER BRIDGEPORT RETIRED TEACHERS FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to GREATER BRIDGEPORT RETIRED TEACHERS FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GREATER BRIDGEPORT RETIRED TEACHERS FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GREATER BRIDGEPORT RETIRED TEACHERS FUND INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GREATER BRIDGEPORT RETIRED TEACHERS FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of GREATER BRIDGEPORT RETIRED TEACHERS FUND INC?
- The 990-PF for the year ended June 30, 2026 lists 4 people; 1 received compensation from the organization, the highest $11,839 (BANK OF AMERICA, AGENT FOR FIDUCIARY).
- How much revenue does GREATER BRIDGEPORT RETIRED TEACHERS FUND INC have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $99,698, expenses of $38,713 and total assets of $1,038,345 at year end.
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