Connecticut Trust for Historic

HAMDEN, CT EIN: 06-0979808 Website

INTERACTS WITH OTHER GROUPS, INDIVIDUALS AND ORGANIZATIONS TO ENCOURAGE, ADVOCATE AND FACILITATE HISTORICAL PRESERVATION THROUGHOUT CONNECTICUT.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$2.8M

+5.5% YoY

Annual Giving

$200K

+44.6% YoY

Grant Count

23

+53.3% YoY

Avg Grant Size

$9K

-5.7% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4M$8M$12M$16M20202021202220232024
Metric202420232022
Total Assets$2,772,949$2,627,534$2,880,357
Revenue$6,157,178$5,077,022$12,511,714
Expenses$6,253,368$5,172,195$12,315,548
Qualifying Distributions
Net Investment Income$93,365$68,101$67,418
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K13 grants202014 grants202114 grants202215 grants202323 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

HARTFORD SPANISH SEVENTH…$15KMORRIS HISTORICAL SOCIETY$10KTHE ADAM STANTON HOUSE &…$10KNORFOLK FOUNDATION$10KTHE ROCKFALL FOUNDATION$10KSEABURY SOCIETY FOR PRES…$10KWILTON HISTORICAL SOCIETY$10KMATHER HOMESTEAD FOUNDAT…$10KWINDHAM PRESERVATION INC$10KDARIEN HISTORICAL SOCIETY$10K

Grant Size Distribution

79 grants across all recorded years

79<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Connecticut Trust for Historic fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JANE MONTANAROEXECUTIVE DI$106K

From 2024 filing

NameTitleHoursCompensation
JANE MONTANAROEXECUTIVE DI40$105,575
MARY JEAN AGOSTINIVICE CHAIR2
DEB COHENBOARD MEMBER2
EDWARD GERBERBOARD MEMBER2
ELLEN GOULDBOARD MEMBER2
HENRY GRIGGSBOARD MEMBER2
JOHN HARRINGTONBOARD MEMBER2
JEFFREY KAUFMANBOARD MEMBER2
GARRY LEONARDTREASURER2
REGAN MINERBOARD MEMBER2
TOM NISSLEYBOARD MEMBER2
CATHERINE OSTENBOARD MEMBER2
EDITH PESTANABOARD MEMBER2
JAMES QUINNBOARD MEMBER2
PIETER ROOSBOARD MEMBER2
CRISTINA ROSSBOARD MEMBER2
CAROLINE SLOATCHAIR2
ELAINE STILESBOARD MEMBER2
ROBERT TIERNEYBOARD MEMBER2
JONATHAN WHARTONSECRETARY2
BRIAN T SMITHBOARD MEMBER2

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

4states

Cities

AnsoniaBarkhamstedBoltonBranfordBristolCheshireClintonDarienDeep RiverEast HaddamFarmingtonGrotonHartfordHebronLakevilleMadisonManchesterMiddletownMorrisMystic

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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