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    3. Congregational Investment Trust

    Congregational Investment Trust

    ActivoReligion-Related
    OLEAN, NY7163767235EIN: 39-17952624 declaraciones registradas
    Descubre si hay afinidad — Gratis

    About Congregational Investment Trust

    This foundation is explicitly focused on supporting Congregational and Congregational Christian churches and their denominational infrastructure, with large investments in the National Association of Congregational Christian Churches alongside direct grants to individual local congregations. Grants skew toward small- and medium-sized, often rural or small-town churches across multiple states, providing operating and program/capital support. The foundation favors repeat funding relationships with both the national association and many individual congregations, indicating long-term commitment to sustaining the Congregational movement.

    Focus Areas

    Denominational support for the National Association of Congregational Christian Churches (NACCC)Operating and program support for First Congregational churches in small towns (e.g., Wauwatosa, Wayne, Wauwa)Financial sustainability and capital/program grants for rural and regional Congregational churches (e.g., Skowhegan Federated, Gilmanton Community)Regional congregational networks and local church capacity-building across Midwest and New England

    Who They Fund

    unspecified nonprofit organizations / grantee organizations

    Giving Approach

    About Congregational Investment Trust

    Congregational Investment Trust Co centers its giving on Congregational and Congregational Christian churches, with especially large support for the National Association of Congregational Christian Churches and individual local congregations tied to that tradition. The biggest recent award in the data is $684,995 to the Nat'l Assoc of Congregational Christian Churches of the United States Naccc for general support, and the foundation also made repeated six-figure gifts to the same national body in earlier years. That pattern sits alongside direct support for churches in towns such as Wauwatosa and Wayne, showing a mix of denominational infrastructure funding and local church support. The foundation’s profile is shaped by repeat general-support grants rather than one-time project-only awards. Several congregations appear more than once across the recent grant list, including First Congregation Church Wauwatosa, First Congregation Church Wayne, Baleville Congr Church, Skowhegan Federated Church, and Gilmanton Community Church. The recipients are almost entirely churches or church-affiliated organizations, and the grant purposes are consistently labeled general support, which points to flexible funding for core operations and ongoing ministry needs. The latest 990 year on file is 2025, and annual grants given are $3,411,605.

    What Congregational Investment Trust Funds

    Denominational support is the clearest theme in the recent grants. The foundation gave $684,995 to Nat'l Assoc of Congregational Christian Churches of the United States Naccc for general support, and it also awarded $525,000 and $235,000 to the Natl Assoc of Congregationa for general support in earlier years. Local church operating support is another major thread. First Congregation Church Wauwatosa received $263,000 in 2024, $253,000 in 2023, $224,500 in 2025, and $136,000 in 2024, all marked general support. First Congregation Church Wayne also appears with multiple awards, including $148,000 in 2025 and $36,500 and $34,000 in 2024. The foundation also backs smaller regional congregations. Skowhegan Federated Church received $36,000 in 2024, $36,000 in 2025, $30,000 in 2023, and $18,000 in 2024, while Gilmanton Community Church received $25,000, $18,000, and $15,000 across 2024 and 2023.

    How Congregational Investment Trust Gives

    Typical grant size is moderate and flexible: p25 is $15,654, median is $36,000, and p75 is $81,250. The recent list shows a wide spread from smaller five-figure awards to several six-figure grants, with a few unusually large gifts to the national association standing above the rest. Recurrence is common: the same congregations and denominational bodies appear across multiple years, often with general support attached. The foundation is structured as a trust and does not fund individuals or make program-related investments. The grant purposes in the data are overwhelmingly unrestricted general support, indicating emphasis on operating stability rather than tightly scoped projects.

    Financial Snapshot

    Annual Giving

    $1.4M

    Total Assets

    $20.8M

    Total Revenue

    $2M

    Total Expenses

    $1.5M

    Typical Grant Size

    Most grants fall between $16K and $81K, with a median of $36K.

    25th Percentile

    $16K

    Median

    $36K

    75th Percentile

    $81K

    Geographic Reach

    National8 states funded

    About 0% of grants go to recipients in WI.

    Intensidad de financiamiento
    Baja
    Alta
    Sede

    Leadership

    SAME AS C ABOVE

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    Concentrated, relationship-driven giving: a few very large grants to the national denominational body plus numerous recurring moderate-to-small grants to individual congregations. Funding is repetitive (multiple grants to same churches), geographically dispersed but focused on small-town/rural congregations, and aimed at sustaining operations and local ministry capacity rather than one-off project philanthropy.

    Funding Style

    unrestricted general operating supportflexible funding for core costsnon-program-specific/general support

    Notable grantees: National Association of Congregational Christian Churches (NACCC), NATL ASSOC OF CONGREGATIONA (likely the same denomination support line), 1st Congregational Church (Wauwatosa), Skowhegan Federated Church, Gilmanton Community Church

    Topics

    organizational sustainabilitycapacity to deliver missionadministrative and overhead support

    Where Congregational Investment Trust Makes Grants

    Giving is national, and all recent grants in the data went to US recipients. Wisconsin appears most often, including Oak Creek, Wauwatosa, Kenosha, Rochester, and Madison-area recipients; Michigan follows with Wayne, West Bloomfield, and Portland. Other repeated destinations include Skowhegan, Maine; Gilmanton, New Hampshire; Newton, New Jersey; and Los Angeles, California. Although the foundation is headquartered in Olean, New York, the grant list shows 0% of grants going to recipients in New York.

    Frequently Asked Questions About Congregational Investment Trust

    What kind of organizations does Congregational Investment Trust Co support?

    It focuses on Congregational and Congregational Christian churches and their denominational infrastructure. The recent grant list is dominated by church recipients and the National Association of Congregational Christian Churches, with awards labeled general support.

    Does the foundation favor recurring support?

    Yes. Several recipients appear in multiple years, including First Congregation Church Wauwatosa, First Congregation Church Wayne, Baleville Congr Church, Skowhegan Federated Church, and Gilmanton Community Church. The repeated awards are usually for general support.

    What is the typical grant size?

    The distribution is centered in the mid-five figures: p25 is $15,654, median is $36,000, and p75 is $81,250. The list also includes larger six-figure grants to the national association and to a few churches.

    Where does most of the giving go?

    By recipient location, Wisconsin appears most often, with grants to Oak Creek, Wauwatosa, Kenosha, and Rochester. Michigan is another frequent destination, with recipients in Wayne, West Bloomfield, and Portland. All listed grants went to US recipients.

    What is the foundation’s funding style?

    The grants shown are overwhelmingly general support, including support for denominational bodies and local congregations. The foundation does not fund individuals and does not make program-related investments.

    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    NAT'L ASSOC OF CONGREGATIONAL CHRISTIAN CHURCHES OF THE UNITED STATES NACCCOAK CREEK, WI$684,9952025GENERAL SUPPORT
    1ST CONGREGATION CHURCH WAUWATOSAWAUWATOSA, WI$224,5002025GENERAL SUPPORT
    1ST CONGREGATION CHURCH WAYNEWAYNE, MI$148,0002025GENERAL SUPPORT
    PINE HILL CONGREGATIONAL CHURCHWEST BLOOMFIELD, MI$70,0002025GENERAL SUPPORT
    PLYMOUTH CONGREGATIONAL CHURCHKENOSHA, WI$68,8182025GENERAL SUPPORT
    1ST CONGREGATIONAL CHURCH OF ROCHESTER WISCONSINROCHESTER, WI$61,5002025GENERAL SUPPORT
    1ST CONGREGATIONAL CHURCH OF SPENCERSPENCER, IA$47,0002025GENERAL SUPPORT
    SKOWHEGAN FEDERATED CHURCHSKOWHEGAN, ME$36,0002025GENERAL SUPPORT
    1ST CONGREGATIONAL CHURCH OF PORTLANDPORTLAND, MI$25,0002025GENERAL SUPPORT
    BALEVILLE CONGR CHURCHNEWTON, NJ$14,5002025GENERAL SUPPORT
    CONGREGATIONAL CHURCH OF CANTONCANTON, MA$11,0002025GENERAL SUPPORT
    EAST FREEDOM CONGREGATIONAL CHRISTIAN CHURCHEAST FREETOWN, MA$7,2002025GENERAL SUPPORT
    NATL ASSOC OF CONGREGATIONAOAK CREEK, WI$525,0002024GENERAL SUPPORT
    1ST CONGREGATION CHURCH WAUWAWAUWATOSA, WI$263,0002024GENERAL SUPPORT
    NATL ASSOC OF CONGREGATIONAOAK CREEK, WI$235,0002024GENERAL SUPPORT
    1ST CONGREGATION CHURCH WAUWAWAUWATOSA, WI$136,0002024GENERAL SUPPORT
    BALEVILLE CONGR CHURCHNEWTON, NJ$75,0002024GENERAL SUPPORT
    CONG CHURCHES OF THE MESSIAHLOS ANGELES, CA$67,2202024GENERAL SUPPORT
    1ST CONGREGATION CHURCH WAYNEWAYNE, MI$36,5002024GENERAL SUPPORT
    SKOWHEGAN FEDERATED CHURCHSKOWHEGAN, ME$36,0002024GENERAL SUPPORT
    1ST CONGREGATION CHURCH WAYNEWAYNE, MI$34,0002024GENERAL SUPPORT
    PINE HILL CONGR CHURCHWEST BLOOMFIELD, MI$30,0002024GENERAL SUPPORT
    GILMANTON COMMUNITY CHURCHGILMANTON, NH$25,0002024GENERAL SUPPORT
    SKOWHEGAN FEDERATED CHURCHSKOWHEGAN, ME$18,0002024GENERAL SUPPORT
    FIRST CONG CHURCH OF ROCHROCHESTER, WI$15,8722024GENERAL SUPPORT
    GILMANTON COMMUNITY CHURCHGILMANTON, NH$15,0002024GENERAL SUPPORT
    BALEVILLE CONGR CHURCHNEWTON, NJ$12,5002024GENERAL SUPPORT
    FIRST CONG CHURCH LAINGSBURGLAINGSBURG, MI$7,0002024GENERAL SUPPORT
    1ST CONGREGATION CHURCH WAUWAWAUWATOSA, WI$253,0002023GENERAL SUPPORT
    NATL ASSOC OF CONGREGATIONAOAK CREEK, WI$100,0002023GENERAL SUPPORT
    BALEVILLE CONGR CHURCHNEWTON, NJ$40,0002023GENERAL SUPPORT
    SKOWHEGAN FEDERATED CHURCHSKOWHEGAN, ME$30,0002023GENERAL SUPPORT
    GILMANTON COMMUNITY CHURCHGILMANTON, NH$18,0002023GENERAL SUPPORT
    CONGR CHURCH OF CANTONCANTON, MA$15,0002023GENERAL SUPPORT
    1ST CONGREGATION CHURCH WAYNEWAYNE, MI$14,0002023GENERAL SUPPORT
    CONGREG CHURCH OF SOQUELSOQUEL, CA$12,0002023GENERAL SUPPORT

    NAT'L ASSOC OF CONGREGATIONAL CHRISTIAN CHURCHES OF THE UNITED STATES NACCC

    $684,995
    OAK CREEK, WI2025

    GENERAL SUPPORT

    1ST CONGREGATION CHURCH WAUWATOSA

    $224,500
    WAUWATOSA, WI2025

    GENERAL SUPPORT

    1ST CONGREGATION CHURCH WAYNE

    $148,000
    WAYNE, MI2025

    GENERAL SUPPORT

    PINE HILL CONGREGATIONAL CHURCH

    $70,000
    WEST BLOOMFIELD, MI2025

    GENERAL SUPPORT

    PLYMOUTH CONGREGATIONAL CHURCH

    $68,818
    KENOSHA, WI2025

    GENERAL SUPPORT

    1ST CONGREGATIONAL CHURCH OF ROCHESTER WISCONSIN

    $61,500
    ROCHESTER, WI2025

    GENERAL SUPPORT

    1ST CONGREGATIONAL CHURCH OF SPENCER

    $47,000
    SPENCER, IA2025

    GENERAL SUPPORT

    SKOWHEGAN FEDERATED CHURCH

    $36,000
    SKOWHEGAN, ME2025

    GENERAL SUPPORT

    1ST CONGREGATIONAL CHURCH OF PORTLAND

    $25,000
    PORTLAND, MI2025

    GENERAL SUPPORT

    BALEVILLE CONGR CHURCH

    $14,500
    NEWTON, NJ2025

    GENERAL SUPPORT

    CONGREGATIONAL CHURCH OF CANTON

    $11,000
    CANTON, MA2025

    GENERAL SUPPORT

    EAST FREEDOM CONGREGATIONAL CHRISTIAN CHURCH

    $7,200
    EAST FREETOWN, MA2025

    GENERAL SUPPORT

    NATL ASSOC OF CONGREGATIONA

    $525,000
    OAK CREEK, WI2024

    GENERAL SUPPORT

    1ST CONGREGATION CHURCH WAUWA

    $263,000
    WAUWATOSA, WI2024

    GENERAL SUPPORT

    NATL ASSOC OF CONGREGATIONA

    $235,000
    OAK CREEK, WI2024

    GENERAL SUPPORT

    1ST CONGREGATION CHURCH WAUWA

    $136,000
    WAUWATOSA, WI2024

    GENERAL SUPPORT

    BALEVILLE CONGR CHURCH

    $75,000
    NEWTON, NJ2024

    GENERAL SUPPORT

    CONG CHURCHES OF THE MESSIAH

    $67,220
    LOS ANGELES, CA2024

    GENERAL SUPPORT

    1ST CONGREGATION CHURCH WAYNE

    $36,500
    WAYNE, MI2024

    GENERAL SUPPORT

    SKOWHEGAN FEDERATED CHURCH

    $36,000
    SKOWHEGAN, ME2024

    GENERAL SUPPORT

    1ST CONGREGATION CHURCH WAYNE

    $34,000
    WAYNE, MI2024

    GENERAL SUPPORT

    PINE HILL CONGR CHURCH

    $30,000
    WEST BLOOMFIELD, MI2024

    GENERAL SUPPORT

    GILMANTON COMMUNITY CHURCH

    $25,000
    GILMANTON, NH2024

    GENERAL SUPPORT

    SKOWHEGAN FEDERATED CHURCH

    $18,000
    SKOWHEGAN, ME2024

    GENERAL SUPPORT

    FIRST CONG CHURCH OF ROCH

    $15,872
    ROCHESTER, WI2024

    GENERAL SUPPORT

    GILMANTON COMMUNITY CHURCH

    $15,000
    GILMANTON, NH2024

    GENERAL SUPPORT

    BALEVILLE CONGR CHURCH

    $12,500
    NEWTON, NJ2024

    GENERAL SUPPORT

    FIRST CONG CHURCH LAINGSBURG

    $7,000
    LAINGSBURG, MI2024

    GENERAL SUPPORT

    1ST CONGREGATION CHURCH WAUWA

    $253,000
    WAUWATOSA, WI2023

    GENERAL SUPPORT

    NATL ASSOC OF CONGREGATIONA

    $100,000
    OAK CREEK, WI2023

    GENERAL SUPPORT

    BALEVILLE CONGR CHURCH

    $40,000
    NEWTON, NJ2023

    GENERAL SUPPORT

    SKOWHEGAN FEDERATED CHURCH

    $30,000
    SKOWHEGAN, ME2023

    GENERAL SUPPORT

    GILMANTON COMMUNITY CHURCH

    $18,000
    GILMANTON, NH2023

    GENERAL SUPPORT

    CONGR CHURCH OF CANTON

    $15,000
    CANTON, MA2023

    GENERAL SUPPORT

    1ST CONGREGATION CHURCH WAYNE

    $14,000
    WAYNE, MI2023

    GENERAL SUPPORT

    CONGREG CHURCH OF SOQUEL

    $12,000
    SOQUEL, CA2023

    GENERAL SUPPORT