2026-05-15T15:16:32-05:00 2025-12-31 060903326 WHITTLESEY PC 280 TRUMBULL ST 24TH FL HARTFORD CT 06103 990PF 2025-01-01 061513293 ION BANK FOUNDATION INC IONB 2037295291 251 CHURCH STREET NAUGATUCK CT 06770 RAYMOND LEONZI CHIEF FINANCIAL OFFICER 2037295291 2026-05-15 1 THOMAS GOLDFUSS P01373588 8605223111 2025 2025-03-06 01:10:19Z X 15263658 X 300 X 5263 5263 441797 441797 728656 10210290 728656 300 0 1176316 1175716 75000 0 75000 1600 800 800 39190 18190 21000 75760 0 0 6086 0 39058 0 39058 236694 18990 135858 1049082 1049082 1285776 18990 1184940 -109460 1156726 280137 548874 548874 2970663 0 0 11279466 14431729 14431729 350000 66945 289141 283055 283055 14819407 15263658 15263658 0 0 X 14819407 15263658 14819407 15263658 14819407 15263658 14819407 -109460 553711 15263658 0 15263658 PUBLICLY TRADED SECURITIES P 2024-01-01 2025-12-31 9896512 9481634 414878 414878 CAPITAL GAINS DIVIDENDS P 313778 313778 313778 728656 16078 0 16078 0 16078 44320 0 0 0 44320 0 28242 28242 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 IONBANK.COM/ABOUT-US/FOUNDATION/ ION BANK 2037295291 251 CHURCH ST NAUGATUCK CT 06770 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANDREW SKIPP 251 CHURCH ST NAUGATUCK CT 06770 DIRECTOR 0.00 0 0 0 CHARLES J BOULIER III 251 CHURCH ST NAUGATUCK CT 06770 DIRECTOR 0.00 0 0 0 DANA SILVA 251 CHURCH ST NAUGATUCK CT 06770 SENIOR VICE PRESIDENT, SECRETARY 1.00 0 0 0 DAVID J ROTATORI 251 CHURCH ST NAUGATUCK CT 06770 PRESIDENT & CHAIR 1.00 0 0 0 DAVID SCELBA 251 CHURCH ST NAUGATUCK CT 06770 DIRECTOR 0.00 0 0 0 GARY O'CONNOR 251 CHURCH ST NAUGATUCK CT 06770 DIRECTOR 0.00 0 0 0 GINGER FENNELL 251 CHURCH ST NAUGATUCK CT 06770 SENIOR VICE PRESIDENT 0.00 0 0 0 KATHLEEN BROCHHAUSEN 251 CHURCH ST NAUGATUCK CT 06770 EXECUTIVE DIRECTOR 20.00 75000 0 0 KALIM JAN 251 CHURCH ST NAUGATUCK CT 06770 SENIOR VICE PRESIDENT, TREASURER 0.00 0 0 0 RAY LEONZI 251 CHURCH ST NAUGATUCK CT 06770 SENIOR VICE PRESIDENT 1.00 0 0 0 KATHY TAYLOR 251 CHURCH ST NAUGATUCK CT 06770 DIRECTOR 0.00 0 0 0 MICHELLE STRONZ 251 CHURCH ST NAUGATUCK CT 06770 DIRECTOR 0.00 0 0 0 PATRICK CHARMEL 251 CHURCH ST NAUGATUCK CT 06770 DIRECTOR 0.00 0 0 0 WILLIAM SAMUELSON 251 CHURCH ST NAUGATUCK CT 06770 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 14426721 448695 0 14875416 0 0 14875416 223131 14652285 732614 732614 16078 16078 716536 300 716836 0 716836 1184940 0 1184940 716836 0 0 489903 372950 420295 590862 368255 2242265 1184940 0 0 0 716836 468104 0 0 2710369 0 0 0 0 0 0 489903 2220466 372950 420295 590862 368255 468104 KATHLEEN BROCHHAUSEN 251 CHURCH ST NAUGATUCK CT 06770 8888914219 GRANTS@IONBANK.COM APPLICATIONS SHOULD BE SUBMITTED ONLINE VIA THE WEBSITE. 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CITY HILL MIDDLE SCHOOL CO TOWN OF NAUGATUCK 441 CITY HILL STREET NAUGATUCK CT 06770 GOV MARK TWAIN HOUSE 900 CONNECTICUT COMMUNITY FOUNDATION 43 FIELD STREET WATERBURY CT 06702 PC GIVE LOCAL 2025 49209 FAIR HAVEN COMMUNITY HEALTH CLINIC INC 374 GRAND AVENUE NEW HAVEN CT 06513 PC BUILDING HEALTH, STRENGTHENING COMMUNITY 15000 JANE DOE NO MORE INC 203 CHURCH STREET NAUGATUCK CT 06770 PC DINNER - EVENING IN PARIS 3500 NAUGATUCK SENIOR CENTER 300 MEADOW STREET NAUGATUCK CT 06770 PC SENIOR DAY 2025 2500 NAUGATUCK ECONOMIC DEVELOPMENT CORP 270 CHURCH STREET NAUGATUCK CT 06770 PC DONATION 11000 NAUGATUCK VALLEY COMMUNITY COLLEGE FOUNDATION 750 CHASE PARKWAY WATERBURY CT 06708 PC ANNUAL LEADERSHIP BREAKFAST 5000 SEYMOUR PINK INC PO BOX 333 SEYMOUR CT 06483 PC A PINK NIGHT TO REMEMBER 4000 UNITED WAY OF NORTHERN NEW JERSEY 222 RIDGEDALE AVE CEDAR KNOLLS NJ 07927 PC DONATION MATCH 500 UNITED WAY OF GREATER WATERBURY 123 BANK STREET 3RD FLOOR WATERBURY CT 06702 PC EVENT SUPPORT 4000 VALLEY 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NAUGATUCK CT 06770 PC COMMUNITY AWARDS PROGRAM 25 150 POMPERAUG RIVER WATERSHED COALITION-PRWC 39 SHERMAN HILL ROAD STE C-103 WOODBURY CT 06798 PC COMMUNITY AWARDS PROGRAM 25 275 PROJECT PURPLE INC ATTENTION DINO VERRELLI PO BOX 884 SEYMOUR CT 06483 PC COMMUNITY AWARDS PROGRAM 25 300 PROSPECT CONGREGATIONAL CHURCH PO BOX 7073 PROSPECT CT 06712 PC COMMUNITY AWARDS PROGRAM 25 875 QUINNIPIAC RVR LINEAR TRAIL ADVISORY COMMITTEE OF WALLINGFORD PO BOX 6017 WALLINGFORD CT 06492 PC COMMUNITY AWARDS PROGRAM 25 100 RAICES LATINAS INC 204 COLONY STREET MERIDEN CT 06451 PC COMMUNITY AWARDS PROGRAM 25 100 RANDOM HACKS OF KINDNESS JUNIOR INC 6 WOODS WAY WOODBURY CT 06798 PC COMMUNITY AWARDS PROGRAM 25 100 THE RECREATION CAMP INC CO MICHELE SHAW 205 ROOSEVELT DRIVE SEYMOUR CT 06483 PC COMMUNITY AWARDS PROGRAM 25 200 REGION 15 - PROJECT PANTHER 234 JUDD ROAD SOUTHBURY CT 06488 PC COMMUNITY AWARDS PROGRAM 25 225 RESTORE WITH THE ARTS INC P O BOX 2772 MERIDEN CT 06450 PC COMMUNITY AWARDS PROGRAM 25 125 FRIENDS OF THE RIVERSIDE CEMETERY INC 496 RIVERSIDE ST WATERBURY CT 06708 PC COMMUNITY AWARDS PROGRAM 25 100 ROTARY CLUB OF ANSONIA SEYMOUR AND OXFORD CT INC 60 KNORR AVE SEYMOUR CT 06483 PC COMMUNITY AWARDS PROGRAM 25 1700 RUTH'S HOUSE P O BOX 110253 TRUMBULL CT 06611 PC COMMUNITY AWARDS PROGRAM 25 100 SAFE HAVEN OF GREATER WATERBURY INC 29 CENTRAL AVE PO BOX 1503 WATERBURY CT 067211503 PC COMMUNITY AWARDS PROGRAM 25 475 SEVEN ANGELS THEATRE HAMILTON PARK PAVILION P O BOX 3358 WATERBURY CT 06705 PC COMMUNITY AWARDS PROGRAM 25 725 SEYMOUR LIONS CLUB INC 26 GEORGE STREET SEYMOUR CT 06483 PC COMMUNITY AWARDS PROGRAM 25 100 SEYMOUR PINK INC PO BOX 333 SEYMOUR CT 06483 PC COMMUNITY AWARDS PROGRAM 25 450 SEYMOUR OXFORD FOOD BANK INC PO BOX 178 SEYMOUR CT 06483 PC COMMUNITY AWARDS PROGRAM 25 250 SILVER CITY JUNIOR MOTOR SPORTS 835 HANOVER RD MERIDEN CT 06451 PC COMMUNITY AWARDS PROGRAM 25 150 SOCIAL SABBY SPONSORSHIPS INC 74 HIGH STREET PORTLAND CT 06480 PC COMMUNITY AWARDS PROGRAM 25 100 SOUTH MERIDEN FESTIVALS INC 96 GODEK HILL ROAD MERIDEN CT 06451 PC COMMUNITY AWARDS PROGRAM 25 100 SEYMOUR OXFORD NURSERY CHILD CARE ASSOC INC 256 BANK STREET SEYMOUR CT 06483 PC COMMUNITY AWARDS PROGRAM 25 100 SOUL FRIENDS INC 300 CHURCH ST WALLINGFORD CT 06492 PC COMMUNITY AWARDS PROGRAM 25 100 SOUTHBURY AMBULANCE ASSOCIATION 68 GEORGES HILL ROAD SOUTHBURY CT 06488 PC COMMUNITY AWARDS PROGRAM 25 150 SOUTHFORD FALLS QUILTERS LLC 2 KLARIDES VILLAGE 225 SEYMOUR CT 06483 PC COMMUNITY AWARDS PROGRAM 25 325 SPANISH COMMUNITY OF WALLINGFORD 284 WASHINGTON STREET WALLINGFORD CT 06492 PC COMMUNITY AWARDS PROGRAM 25 100 SOUTHINGTON SOUTHERN LITTLE LEAGUE PO BOX 968 SOUTHINGTON CT 06489 PC COMMUNITY AWARDS PROGRAM 25 100 ST VINCENT DEPAUL MISSION OF WATERBURY PO BOX 1612 WATERBURY CT 06721 PC COMMUNITY AWARDS PROGRAM 25 350 ST ANTHONY'S CHURCH 4 UNION CITY ROAD PROSPECT CT 06712 PC COMMUNITY AWARDS PROGRAM 25 1325 STAYWELL HEALTHCARE INC 80 PHOENIX AVE WATERBURY CT 06702 PC COMMUNITY AWARDS PROGRAM 25 100 ST BRIDGET SCHOOL 171 MAIN STREET CHESHIRE CT 06410 GOV COMMUNITY AWARDS PROGRAM 25 725 ST FRANCIS OF ASSISI CHURCH 318 CHURCH STREET NAUGATUCK CT 06770 PC COMMUNITY AWARDS PROGRAM 25 2750 ST GEORGES EPISCOPAL CHURCH 393 TUCKER HILL ROAD MIDDLEBURY CT 06762 PC COMMUNITY AWARDS PROGRAM 25 225 SAINT MARY'S HOSPITAL FOUNDATION 56 FRANKLIN STREET WATERBURY CT 06706 PC COMMUNITY AWARDS PROGRAM 25 350 ST PAULS EVANGELICAL LUTHERAN CHURCH 350 MILLVILLE AVE NAUGATUCK CT 06770 PC COMMUNITY AWARDS PROGRAM 25 250 ST PETER'S EPISCOPAL CHURCH 59 MAIN ST CHESHIRE CT 06410 PC COMMUNITY AWARDS PROGRAM 25 300 ST PETER & PAUL UKRAINIAN GREEK CATHOLIC CHURCH 105 CLIFTON AVENUE ANSONIA CT 06401 PC COMMUNITY AWARDS PROGRAM 25 400 ST VINCENT DEPAUL OF THE VALLEY INC PO BOX 801 DERBY CT 06418 PC COMMUNITY AWARDS PROGRAM 25 125 THE SUSIE FOUNDATION 15 CARLETON RD WEST HARTFORD CT 06107 PC COMMUNITY AWARDS PROGRAM 25 150 SUSTAINABLE SOUTHBURY INC 1202 PURCHASE BROOK ROAD SOUTHBURY CT 06488 PC COMMUNITY AWARDS PROGRAM 25 100 TAPPING OUT CANCER 16 MCCONNEY GROVE DERBY CT 06418 PC COMMUNITY AWARDS PROGRAM 25 100 TEAM INC 30 ELIZABETH STREET DERBY CT 06418 PC COMMUNITY AWARDS PROGRAM 25 275 BRADLEY HOME FOR THE AGED 320 COLONY STREET MERIDEN CT 06451 PC COMMUNITY AWARDS PROGRAM 25 100 THERESA'S BATTLESHIP FOUNDATION INC 15 OAK RIDGE LANE WEST HARTFORD CT 06107 PC COMMUNITY AWARDS PROGRAM 25 250 TRICIRCLE CORPORATION 169 COLONY STREET ROOM 28 MERIDEN CT 06451 PC COMMUNITY AWARDS PROGRAM 25 150 TROUT UNLIMITED NAUGATUCK POMPERAUG CHAPTER 281 PO BOX 100 MIDDLEBURY CT 06762 PC COMMUNITY AWARDS PROGRAM 25 100 THE UNITED CHURCH OF CHRIST 283 MAIN STREET NORTH SOUTHBURY CT 06488 PC COMMUNITY AWARDS PROGRAM 25 275 UNITED WAY OF NAUGATUCK & BEACON FALLS 270 CHURCH ST NAUGATUCK CT 06770 PC COMMUNITY AWARDS PROGRAM 25 375 UNITED WAY OF GREATER WATERBURY 123 BANK STREET 3RD FL WATERBURY CT 06702 PC COMMUNITY AWARDS PROGRAM 25 100 THE CONGREGATIONAL CHURCH OF NAUG 9 DIVISION STREET NAUGATUCK CT 06770 PC COMMUNITY AWARDS PROGRAM 25 550 VOLUNTEER FIRE DEPARTMENT OF PROSPECT INC P O BOX 7001 PROSPECT CT 06712 PC COMMUNITY AWARDS PROGRAM 25 875 WALLINGFORD EMERGENCY SHELTER INC 586 ELLA T GRASSO BLVD NEW HAVEN CT 06519 PC COMMUNITY AWARDS PROGRAM 25 100 THE YMCA OF WALLINGFORD DBA THE WALLINGFORD FAMILY YMCA 81 SOUTH ELM STREET WALLINGFORD CT 06492 PC COMMUNITY AWARDS PROGRAM 25 100 WATERBURY ARC INC 1929 EAST MAIN STREET WATERBURY CT 06705 PC COMMUNITY AWARDS PROGRAM 25 450 WOODBURY-BETHLEHEM COMMUNITY MUSIC FOUNDATION PO BOX 820 WOODBURY CT 06798 PC COMMUNITY AWARDS PROGRAM 25 175 WOODBURY CEMETERY ASSOC PO BOX 45 WOODBURY CT 06798 PC COMMUNITY AWARDS PROGRAM 25 175 WOODBURY LIONS CLUB FOUNDATION INC PO BOX 314 WOODBURY CT 06798 PC COMMUNITY AWARDS PROGRAM 25 375 WHISKERS PET RESCUE INC 134 MAIN ST SOUTH SOUTHBURY CT 06488 PC COMMUNITY AWARDS PROGRAM 25 2550 WOODBURY FFA ALUMNI ASSOC 5 MINORTOWN ROAD WOODBURY CT 06798 PC COMMUNITY AWARDS PROGRAM 25 525 WOODBURY SCHOLARSHIP FUND PO BOX 716 WOODBURY CT 06798 PC COMMUNITY AWARDS PROGRAM 25 225 CHURCH OF CHRIST CHRISTIAN DBA WOODLAND CHURCH OF CHRIST 63 ANCIENT HIGHWAY OXFORD CT 06478 PC COMMUNITY AWARDS PROGRAM 25 200 WATERBURY EXCHANGE CLUB CHARITABLE FOUNDATION PO BOX 9244 WATERBURY CT 067249244 PC COMMUNITY AWARDS PROGRAM 25 100 WATERBURY SYMPHONY ORCHESTRA 500 CHASE PARKWAY 4C WATERBURY CT 06708 PC COMMUNITY AWARDS PROGRAM 25 325 WATERTOWN LIONS CLUB PO BOX 281 WATERTOWN CT 06795 PC COMMUNITY AWARDS PROGRAM 25 100 NAUGATUCK YMCA 284 CHURCH STREET NAUGATUCK CT 06770 PC COMMUNITY AWARDS PROGRAM 25 650 GREATER WATERBURY YMCA 136 WEST MAIN STREET WATERBURY CT 06702 PC COMMUNITY AWARDS PROGRAM 25 100 MERIDEN WALLINGFORD RELAY FOR LIFE 825 BROOK STREET BLDG 3 ROCKY HILL CT 06067 PC COMMUNITY AWARDS PROGRAM 25 100 BOYS & GIRLS CLUB OF GREATER WATERBURY 1037 EAST MAIN STREET WATERBURY CT 06705 PC "FUND A FUTURE" 1000 GRIFFIN HOSPITAL DEVELOPMENT FUND INC 130 DIVISION STREET DERBY CT 06418 PC "ANNUAL 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KTANA OF WATERBURY INC 32 HILLSIDE AVE WATERBURY CT 06710 PC COMMUNITY AWARDS PROGRAM 25 275 MONTVILLE TOWNSHIP 4TH JULY INC P O BOX 203 MONTVILLE NJ 07045 PC "EVENT SUPPORT" 2000 NAUGATUCK HIGH SCHOOL 543 RUBBER AVENUE NAUGATUCK CT 067703797 GOV COMMUNITY AWARDS PROGRAM 25 275 NAUGATUCK HIGH SCHOOL 543 RUBBER AVENUE NAUGATUCK CT 067703797 GOV COMMUNITY AWARDS PROGRAM 25 350 NEW BRITAIN YOUTH MUSEUM 191 FARMINGTON AVE BERLIN CT 06037 PC COMMUNITY AWARDS PROGRAM 25 100 TEAM HOMESCHOOL CLUB INC 11 LEE ROAD PROSPECT CT 06712 PC COMMUNITY AWARDS PROGRAM 25 100 SAINT VINCENT FERRER CHURCH 1006 NEW HAVEN ROAD ROUTE 63 NAUGATUCK CT 067704731 PC COMMUNITY AWARDS PROGRAM 25 950 AMERICAN YOUTH FOOTBALL INC DBA ELM CITY WOLVERINES INC 20 LOLLER RD HAMDEN CT 06514 PC COMMUNITY AWARDS PROGRAM 25 100 POLISH NATIONAL CATHOLIC CHURCH DBA HOLY SAVIOR PN DBA HOLY SAVIOR PNCC 118 PROSPECT STREET NAUGATUCK CT 06770 PC COMMUNITY AWARDS PROGRAM 25 300 BOROUGH OF NAUGATUCK 229 CHURCH ST NAUGATUCK CT 06770 GOV COMMUNITY AWARDS PROGRAM 25 225 UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT ONE STATE STREET STE 1710 HARTFORD CT 06103 PC "BUILDING FOUNDATIONS PLEDGE" 1000 BALL & SOCKET ARTS INC PO BOX 128 CHESHIRE CT 064103501 PC "SUPPORT FOR BALL & SOCKET ARTS' FREE PUB" 4000 BEDROCK CREDIT AMERICA INC 3 WICKHAMS FANCY COLLINSVILLE CT 06019 PC "COMMUNITY CREDIT PRESENTATIONS" 2000 BOYS & GIRLS CLUB OF NORTHWEST NEW JERSEY INC 153 GARSIDE AVENUE WAYNE NJ 07470 PC "NEIGHBORS IN HARDSHIP SCHOLARSHIP FUND" 2000 BEAT THE STREET COMMUNITY CENTER INC 121 SOUTH COLONY STREET MERIDEN CT 06450 PC "BEAT THE STREET PERFORMING ARTS PROGRAM" 1000 CAPITAL REGION EDUCATION COUNCIL FOUNDATION 111 CHARTER OAK AVE HARTFORD CT 06106 PC "ENHANCINGTHE CAPITOL SQUASH EDUCATION" 2000 CHILDREN IN PLACEMENT 155 EAST STREET STE 202 NEW HAVEN CT 06511 PC "GUARDIAN AD LITEM (GAL) PROGRAM" 4000 CENTER FOR CHILDRENS ADVOCACY 65 ELIZABETH STREET HARTFORD CT 06105 PC "GREATER HARTFORD MEDICAL LEGAL PARTNERSHIP" 2000 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FRANCISCAN LIFE CENTER 271 FINCH AVE MERIDEN CT 06451 PC "FRANCISCAN LAND-BASED SUMMER PROGRAM" 2500 GAYLORD HOSPITAL INC 50 GAYLORD FARM RD WALLINGFORD CT 06492 PC "THINKFIRST YOUTH INJURY PREVENTION PROGRAM" 2000 GIRLS INC 130 LINCOLN STREET MERIDEN CT 06451 PC "BOLD ADVENTURES" 4000 GREATER NEW BRITAIN TEEN PREGNANCY PREVENTION INC 43 VIETS STREET NEW BRITAIN CT 06053 PC "TEEN SUPPORT NETWORK" 1000 HARTFORD INTERVAL HOUSE INC PO BOX 340207 HARTFORD CT 06134 PC "BREAKING THE CYCLE: INTERVENTION AND PIE" 2500 HARTFORD PROMISE INC BULKELEY HIGH SCHOOL 300 WETHERSFIELD AVE HARTFORD CT 06114 GOV "INTEGRATED COLLEGE SUCCESS MODEL" 5000 LITERACY VOLUNTEERS OF GREATER HARTFORD 30 ARBOR ST STE 101 S HARTFORD CT 061061215 PC "CAREER PATHWAYS" 3000 MALTA HOUSE OF CARE INC 136 FARMINGTON AVE HARTFORD CT 06105 PC "EXPANDING HEALTHCARE FOR UNINSURED ADULT" 2000 MATTATUCK MUSEUM 144 WEST MAIN STREET WATERBURY CT 06702 PC "MATTATUCK MUSEUM'S SCHOOL'S OUT! 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