Connecticut · Nonprofit
GREENWICH ROUNDTABLE INC
GREENWICH ROUNDTABLE INC (Connecticut) receives grants from 3 organizations whose IRS filings report $18,750 to it, the largest being CFA INSTITUTE ($15,000). 1 of them have funded it in more than one year.
- Revenue FY2023
- $22k
- Funders on record
- 3
- Grants received
- $19k
- Net assets
- $0
What Greenwich Roundtable Inc does
Mission
Provided an educational venue for investment philosophy
As stated on its FY2023 Form 990.
Programs
On its FY2023 return the organization reported a significant change in how it conducts a program.
In September 2023, the organization executed a Deed of Gift to the Greenwich Library 501(c)(3) tax exempt organization all rights of the Greenwich Roundtable (GR) in all editions, and all videos, recordings, photographs, abstracts, transcripts in all media of all seminars known as the special collection. Also gifted the business name Greenwich Roundtable and all common law trademark rights, US trademark registration, for use in connection with arranging and conducting educational conferences in field of investing and financing. The goodwill associated with the Business Name and Registered Trademark. All rights of the GR for all publications of Best Investing Practices white paper series. All rights of the GR of all social media for the Greenwich Roundtable including its YouTube channel, LinkedIn page and Instagram channel. All rights of internet domain. After the dissolution and winding up of the GR, including payment of all GR's liabilities and obligations including expenses associated with the dissolution GR shall pay over to the Greenwich Library by check all cash remaining in the GR's accounts, for the purposes of safeguarding, protecting cataloging, and maintaining, and making available to the public the educational materials included in the Property.
Its own explanation, from Schedule O of that return (Part III, line 3).
Activities of the organization included the following; (A) Maintain a website, which offered access to sessions for members unable to attend and provide an historical reference library for members. (B) Provide a library for education purposes to a future generation of the investment symposia series which in September 2023 was donated to the Greenwich Library. The organization's governing body approved plans of dissolution. Final notice of Dissolution from State GR donates all cash balances, after legal, accounting and other expenses incurred in the Dissolution to The Greenwich Library
$70,692 spent$101 earned by the program100% of program spendingOther program services, not described on the e-filed return.
$0 spent0% of program spending
The 2 programs described on its FY2023 Form 990, listed largest first by expense. Program spending in total: $70,692.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $292k to $0 (−100%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 6 of the last 7 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Stephen Mcmenamin
Executive director, board trustee
Board chair
John Griswold
Board chairman
As listed on its FY2023 Form 990.
Who funds it, year by year
2017 → 2018: the base narrowed from 3 funders to 1 funder, grant income fell $19k → $250.
From the IRS filings of GREENWICH ROUNDTABLE INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
GREENWICH ROUNDTABLE INC leans on a few funders — its largest provides 80% of grant income and the top three 100%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
80% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund GREENWICH ROUNDTABLE INC.
Largest funder’s share by year: 2017 81% · 2018 100% — growing more concentrated.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
GREENWICH ROUNDTABLE INC draws 100% of its grant income from funders outside Connecticut, across 3 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Organizations like GREENWICH ROUNDTABLE INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Connecticut
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
63% of spending goes to programs.
Governance
Public support
76%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for GREENWICH ROUNDTABLE INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds GREENWICH ROUNDTABLE INC?
- GREENWICH ROUNDTABLE INC (Connecticut) receives grants from 3 organizations whose IRS filings report $18,750 to it, the largest being CFA INSTITUTE ($15,000). 1 of them have funded it in more than one year.
- How many funders does GREENWICH ROUNDTABLE INC have?
- IRS filings report 3 organizations giving $18,750 in grants to GREENWICH ROUNDTABLE INC, 1 of which have funded it in more than one year.
- Who is the largest funder of GREENWICH ROUNDTABLE INC?
- CFA INSTITUTE is the largest funder on record, with $15,000 in grants. The full list of funders is on this page.
- How can an organization like GREENWICH ROUNDTABLE INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Connecticut. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Greenwich Roundtable →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2023 (financials across 2017–2023), and the filings of 3 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing