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Aldersgate Retirement Inc

Public charity · Grantmaker Palmetto Bay, FL EIN: 16-1676095 Website

The organization advanced and promoted the interest and welfare of elderly persons and handicapped persons.

Key facts about Aldersgate Retirement Inc

In short: Aldersgate Retirement Inc gave $1.3M across 1 grant in 2025 (avg $1.3M), mostly in Virginia. Source: 2025 IRS Form 990.

EIN
16-1676095
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$1,250,000
Grants made (2025)
1
Average grant
$1,250,000
Median grant
$1,250,000
Primary geography
Virginia (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$1.3M

Grant Count

1

Avg Grant Size

$1.3M

About Aldersgate Retirement Inc

Based on IRS filings

Aldersgate Retirement Inc is a public charity focused on Housing & Shelter, based in Palmetto Bay, FL. IRS filing data is available from 2019 through 2025. In 2025, it awarded 1 grant totaling $1.3M.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Reston

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M0 grants2019 0 grants2020 0 grants2021 0 grants2022 0 grants2023 0 grants2024 1 grant2025

In 2025 it made 1 grant totaling $1.3M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Epworth Senior Community Foundation: $1.3MEpworth Senior CommunityFoundation$1.3M

The largest 2025 recipient was Epworth Senior Community Foundation ($1.3M).

Grant Size Distribution

1 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

The most common grant size was in the $1–5M range: 1 grant of 1 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Epworth Senior Community Foundation Reston, VATo Provide Support for Seniors in South Florida.$1,250,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
$0$2.5M$5M$7.5M$10M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets—$1,486,606$158,411
Revenue——$6,450,129
Expenses$1,255,084$4,003$6,185,115

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)
  2. Added Form 990 for fiscal year 2019 (received by the IRS April 17, 2020)

Leadership & Key People

Officers and directors from IRS filings

Aldersgate Retirement Inc is led by Reuben Velasco, Chair on every filing since 2024; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Reuben Velasco

    Chair

    On filings since 2024

    3 hrs/week

    No compensation reported

  • Gertrude Stewart

    Director

    Vice Chair & Vice President → Vice Chair, 2021

    Vice Chair → Director, 2024

    On filings since 2019

    1 hr/week

    No compensation reported

  • Judith Pierre-Okerson

    Director

    Chair & President → Director, 2022

    On filings since 2019

    1 hr/week

    No compensation reported

  • Audrey Warren

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Michelle Dunaj

    Director

    New on the 2025 filing

    3 hrs/week

    No compensation reported

Former officers (23)
  • Former: Madelyn Simon Lozano (2019–2024) — Executive Director
  • Former: Michelle Dunaj Lucking (2024) — Director
  • Former: Belinda Bacon (2019–2023) — Director
  • Former: Cynthia Weems (2019–2023) — Director
  • Former: Elvira Mountain (2019–2023) — Chair
  • Former: Rene Ramirez (2019–2023) — Director
  • Former: Linda Lom (2021–2023) — Director
  • Former: Paul Moskowitz (2022–2023) — Director
  • Former: Victoria Randolph (2022–2023) — Director
  • Former: Rossario Garcia (2023) — Director of Nursing
  • Former: Kenneth Victor (2019–2022) — Director
  • Former: Ruth McNaughton (2019–2022) — Secretary
  • Former: Ana Duran (2020–2022) — Administrator
  • Former: Carlos Salabaria (2020–2022) — Director
  • Former: Jessica Rodriguez (2020–2022) — Director
  • Former: Robert Ladner (2021–2022) — Treasurer
  • Former: Barbara Perez Deppman (2022) — Director
  • Former: Avis Brown (2019–2021) — Director
  • Former: Beryl Lougachi (2019–2021) — Director
  • Former: Barbara Deppman Perez (2020–2021) — Director
  • Former: George Fernandez (2019) — Director
  • Former: George Pedlar (2019) — Director
  • Former: Lisa Wulf (2019) — Director

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Aldersgate Retirement Inc

How much does Aldersgate Retirement Inc give each year?

Aldersgate Retirement Inc gave $1.3M across 1 grant in 2025, according to its 2025 IRS Form 990.

What is Aldersgate Retirement Inc?

Aldersgate Retirement Inc is a public charity focused on Housing & Shelter, based in Palmetto Bay, FL.

Where does Aldersgate Retirement Inc operate?

Aldersgate Retirement Inc has awarded grants in Virginia.

What is Aldersgate Retirement Inc's EIN?

Aldersgate Retirement Inc's EIN (Employer Identification Number) is 16-1676095. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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