FOUNDED IN 1973, BRISTOL AGING & WELLNESS, INC. IS A PRIVATE NON-PROFIT CORPORATION, DESIGNATED AS AN AGING SERVICES ACCESS POINT AND AN AREA AGENCY ON AGING. BRISTOL SERVES AS THE ENTRY POINT FOR ELDER SERVICES IN SOUTHEASTERN MASSACHUSETTS.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$29.6M
+11.9% YoY
Annual Giving
$812K
-2.1% YoY
Grant Count
13
-13.3% YoY
Avg Grant Size
$62K
+13.0% YoY
About Bristol Aging & Wellness Inc
Based on IRS filings
Bristol Aging & Wellness Inc is a nonprofit organization focused on Human Services, based in FALL RIVER, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $29.6M in total assets. In 2024, it awarded 13 grants totaling $812K. Net investment income was $219K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $29,633,737 | $26,470,695 | $23,803,109 |
| Revenue | $49,042,275 | $41,021,483 | $36,848,253 |
| Expenses | $44,655,484 | $38,453,783 | $35,259,595 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $218,520 | $113,830 | $-625,980 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
57 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Community Counseling of Bristol County Inc ($260,422), Coastline Elderly Services ($119,468), Southeast Center for Independent Living Inc ($119,468).
| Recipient | Purpose | Amount |
|---|---|---|
| COMMUNITY COUNSELING OF BRISTOL COUNTY INC TAUNTON, MA | ELDER MENTAL HEALTH SERVICES | $260,422 |
| SOUTH COASTAL COUNTIES LEGAL SERVICES FALL RIVER, MA | ELDER LEGAL ASSISTANCE | $70,631 |
| COASTLINE ELDERLY SERVICES NEW BEDFORD, MA | LONG-TERM CARE OPTIONS | $119,468 |
| SOUTHEAST CENTER FOR INDEPENDENT LIVING INC FALL RIVER, MA | LONG-TERM CARE OPTIONS | $119,468 |
| OLD COLONY ELDERLY SERVICES BROCKTON, MA | LONG-TERM CARE OPTIONS | $63,287 |
| BUZZARDS BAY SPEECH THERAPY MATTAPOISETT, MA | SUPPORTIVE SERVICES FOR ELDERS | $8,348 |
| WESTPORT COUNCIL ON AGING WESTPORT, MA | SUPPORTIVE SERVICES FOR ELDERS | $21,769 |
| FALL RIVER FIRE DEPARTMENT FALL RIVER, MA | PROVIDE WELLNESS CHECKS FOR ELDERS AND INSTALL OF ASSISTIVE DEVICES | $33,635 |
| NORTON COUNCIL ON AGING NORTON, MA | RENTAL OF PHYSICAL SPACE FOR FITNESS CLASSES AND OTHER PROGRAMMING FOR SENIORS | $20,106 |
| ATTLEBORO YMCA ATTLEBORO, MA | PERISHABLE FOOD ITEMS AND NUTRITION INFORMATION FOR SENIORS | $37,193 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JULIE ALMOND | VICE CHAIRPERSON | 0.5 | — |
| WENDY J ADAMS | DIRECTOR | 0.25 | — |
| KATHLEEN STROZYK | DIRECTOR | 0.25 | — |
| KIMBERLY CIOCIOLA | DIRECTOR | 0.25 | — |
| JUDITH AUBIN | DIRECTOR | 0.25 | — |
| SANDRA CHRISTOUN | DIRECTOR | 0.25 | — |
| ASHLEY CARTWRIGHT | DIRECTOR | 0.25 | — |
| JIM DEARRUDA | SECRETARY | 0.5 | — |
| BRITTANY LYNCH | DIRECTOR | 0.25 | — |
| DEBRA MALTAIS | DIRECTOR | 0.25 | — |
| JENNIFER MILLERICK | DIRECTOR | 0.25 | — |
| CHAITALI PATEL | CHAIRPERSON | 0.5 | — |
| LAURA MITCHELL | TREASURER | 0.5 | — |
| MARGARET RILEY | DIRECTOR | 0.25 | — |
| CLAIRE SULLIVAN | DIRECTOR | 0.25 | — |
| RENEE HOWAYECK | DIRECTOR | 0.25 | — |
| SANDRA FRECHETTE | CHIEF EXECUTIVE OFFICER | 36.25 | $202,380 |
| SUSAN BENFEITO | CHIEF FINANCIAL OFFICER | 36.25 | $142,452 |
| MELANIE MINUTELLI RAMOS | CHIEF PROGRAM OFFICER | 35 | $116,224 |
| CHRISTINE SIROIS | CHIEF OPERATING OFFICER | 35 | $131,691 |
| DIANE THOMAS | CHIEF OPERATING OFFICER | 35 | $130,862 |
| KERRIE BRALEY | NURSING DIRECTOR | 35 | $100,447 |
| DEBORAH AVILA-CARREIRO | NUTRITION DIRECTOR | 35 | $110,780 |
| LISA KUROWSKI | PROTECTIVE SUPERVISOR | 35 | $101,311 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bristol Aging & Wellness Inc?
Bristol Aging & Wellness Inc is a nonprofit organization focused on Human Services, based in FALL RIVER, MA. It holds $29.6M in total assets as of 2024.
How large is Bristol Aging & Wellness Inc?
As of 2024, Bristol Aging & Wellness Inc holds $29.6M in total assets with $49.0M in annual revenue. It awarded 13 grants totaling $812K in 2024.
Where does Bristol Aging & Wellness Inc operate?
Bristol Aging & Wellness Inc has awarded grants in Massachusetts.
What size grants does Bristol Aging & Wellness Inc award?
In 2024, Bristol Aging & Wellness Inc awarded 13 grants totaling $812K — an average of about $62K per grant, based on its IRS Form 990 filings.
What is Bristol Aging & Wellness Inc's EIN?
Bristol Aging & Wellness Inc's EIN (Employer Identification Number) is 04-2545767. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bristol Aging & Wellness Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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