United Way of Naugatuck and Beacon Falls Inc
United Way of Naugatuck is a public charity based in Naugatuck, Connecticut, formed in 1963. It supports health, welfare, and recreational agencies through fundraising and the allocation of funds for services intended to improve community well-being.
United Way of Naugatuck and Beacon Falls Inc at a glance
In short: United Way of Naugatuck and Beacon Falls Inc gave $219K across 14 grants in 2025 (avg $16K), mostly in Connecticut. 0% of 2025 grantees were new. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $218,618
- +0.3% vs 2024
- Grants made (2025)
- 14
- -12.5% vs 2024
- Average grant
- $15,616
- +14.6% vs 2024
- Median grant
- $10,000
- Total assets
- $721,509
- +29.5% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 14, 2025; small sample)
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to United Way of Naugatuck and Beacon Falls Inc
- Contact
Mailing address: 270 Church Street, Naugatuck, CT 06770
Phone: (203) 729-1564
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who United Way of Naugatuck and Beacon Falls Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Wellmore Inc ($60K). Together the top 10 received $205K.
Grant Size Distribution
73 grants across all recorded years
The most common grant size was under $50K: 63 grants of 73 (86%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in Connecticut.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
States
Cities
Is United Way of Naugatuck and Beacon Falls Inc open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 14 grantees (0%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−6%). Method
Estimate from itemized grant lists in IRS Form 990 filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $203K (2021) to $243K (2023). In 2025 it made 14 grants totaling $219K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wellmore Inc Waterbury, CT | Operational Programs | $59,600 |
| YMCA Naugatuck Naugatuck, CT | Operational Programs | $55,768 |
| Safe Haven of Greater Waterbury Waterbury, CT | Operational Programs | $16,000 |
| CT Partnership for Children Naugatuck, CT | Operational Programs | $14,000 |
| Catholic Charities Waterbury, CT | Operational Programs | $12,000 |
| American Red Cross Connecticut Region Farmington, CT | Operational Programs | $10,000 |
| The Salvation Army Hartford, CT | Operational Programs | $10,000 |
| Brian Gibbons Homeless Outreach Inc Naugatuck, CT | Operational Programs | $10,000 |
| CT Foodshare Wallingford, CT | Operational Programs | $10,000 |
| Kellys Kids Inc Prospect, CT | Operational Programs | $7,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $721,509 | $686,362 | $515,772 | $218,618 | 14 | $5,386 |
| 2024 | $557,005 | $492,043 | $479,744 | $218,068 | 16 | $4,513 |
| 2023 | $582,435 | $542,592 | $507,723 | $243,065 | 17 | $2,208 |
| 2022 | $493,488 | $457,883 | $455,062 | $233,319 | 17 | $222 |
| 2021 | $480,803 | $432,664 | $436,876 | $202,770 | 9 | $199 |
| 2020 | $449,397 | $405,534 | $392,832 | $212,814 | 12 | $304 |
| 2019 | $425,702 | $392,203 | $401,354 | $232,187 | 15 | $748 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The organization’s stated mission is to involve people in the region in caring for one another through a voluntary human-services system, promote effective operations and service delivery, identify local human-care needs, encourage volunteerism, and develop and distribute financial resources for human-care services. Its filing describes its program as soliciting and allocating funds for health, welfare, and recreational agencies.
The 2025 grantees’ own mission statements illustrate the kinds of organizations supported. Wellmore Inc. says it promotes lifetime wellness through treatment and support. Brian Gibbons Homeless Outreach Inc. says it connects people experiencing homelessness with appropriate resources. Kelly’s Kids Inc. says it provides education and recreational programs intended to support social and emotional well-being.
Grantmaking
In filing year 2025, United Way of Naugatuck reported 14 grants totaling $218,618. Grant amounts ranged from $1,000 to $59,600, with a median of $10,000.
Notable grants included $59,600 to Wellmore Inc.; $55,768 to YMCA Naugatuck; $16,000 to Safe Haven of Greater Waterbury; $14,000 to CT Partnership for Children; $12,000 to Catholic Charities in Waterbury; and $10,000 each to American Red Cross Connecticut Region, The Salvation Army, Brian Gibbons Homeless Outreach Inc., and CT Foodshare. The filing lists the purpose of these grants as operational programs.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Jennifer Zbell as president; Marcelo Martins as treasurer; and Kim Santulli as secretary. Directors listed are Sarah Callahan, Tina Dambowsky, Claudia Vaudreuil, Madisyn Biachini, Joe Bottacari, Adam Bronko, and Korey Jarjura.
The filing states that board members are proposed to the membership and voted on at the annual meeting. If a vacancy occurs between annual meetings, the board may vote on proposed members, with nominations then placed before the membership at the next annual meeting.
United Way of Naugatuck and Beacon Falls Inc is led by Lisa Shappy, Executive Director on every filing since 2019; 1 of 19 officers listed in 2025 is compensated.
Officers on the 2025 filing
Lisa Shappy
Executive Director
On filings since 2019
40 hrs/week
$52K (2019) → $68K (2025)
Jennifer Zbell
President
Secretary → Vice President, 2023
Vice President → President, 2024
On filings since 2019
3 hrs/week
No compensation reported
Courtney Ligi
Director
Director → Secretary, 2023
Secretary → Director, 2024
On filings since 2019
3 hrs/week
No compensation reported
Dana Silva
Director
Treasurer → Director, 2025
On filings since 2019
3 hrs/week
No compensation reported
Francis Santana
Director
On filings since 2023
3 hrs/week
No compensation reported
Joshua Vaughn
Director
On filings since 2023
3 hrs/week
No compensation reported
Sarah Callahan
Director
On filings since 2023
3 hrs/week
No compensation reported
Adam Bronko
Director
On filings since 2024
3 hrs/week
No compensation reported
Alexia McMasters
Director
On filings since 2024
3 hrs/week
No compensation reported
Claudia Vaudreuil
Director
On filings since 2024
3 hrs/week
No compensation reported
Joe Bottacari
Director
On filings since 2024
3 hrs/week
No compensation reported
Korey Jarjura
Director
On filings since 2024
3 hrs/week
No compensation reported
Madisyn Biachini
Director
On filings since 2024
3 hrs/week
No compensation reported
Sheila Soares
Director
On filings since 2024
3 hrs/week
No compensation reported
James Higgins
Director
New on the 2025 filing
3 hrs/week
No compensation reported
Tina Dambowsky
Director
New on the 2025 filing
3 hrs/week
No compensation reported
Marcelo Martins
Treasurer
Director → Treasurer, 2024
On filings since 2019
3 hrs/week
No compensation reported
Robert Dickson
Vice President
Director → Vice President, 2024
On filings since 2019
3 hrs/week
No compensation reported
Kim Santulli
Secretary
Director → Secretary, 2024
On filings since 2022
3 hrs/week
No compensation reported
Former officers (19)
- Former: Donna Andrew (2019–2024) — Director
- Former: Allan Monteiro (2020–2024) — Ex-Officio
- Former: David Rotatori (2019–2023) — Director
- Former: Marylou Cunningham (2019–2023) — Director
- Former: Pedro Pires (2019–2023) — Director
- Former: Pam Rotatori (2023) — Director
- Former: Trisha Digenero (2023) — Director
- Former: John McCormack (2019–2022) — Director
- Former: Jon Farmer (2019–2022) — Director
- Former: Laurie Yelding (2019–2022) — Director
- Former: Stephen Pretto (2020–2022) — Director
- Former: Tricia Digenero (2020–2022) — Director
- Former: David Mulhall (2022) — Director
- Former: Alicia Perillo (2019–2021) — Director
- Former: Kenneth J. Healey (2019–2021) — Past President
- Former: Kim Ostuno (2019–2021) — Director
- Former: Alan Montriro (2019) — Vice President
- Former: Pat Peterson (2019) — Director
- Former: Yvette Wilmot (2019) — Director Past President
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $68K, to Lisa Shappy (Executive Director).
Frequently asked questions about United Way of Naugatuck and Beacon Falls Inc
How much does United Way of Naugatuck and Beacon Falls Inc give each year?
United Way of Naugatuck and Beacon Falls Inc gave $219K across 14 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $218K across 16 grants.
What is United Way of Naugatuck and Beacon Falls Inc's typical grant size?
United Way of Naugatuck and Beacon Falls Inc's median grant in 2025 was $10,000, and its average grant was $15,616, across 14 grants on its 2025 IRS Form 990.
Where does United Way of Naugatuck and Beacon Falls Inc give grants?
United Way of Naugatuck and Beacon Falls Inc gives mostly in Connecticut: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Naugatuck, CT (5 grants), Waterbury, CT (3 grants) and Hartford, CT (2 grants).
Does United Way of Naugatuck and Beacon Falls Inc give general operating support?
Yes: 100% of United Way of Naugatuck and Beacon Falls Inc's 2025 grants with a stated purpose (14 of 14) were for general or operating support, per its 2025 IRS Form 990.
Who are United Way of Naugatuck and Beacon Falls Inc's largest grantees?
United Way of Naugatuck and Beacon Falls Inc's largest 2025 grantees include Wellmore Inc ($59,600), YMCA Naugatuck ($55,768) and Safe Haven of Greater Waterbury ($16,000), according to its 2025 IRS Form 990. Together they received 60% of its itemized 2025 grant dollars.
How large is United Way of Naugatuck and Beacon Falls Inc?
United Way of Naugatuck and Beacon Falls Inc reported $722K in total assets on its 2025 IRS Form 990. Its revenue that year was $686K.
What does United Way of Naugatuck and Beacon Falls Inc fund?
The organization’s stated mission is to involve people in the region in caring for one another through a voluntary human-services system, promote effective operations and service delivery, identify local human-care needs, encourage volunteerism, and develop and distribute financial resources for human-care services. See mission & focus areas ↑
How do I apply for a grant from United Way of Naugatuck and Beacon Falls Inc?
United Way of Naugatuck and Beacon Falls Inc has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is United Way of Naugatuck and Beacon Falls Inc's EIN?
United Way of Naugatuck and Beacon Falls Inc's EIN (Employer Identification Number) is 06-0788028. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS June 12, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS June 25, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS September 5, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS August 5, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS July 9, 2025)
- Added Form 990 for fiscal year 2019 (received by the IRS June 18, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS June 12, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work United Way of Naugatuck and Beacon Falls Inc funds
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Cite this profile
Grantable. (2026). United Way of Naugatuck and Beacon Falls Inc funder profile. GrantGraph. Retrieved October 24, 2026, from https://grantable.co/funders/united-way-of-naugatuck-and-beacon-falls-inc-morg_84c778efad0946279ed4c55016effbe9
BibTeX
@misc{grantable_060788028_2026,
author = {{Grantable}},
title = {{United Way of Naugatuck and Beacon Falls Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/united-way-of-naugatuck-and-beacon-falls-inc-morg_84c778efad0946279ed4c55016effbe9},
note = {Accessed 2026-10-24. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from United Way of Naugatuck and Beacon Falls Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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