United Way of Naugatuck and Beacon Falls Inc

Public charity · Grantmaker Naugatuck, CT EIN: 06-0788028

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.

Key facts about United Way of Naugatuck and Beacon Falls Inc

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.

EIN
06-0788028
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$218,618
Grants made (2025)
14
Average grant
$15,616
Median grant
$10,000
New grantees (estimate)
0% first-time grantees (0 of 14, 2025; small sample)
Total assets
$721,509
Primary geography
Connecticut (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$722K

+29.5% YoY

Annual Giving

$219K

+0.3% YoY

Grant Count

14

-12.5% YoY

Avg Grant Size

$16K

+14.6% YoY

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.

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.

Your AI grants department

Ready to take the next step with United Way of Naugatuck and Beacon Falls Inc?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

All grant dollars reported for 2025 went to recipients in Connecticut.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 14 itemized grants.

States

Cities

NaugatuckWaterburyHartfordFarmingtonRocky HillProspectWallingford

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K15 grants2019 12 grants2020 9 grants2021 17 grants2022 17 grants2023 16 grants2024 14 grants2025

From 2019 to 2025, annual grant giving ranged from $203K (2021) to $243K (2023). In 2025 it made 14 grants totaling $219K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Wellmore Inc: $60KWellmore Inc$60KYMCA Naugatuck: $56KYMCA Naugatuck$56KSafe Haven of Greater Waterbury: $16KSafe Haven of GreaterWaterbury$16KCT Partnership for Children: $14KCT Partnership for Children$14KCatholic Charities: $12KCatholic Charities$12KAmerican Red Cross Connecticut Region: $10KAmerican Red Cross ConnecticutRegion$10KThe Salvation Army: $10KThe Salvation Army$10KBrian Gibbons Homeless Outreach Inc: $10KBrian Gibbons HomelessOutreach Inc$10KCT Foodshare: $10KCT Foodshare$10KKellys Kids Inc: $8KKellys Kids Inc$8K

The largest 2025 recipient was Wellmore Inc ($60K). Together the top 10 received $205K.

Grant Size Distribution

73 grants across all recorded years

63<$50K10$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 63 grants of 73 (86%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Wellmore Inc Waterbury, CTOperational Programs$59,600
YMCA Naugatuck Naugatuck, CTOperational Programs$55,768
Safe Haven of Greater Waterbury Waterbury, CTOperational Programs$16,000
CT Partnership for Children Naugatuck, CTOperational Programs$14,000
Catholic Charities Waterbury, CTOperational Programs$12,000
American Red Cross Connecticut Region Farmington, CTOperational Programs$10,000
The Salvation Army Hartford, CTOperational Programs$10,000
Brian Gibbons Homeless Outreach Inc Naugatuck, CTOperational Programs$10,000
CT Foodshare Wallingford, CTOperational Programs$10,000
Kellys Kids Inc Prospect, CTOperational Programs$7,500

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $721,509 $686,362 $515,772 $218,618
2024 $557,005 $492,043 $479,744 $218,068
2023 $582,435 $542,592 $507,723 $243,065
Revenue
Expenses
Net Investment Income
$0$200K$400K$600K$800K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$721,509$557,005$582,435
Revenue$686,362$492,043$542,592
Expenses$515,772$479,744$507,723
Net Investment Income$5,386$4,513$2,208

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS June 12, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS June 25, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS September 5, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS August 5, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS July 9, 2025)
  6. Added Form 990 for fiscal year 2019 (received by the IRS June 18, 2020)
  7. Added Form 990 for fiscal year 2025 (received by the IRS June 12, 2026)
  8. IRS filings on file for fiscal years 2020–2024

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

Lisa Shappy — Executive Director: $68KLisa ShappyExecutive Director$68K

The highest reported compensation on the 2025 filing was $68K, to Lisa Shappy (Executive Director).

Contact

Mailing address: 270 Church Street, Naugatuck, CT 06770
Phone: (203) 729-1564

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.

Your AI grants department

Here's the math on researching United Way of Naugatuck and Beacon Falls Inc by hand.

Explore Open Grants

Browse active grant opportunities in United Way of Naugatuck and Beacon Falls Inc's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Ion Bank Foundation Inc

Naugatuck, CT

Philanthropy, Voluntarism & Grantmaking

Assets

$15.3M

Grants

419

Total Given

$1.0M

Aetna Foundation Inc

Hartford, CT

Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.

Assets

—

Grants

65

Total Given

$7.2M

The Connecticut Community Foundation

Waterbury, CT

The Connecticut Community Foundation funds nonprofits and fiscally sponsored organizations working in arts and culture, education and economic opportunity, health, environmental justice, older adults’ services, grassroots leadership, and nonprofit strengthening. It serves 21 towns in Greater Waterbury and the Litchfield Hills; its 2025 grants had a median of $15,000, within a range of about $5,000 to $993,000. The profile describes an online application process, so it accepts applications.

Assets

$200.1M

Grants

240

Total Given

$8.6M

Thomaston Savings Bank Foundation Inc

Thomaston, CT

The foundation supports arts and culture, community development, education and youth services, health and human services, and public safety, including qualifying programs run by religious organizations. It funds communities where Thomaston Savings Bank has a physical presence in Connecticut; awards typically average $2,000–$3,000, though amounts vary. It accepts applications through annual grant cycles.

Philanthropy, Voluntarism & Grantmaking

Assets

$9.5M

Grants

281

Total Given

$814K

The United Way of Greater Waterbury Inc

Waterbury, CT

The United Way of Greater Waterbury funds programs addressing basic needs, education, and financial stability, including food, housing, health services, early education, youth development, and employment support. It awarded $1.05 million across 32 grants in 2024, but no typical award size is stated; grants support services in its ten-town Connecticut region. Its Community Needs Fund accepts applications from eligible 501(c)(3) organizations, though the profile does not state whether unsolicited requests are accepted.

Assets

$9.8M

Grants

77

Total Given

$1.8M

American Savings Foundation Inc

New Britain, CT

The foundation funds education, human services, and arts and culture, especially programs serving children, youth, and families, with a primary focus on New Britain and Waterbury and grants across 64 Connecticut towns. In 2025, its grants ranged from $238 to $150,000, with a median of $1,750; it also offers Community Grants of up to $5,000.

Assets

$107.0M

Grants

613

Total Given

$3.4M

International Charitable Foundation

Fenton, MO

International Charitable Foundation’s 2024 grants supported organizations working in areas including children’s education, health care, community resources, and services for people with intellectual and developmental disabilities. Grants ranged from $250 to $30,000, with a median of $2,000; nearly all funding went to Missouri organizations. It does not accept unsolicited requests and gives only to preselected organizations.

Assets

$2.3M

Grants

17

Total Given

$128K

Union Savings Bank Foundation Inc

Danbury, CT

Union Savings Bank Foundation supports nonprofits serving the communities served by the bank, with grants for education and literacy, youth programs, arts, health and wellness, mentorship, and food assistance. Its 2025 grants ranged from $25 to $25,400, with a median of $4,000, and primarily supported Connecticut organizations. Applications are available through the bank and may be emailed or mailed; the 2025 application period was June 1–August 31.

Philanthropy, Voluntarism & Grantmaking

Assets

$14.1M

Grants

145

Total Given

$718K

Tummala Charitable Foundation

Flint, MI

The foundation supports a range of community, food assistance, religious, educational, health care, and cultural organizations, primarily in Michigan. Its 2025 grants ranged from $400 to $21,000, with a median of $1,375; it requests a written application, and the filing says giving is not restricted to preselected organizations.

Assets

$936K

Grants

19

Total Given

$71K

The James and Robin Coogan Foundation

Bronxville, NY

The foundation supports preselected charitable, religious, and educational organizations, with 2025 grants spanning areas such as youth development, hunger relief, health, and community assistance. Its grants ranged from $100 to $25,000, with a median of $1,000; recipients were mainly in New York, Florida, and Rhode Island. It does not accept unsolicited requests.

Assets

$5.5M

Grants

74

Total Given

$213K

Main Street Community Foundation Inc

Bristol, CT

Main Street Community Foundation supports eligible nonprofits working on basic needs, access to opportunity, and vibrant communities, including programs in education, health, human services, arts, and the environment. In 2025, grants ranged from $5,100 to $183,840, with a median of $12,060, and served Bristol, Burlington, Plainville, Plymouth, Southington, and Wolcott, Connecticut. It invites applications through its general grant program; the listed March 27, 2026 deadline has passed.

Assets

$44.7M

Grants

42

Total Given

$909K

The Edward Colston Foundation Inc

Atlanta, GA

The Edward Colston Foundation supports organizations in health care, education, humanitarian aid, and religious leadership, with grants across the U.S. and the largest share going to Georgia. Its 2025 grants ranged from $1,500 to $100,000, with a median of $10,000. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$12.5M

Grants

55

Total Given

$981K

More Funders in Connecticut

United Way of Naugatuck and Beacon Falls Inc down — hundreds of funders to go?

Want AI to do this for you?