Wesleyan Foundation for Health and Aging Inc

Public charity · Grantmaker Shelton, CT EIN: 06-0606530

To raise fund, hold investment assets, and distribute funds to affiliates to support the general operation of "umh and its affliates.

Key facts about Wesleyan Foundation for Health and Aging Inc

In short: Wesleyan Foundation for Health and Aging Inc gave $750K across 1 grant in 2025 (avg $750K), mostly in Connecticut. Source: 2025 IRS Form 990.

EIN
06-0606530
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$750,000
Grants made (2025)
1
Average grant
$750,000
Median grant
$750,000
Total assets
$42,685,139
Primary geography
Connecticut (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

$42.7M

+10.4% YoY

Annual Giving

$750K

Grant Count

1

Avg Grant Size

$750K

About Wesleyan Foundation for Health and Aging Inc

Based on IRS filings

Wesleyan Foundation for Health and Aging Inc is a public charity focused on Human Services, based in Shelton, CT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $42.7M in total assets. In 2025, it awarded 1 grant totaling $750K. Net investment income was $2.4M.

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

Shelton

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K1 grant2019 1 grant2020 1 grant2021 0 grants2022 0 grants2023 0 grants2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $41K (2020) to $750K (2025). In 2025 it made 1 grant totaling $750K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

United Methodist Homes Inc: $750KUnited Methodist Homes Inc$750K

The largest 2025 recipient was United Methodist Homes Inc ($750K).

Grant Size Distribution

2 grants across all recorded years

<$50K$50–100K1$100–250K$250–500K1$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 1 grant of 2 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
United Methodist Homes Inc Shelton, CTGeneral Support$750,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$1M$2M$3M$4M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$42,685,139$38,676,555$31,573,028
Revenue$2,421,397$1,714,199$3,335,574
Expenses$790,378$54,378$39,085
Net Investment Income$2,373,582$560,607$1,261,342

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 August 12, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS August 11, 2022)
  3. Added Form 990 for fiscal year 2019 (received by the IRS August 17, 2020)
  4. Added Form 990 for fiscal year 2025 (received by the IRS August 17, 2026)
  5. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Wesleyan Foundation for Health and Aging Inc is led by Jon-Paul Venoit, President, CEO & Assistant Secretary on the 2025 filing; none of the 20 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Jon-Paul Venoit

    President, CEO & Assistant Secretary

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Martin Schwager

    Director & Chairman

    Director → Director & Chairman, 2023

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Fred Ortoli

    Director

    On filings since 2019

    2 hrs/week

    No compensation reported

  • James F. Tomchik

    Director

    Director → Director & Chairman, 2022

    Director & Chairman → Director, 2023

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Jason Perillo

    Director

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Jay S. Nickse

    Director

    On filings since 2019

    2 hrs/week

    No compensation reported

  • John D. Ambler

    Director

    On filings since 2019

    2 hrs/week

    No compensation reported

  • John O'Donnell

    Director

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Maureen Gorman

    Director

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Nancy Johmann

    Director

    Director → Director & Chairman, 2021

    Director & Chairman → Director, 2022

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Robert Miller

    Director

    On filings since 2019

    2 hrs/week

    No compensation reported

  • William Purcell

    Director

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Chad Cartier

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Danielle Swift

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Anthony D'souza

    Director

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Denise Mortati

    Director

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Tim Hare

    Director

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Victoria Dompierre

    Secretary

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • Zvonimir Jukic

    Vice President of Finance

    Corporate Controller → Vice President of Finance, 2020

    On filings since 2019

    1 hr/week

    No compensation reported

  • David M. Lawlor Cfo Assistant

    Treasurer

    New on the 2025 filing

    1 hr/week

    No compensation reported

Former officers (6)
  • Former: David M. Lawlor (2019–2024) — President & Treasurer
  • Former: Donna A. Parisi (2019–2023) — Director
  • Former: Rob Lesko (2019–2023) — Director
  • Former: James Ryan (2020–2023) — Director
  • Former: Fred Serra (2019–2021) — Director
  • Former: Judy Gulish (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 Wesleyan Foundation for Health and Aging Inc

How much does Wesleyan Foundation for Health and Aging Inc give each year?

Wesleyan Foundation for Health and Aging Inc gave $750K across 1 grant in 2025, according to its 2025 IRS Form 990.

How large is Wesleyan Foundation for Health and Aging Inc?

Wesleyan Foundation for Health and Aging Inc reported $42.7M in total assets on its 2025 IRS Form 990. Its revenue that year was $2.4M.

What is Wesleyan Foundation for Health and Aging Inc?

Wesleyan Foundation for Health and Aging Inc is a public charity focused on Human Services, based in Shelton, CT. It holds $42.7M in total assets as of 2025.

Where does Wesleyan Foundation for Health and Aging Inc operate?

Wesleyan Foundation for Health and Aging Inc has awarded grants in Connecticut.

What is Wesleyan Foundation for Health and Aging Inc's EIN?

Wesleyan Foundation for Health and Aging Inc's EIN (Employer Identification Number) is 06-0606530. 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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