Wesleyan Foundation for Health and

Foundation · 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

EIN
06-0606530
Latest 990 filing
Form 990-PF, 2024
Total assets
$38,676,555

Data from IRS Form 990-PF, 2024; updated April 2026.

Next steps with Wesleyan Foundation for Health and

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$38.7M

+22.5% YoY

Revenue

$1.7M

-48.6% YoY

Net Investment Income

$561K

-55.6% YoY

Expenses

$54K

+39.1% YoY

About Wesleyan Foundation for Health and

Based on IRS filings

Wesleyan Foundation for Health and is a nonprofit organization focused on Human Services, based in Shelton, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $38.7M in total assets. Net investment income was $561K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Shelton

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$917K$2M$3M$4M20202021202220232024
Metric202420232022
Total Assets$38,676,555$31,573,028$21,078,771
Revenue$1,714,199$3,335,574$2,639,642
Expenses$54,378$39,085$41,095
Qualifying Distributions———
Net Investment Income$560,607$1,261,342$2,072,265
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$57K$113K$170K$227K1 grants20201 grants20210 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

2 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

NameTitleHoursCompensation
David M LawlorPresident/Treasurer1—
Martin SchwagerDirector/Chairman2—
John D AmblerDirector2—
Chad CartierDirector2—
John O'DonnellDirector2—
Anthony D'SouzaDirector2—
Maureen GormanDirector2—
Tim HareDirector2—
Nancy JohmannDirector2—
Robert MillerDirector2—
Denise MortatiDirector2—
Jay S NickseDirector2—
Fred OrtoliDirector2—
Jason PerilloDirector2—
William PurcellDirector2—
Danielle SwiftDirector2—
James F TomchikDirector2—
Zvonimir JukicVice President of Finance1—
Victoria DompierreSecretary0.5—

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Wesleyan Foundation for Health and?

Wesleyan Foundation for Health and is a nonprofit organization focused on Human Services, based in Shelton, CT. It holds $38.7M in total assets as of 2024.

How large is Wesleyan Foundation for Health and?

As of 2024, Wesleyan Foundation for Health and holds $38.7M in total assets with $1.7M in annual revenue.

Where does Wesleyan Foundation for Health and operate?

Wesleyan Foundation for Health and has awarded grants in Connecticut.

What is Wesleyan Foundation for Health and's EIN?

Wesleyan Foundation for Health and's EIN (Employer Identification Number) is 06-0606530. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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