Wesleyan Foundation for Health and

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.

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

1states

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

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 .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 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

Related Funders

Similar funders by location and focus area

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

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