This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2024
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $355,773,068 | $339,742,644 | $346,575 | $221,853,557 | $152,631,561 |
| FY2023 | 990 | $330,191,755 | $325,248,513 | $368,121 | $270,266,287 | $179,869,440 |
| FY2022 | 990 | $325,143,316 | $321,912,242 | $156,856 | $301,239,768 | $215,623,017 |
| FY2021 | 990 | $351,229,386 | $303,989,830 | $91,071 | $450,532,787 | $209,487,075 |
| FY2020 | 990 | $326,720,727 | $293,354,475 | $37,500 | $346,195,523 | $141,315,858 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 89% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| UNITED WAY OF GREATER WATERBURYWATERBURY, CT | TRANSFORMING COMMUNITIES INITIATIVE AND CORPORATE SPONSOR | $252,214 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James Smith | DIRECTOR; CHAIR THROUGH 12/23 | 1.00 | $0 |
| Joann Price | DIR; V CHAIR THR 12/23; CHR AT 1/24 | 1.00 | $0 |
| Walter Harrison | DIRECTOR; VICE CHAIR AS OF 1/24 | 1.00 | $0 |
| Most Rev Juan Miguel Betancourt | DIRECTOR |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| UNITED WAY OF GREATER WATERBURYWATERBURY, CT |
| SUPPORT FOR VARIOUS COMMUNITY WELLNESS AND ENRICHMENT INITIATIVES |
| $170,708 |
| 2024 |
| STAYWELL HEALTH CENTERWATERBURY, CT | TRANSFORMING COMMUNITIES INITIATIVE | $93,357 | 2024 |
| STAYWELL HEALTH CENTERWATERBURY, CT | TRANSFORMING COMMUNITIES INITIATIVE | $93,357 | 2023 |
| STAYWELL HEALTH CENTERWATERBURY, CT | TRANSFORMING COMMUNITIES INITIATIVE | $73,003 | 2022 |
| UNITED WAY OF GREATER WATERBURYWATERBURY, CT | GENERAL SUPPORT | $62,291 | 2021 |
| GREATER WATERBURY YMCAWATERBURY, CT | DAY CARE CENTER | $43,936 | 2022 |
| NAUGATUCK VALLEY COMMUNITY COLLEGEWATERBURY, CT | GENERAL SUPPORT | $37,500 | 2020 |
| CITY OF WATERBURYWATERBURY, CT | GENERAL SUPPORT | $25,000 | 2021 |
| UNIVERSITY OF CONNECTICUT FOUNDATION INCSTORRS, CT | DONATION TO FUND FOR WATERBURY STUDENT SUCCESS | $25,000 | 2024 |
| WATERBURY REGIONAL CHAMBERWATERBURY, CT | VARIOUS COMMUNITY EVENTS AND INITIATIVES | $23,750 | 2024 |
| CITY OF WATERBURYWATERBURY, CT | GENERAL SUPPORT | $22,917 | 2022 |
| CHAMBER OF COMMERCE OF GREATER WATERBURY FOUNDATION INCWATERBURY, CT | VARIOUS COMMUNITY EVENT SUPPORT | $22,550 | 2023 |
| WATERBURY PROMISEWATERBURY, CT | FUND STUDENT SCHOLARSHIPS | $9,000 | 2024 |
| HISPANIC COALITION OF GREATER WATERBURYWATERBURY, CT | TRANSFORMING COMMUNITIES INITIATIVE | $8,500 | 2022 |
| UNITED WAY OF GREATER WATERBURYWATERBURY, CT | TRANSFORMING COMMUNITIES INITIATIVE | $8,500 | 2022 |
| THE PALACE THEATER GROUP INCWATERBURY, CT | MAINTENANCE OF HISTORIC THEATER AND SUPPORT FOR THEATRICAL PRODUCTIONS | $8,220 | 2024 |
| WELLMORE INCWATERBURY, CT | SPONSORSHIP OF VARIOUS EVENTS TO SUPPORT MENTAL HEALTH INITIATIVES | $6,000 | 2024 |
| MAIN STREET WATERBURY INCWATERBURY, CT | REVITALIZATION AND ENHANCEMENT OF DOWNTOWN WATERBURY | $5,065 | 2024 |
| 1.00 |
| $0 |
| Emily Brower | DIRECTOR; TRINITY SVP CLINICAL INTG | 1.00 | $0 |
| Montez Carter | DIRECTOR; TH OF NE PRES/CEO | 1.00 | $0 |
| Gregory Davis | DIRECTOR THROUGH 12/23 | 1.00 | $0 |
| Robert Gumbardo Md | DIRECTOR | 1.00 | $0 |
| Arosha Jayawickrema | DIRECTOR AS OF 1/24 | 1.00 | $0 |
| John Kinney | DIRECTOR AS OF 1/24 | 1.00 | $0 |
| Karl Krapek | DIRECTOR | 1.00 | $0 |
| Nancy Kroeber | DIRECTOR | 1.00 | $0 |
| Joyce Mandell | DIRECTOR THROUGH 12/23 | 1.00 | $0 |
| Barbara Mullen Csj | DIRECTOR | 1.00 | $0 |
| Catherine Spath Md | DIRECTOR, MEDICAL STAFF PRESIDENT | 1.00 | $0 |
| Michelle Theroux | DIRECTOR | 1.00 | $0 |
| Kimberly Kalajainen | PRESIDENT | 53.00 | $0 |
| Robert Anthony | SECRETARY; VP MANAGING COUNSEL | 1.00 | $0 |
| Sean Fitzpatrickpd By Mgmt Co | TREAS; INTERIM REG CFO AS OF 10/23 | 1.00 | $0 |
| Sheri Lemieux | ASST SEC; ASST TO TH OF NE PRES/CEO | 1.00 | $0 |
| Husnain Kermalli Md | CHIEF MEDICAL OFFICER | 50.00 | $0 |
| Shawna Edwards | CHIEF NURSING OFFICER | 50.00 | $0 |
| Maryellen Royka | REGISTERED NURSE | 50.00 | $0 |
| Joan Gelin | MEDICAL DIRECTOR | 50.00 | $0 |
| Isaac Llanos | REGISTERED NURSE | 50.00 | $0 |
| Kristen Smudin | REGISTERED NURSE | 50.00 | $0 |
| James Harris | FORMER OFFICER;TH OF NE DIR REIM | 0.00 | $0 |
| David Bittner | FORMER OFFICER | 0.00 | $0 |
| Jennifer Schneider | FORMER OFFICER | 0.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Sep 30, 2023IRS bulk XML
Filing id 202402189349300625
Form 990 · FY2022 · period ending Sep 30, 2022
Filing id 202332169349301128
Form 990 · FY2021 · period ending Sep 30, 2021
Filing id 202242249349302654
Form 990 · FY2020 · period ending Sep 30, 2020
Filing id 202122229349301847
Form 990 · FY2019 · period ending Sep 30, 2019
Filing id 202012279349300836
Form 990 · FY2018 · period ending Sep 30, 2018
Filing id 201902179349300750
Form 990 · FY2017 · period ending Sep 30, 2017
Filing id 201822259349301397
Form 990 · FY2016 · period ending Sep 30, 2016
Filing id 201722269349302612
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.