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The Wareham Library Foundation INC FY2022 filing

Tax-deductible

East Wareham, MA501(c)(3)Education EIN 20-8311335Revenue $59K in FY2022

On file with the IRSPo Box 485, 02538-0485 · East Wareham, MATax-exempt since May 2007Publicly supported charity — 170(b)(1)(A)(vi)

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To provide financial support to 2 affiliated libraries in orider to promote reading skills and to provide reading and educational materials.

501(c)(3) charity; gifts are tax-deductible.
26¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2026
latest Form 990
Looks good: the latest return is for FY2026, this tax year; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $29K a year · 30% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
26%
of spending
Concern: 26% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
12 mo
of spending, in cash
Plus $363K in investments, Pt X · Ln 11–13
Looks good: 11.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $19K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$59K
-39% vs prior year
Spent
$84K
To programs
26%
Net assets
$445K
By yearFY2021–FY2026
Revenue
$59K
FY2022▼ -39%
Tap a bar for its year
Revenue by fiscal year
FY2021$97K
FY2022$59K
FY2023$170K
FY2024$115K
FY2025$112K
FY2026$42K
Expenses
$84K
FY2022▲ +448%
Tap a bar for its year
Expenses by fiscal year
FY2021$15K
FY2022$84K
FY2023$137K
FY2024$38K
FY2025Not on file
FY2026$63K
Net assets
$445K
FY2022▼ -12%
Tap a bar for its year
Net assets by fiscal year
FY2021$507K
FY2022$445K
FY2023$524K
FY2024$0
FY2025$130K
FY2026$109K

From the FY2022 Form 990 (year ending June 2022) · see the original

990 PDF Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2026) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026. IRS ruling in May 2007.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

26 cents of each dollar spent went to programs.

Program services 26% · $22K Management & general 74% · $63K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

14 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
$0Pt VII · Sec A
Kerry Mello
Vice President
$0Pt VII · Sec A
James Mendes
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Elissa Heard
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See The Wareham Library Foundation INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds libraries to boost reading skills and provide educational materials.

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Provided by the organization

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1 program · $22K · in their own filed words · FY2021
01

CEDA Program & CEDA Contractor Reading Program

$22Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
National Philanthropic TrustFY2024$10K
Fidelity Investments Charitable Gift FundFY2024$6K
The Maurice and Annie Makepeace Family FoundationFY2024$2K
Stifler Family FoundationFY2024$1K
Total grants receivedfrom 4 funders$19K
See all 4 funders →

By the numbers

The FY2022 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$59K
Ln 12
Gifts and grantsLn 1h$54K
Investment incomeLn 3$6K
Money outPt IX
$84K
Ln 25
Programscol B$22K
Managementcol C$63K
Owns and owesPt X
$445K
net assets · Ln 32
Cash and savingsLn 1–2$82K
Total assetsLn 16$445K
LiabilitiesLn 26$0
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$54K
Government grantsLn 1e$2K
Fundraising eventsLn 1c$6K
Investment incomeLn 3$6K
Total revenueLn 12$59K
Assets in detailPt X, end of year
CashLn 1$82K
Cash and savings togetherLn 1–2$82K
InvestmentsLn 11–13$363K
Total assetsLn 16$445K
LiabilitiesLn 26$0
Net assetsLn 32$445K
OperationsPt I, VI
EmployeesI 50
VolunteersI 614
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$116K$82K
InvestmentsLn 11–13$391K$363K
Total assetsLn 16$507K$445K
LiabilitiesLn 26$0$0
Net assetsLn 32$507K$445K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$22K$22K
Accounting feesLn 11c$200$0$200$0
Office expensesLn 13$494$0$494$0
InsuranceLn 23$1K$0$1K$0
Other expenses (24a–d)Ln 24$61K$0$61K$0
Total functional expensesLn 25$84K$22K$63K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 Latest $42K$63K−$21K$109K 990 PDF
FY2025 $112K$130K 990 PDF
FY2024 $115K$38K$78K$0 990 PDF
FY2023 $170K$137K$33K$524K 990 PDF
FY2022 Viewing $59K$84K−$25K$445K 990 PDF
FY2021 $97K$15K$81K$507K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $59,079 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $94,917$53,724
I-9 Program service revenue$0
I-10 Investment income$5,655
I-11 Other revenuePrior year $1,762−$300
I-12 Total revenuePrior year $96,679$59,079
I-13 Grants and similar amounts paidPrior year $40,585$21,678
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $15,385$62,655
I-18 Total expensesPrior year $55,970$84,333
I-19 Revenue less expensesPrior year $40,709−$25,254
Part VI · Governance 14 of 14 board members independent, 4 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $59,079 across 7 lines filed
VIII-1c Fundraising events$6,166
VIII-1e Government grants$2,310
VIII-1f All other contributions, gifts and grants$45,248
VIII-1h Total contributions, gifts and grants$53,724
VIII-3 Investment incomeUnrelated business $5,655 · Excluded from tax $0$5,655
VIII-8 Net income from fundraising eventsUnrelated business −$300 · Excluded from tax $0−$300
VIII-12 Total revenueRelated to mission $0 · Unrelated business $5,355 · Excluded from tax $0$59,079
Part IX · Statement of functional expenses $84,333 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $21,678$21,678
IX-11c Accounting feesPrograms $0 · Management $200 · Fundraising $0$200
IX-13 Office expensesPrograms $0 · Management $494 · Fundraising $0$494
IX-23 InsurancePrograms $0 · Management $1,402 · Fundraising $0$1,402
IX-24 Other expenses (24a–d)Programs $0 · Management $60,559 · Fundraising $0$60,559
IX-25 Total functional expensesPrograms $21,678 · Management $62,655 · Fundraising $0$84,333
Part X · Balance sheet $445,231 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $115,780$81,967
X-11 Publicly traded securitiesStart of year $390,794$363,264
X-16 Total assetsStart of year $506,574$445,231
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $506,574$445,231
X-32 Total net assets or fund balancesStart of year $506,574$445,231
X-33 Total liabilities and net assetsStart of year $506,574$445,231
Part XI · Reconciliation of net assets $445,231 net assets at year end
XI-1 Total revenue$59,079
XI-2 Total expenses$84,333
XI-3 Revenue less expenses−$25,254
XI-4 Net assets at start of year$506,574
XI-5 Net unrealized gains (losses) on investments−$36,089
XI-10 Net assets at end of year$445,231

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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