Civic Intelligence

Weston Memorial Fund

990 • Fiscal year 2021 • EIN 82-6756741

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 15, 2022

Organization ProfileN/A
PO Box 547East Sandwich, MA 02537

(508) 428-1645

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

76th percentile

28%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-37%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,401,037

Up $522,342 (+28%) from 2020

Net Assets

Up

$2,401,037

Up $522,342 (+28%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Down

$357,151

Down $206,504 (-37%) from 2020

Expenses

Up

$41,131

Up $2,519 (+6.5%) from 2020

Net Income

Down

$316,020

Down $209,023 (-40%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2019: $1,348,132Liabilities 2019: $0Net Assets 2019: $1,348,1322019Assets 2020: $1,878,695Liabilities 2020: $0Net Assets 2020: $1,878,6952020Assets 2021: $2,401,037Liabilities 2021: $0Net Assets 2021: $2,401,0372021Assets 2022: $2,283,351Liabilities 2022: $0Net Assets 2022: $2,283,3512022Assets 2023: $2,335,154Liabilities 2023: $0Net Assets 2023: $2,335,1542023Assets 2024: $2,505,822Liabilities 2024: $0Net Assets 2024: $2,505,8222024

Highlighted filing

2021

Assets$2,401,037
Liabilities$0
Net Assets$2,401,037
Open 2021 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2019: $326,994Expenses 2019: $44,495Net Income 2019: $282,4992019Revenue 2020: $563,655Expenses 2020: $38,612Net Income 2020: $525,0432020Revenue 2021: $357,151Expenses 2021: $41,131Net Income 2021: $316,0202021Revenue 2022: $92,049Expenses 2022: $51,137Net Income 2022: $40,9122022Revenue 2023: $106,667Expenses 2023: $72,732Net Income 2023: $33,9352023Revenue 2024: $45,137Expenses 2024: $89,488Net Income 2024: -$44,3512024

Highlighted filing

2021

Revenue$357,151
Expenses$41,131
Net Income$316,020
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 15, 2022
Return Version
2021v4.1
Gross Receipts
$394,377
Mission and Program Overview

Mission

The weston memorial fund holds and invests assets for the benefit of the sandwich public library, located in sandwich, ma. The income is used only for maintenance and support of the library.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,878,695$2,401,037▲ $522,342
Investments in Publicly Traded Securities$1,687,711$2,342,763▲ $655,052
Savings and Temporary Cash Investments$190,984$58,274▼ $132,710
Cash and Non-Interest-Bearing Accounts$0--
Total Assets$1,878,695$2,401,037▲ $522,342
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,878,695$2,401,037▲ $522,342
Total Liabilities and Net Assets / Fund Balance$1,878,695$2,401,037▲ $522,342

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,878,132$7,100▲ $75,245$39,483$1,919,346
2020$1,348,132$505,270▲ $63,342$36,836$1,878,132
2019$917,700$289,489▲ $185,438$44,371$1,348,132
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Geoffrey LenkChairman
Jonathan HagensteinTrustee
Joseph MarucaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$281,906
Program Service Revenue
$0
Investment Income
$75,245
Other Revenue
$0
All Other Contributions
$281,906
Change in Net Assets
$316,020

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$39,483
Other Expenses$1,648
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$39,483--$39,483
Office Expenses$1,098$0$0$1,098
Fees for Services Accounting$550$0$0$550
Total Functional Expenses$41,131$0$0$41,131
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sandwich Public LibraryEast Sandwich, MATown of SandwichGeneral Support$39,483
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Weston Memorial Fund
EIN
82-6756741
Phone
5084281645
Address
PO BOX 547, EAST SANDWICH, MA 02537

Signing Officer

Name
Geoffrey Lenk
Title
Trustee
Phone
5084281645
Signed
2022-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Geoffrey Lenk
Formed
1906
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
TK Menesale CPA
Address
889 West Main St U2, Centerville, MA 02632
Preparer
TK Menesale CPA
Phone
5083644394
Supplemental Narrative

Additional Explanations

Pt VI, Line 18

“THE FILING WILL BE AVAILABLE ON THE MA AGO WEBSITE http://www.charities.ago.state.ma.us/charities/”

Pt VI, Line 12C

“Trustees monitor conflict in approving or ratifying decision of the chairman”

Pt VII, Col (F)

“The trustees receive no compensation”

Pt VI, Line 11B

“The trustees review and approve the form 990 and all its schedules before it is filed”

Other

“Part ix, line 1 - the total calendar year grant payments to the town of sandwich public library.”

Financial Statement Notes

Other

“Endowment fund principal is preserved and invested for the future.”

Raw XML Appendix386 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE WESTON MEMORIAL FUND HOLDS AND INVESTS ASSETS FOR THE BENEFIT OF THE SANDWICH PUBLIC LIBRARY, LOCATED IN SANDWICH, MA. THE INCOME IS USED ONLY FOR MAINTENANCE AND SUPPORT OF THE LIBRARY.
IRS990/AllOtherContributionsAmt0281906
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BooksInCareOfDetail/PersonNm0GEOFFREY LENK
IRS990/BooksInCareOfDetail/PhoneNum05088881326
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 547
IRS990/BooksInCareOfDetail/USAddress/CityNm0EAST SANDWICH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002537
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01878695
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt02401037
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0281906
IRS990/CYGrantsAndSimilarPaidAmt039483
IRS990/CYInvestmentIncomeAmt075245
IRS990/CYOtherExpensesAmt01648
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0316020
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt041131
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0357151
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0CONTRIBUTIONS TOTALING $281,906 WERE RECEIVED TOWARDS FURTHERING THE MEMORIAL FUNDS CHARITABLE PURPOSE OF GENERAL SUPPORT OF THE SANDWICH PUBLIC LIBRARY. INVESTMENT INCOME TOTALING $72,245 WAS RECEIVED, $39,483 WAS TURNED OVER TO THE SANDWICH PUBLIC LIBRARY FOR GENERAL SUPPORT AND OFFICE EXPENSES OF $1,648 WERE PAID.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt041131
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0550
IRS990/FeesForServicesAccountingGrp/TotalAmt0550
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0GEOFFREY LENK
IRS990/Form990PartVIISectionAGrp/PersonNm1JONATHAN HAGENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSEPH MARUCA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01906
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt028105
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt039483
IRS990/GrantsToDomesticOrgsGrp/TotalAmt039483
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt065331
IRS990/GrossReceiptsAmt0394377
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt047140
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01687711
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02342763
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt037226
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE WESTON MEMORIAL FUND HOLDS AND INVESTS ASSETS FOR THE BENEFIT OF THE SANDWICH PUBLIC LIBRARY, LOCATED IN SANDWICH, MA. THE INCOME IS USED ONLY FOR MAINTENANCE AND SUPPORT OF THE LIBRARY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01878695
IRS990/NetAssetsOrFundBalancesEOYAmt02401037
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt028105
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt028105
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0206322
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt01098
IRS990/OfficeExpensesGrp/TotalAmt01098
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0GEOFFREY LENK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0505270
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt036836
IRS990/PYInvestmentIncomeAmt058385
IRS990/PYOtherExpensesAmt01776
IRS990/PYRevenuesLessExpensesAmt0525043
IRS990/PYTotalExpensesAmt038612
IRS990/PYTotalRevenueAmt0563655
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0316020
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0357151
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0190984
IRS990/SavingsAndTempCashInvstGrp/EOYAmt058274
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE WESTON MEMORIAL FUND TRUSTEES ARE ELECTED AT ANNUAL TOWN ELECTIONS TO MANAGE THE FUND. THE TOWN MEETING VOTE PRESCRIBES THE AUTHORITY OF THE TRUSTEES, AND IN THAT SENSE THE VOTE IS THE ORGANIZATIONAL DOCUMENT AND THE FUNDS' BYLAWS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt IV Sec B Ln 1
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0281906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0505270
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0289489
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01076665
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt01076665
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0281906
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0505270
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0289489
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01076665
IRS990ScheduleA/TotalSupportAmt01076665
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01648
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01878132
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt07100
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01919346
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt075245
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt039483
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01776
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01348132
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0505270
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01878132
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt063342
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt036836
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0124
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0917700
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0289489
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01348132
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0185438
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt044371
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUND PRINCIPAL IS PRESERVED AND INVESTED FOR THE FUTURE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt039483
IRS990ScheduleI/RecipientTable/IRCSectionDesc0TOWN OF SANDWICH
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Sandwich Public Library
IRS990ScheduleI/RecipientTable/RecipientEIN0046001290
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0142 Main St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0East Sandwich
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002537
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0cash
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0CHARLES SCHWAB ACCOUNT IS UTILIZED TO BUY, SELL,AND HOLD SECURITIES. SEE SCH B
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 32b
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FILING WILL BE AVAILABLE ON THE MA AGO WEBSITE http://www.charities.ago.state.ma.us/charities/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES MONITOR CONFLICT IN APPROVING OR RATIFYING DECISION OF THE CHAIRMAN
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES RECEIVE NO COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES REVIEW AND APPROVE THE FORM 990 AND ALL ITS SCHEDULES BEFORE IT IS FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PART IX, LINE 1 - THE TOTAL CALENDAR YEAR GRANT PAYMENTS TO THE TOWN OF SANDWICH PUBLIC LIBRARY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VII, Col (F)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SANDWICH PUBLIC LIBRARY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0046001290
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TOWN OF SANDWICH PUBLIC LIBRARY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0142 MAIN ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0EAST SANDWICH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002537
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0true
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt07100
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt139483
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ANNUAL APPEAL CASH REC'D
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH PAID TO LIBRARY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0TOWN OF SANDWICH SANDWICH PUBLIC LIBRARY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1TOWN OF SANDWICH SANDWICH PUBLIC LIBRARY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0L
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1R
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01878695
IRS990/TotalAssetsEOYAmt02401037
IRS990/TotalAssetsGrp/BOYAmt01878695
IRS990/TotalAssetsGrp/EOYAmt02401037
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0281906
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt041131
IRS990/TotalFunctionalExpensesGrp/TotalAmt041131
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01878695
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02401037
IRS990/TotalProgramServiceExpensesAmt041131
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt075245
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0357151
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01878695
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02401037
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 547
IRS990/USAddress/CityNm0EAST SANDWICH
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002537
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEOFFREY LENK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05084281645
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTON MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0826756741
ReturnHeader/Filer/PhoneNum05084281645
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 547
ReturnHeader/Filer/USAddress/CityNm0EAST SANDWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002537
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203497855
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TK Menesale CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0889 West Main St U2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Centerville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002632
ReturnHeader/PreparerPersonGrp/PhoneNum05083644394
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TK Menesale CPA
ReturnHeader/ReturnTs02022-03-26T05:45:50-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GEOFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LENK
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,401,037
Liabilities
$0
Net assets
$2,401,037
Revenue
$357,151
Expenses
$41,131
Net income
$316,020
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.05$0.09$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.11$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.09$0.05$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.36$0.04$0.32
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.56$0.04$0.53
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.33$0.04$0.28