Nonprofit · EIN 04-3070530
HAMILTON-WENHAM REGIONAL SCHOOL DISTRICT EDUCATION FUND INC
Tax-exempt · S HAMILTON, MA 01982
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,167,510 | $325,349 | $842,161 | $4,223,994 | $393,945 | $3,830,049 |
| June 30, 2024 | 990 | $600,627 | $99,583 | $501,044 | $4,404,878 | $744,018 | $3,660,860 |
| June 30, 2023 | 990 | $295,650 | $859,014 | -$563,364 | $3,763,656 | $786,789 | $2,976,867 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $84,357
- Program service revenue
- $0
- Investment income
- $1,028,398
- Net gain from sales of assets
- $922,477
- Net income from fundraising events
- $54,755
- Other revenue
- $54,755
Expenses
- Grants and similar amounts paid
- $274,258
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $12,352
- Program services (functional)
- $274,807
- Management and general (functional)
- $44,500
- Fundraising (functional)
- $6,042
Balance sheet and other
- Total assets, start of year
- $4,404,878
- Total assets, end of year
- $4,223,994
- Total liabilities, end of year
- $393,945
- Net assets, end of year
- $3,830,049
- Publicly traded securities
- $4,038,693
- Net assets without donor restrictions
- $3,830,049
- Gross receipts
- $4,571,719
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1990
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EMILY S MEHTA | DIRECTOR Trustee or director | 0.25 | $0 |
| INCA GHOSH | DIRECTOR Trustee or director | 0.25 | $0 |
| MARGARET ASADORIAN | SECRETARY Trustee or director, Officer | 0.25 | $0 |
| SHERRI TILLEY | DIRECTOR Trustee or director | 0.25 | $0 |
| NICOLE IRELAND | DIRECTOR Trustee or director | 0.25 | $0 |
| TOM LANCASTER | DIRECTOR Trustee or director | 0.25 | $0 |
| TOM JONES | DIRECTOR Trustee or director | 0.25 | $0 |
| KIM MEYER | DIRECTOR Trustee or director | 0.25 | $0 |
| PAUL MIHAILDIS | CO-PRESIDENT Trustee or director, Officer | 2 | $0 |
| JANELLE QUINN | DIRECTOR Trustee or director | 0.25 | $0 |
| LIA WAINWRIGHT | DIRECTOR Trustee or director | 0.25 | $0 |
| LESLIE POTTER | TREASURER Trustee or director, Officer | 1 | $0 |
| JESSICA MINNAAR | DIRECTOR Trustee or director | 0.25 | $0 |
| MARTY MISERANDINO | DIRECTOR Trustee or director | 0.25 | $0 |
| CAROL LAVOIE SCHUSTER | CO-PRESIDENT Trustee or director, Officer | 2 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFF WALSH | DIRECTOR Trustee or director | 0.25 | $0 |
| ROGER L SMERAGE | DIRECTOR Trustee or director | 0.25 | $0 |
| LISA FALL | VICE PRESIDENT Trustee or director, Officer | 0.25 | $0 |
| LINDSEY TAYLOR | DIRECTOR Trustee or director | 0.25 | $0 |
| JAKE FLYNN | DIRECTOR/STUDENT EMBASSADO Trustee or director | 0.25 | $0 |
| HANNAH CIRIELLO | DIRECTOR/STUDENT EMBASSADO Trustee or director | 0.25 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EMILY S MEHTA | DIRECTOR Trustee or director | 0.25 | $0 |
| INCA GHOSH | DIRECTOR Trustee or director | 0.25 | $0 |
| MARGARET ASADORIAN | DIRECTOR Trustee or director | 0.25 | $0 |
| JOHANNA SULLIVAN | DIRECTOR Trustee or director | 0.25 | $0 |
| JOSHUA LIEBOW | DIRECTOR Trustee or director | 0.25 | $0 |
| NICOLE IRELAND | CO-PRESIDENT Trustee or director, Officer | 2 | $0 |
| TOM LANCASTER | DIRECTOR Trustee or director | 0.25 | $0 |
| MELISSA SACHSEL | DIRECTOR Trustee or director | 0.25 | $0 |
| TOM JONES | DIRECTOR Trustee or director | 0.25 | $0 |
| KIM MEYER | DIRECTOR Trustee or director | 0.25 | $0 |
| PAUL MIHAILDIS | CO-PRESIDENT Trustee or director, Officer | 2 | $0 |
| JANELLE QUINN | DIRECTOR Trustee or director | 0.25 | $0 |
| LIA WAINWRIGHT | DIRECTOR Trustee or director | 0.25 | $0 |
| LESLIE POTTER | TREASURER Trustee or director, Officer | 1 | $0 |
| JESSICA MINNAAR | DIRECTOR Trustee or director | 0.25 | $0 |
| MARTY MISERANDINO | DIRECTOR Trustee or director | 0.25 | $0 |
| CAROL LAVOIE SCHUSTER | VICE PRESIDENT Trustee or director, Officer | 0.25 | $0 |
| JEFF WALSH | DIRECTOR Trustee or director | 0.25 | $0 |
| ROGER L SMERAGE | DIRECTOR Trustee or director | 0.25 | $0 |
| LISA FALL | SECRETARY Trustee or director | 0.25 | $0 |
| LINDSEY TAYLOR | DIRECTOR Trustee or director | 0.25 | $0 |
| JAKE FLYNN | DIRECTOR/STUDENT EMBASSADOR Trustee or director | 0.25 | $0 |
| HANNAH CIRIELLO | DIRECTOR/STUDENT EMBASSADOR Trustee or director | 0.25 | $0 |
990 for the year ended June 30, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EMILY S MEHTA | DIRECTOR Trustee or director | 0.25 | $0 |
| INCA GHOSH | DIRECTOR Trustee or director | 0.25 | $0 |
| BRENT LELAND | CO-PRESIDENT Trustee or director, Officer | 2 | $0 |
| JOHANNA SULLIVAN | DIRECTOR Trustee or director | 0.25 | $0 |
| JOSHUA LIEBOW | DIRECTOR Trustee or director | 0.25 | $0 |
| NICOLE IRELAND | CO-PRESIDENT Trustee or director, Officer | 2 | $0 |
| CHI KIM | DIRECTOR Trustee or director | 0.25 | $0 |
| MELISSA SACHSEL | DIRECTOR Trustee or director | 0.25 | $0 |
| TOM JONES | DIRECTOR Trustee or director | 0.25 | $0 |
| KEVIN DYER | CO-TREASURER Trustee or director, Officer | 1 | $0 |
| PAUL MIHAILDIS | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| KEVIN GASIOROWSKI | DIRECTOR Trustee or director | 0.25 | $0 |
| LIA WAINWRIGHT | DIRECTOR Trustee or director | 0.25 | $0 |
| LESLIE POTTER | CO-TREASURER Trustee or director, Officer | 1 | $0 |
| JESSICA MINNAAR | DIRECTOR Trustee or director | 0.25 | $0 |
| MARTY MISERANDINO | DIRECTOR Trustee or director | 0.25 | $0 |
| CAROL LAVOIE SCHUSTER | SECRETARY Trustee or director, Officer | 0.25 | $0 |
| JEFF WALSH | DIRECTOR Trustee or director | 0.25 | $0 |
| ROGER L SMERAGE | DIRECTOR Trustee or director | 0.25 | $0 |
| LISA FALL | DIRECTOR Trustee or director | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2433, S HAMILTON, MA 01982-0433
- Principal officer (990 for 2024)
- KIM MEYER, 15 ARLINGTON STREET, HAMILTON, MA 01982
- Signed the 990
- KIM MEYER, CO-TREASURER
- Phone
- (978) 468-7437
- Website
- WWW.HWEDFUND.ORG
- Return prepared by
- GORTON & COMPANY PC
Mission
THE EDFUND RAISES MONEY FOR AN EDUCATIONAL ENDOWMENT TO SUPPORT THE HAMILTON-WENHAM SCHOOL DISTRICT. THE EDFUND PROVIDES GRANTS TO SUPPORT THE PUBLIC SCHOOL SYSTEM.
Program accomplishments
- HAMILTON-WENHAM REGIONAL SCHOOL DISTRICT GRANTSExpenses $274,807 · grants $274,258
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-3070530
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,223,994
- Income (IRS master file)
- $4,571,719
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,167,510 | $325,349 | $4,223,994 | IRS |
| 990 | June 2024 | $600,627 | $99,583 | $4,404,878 | IRS |
| 990 | June 2023 | $295,650 | $859,014 | $3,763,656 | XML |
| 990 | June 2022 | $261,351 | $86,788 | $3,425,888 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3070530).
Questions about HAMILTON-WENHAM REGIONAL SCHOOL DISTRICT EDUCATION FUND INC
- What is the EIN of HAMILTON-WENHAM REGIONAL SCHOOL DISTRICT EDUCATION FUND INC?
- The employer identification number (EIN) of HAMILTON-WENHAM REGIONAL SCHOOL DISTRICT EDUCATION FUND INC is 04-3070530.
- Is HAMILTON-WENHAM REGIONAL SCHOOL DISTRICT EDUCATION FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to HAMILTON-WENHAM REGIONAL SCHOOL DISTRICT EDUCATION FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HAMILTON-WENHAM REGIONAL SCHOOL DISTRICT EDUCATION FUND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HAMILTON-WENHAM REGIONAL SCHOOL DISTRICT EDUCATION FUND INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAMILTON-WENHAM REGIONAL SCHOOL DISTRICT EDUCATION FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HAMILTON-WENHAM REGIONAL SCHOOL DISTRICT EDUCATION FUND INC?
- The 990 for the year ended June 30, 2025 names KIM MEYER.
- Who are the officers and directors of HAMILTON-WENHAM REGIONAL SCHOOL DISTRICT EDUCATION FUND INC?
- The 990 for the year ended June 30, 2025 lists 21 people; 0 received compensation from the organization.
- How much revenue does HAMILTON-WENHAM REGIONAL SCHOOL DISTRICT EDUCATION FUND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,167,510, expenses of $325,349 and total assets of $4,223,994 at year end.
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