STRATEGY STUDIO / PUBLIC DATA EXPLORER

HERITAGE LIBRARY FOUNDATION INC DAF sponsor

Cite this

Plain text HERITAGE LIBRARY FOUNDATION INC. Strategy Studio, nonprofit organization profile, tax years 2016–2024. https://strategystudio.org/org/582332014. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). HERITAGE LIBRARY FOUNDATION INC [Nonprofit organization profile; tax years 2016–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/582332014

MLA “HERITAGE LIBRARY FOUNDATION INC.” Strategy Studio, tax years 2016–2024, https://strategystudio.org/org/582332014. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2016–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $263K · expenses $305K · assets $556K

EIN
58-2332014
Address
PO BOX 5950, HILTON HEAD, SC 29938-5950
Website
WWW.HERITAGELIB.ORG
NTEE code
B70
Subsection
501(c)(3)
Ruling year
1998
Donor-advised funds
Sponsor: its returns say it maintains donor-advised funds (latest tax year 2024). Figures by year
Cross-check
ProPublica Nonprofit Explorer

Mission

OPERATE A HISTORY AND GENEALOGY RESEARCH LIBRARY

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Barbara Catenaci EXECUTIVE DIRECTOR2018-2024 $49,992$294,819 1

Officers and directors, no compensation reported

28 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Richard Dekker BOARD MEMBER2023-2024 8 $0 reported 1
Lydia Inglett BOARD MEMBER2023-2024 6 $0 reported 1
Eric Washington BOARD MEMBER2021-2024 6 $0 reported 1
Herbert Ford BOARD MEMBER2019-2024 6 $0 reported 2
Thomas Craft BOARD MEMBER2023-2024 6 $0 reported 1
James Macleod BOARD MEMBER2019-2024 6 $0 reported 1
Nathaniel Jones BOARD MEMBER2018-2024 6 $0 reported 1
Galen Miller BOARD MEMBER2023-2024 6 $0 reported 1
Greg Deloach BOARD MEMBER2018-2024 8 $0 reported 1
James Robinson BOARD MEMBER2016-2024 6 $0 reported 1
Laurette Doscher-Benfante BOARD MEMBER2022-2024 12 $0 reported 1
Peter Cooper TREASURER2016-2024 16 $0 reported 1
Ezra Callahan PRESIDENT2016-2024 16 $0 reported 1
Sarah O'Leary Takacs VICE PRESIDENT2016-2024 6 $0 reported 1
Luana Graves-Sellars SECRETARY2016-2024 8 $0 reported 2
Barrett Riordan (former) BOARD MEMBER2016-2022 3 $0 reported 1
Iva Welton (former) BOARD MEMBER2018-2022 5 $0 reported 1
Claudia Kennedy (former) BOARD MEMBER2019-2022 2 $0 reported 1
Dodi Eschenbach (former) BOARD MEMBER2018-2022 2 $0 reported 1
Richard Thomas (former) VICE PRESIDENT2016-2020 10 $0 reported 1
Alex Brown (former) BOARD MEMBER2016-2018 1 $0 reported 2
Nancy Burke (former) HEAD LIBRARIAN2016-2018 20 $0 reported 1
Herb Ford (former) BOARD MEMBER2018 1 $0 reported 1
Lou Benefante (former) PRESIDENT2016-2018 30 $0 reported 1
Linda Piekut (former) EXECUTIVE DIRECTOR2016-2018 40 $0 reported 1
Allison Diercks (former) SECRETARY2016-2017 5 $0 reported 1
Harry Eschenbach (former) BOARD MEMBER2016-2017 2 $0 reported 1
Ivan Welton (former) BOARD MEMBER2016-2017 3 $0 reported 1

People by year

2024 · 16 people listed · 1 paid, $50K · 0 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BARBARA CATENACI EXECUTIVE DIRECTOR40 $49,992$0$0 $49,9921
RICHARD DEKKER BOARD MEMBER8 $0$0$0 $01
LYDIA INGLETT BOARD MEMBER6 $0$0$0 $01
ERIC WASHINGTON BOARD MEMBER6 $0$0$0 $01
HERBERT FORD BOARD MEMBER6 $0$0$0 $02
THOMAS CRAFT BOARD MEMBER6 $0$0$0 $01
JAMES MACLEOD BOARD MEMBER6 $0$0$0 $01
NATHANIEL JONES BOARD MEMBER6 $0$0$0 $01
GALEN MILLER BOARD MEMBER6 $0$0$0 $01
GREG DELOACH BOARD MEMBER8 $0$0$0 $01
JAMES ROBINSON BOARD MEMBER6 $0$0$0 $01
LAURETTE DOSCHER-BENFANTE BOARD MEMBER12 $0$0$0 $01
PETER COOPER TREASURER16 $0$0$0 $01
EZRA CALLAHAN PRESIDENT16 $0$0$0 $01
SARAH O'LEARY TAKACS VICE PRESIDENT6 $0$0$0 $01
LUANA GRAVES-SELLARS SECRETARY8 $0$0$0 $02
2023 · 16 people listed · 1 paid, $60K · 0 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BARBARA CATENACI EXECUTIVE DIRECTOR40 $59,834$0$0 $59,8341
RICHARD DEKKER BOARD MEMBER3 $0$0$0 $01
LYDIA INGLETT BOARD MEMBER5 $0$0$0 $01
ERIC WASHINGTON BOARD MEMBER2 $0$0$0 $01
HERBERT FORD BOARD MEMBER1 $0$0$0 $02
THOMAS CRAFT BOARD MEMBER2 $0$0$0 $01
JAMES MACLEOD BOARD MEMBER1 $0$0$0 $01
NATHANIEL JONES BOARD MEMBER1 $0$0$0 $01
GALEN MILLER BOARD MEMBER2 $0$0$0 $01
GREG DELOACH BOARD MEMBER5 $0$0$0 $01
JAMES ROBINSON BOARD MEMBER3 $0$0$0 $01
LAURETTE DOSCHER BENFANTE BOARD MEMBER2 $0$0$0 $01
PETER COOPER TREASURER10 $0$0$0 $01
EZRA CALLAHAN PRESIDENT15 $0$0$0 $01
SARAH O'LEARY TAKACS VICE PRESIDENT10 $0$0$0 $01
LUANA GRAVES SELLARS SECRETARY2 $0$0$0 $02
2022 · 16 people listed · 1 paid, $50K · 0 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BARBARA CATENACI EXECUTIVE DIRECTOR40 $49,576$0$0 $49,5761
BARRETT RIORDAN BOARD MEMBER3 $0$0$0 $01
IVA WELTON BOARD MEMBER5 $0$0$0 $01
ERIC WASHINGTON BOARD MEMBER2 $0$0$0 $01
HERBERT FORD BOARD MEMBER1 $0$0$0 $02
CLAUDIA KENNEDY BOARD MEMBER2 $0$0$0 $01
JAMES MACLEOD BOARD MEMBER1 $0$0$0 $01
NATHANIEL JONES BOARD MEMBER1 $0$0$0 $01
DODI ESCHENBACH BOARD MEMBER2 $0$0$0 $01
GREG DELOACH BOARD MEMBER5 $0$0$0 $01
JAMES ROBINSON BOARD MEMBER3 $0$0$0 $01
LAURETTE DOSCHER BENFANTE BOARD MEMBER2 $0$0$0 $01
PETER COOPER TREASURER10 $0$0$0 $01
EZRA CALLAHAN PRESIDENT15 $0$0$0 $01
SARAH O'LEARY TAKACS VICE PRESIDENT10 $0$0$0 $01
LUANA GRAVES SELLARS SECRETARY2 $0$0$0 $02
2021 · 15 people listed · 1 paid, $45K · 0 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BARBARA CATENACI EXECUTIVE DIRECTOR40 $45,000$0$0 $45,0001
BARRETT RIORDAN BOARD MEMBER3 $0$0$0 $01
IVA WELTON BOARD MEMBER5 $0$0$0 $01
ERIC WASHINGTON BOARD MEMBER2 $0$0$0 $01
HERBERT FORD BOARD MEMBER1 $0$0$0 $02
CLAUDIA KENNEDY HEAD LIBRARIAN2 $0$0$0 $01
JAMES MACLEOD BOARD MEMBER1 $0$0$0 $01
NATHANIEL JONES BOARD MEMBER1 $0$0$0 $01
DODI ESCHENBACH BOARD MEMBER2 $0$0$0 $01
GREG DELOACH BOARD MEMBER5 $0$0$0 $01
JAMES ROBINSON BOARD MEMBER3 $0$0$0 $01
PETER COOPER TREASURER10 $0$0$0 $01
EZRA CALLAHAN PRESIDENT15 $0$0$0 $01
SARAH OLEARY TAKACS VICE PRESIDENT10 $0$0$0 $01
LUANA GRAVES SELLARS SECRETARY2 $0$0$0 $02
2020 · 15 people listed · 1 paid, $45K · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BARBARA CATENACI EXECUTIVE DIRECTOR40 $45,000$0$0 $45,0001
BARRETT RIORDAN BOARD MEMBER3 $0$0$0 $01
IVA WELTON BOARD MEMBER5 $0$0$0 $01
SARAH OLEARY TAKACS BOARD MEMBER2 $0$0$0 $01
HERBERT FORD BOARD MEMBER1 $0$0$0 $02
CLAUDIA KENNEDY HEAD LIBRARIAN2 $0$0$0 $01
JAMES MACLEOD BOARD MEMBER1 $0$0$0 $01
NATHANIEL JONES BOARD MEMBER1 $0$0$0 $01
DODI ESCHENBACH BOARD MEMBER2 $0$0$0 $01
GREG DELOACH BOARD MEMBER5 $0$0$0 $01
JAMES ROBINSON BOARD MEMBER3 $0$0$0 $01
PETER COOPER TREASURER10 $0$0$0 $01
EZRA CALLAHAN PRESIDENT15 $0$0$0 $01
RICHARD THOMAS VICE PRESIDENT10 $0$0$0 $01
LUANA GRAVES SELLARS SECRETARY2 $0$0$0 $02
2019 · 15 people listed · 1 paid, $40K · 0 employees · 80 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BARBARA CATENACI EXECUTIVE DIRECTOR40 $40,417$0$0 $40,4171
GREG DELOACH BOARD MEMBER5 $0$0$0 $01
DODI ESCHENBACH BOARD MEMBER2 $0$0$0 $01
JAMES ROBINSON BOARD MEMBER3 $0$0$0 $01
SARAH OLEARY TAKACS BOARD MEMBER2 $0$0$0 $01
IVA WELTON BOARD MEMBER5 $0$0$0 $01
BARRETT RIORDAN BOARD MEMBER3 $0$0$0 $01
HERBERT FORD BOARD MEMBER1 $0$0$0 $02
NATHANIEL JONES BOARD MEMBER1 $0$0$0 $01
JAMES MACLEOD BOARD MEMBER1 $0$0$0 $01
CLAUDIA KENNEDY HEAD LIBRARIAN2 $0$0$0 $01
EZRA CALLAHAN PRESIDENT15 $0$0$0 $01
PETER COOPER TREASURER10 $0$0$0 $01
LUANA GRAVES SELLARS SECRETARY2 $0$0$0 $02
RICHARD THOMAS VICE PRESIDENT10 $0$0$0 $01
2018 · 17 people listed · 1 paid, $5K · 0 employees · 80 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BARBARA CATENACI EXECUTIVE DIRECTOR30 $5,000$0$0 $5,0001
GREG DELOACH BOARD MEMBER5 $0$0$0 $01
NANCY BURKE HEAD LIBRARIAN20 $0$0$0 $01
DODI ESCHENBACH BOARD MEMBER2 $0$0$0 $01
RICHARD THOMAS BOARD MEMBER15 $0$0$0 $01
JAMES ROBINSON BOARD MEMBER3 $0$0$0 $01
SARAH TAKACS BOARD MEMBER2 $0$0$0 $01
IVA WELTON BOARD MEMBER5 $0$0$0 $01
ALEX BROWN BOARD MEMBER1 $0$0$0 $02
BARRETT RIORDAN BOARD MEMBER3 $0$0$0 $01
HERB FORD BOARD MEMBER1 $0$0$0 $01
NATHANIEL JONES BOARD MEMBER1 $0$0$0 $01
LOU BENEFANTE PRESIDENT30 $0$0$0 $01
EZRA CALLAHAN VICE PRESIDENT10 $0$0$0 $01
PETER COOPER TREASURER20 $0$0$0 $01
LUANA SELLARS SECRETARY2 $0$0$0 $02
LINDA PIEKUT EXECUTIVE DIRECTOR40 $0$0$0 $01
2017 · 14 people listed · none paid · 0 employees · 75 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LINDA PIEKUT EXECUTIVE DIRECTOR40 $0$0$0 $01
LOU BENEFANTE PRESIDENT30 $0$0$0 $01
EZRA CALLAHAN VICE PRESIDENT10 $0$0$0 $01
PETER COOPER TREASURER15 $0$0$0 $01
ALLISON DIERCKS SECRETARY5 $0$0$0 $01
NANCY BURKE HEAD LIBRARIAN20 $0$0$0 $01
HARRY ESCHENBACH BOARD MEMBER2 $0$0$0 $01
LUANA SELLARS BOARD MEMBER1 $0$0$0 $02
RICHARD THOMAS BOARD MEMBER5 $0$0$0 $01
JAMES ROBINSON BOARD MEMBER3 $0$0$0 $01
SARAH TAKACS BOARD MEMBER2 $0$0$0 $01
IVAN WELTON BOARD MEMBER3 $0$0$0 $01
ALEX BROWN BOARD MEMBER1 $0$0$0 $02
BARRETT RIORDAN BOARD MEMBER3 $0$0$0 $01
2016 · 14 people listed · none paid · 0 employees · 75 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LINDA PIEKUT EXECUTIVE DIRECTOR40 $0$0$0 $01
LOU BENEFANTE PRESIDENT30 $0$0$0 $01
EZRA CALLAHAN VICE PRESIDENT10 $0$0$0 $01
PETER COOPER TREASURER15 $0$0$0 $01
ALLISON DIERCKS SECRETARY5 $0$0$0 $01
NANCY BURKE HEAD LIBRARIAN20 $0$0$0 $01
HARRY ESCHENBACH BOARD MEMBER2 $0$0$0 $01
LUANA SELLARS BOARD MEMBER1 $0$0$0 $02
RICHARD THOMAS BOARD MEMBER5 $0$0$0 $01
JAMES ROBINSON BOARD MEMBER3 $0$0$0 $01
SARAH TAKACS BOARD MEMBER2 $0$0$0 $01
IVAN WELTON BOARD MEMBER3 $0$0$0 $01
ALEX BROWN BOARD MEMBER1 $0$0$0 $02
BARRETT RIORDAN BOARD MEMBER3 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$262,965$305,370 $555,692$423,620 $240,740$17,598 $49,9920100
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$311,475$297,411 $596,828$466,025 $274,860$28,624 $59,8340100
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$318,941$287,969 $582,666$451,961 $311,536$15,335 $49,5760100
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$319,300$304,502 $552,691$420,581 $300,060$16,261 $45,0000100
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$324,340$232,600 $537,672$405,781 $302,029$21,238 $45,0000-
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$309,571$239,872 $335,423$311,495 $269,163$39,454 $40,417080
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$390,739$457,143 $293,919$242,109 $357,464$30,976 $5,000080
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$211,580$194,848 $344,636$309,779 $184,258$22,544 -075
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$203,650$210,954 $294,343$293,920 $174,655$27,650 -075

Funders of this organization

9 grantors reported grants to this organization, $1,048,514 in all, tax years 2010 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
ROBERT AND CORA PEEPLES FOUNDATION Private foundation Fuzzy filed as “HERITAGE LIBRARY FOUNDATION INC” 2020-2025 6$320,800 2025$61,200
show
COMMUNITY FOUNDATION OF THE LOWCOUNTRY INC DAF sponsor Exact 2012, 2015, 2017-2019, 2024 6$304,430 2024$14,500
show
CHURCH MOUSE THRIFT SHOP INC Public charity Exact 2016-2019 4$135,000 2019$35,000
show
HERITAGE CLASSIC FOUNDATION Public charity Exact 2013-2019, 2022 8$130,070 2022$6,800
show
THE JOSE M GARCIA FOUNDATION INC Private foundation Fuzzy filed as “HERITAGE LIBRARY FOUNDATION INC” 2017-2024 8$125,500 2024$15,875
show
PUBLIC WELFARE FOUNDATION INC Private foundation Fuzzy filed as “Heritage Library Foundation Inc” 2021-2023 3$20,000 2023$5,000
show
BARGAIN BOX Public charity Fuzzy filed as “HERITAGE LIBRARY FOUNDATION INC” 2010, 2019 2$7,500 2019$1,500
show
GAYLORD AND DOROTHY DONNELLEY FOUNDATION Private foundation Fuzzy filed as “Heritage Library Foundation Inc” 2020 1$5,000 2020$5,000
show
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “HERITAGE LIBRARY FOUNDATION INC” 2020-2023 4$214 2023$55
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
LATTA LIBRARY FOUNDATION INCSCB70 $138,952$26,381 Board Member$0 Same NTEE code B70, revenue within 2x, same state, similar name
DEKALB LIBRARY FOUNDATION INCGAB70 $356,619$393,129 EX-OFFICIO$188,509 Same NTEE code B70, revenue within 2x, similar name
MANHATTAN LIBRARY FOUNDATION INCKSB70 $259,517$225,207 BOARD MEMBER$0 Same NTEE code B70, revenue within 2x, similar name
WESTFIELD LIBRARY FOUNDATION INCINB70 $241,607$139,039 DIRECTOR$0 Same NTEE code B70, revenue within 2x, similar name
BREEDEN LIBRARY FOUNDATION INCINB70 $243,967$80,282 PRESIDENT$0 Same NTEE code B70, revenue within 2x, similar name
OVERBROOK LIBRARY FOUNDATION INCKSB70 $212,583$391,138 PRESIDENT$0 Same NTEE code B70, revenue within 2x, similar name
BROOKLINE LIBRARY FOUNDATION INCMAB70 $294,785$117,158 DIRECTOR$0 Same NTEE code B70, revenue within 2x, similar name
ARAPAHOE LIBRARY FOUNDATION INCCOB70 $217,330$151,895 PRESIDENT$247,270 Same NTEE code B70, revenue within 2x, similar name
CARTHAGE DISTRICT LIBRARY FOUNDATIONILB70 $227,769$115 TREASURER$0 Same NTEE code B70, revenue within 2x, similar name
PEMBROKE PUBLIC LIBRARY FOUNDATION INCMAB70 $292,699$951 PRESIDENT$0 Same NTEE code B70, revenue within 2x, similar name
LIBRARY FOUNDATION OF NEEDHAM INCMAB70 $164,778$43,722 DIRECTOR$0 Same NTEE code B70, revenue within 2x, similar name
IONIA COMMUNITY LIBRARY FOUNDATIONMIB70 $385,640$12,479 President$0 Same NTEE code B70, revenue within 2x, similar name
BURLINGTON LIBRARY FOUNDATION INCWIB70 $435,615$3,314 BOARD MEMBER$0 Same NTEE code B70, revenue within 2x, similar name
INDIANA STATE LIBRARY FOUNDATION INCINB70 $300,709$224,606 SECRETARY /$0 Same NTEE code B70, revenue within 2x, similar name
MISSOULA PUBLIC LIBRARY FOUNDATION INCMTB70 $229,935$409,903 VICE CHAIR$0 Same NTEE code B70, revenue within 2x, similar name
GEAUGA COUNTY LIBRARY FOUNDATIONOHB70 $207,000$105,838 TREASURER$0 Same NTEE code B70, revenue within 2x, similar name
MCCALL PUBLIC LIBRARY FOUNDATION INCIDB70 $163,997$181,439 President$0 Same NTEE code B70, revenue within 2x, similar name
WAUWATOSA PUBLIC LIBRARY FOUNDATION INCWIB70 $165,036$44,530 PRESIDENT$0 Same NTEE code B70, revenue within 2x, similar name
PASO ROBLES LIBRARY FOUNDATIONCAB70 $312,337$276,387 MEMBER$0 Same NTEE code B70, revenue within 2x, similar name
SHEPHERDSTOWN PUBLIC LIBRARY FOUNDATION INCWVB70 $143,841$1,761 PRESIDENT$0 Same NTEE code B70, revenue within 2x, similar name
AURORA FREE LIBRARY ASSOCIATIONNYB70 $185,378$223,330 PRESIDENT$0 Same NTEE code B70, revenue within 2x, similar mission
BURLINGAME LIBRARY FOUNDATIONCAB70 $406,247$307,071 EXECUTIVE DIRECTOR$49,792 Same NTEE code B70, revenue within 2x, similar name
HERITAGE PUBLIC LIBRARYPAB70 $139,270$157,507 LIBRARY DIRE$38,094 Same NTEE code B70, revenue within 2x, similar name
DELAVAN ARAM PUBLIC LIBRARY FOUNDATION INCWIB70 $142,639$883,514 President$0 Same NTEE code B70, revenue within 2x, similar name
REDWOOD CITY LIBRARY FOUNDATIONCAB70 $246,461$265,929 Executive Direc$86,249 Same NTEE code B70, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
WALTON FAMILY FOUNDATION INC Private foundation$5,525,0007 12020–2024 BENTONVILLE LIBRARY FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,768,58973 222016–2024 MCCALL PUBLIC LIBRARY FOUNDATION INC; MISSOULA PUBLIC LIBRARY FOUNDATION INC; NANTUCKET BOOK FOUNDATION INC; BROOKLINE LIBRARY FOUNDATION INC and 18 more
WAL-MART FOUNDATION Private foundation$1,519,5005 12019–2022 BENTONVILLE LIBRARY FOUNDATION
MCMILLAN FRANK M III FOUNDATION Private foundation$1,377,0574 12022–2025 LATTA LIBRARY FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$1,333,21052 152014–2024 MISSOULA PUBLIC LIBRARY FOUNDATION INC; MCCALL PUBLIC LIBRARY FOUNDATION INC; NANTUCKET BOOK FOUNDATION INC; BURLINGAME LIBRARY FOUNDATION and 11 more
PENNSYLVANIA AUTOMOTIVE ASSOCIATION FOUNDATION DAF sponsor$903,37015 12011–2025 THE FULTON COUNTY LIBRARY INC
ARKANSAS COMMUNITY FOUNDATION INC DAF sponsor$770,0007 12019–2023 BENTONVILLE LIBRARY FOUNDATION
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$548,17315 22010–2024 REDWOOD CITY LIBRARY FOUNDATION; NANTUCKET BOOK FOUNDATION INC
ALICE L WALTON FOUNDATION Private foundation$500,0001 12022–2022 BENTONVILLE LIBRARY FOUNDATION
THE COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY INC DAF sponsor$422,4863 12014–2021 COMFORT PUBLIC LIBRARY INC
BECKY AND BOB ALEXANDER CHARITABLE FOUNDATION Private foundation$400,0004 12021–2024 BENTONVILLE LIBRARY FOUNDATION
FORGOOD INC DAF sponsor$357,38222 52014–2024 MISSOULA PUBLIC LIBRARY FOUNDATION INC; FRIENDS FOUNDATION OF THE BIRMINGHAM PUBLIC LIBRARY; WESTFIELD LIBRARY FOUNDATION INC; BENTONVILLE LIBRARY FOUNDATION and 1 more
QUAD CITIES GOLF CLASSIC CHARITABLE FOUNDATION DAF sponsor$337,87116 12009–2024 BETTENDORF PUBLIC LIBRARY FOUNDATION
TOLEDO COMMUNITY FOUNDATION DAF sponsor$332,73313 12012–2024 WOOD COUNTY DISTRICT PUBLIC LIBRARY FOUNDATION
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$325,0009 52020–2024 MCCALL PUBLIC LIBRARY FOUNDATION INC; CITY OF RICHMOND PUBLIC LIBRARY FOUNDATION; NANTUCKET BOOK FOUNDATION INC; DORSET VILLAGE PUBLIC LIBRARY ASSOCIATION INC and 1 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $305,370 spent · pay $49,992 · grants $0 · events $118
LineAs describedTotalProgramManagementFundraisingShare
Advertising and promotion $121,309--$121,309 39.7%
Other (as described)EDUCATIONAL PROGRAM EXP $58,147$58,147-- 19.0%
Pay: officers, directors, trustees, key employees $49,992-$49,992- 16.4%
Other (as described)HISTORIC PRESERVATION $24,635$24,635-- 8.1%
Other (as described)ONLINE RESEARCH SUBSCRI $16,307$16,307-- 5.3%
Information technology $11,175-$11,175- 3.7%
Office expenses $8,039-$8,039- 2.6%
Interest $6,651-$6,651- 2.2%
Depreciation and depletion $3,553-$3,553- 1.2%
Insurance $3,234-$3,234- 1.1%
Other (as described)BANK & PROCESSING FEES $2,210-$2,210- 0.7%
Conferences, conventions and meetings $118-$118- 0.0%
Total$305,370100%

View the filing

2023 · Form 990 · $297,411 spent · pay $59,834 · grants $0 · events $19,178
LineAs describedTotalProgramManagementFundraisingShare
Advertising and promotion $106,594--$106,594 35.8%
Pay: officers, directors, trustees, key employees $59,834-$59,834- 20.1%
Other (as described)EDUCATIONAL PROGRAM EXP $45,928$45,928-- 15.4%
Other (as described)HISTORIC PRESERVATION $20,637$20,637-- 6.9%
Conferences, conventions and meetings $19,178-$19,178- 6.4%
Office expenses $15,050-$15,050- 5.1%
Other (as described)ONLINE RESEARCH SUBSCRI $9,481$9,481-- 3.2%
Interest $5,802-$5,802- 2.0%
Depreciation and depletion $5,475-$5,475- 1.8%
Insurance $5,288-$5,288- 1.8%
Other (as described)BANK & PROCESSING FEES $3,111-$3,111- 1.0%
Information technology $1,033-$1,033- 0.3%
Total$297,411100%

View the filing

2022 · Form 990 · $287,969 spent · pay $49,576 · grants $0 · events $6,323
LineAs describedTotalProgramManagementFundraisingShare
Advertising and promotion $89,354--$89,354 31.0%
Other (as described)HISTORIC PRESERVATION $60,185$60,185-- 20.9%
Pay: officers, directors, trustees, key employees $49,576-$49,576- 17.2%
Other (as described)EDUCATIONAL PROGRAM EXP $45,413$45,413-- 15.8%
Other (as described)ONLINE RESEARCH SUBSCRI $9,544$9,544-- 3.3%
Interest $9,309-$9,309- 3.2%
Conferences, conventions and meetings $6,323-$6,323- 2.2%
Office expenses $5,557-$5,557- 1.9%
Depreciation and depletion $4,819-$4,819- 1.7%
Other (as described)BANK & PROCESSING FEES $3,055-$3,055- 1.1%
Insurance $2,795-$2,795- 1.0%
Information technology $2,039-$2,039- 0.7%
Total$287,969100%

View the filing

2021 · Form 990 · $304,502 spent · pay $45,000 · grants $0 · events $2,310
LineAs describedTotalProgramManagementFundraisingShare
Advertising and promotion $124,331--$124,331 40.8%
Other (as described)HISTORIC PRESERVATION $56,896$56,896-- 18.7%
Pay: officers, directors, trustees, key employees $45,000-$45,000- 14.8%
Other (as described)EDUCATION PROGRAM EXPENSES $43,101$43,101-- 14.2%
Other (as described)ONLINE RESEARCH SUBSCRIPTION $8,128$8,128-- 2.7%
Information technology $7,451-$7,451- 2.4%
Office expenses $5,912-$5,912- 1.9%
Depreciation and depletion $5,673-$5,673- 1.9%
Insurance $2,630-$2,630- 0.9%
Other (as described)BANK & PROCESSING FEES $2,548-$2,548- 0.8%
Conferences, conventions and meetings $2,310-$2,310- 0.8%
Interest $522-$522- 0.2%
Total$304,502100%

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2020 · Form 990 · $232,600 spent · pay $45,000 · grants $0 · events $3,039
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)HISTORIC PRESERVATION $59,578$59,578-- 25.6%
Advertising and promotion $54,424--$54,424 23.4%
Other (as described)EDUCATION PROGRAM EXPENSES $49,182$49,182-- 21.1%
Pay: officers, directors, trustees, key employees $45,000-$45,000- 19.3%
Depreciation and depletion $7,121-$7,121- 3.1%
Office expenses $5,524-$5,524- 2.4%
Other (as described)BANK & PROCESSING FEES $3,305-$3,305- 1.4%
Conferences, conventions and meetings $3,039-$3,039- 1.3%
Insurance $2,508-$2,508- 1.1%
Information technology $1,450-$1,450- 0.6%
Interest $1,082-$1,082- 0.5%
Other (as described)ONLINE RESEARCH SUBSCRIPTION $387$387-- 0.2%
Total$232,600100%

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2019 · Form 990 · $239,872 spent · pay $40,417 · grants $0 · events $2,319
LineAs describedTotalProgramManagementFundraisingShare
Advertising and promotion $63,709--$63,709 26.6%
Other (as described)EDUCATION PROGRAM EXPENSES $58,853$58,853-- 24.5%
Other (as described)HISTORIC PRESERVATION $48,558$48,558-- 20.2%
Pay: officers, directors, trustees, key employees $40,417-$40,417- 16.8%
Office expenses $5,747-$5,747- 2.4%
Other (as described)BANK & PROCESSING FEES $5,673-$5,673- 2.4%
Insurance $4,427-$4,427- 1.8%
Depreciation and depletion $3,769-$3,769- 1.6%
Other (as described)ONLINE RESEARCH SUBSCRIPTION $2,941$2,941-- 1.2%
Information technology $2,497-$2,497- 1.0%
Conferences, conventions and meetings $2,319-$2,319- 1.0%
Interest $547-$547- 0.2%
Fees: legal $400-$400- 0.2%
Fees: investment management $15-$15- 0.0%
Total$239,872100%

View the filing

2018 · Form 990 · $457,143 spent · pay $5,000 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)HISTORIC PRESERVATION $219,773$219,773-- 48.1%
Occupancy $105,850$10,453$95,397- 23.2%
Advertising and promotion $71,210$71,210-- 15.6%
All other expenses $11,744$1,158$10,586- 2.6%
Other (as described)EDUCATION PROGRAM EXPENSES $11,249$11,249-- 2.5%
Office expenses $10,148-$10,148- 2.2%
Other (as described)WEBSITE DEVELOPMENT $5,455$5,455-- 1.2%
Pay: officers, directors, trustees, key employees $5,000-$5,000- 1.1%
Information technology $4,395-$4,395- 1.0%
Insurance $4,277-$4,277- 0.9%
Other (as described)ONLINE RESEARCH SUBSCRIPTION $2,448$2,448-- 0.5%
Depreciation and depletion $1,772-$1,772- 0.4%
Fees: accounting $1,250-$1,250- 0.3%
Travel $953-$953- 0.2%
Fees: investment management $904-$904- 0.2%
Interest $715-$715- 0.2%
Total$457,143100%

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2017 · Form 990 · $194,848 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $81,007$27,491$53,516- 41.6%
Advertising and promotion $61,110$49,216-$11,894 31.4%
Other (as described)HISTORIC PRESERVATION $15,962$15,962-- 8.2%
Office expenses $10,856-$10,856- 5.6%
Other (as described)EDUCATION PROGRAM EXPENSES $7,594$7,594-- 3.9%
Information technology $4,222-$4,222- 2.2%
Other (as described)ONLINE RESEARCH SUBSCRIPTIONS $3,463$3,463-- 1.8%
Insurance $3,046-$3,046- 1.6%
Fees: other services $3,037-$3,037- 1.6%
Depreciation and depletion $2,183--- 1.1%
Fees: investment management $733$733-- 0.4%
Travel $592-$592- 0.3%
Interest $475-$475- 0.2%
Fees: accounting $400-$400- 0.2%
Other (as described)LIBRARY EXPENSE $168$168-- 0.1%
Total$194,848100%

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2016 · Form 990 · $210,954 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $88,675$25,632$63,043- 42.0%
Advertising and promotion $56,646$51,646-$5,000 26.9%
Office expenses $14,087-$14,087- 6.7%
Travel $13,847-$13,847- 6.6%
Information technology $12,324-$12,324- 5.8%
Other (as described)RESEARCH $11,570$11,570-- 5.5%
Depreciation and depletion $4,327--- 2.1%
Insurance $4,108-$4,108- 1.9%
Other (as described)BANK AND MERCHANT FEES $2,649-$2,649- 1.3%
Other (as described)DUES SUBSCRIPTIONS $1,292-$1,292- 0.6%
Fees: investment management $728$728-- 0.3%
Other (as described)AWARDS $649-$649- 0.3%
Fees: legal $52-$52- 0.0%
Total$210,954100%

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Donor-advised funds

Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.

As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Maintains DAFsDAFs heldContributionsGrantsValue at year endOther funds heldOther contributionsOther grantsOther value at year end
2024 · Form 990 view filing
Yes 1--- ----
2023 · Form 990 view filing
Yes 1--- ----
2022 · Form 990 view filing
Yes 1--- ----
2021 · Form 990 view filing
Yes 1--- ----
2020 · Form 990 view filing
Yes 1--- ----
2019 · Form 990 view filing
Yes 1--- ----
2018 · Form 990 view filing
Yes 1--- ----
2017 · Form 990 view filing
Yes 1$52,836$13,719- ----
2016 · Form 990 view filing
Yes 1$56,735$42,202- ----