2025-12-30T12:21:23-07:00 2023-12-31 990 2023-01-01 825219585 WEX CARES FOUNDATION INC WEXC 2077738171 1 Hancock Street Portland ME 04101 Rebecca Triglianos Director, Global Philanthrophy 2075236424 2025-12-17 1 2023 2025-03-06 01:10:19Z X Hilary Rapkin 1 Hancock Street Portland ME 04101 28715 0 X X 2018 ME WEX Cares Foundation, Inc. principal activity is to provide assistance to present and future employees of WEX who are victims of qualified disasters, or other personal hardships. 9 9 0 9 0 0 35222 27917 0 0 6 798 0 0 35228 28715 74454 39232 0 0 0 0 0 0 0 6 1448 74460 40680 -39232 -11965 108424 96588 0 0 108424 96588 X See Schedule O 0 0 39232 39232 0 See Schedule O 0 0 0 39232 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Rebecca Triglianos 2077738171 1 Hancock Street Portland ME 04101 Hilary Rapkin Chair, Treasurer 0.50 X X 0 0 0 Melissa Dudley Director, Secretary 3.0 X X 0 0 0 Jodi-Ann Johnson Director 0.50 X 0 0 0 Katie DeNoia Director 0.50 X 0 0 0 Carlos Escobar Director 0.50 X 0 0 0 Christopher Lerum Director 0.50 X 0 0 0 Erica Martin Director 0.50 X 0 0 0 Ian Peters-Campbell Director 0.50 X 0 0 0 Kimberly Simard Director 0.50 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 27917 0 27917 0 798 0 0 798 0 0 0 0 0 0 0 0 0 0 0 0 0 0 28715 0 0 798 39232 39232 633 0 633 0 Bank & administration fees 815 0 815 0 40680 39232 1448 0 107538 90345 886 1015 5228 108424 96588 0 0 X 108424 96588 0 0 108424 96588 108424 96588 -11965 129 0 0 0 0 X 0 0 0 X 144534 72507 21913 35222 27917 302093 144534 72507 21913 35222 27917 302093 69741 43000 12500 21500 13500 160241 69741 43000 12500 21500 13500 160241 141852 6 790 796 0 0 0 6 790 796 144534 72507 21913 35228 28707 302889 0.46833 0.38203 0.00263 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Due from Benevity 5228 5228 1 Hardship assistance 14 39232 0 Cash Schedule I, Part I, line 2 - All grants will be awarded pursuant to a uniform, pre-established application process that documents the grants recipient's qualifying event and financial need or distress. Disaster relief and alleviation of personal hardship is the primary activity of the Foundation. Schedule I, Part I, Line 2 Schedule I, Part I, line 2 - All grants will be awarded pursuant to a uniform, pre-established application process that documents the grants recipient's qualifying event and financial need or distress. Disaster relief and alleviation of personal hardship is the primary activity of the Foundation. Form 990, Header, Line B AMENDED FORM 990 - Due to bookkeeping errors related to contributions in transit, the WEX Cares Foundation is filing an amended return. (1) Part VIII, Statement of Revenue, line 1f - All Other Contributions received in 2023 are being revised to the actual amount received during the year. As amended 27,917; As originally filed 41,773; Change -13,856. (2) Part IX, Statement of Functional Expenses, line 24a - Other Expenses Bank and administrative fees are being revised due to the change in contributions. As amended 815; As originally filed 1,233; Change -418. (3) Part X, Balance Sheet, line 15 - Other Assets Net undeposited cash donations (due from Benevity) are being revised due to the change in contributions. As amended 5,228: As originally filed 18,666: Change -13,438. The decrease in the revenue and expense equals the decrease in the undeposited cash donations. Also, the Schedule B - Schedule of Contributions has been revised to reflect the correct donors who are significant contributors. Form 990, Part III, Line 1 WEX Cares Foundation's principal activity is to provide assistance to present and future employees worldwide of WEX Inc., its subsidiaries and affiliates, who are victims of qualified disasters, other natural disasters, catastrophes, or other personal hardships. Grants will be made pursuant to pre-established criteria and procedures and only to those with objectively demonstrated need or distress. Form 990, Part III, Line 4a WEX Cares Foundation, Inc. was created in 2018, and has limited life-to-date program activities. The organization will provide grants to current and future WEX employees and their dependents who are adversely impacted by catastrophes, natural disasters and other personal hardships. These include qualified disasters within meaning of the code; other natural disasters such as fire, flood, storms, and earthquakes; medical emergencies and serious illness; the death of an employee or eligible dependent; serious physical injury; victimization by domestic abuse or violent crime; housing emergencies beyond the employee's control; and military deployment. All grants will be awarded pursuant to a uniform, pre-established application process that documents the grant recipient's qualifying event and financial need or distress. Disaster relief and alleviation of personal hardship is the primary activity of the Foundation. No other activities currently are contemplated. Volunteer hours varied to include organization assistance and administrative support; however, the organization estimates that 336 hours were volunteered during 2023. Form 990, Part VI, Section A, Line 2 The Directors on the Board of WEX Cares Foundation have a business relationship with one another as employees of WEX Inc. Form 990, Part VI, Section B, Line 11b Prior to filing Form 990 and support schedules, the tax return was reviewed in detail by the governing independent board of directors. Form 990, Part VI, Section B, Line 12c All grants will be awarded pursuant to a uniform, pre-established application process that documents the grant recipient's qualifying event and financial need or distress. Disaster relief and alleviation of personal hardship is the primary activity of the Foundation. Form 990, Part VI, Section B, Line 15 No officer of WEX Cares Foundation received compensation for services rendered. All hours were volunteered and varied to include organization assistance and administrative support; however, the organization estimates that 336 hours were volunteered during 2023. Form 990, Part VI, Section C, Line 19 The governing documents, conflict of interest policy, and books and records of WEX Cares Foundation are made available to the public for review by contacting Secretary Melissa Dudley.