Waddell Foundation FY2021 filing

Tax-deductible

Marion, OH501(c)(3)EIN 31-4386851Revenue $361K in FY2021

On file with the IRSPo Box 358, 43301-0358 · Marion, OHTax-exempt since Apr 1939Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

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FY2021 · Form 990-PFIndependent: 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
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $53K a year · 20% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
990-PF Pt I · 5 filings
Cash reserves
16 mo
of spending, in cash
Looks good: 15.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$148K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$361K
Spent
$210K
Net assets
$4.6M
By yearFY2021–FY2025
Revenue
$361K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$361K
FY2022$309K
FY2023$159K
FY2024$216K
FY2025$262K
Expenses
$210K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$210K
FY2022$201K
FY2023$184K
FY2024$219K
FY2025$231K
Net assets
$4.6M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$4.6M
FY2022$4.1M
FY2023$3.9M
FY2024$4.4M
FY2025$4.6M

From the FY2021 Form 990 (year ending May 2021) · see the original

990 PDF Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 1939.

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

Where the money goes

What each dollar paid for.

Grants & contributions paid 60% · $125K Operating & administrative 40% · $85K

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

The filing lists no officers, directors or key staff.

Part VII, Section A · reportable compensation

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2025FY2022
Tim Waddell$13,700$8,400
James P Waddell$8,000$6,000
Michael Payette$8,000$3,000
Trenton J Waddell$8,000$1,500
Robert Waddell$8,000$6,000
Betty Dendinger—$6,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Programs and updates

A private foundation based in Marion, OH.

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 14 grants · $165K · 2024–2024
Ohio Historical SocietyOH · FY2024$30,000
Ohio Historical SocietyOH · FY2024$25,000
Individual RecipientFY2024$25,000
Individual RecipientFY2024$10,000
Mls Construction ServicesFY2024$10,000
Life Care AllianceFY2024$10,000
New Vision Senior Group INCOH · FY2024$5,000
Caledonia Senior CenterFY2024$5,000
Green Camp Senior CenterFY2024$5,000
Marion Senior Center INCKS · FY2024$5,000
Pleasant Senior CenterFY2024$5,000
Prospect Senior CenterFY2024$5,000
Marion Palace TheatreFY2024$5,000

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV4
Average grantPart XV$12K
Median grantPart XV$10K
Largest grantPart XV$30K
Top cause focusNTEEArts & Culture (14%)

By the numbers

The FY2021 990-PF, line by line.

1The main four
Money in
$361K
Investment income$361K
Money out
$210K
Grants paid$125K
Running costs$85K
Owns and owes
$4.6M
net assets
Cash and savings$273K
Total assets$4.8M
Liabilities$148K
2In more detail
Revenue in detail
Investment income$361K
Total revenue$361K
Assets in detailEnd of year
Cash and savings together$273K
Total assets$4.8M
Liabilities$148K
Net assets$4.6M
Operations
Fiscal year endsMay

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $262K$231K$32K$4.6M 990 PDF
FY2024 $216K$219K−$3K$4.4M 990 PDF
FY2023 $159K$184K−$25K$3.9M 990 PDF
FY2022 $309K$201K$108K$4.1M 990 PDF
FY2021 Viewing $361K$210K$151K$4.6M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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