Waddell Foundation

Marion, OH
Tax-exempt since April 1939
EIN: 31-4386851

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$216k (2024)

Expenses

$219k (2024)

Total Assets

$4.48M (2024)

Total Liabilities

$90.2k (2024)

Years with missing data

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2024

Revenue

$216,037

Expenses

$219,425

Net Income

-$3,388

Net Assets

$4,390,685

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,424	3.0%
Dividends	$94,681	43.8%
Sales of Assets	$114,932	53.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$214,696	97.8%
Compensation of Officers*	$32,400	14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,480,931
Total Liabilities	$90,246
Net Assets	$4,390,685

Compensation

Key Employees and Officers	Compensation	Other
Tim Waddell (Secretary)	$8,400	$0
James P Waddell (President)	$6,000	$0
Michael Payette (Vice Preside)	$6,000	$0
Trenton J Waddell (Trustee)	$6,000	$0
Robert Waddell (Trustee)	$6,000	$0

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990-PF

Filed on Aug. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending May
2023

Revenue

$158,576

Expenses

$183,791

Net Income

-$25,215

Net Assets

$3,928,751

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,571	1.6%
Dividends	$84,306	53.2%
Sales of Assets	$71,699	45.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$179,299	97.6%
Compensation of Officers*	$32,400	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,038,723
Total Liabilities	$109,972
Net Assets	$3,928,751

Compensation

Key Employees and Officers	Compensation	Other
Tim Waddell (Secretary)	$8,400	$0
James P Waddell (President)	$6,000	$0
Trenton J Waddell (Trustee)	$6,000	$0
Robert Waddell (Trustee)	$6,000	$0
Betty Dendinger (Trustee)	$4,500	$0
Michael Payette (Vice Preside)	$1,500	$0

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990-PF

Filed on Sept. 21, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending May
2022

Revenue

$308,650

Expenses

$200,526

Net Income

$108,124

Net Assets

$4,117,889

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20	0.0%
Dividends	$97,652	31.6%
Sales of Assets	$210,978	68.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,362	95.4%
Compensation of Officers*	$30,900	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,246,835
Total Liabilities	$128,946
Net Assets	$4,117,889

Compensation

Key Employees and Officers	Compensation	Other
Tim Waddell (Secretary)	$8,400	$0
James P Waddell (President)	$6,000	$0
Betty Dendinger (Trustee)	$6,000	$0
Robert Waddell (Trustee)	$6,000	$0
Michael Payette (Vice Preside)	$3,000	$0
Trenton J Waddell (Trustee)	$1,500	$0

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990-PF

Filed on Oct. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending May
2021

Revenue

$361,060

Expenses

$209,807

Net Income

$151,253

Net Assets

$4,646,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23	0.0%
Dividends	$70,577	19.5%
Sales of Assets	$290,460	80.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$204,539	97.5%
Compensation of Officers*	$38,400	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,793,971
Total Liabilities	$147,880
Net Assets	$4,646,091

Compensation

Key Employees and Officers	Compensation	Other
Tim Waddell (Secretary)	$8,400	$0
James P Waddell (President)	$6,000	$0
Michael Payette (Vice Preside)	$6,000	$0
Betty Dendinger (Trustee)	$6,000	$0
David Williamson (Attorney)	$6,000	$0
Robert Waddell (Trustee)	$6,000	$0

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990-PF

Filed on Oct. 8, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending May
2020

Revenue

$228,713

Expenses

$198,292

Net Income

$30,421

Net Assets

$3,763,074

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,948	2.2%
Dividends	$86,953	38.0%
Sales of Assets	$136,812	59.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$218,965	> 100%
Compensation of Officers*	$33,900	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,928,280
Total Liabilities	$165,206
Net Assets	$3,763,074

Compensation

Key Employees and Officers	Compensation	Other
Tim Waddell (Secretary)	$8,400	$0
James P Waddell (President)	$6,000	$0
David Williamson (Attorney)	$6,000	$0
Robert Waddell (Trustee)	$6,000	$0
Betty Dendinger (Trustee)	$4,500	$0
Michael Payette (Vice Preside)	$3,000	$0

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990-PF

Filed on Nov. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending May
2019

Revenue

$211,759

Expenses

$377,858

Net Income

-$166,099

Net Assets

$3,788,372

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$37	0.0%
Dividends	$86,974	41.1%
Sales of Assets	$124,748	58.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,145	50.6%
Compensation of Officers*	$26,400	7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,986,190
Total Liabilities	$197,818
Net Assets	$3,788,372

Compensation

Key Employees and Officers	Compensation	Other
Tim Waddell (Secretary)	$8,400	$0
James P Waddell (President)	$5,000	$0
Robert Waddell (Trustee)	$5,000	$0
David Williamson (Attorney)	$3,500	$0
Betty Dendinger (Trustee)	$3,000	$0
Michael Payette (Vice Preside)	$1,500	$0

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990-PF

Filed on Sept. 23, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending May
2018

Revenue

$241,971

Expenses

$223,652

Net Income

$18,319

Net Assets

$4,166,957

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$90	0.0%
Dividends	$87,417	36.1%
Sales of Assets	$154,464	63.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$212,400	95.0%
Compensation of Officers*	$22,400	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,205,813
Total Liabilities	$38,856
Net Assets	$4,166,957

Compensation

Key Employees and Officers	Compensation	Other
Tim Waddell (Secretary)	$6,400	$0
James P Waddell (President)	$4,000	$0
David Williamson (Attorney)	$4,000	$0
Robert Waddell (Trustee)	$4,000	$0
Betty Dendinger (Trustee)	$3,000	$0
Michael Payette (Vice Preside)	$1,000	$0

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990-PF

Filed on Aug. 23, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2016

Revenue

$147,818

Expenses

$271,618

Net Income

-$123,800

Net Assets

$3,810,907

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$130	0.1%
Dividends	$72,154	48.8%
Sales of Assets	$75,534	51.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,667	62.1%
Compensation of Officers*	$22,400	8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,883,810
Total Liabilities	$72,903
Net Assets	$3,810,907

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2015

Revenue

$1,801,091

Expenses

$224,801

Net Income

$1,576,290

Net Assets

$4,221,804

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$63	0.0%
Dividends	$80,962	4.5%
Sales of Assets	$1,720,066	95.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$157,537	70.1%
Compensation of Officers*	$21,400	9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,253,956
Total Liabilities	$32,152
Net Assets	$4,221,804

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2014

Revenue

$1,789,694

Expenses

$208,691

Net Income

$1,581,003

Net Assets

$4,214,623

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$52	0.0%
Dividends	$101,920	5.7%
Sales of Assets	$1,687,722	94.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,175	81.5%
Compensation of Officers*	$17,400	8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,247,297
Total Liabilities	$32,674
Net Assets	$4,214,623

Compensation

Key Employees and Officers	Compensation	Other
Tim Waddell (Secretary)	$5,400	$0
James P Waddell (President)	$3,000	$0
Michael Payette (Vice Preside)	$3,000	$0
Betty Dendinger (Trustee)	$3,000	$0
David Williamson (Attorney)	$3,000	$0
William Dunn (Trustee)	$0	$0

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990-PF

Filed on Oct. 10, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending May
2013

Revenue

$155,869

Expenses

$149,646

Net Income

$6,223

Net Assets

$3,750,567

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$32	0.0%
Dividends	$95,000	60.9%
Sales of Assets	$60,837	39.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,329	97.8%
Compensation of Officers*	$11,900	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,752,174
Total Liabilities	$1,607
Net Assets	$3,750,567

990-PF

Filed on Jan. 9, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2012

Revenue

$85,134

Expenses

$130,305

Net Income

-$45,171

Net Assets

$3,075,948

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$66	0.1%
Dividends	$85,068	99.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,602	98.7%
Compensation of Officers*	$11,900	9.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,075,949
Total Liabilities	$1
Net Assets	$3,075,948

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Waddell Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $216k (2024)

Expenses $219k (2024)

Total Assets $4.48M (2024)

Total Liabilities $90.2k (2024)

Tax Filings by Year

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$216k (2024)

Expenses

$219k (2024)

Total Assets

$4.48M (2024)

Total Liabilities

$90.2k (2024)

Fiscal Year Ending May
2024

Fiscal Year Ending May
2023

Fiscal Year Ending May
2022

Fiscal Year Ending May
2021

Fiscal Year Ending May
2020

Fiscal Year Ending May
2019

Fiscal Year Ending May
2018

Fiscal Year Ending May
2017

Fiscal Year Ending May
2016

Fiscal Year Ending May
2015

Fiscal Year Ending May
2014

Fiscal Year Ending May
2013

Fiscal Year Ending May
2012

Fiscal Year Ending May
2011

Fiscal Year Ending May
2010

Fiscal Year Ending May
2009

Fiscal Year Ending May
2008

Fiscal Year Ending May
2007

Fiscal Year Ending May
2006

Fiscal Year Ending May
2005

Fiscal Year Ending May
2004

Fiscal Year Ending May
2003

Fiscal Year Ending May
2002