George C Wadleigh Foundation Inc

Haverhill, MA
Tax-exempt since Oct. 1982
EIN: 04-2720087

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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

$1.58M (2024)

Expenses

$1.24M (2024)

Total Assets

$21.3M (2024)

Total Liabilities

$826k (2024)

Source: Form 990 tax filings from 2011 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 Dec.
2024

Revenue

$1,579,189

Expenses

$1,237,845

Net Income

$341,344

Net Assets

$20,453,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$186,416	11.8%
Dividends	$223,181	14.1%
Sales of Assets	$1,169,592	74.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$978,580	79.1%
Compensation of Officers*	$45,400	3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,279,441
Total Liabilities	$825,785
Net Assets	$20,453,656

Compensation

Key Employees and Officers	Compensation	Other
Thomas Mortimer (President)	$12,200	$0
Charlette Wheeden (Treasurer)	$10,200	$0
Peter Carbone (Vice President)	$9,200	$0
Scott Cote (Director)	$7,200	$0
Kara Kosmes (Clerk)	$3,000	$0
James Traver (Director)	$1,200	$0
Michael Hart (Director)	$1,200	$0
Leanne Eastman (Director)	$1,200	$0
Joanne Sulis (Admin Assistant)	$0	$0

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990-PF

Filed on May 21, 2025

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

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XML

Fiscal Year Ending Dec.
2023

Revenue

$11,532,871

Expenses

$1,070,041

Net Income

$10,462,830

Net Assets

$18,885,131

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$75,897	0.7%
Dividends	$295,417	2.6%
Sales of Assets	$11,161,557	96.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$938,302	87.7%
Compensation of Officers*	$41,400	3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,804,175
Total Liabilities	$919,044
Net Assets	$18,885,131

Compensation

Key Employees and Officers	Compensation	Other
William Klueber (Former Treasurer)	$13,200	$0
Peter Carbone (Vice President)	$9,000	$0
Charles Traver (Director)	$7,200	$0
Thomas Mortimer (President)	$7,200	$0
Scott Cote (Director)	$1,200	$0
Charlette Wheeden (Treasurer)	$1,200	$0
Michael Hart (Director)	$1,000	$0
Kara Kosmes (Clerk)	$1,000	$0
Leanne Eastman (Director)	$400	$0
Joanne Sulis (Admin Assistant)	$0	$0

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990-PF

Filed on Sept. 5, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$1,247,526

Expenses

$1,039,935

Net Income

$207,591

Net Assets

$17,480,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,270	0.2%
Dividends	$421,363	33.8%
Sales of Assets	$823,893	66.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$925,099	89.0%
Compensation of Officers*	$92,212	8.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,393,387
Total Liabilities	$913,385
Net Assets	$17,480,002

Compensation

Key Employees and Officers	Compensation	Other
Richard Cammett (Director)	$42,492	$0
Charles Traver (President)	$23,090	$0
William Klueber (Treasurer)	$23,090	$0
Scott Cote (Director)	$590	$0
Zoe Veasey (Director)	$590	$0
Michael Hart (Director)	$590	$0
Peter Carbone (Secretary)	$590	$0
Thomas Mortimer (Vp)	$590	$0
Kara Kosmes (Director)	$590	$0
Joanne Sulis (Admin Assistant)	$0	$0

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990-PF

Filed on May 11, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$910,185

Expenses

$1,044,468

Net Income

-$134,283

Net Assets

$19,821,867

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$488	0.1%
Dividends	$472,890	52.0%
Sales of Assets	$436,807	48.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$786,134	75.3%
Compensation of Officers*	$113,716	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,715,914
Total Liabilities	$894,047
Net Assets	$19,821,867

Compensation

Key Employees and Officers	Compensation	Other
Richard Cammett (Treasurer)	$60,848	$0
Charles Traver (President)	$24,697	$0
William Klueber (Director/Asst Treasurer)	$24,696	$0
Scott Cote (Director)	$595	$0
Zoe Veasey (Director)	$595	$0
Michael Hart (Director)	$595	$0
Peter Carbone (Director/Clerk)	$595	$0
Kara Kosmes (Director)	$595	$0
Thomas Mortimer (Vp)	$500	$0

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990-PF

Filed on June 21, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$901,940

Expenses

$890,432

Net Income

$11,508

Net Assets

$16,695,012

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$414	0.0%
Dividends	$471,518	52.3%
Sales of Assets	$430,008	47.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$790,099	88.7%
Compensation of Officers*	$101,342	11.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,446,876
Total Liabilities	$751,864
Net Assets	$16,695,012

Compensation

Key Employees and Officers	Compensation	Other
Richard Cammett (Treasurer)	$54,156	$0
Charles Traver (President)	$21,993	$0
William Klueber (Director/Asst Treasurer)	$21,993	$0
Scott Cote (Director)	$550	$0
Zoe Veasey (Director)	$550	$0
Michael Hart (Director)	$550	$0
Peter Carbone (Director/Clerk)	$550	$0
Kara Kosmes (Director)	$550	$0
Thomas Mortimer (Vp)	$450	$0

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990-PF

Filed on June 10, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$1,095,721

Expenses

$898,767

Net Income

$196,954

Net Assets

$16,436,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$704	0.1%
Dividends	$458,219	41.8%
Sales of Assets	$636,798	58.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$746,633	83.1%
Compensation of Officers*	$98,241	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,209,537
Total Liabilities	$773,229
Net Assets	$16,436,308

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

Revenue

$605,593

Expenses

$843,108

Net Income

-$237,515

Net Assets

$13,879,007

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,560	0.3%
Dividends	$474,895	78.4%
Sales of Assets	$129,138	21.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$737,889	87.5%
Compensation of Officers*	$93,745	11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,596,603
Total Liabilities	$717,596
Net Assets	$13,879,007

Compensation

Key Employees and Officers	Compensation	Other
Richard Cammett (Treasurer)	$50,358	$0
Charles Traver (President)	$20,444	$0
William Klueber (Director/Asst Treasurer)	$20,343	$0
Thomas Mortimer (Vp)	$500	$0
Kara Kosmes (Director)	$500	$0
Scott Cote (Director)	$400	$0
Zoe Veasey (Director)	$400	$0
Michael Hart (Director)	$400	$0
Peter Carbone (Director/Clerk)	$400	$0

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990-PF

Filed on May 15, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$770,539

Expenses

$836,233

Net Income

-$65,694

Net Assets

$15,189,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$477	0.1%
Dividends	$418,142	54.3%
Sales of Assets	$351,920	45.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$669,066	80.0%
Compensation of Officers*	$90,554	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,904,888
Total Liabilities	$715,733
Net Assets	$15,189,155

Compensation

Key Employees and Officers	Compensation	Other
Richard Cammett (Treasurer)	$48,418	$0
Charles Traver (President)	$19,668	$0
William Klueber (Director/Asst Treasurer)	$19,668	$0
Scott Cote (Director)	$500	$0
Zoe Veasey (Director)	$500	$0
Peter Carbone (Director/Clerk)	$500	$0
Thomas Mortimer (Vp)	$500	$0
Michael Hart (Director)	$400	$0
Kara Kosmes (Director)	$400	$0

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990-PF

Filed on May 15, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$514,157

Expenses

$759,843

Net Income

-$245,686

Net Assets

$13,974,374

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$169	0.0%
Dividends	$421,835	82.0%
Sales of Assets	$92,153	17.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$735,269	96.8%
Compensation of Officers*	$83,332	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,615,273
Total Liabilities	$640,899
Net Assets	$13,974,374

Compensation

Key Employees and Officers	Compensation	Other
Richard Cammett (Treasurer)	$44,740	$0
Charles Traver (President)	$18,196	$0
William Klueber (Director/Asst Treasurer)	$18,196	$0
Thomas Mortimner (Vp)	$500	$0
Kara Kosmes (Director)	$500	$0
Scott Cote (Director)	$400	$0
Peter Carbone (Director/Clerk)	$300	$0
Michael Hart (Director)	$300	$0
Zoe Veasey (Director)	$200	$0

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990-PF

Filed on May 15, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$629,615

Expenses

$813,842

Net Income

-$184,227

Net Assets

$13,044,415

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$101	0.0%
Dividends	$433,668	68.9%
Sales of Assets	$188,936	30.0%
Other Income	$6,910	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$731,551	89.9%
Compensation of Officers*	$81,829	10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,743,595
Total Liabilities	$699,180
Net Assets	$13,044,415

Compensation

Key Employees and Officers	Compensation	Other
Richard Cammett (Treasurer)	$43,793	$0
Charles Traver (President)	$17,818	$0
William Klueber (Director/Asst Treasurer)	$17,818	$0
Peter Carbone (Director/Clerk)	$500	$0
Kara Kosmes (Director)	$500	$0
Thomas Mortimner (Vp)	$400	$0
Michael Hart (Director)	$400	$0
Scott Cote (Director)	$300	$0
Zoe Veasey (Director)	$300	$0

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990-PF

Filed on May 16, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$1,634,293

Expenses

$843,766

Net Income

$790,527

Net Assets

$15,230,571

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$42	0.0%
Dividends	$375,084	23.0%
Sales of Assets	$1,159,997	71.0%
Other Income	$99,170	6.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$679,105	80.5%
Compensation of Officers*	$84,346	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	$15,950,716
Total Liabilities	$720,145
Net Assets	$15,230,571

Compensation

Key Employees and Officers	Compensation	Other
Richard Cammett (Treasurer)	$45,192	$0
Charles Traver (President)	$18,377	$0
William Klueber (Director/Asst Treasurer)	$18,377	$0
Peter Carbone (Director/Clerk)	$500	$0
Kara Kosmes (Director)	$500	$0
Zoe Veasey (Director)	$400	$0
Thomas Mortimner (Vp)	$400	$0
Michael Hart (Director)	$400	$0
Scott Cote (Director)	$200	$0

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990-PF

Filed on July 30, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$904,754

Expenses

$769,742

Net Income

$135,012

Net Assets

$14,364,621

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$62	0.0%
Dividends	$342,849	37.9%
Sales of Assets	$553,257	61.1%
Other Income	$8,586	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$610,025	79.3%
Compensation of Officers*	$78,929	10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,017,795
Total Liabilities	$653,174
Net Assets	$14,364,621

Compensation

Key Employees and Officers	Compensation	Other
Richard Cammett (Treasurer)	$41,905	$0
Bruce Macgregor (Former Secretary)	$17,062	$0
William Klueber (Director/Asst Treasurer)	$8,781	$0
Edmund Cote (Former President)	$8,381	$0
Charles Traver (President)	$500	$0
Zoe Veasey (Director)	$500	$0
Peter Carbone (Director/Clerk)	$500	$0
Kara Kosmes (Director)	$500	$0
Thomas Mortimner (Vp)	$400	$0
Michael Hart (Director)	$300	$0
Nancy Rea (Director)	$100	$0

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990-PF

Filed on May 15, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$887,431

Expenses

$702,338

Net Income

$185,093

Net Assets

$12,373,414

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$682	0.1%
Dividends	$363,473	41.0%
Sales of Assets	$519,082	58.5%
Other Income	$4,194	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$585,321	83.3%
Compensation of Officers*	$76,780	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,972,227
Total Liabilities	$598,813
Net Assets	$12,373,414

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$467,475

Expenses

$672,231

Net Income

-$204,756

Net Assets

$12,013,383

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,400	2.7%
Dividends	$340,590	72.9%
Sales of Assets	$114,485	24.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$552,493	82.2%
Compensation of Officers*	$73,323	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,582,206
Total Liabilities	$568,823
Net Assets	$12,013,383

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated June 30, 2025

George C Wadleigh Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.58M (2024)

Expenses $1.24M (2024)

Total Assets $21.3M (2024)

Total Liabilities $826k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Revenue

$1.58M (2024)

Expenses

$1.24M (2024)

Total Assets

$21.3M (2024)

Total Liabilities

$826k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001