Waddell Foundation Inc

Cambridge, MD
Tax-exempt since Jan. 1981
EIN: 52-1166266

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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

$14.9k (2024)

Expenses

$54.1k (2024)

Total Assets

$731k (2024)

Total Liabilities

$0 (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

$14,912

Expenses

$54,149

Net Income

-$39,237

Net Assets

$730,933

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,313	89.3%
Sales of Assets	$1,599	10.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,955	84.9%
Compensation of Officers*	$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	$730,933
Total Liabilities	$0
Net Assets	$730,933

Compensation

Key Employees and Officers	Compensation	Other
Julia Moore (Co President)	$0	$0
G Philip Feldman (Co President)	$0	$0
Laura A Cowin (Secretary)	$0	$0
Steven Adams (Treasurer)	$0	$0
Barbara Hubbard (Director)	$0	$0
Dustin Nwakudo (Director)	$0	$0

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990-PF

Filed on May 5, 2025

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

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XML

Fiscal Year Ending Dec.
2023

Revenue

$13,732

Expenses

$51,775

Net Income

-$38,043

Net Assets

$770,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,858	42.7%
Dividends	$13,064	95.1%
Sales of Assets	-$5,190
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,500	85.9%
Compensation of Officers*	$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	$770,308
Total Liabilities	$0
Net Assets	$770,308

Compensation

Key Employees and Officers	Compensation	Other
J C Brooks (President)	$0	$0
Julia Moore (Vice Preside)	$0	$0
Laura A Cowin (Secretary)	$0	$0
Steven Adams (Treasurer)	$0	$0
Barbara Hubbard (Director)	$0	$0
G Philip Feldman (Director)	$0	$0
Dustin Nwakudo (Director)	$0	$0

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990-PF

Filed on Jan. 23, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$9,688

Expenses

$56,795

Net Income

-$47,107

Net Assets

$808,556

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,361	24.4%
Dividends	$18,878	> 100%
Sales of Assets	-$11,551
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,050	88.1%
Compensation of Officers*	$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	$808,556
Total Liabilities	$0
Net Assets	$808,556

Compensation

Key Employees and Officers	Compensation	Other
J C Brooks (President)	$0	$0
Julia Moore (Vice Preside)	$0	$0
Laura A Cowin (Secretary)	$0	$0
Steven Adams (Treasurer)	$0	$0
Barbara Hubbard (Director)	$0	$0
G Philip Feldman (Director)	$0	$0
Dustin Nwakudo (Director)	$0	$0

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990-PF

Filed on May 23, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$34,937

Expenses

$53,016

Net Income

-$18,079

Net Assets

$855,909

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$18,550	53.1%
Sales of Assets	$16,386	46.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,259	81.6%
Compensation of Officers*	$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	$855,909
Total Liabilities	$0
Net Assets	$855,909

Compensation

Key Employees and Officers	Compensation	Other
J C Brooks (President)	$0	$0
Julia Moore (Vice Preside)	$0	$0
Laura A Cowin (Secretary)	$0	$0
Steven Adams (Treasurer)	$0	$0
Barbara Hubbard (Director)	$0	$0
G Philip Feldman (Director)	$0	$0
Dustin Nwakudo (Director)	$0	$0

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990-PF

Filed on June 23, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$75,885

Expenses

$40,919

Net Income

$34,966

Net Assets

$874,212

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$13,746	18.1%
Sales of Assets	$62,123	81.9%
Other Income	$14	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,392	81.6%
Compensation of Officers*	$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	$874,213
Total Liabilities	$1
Net Assets	$874,212

Compensation

Key Employees and Officers	Compensation	Other
G L Feldman (Director)	$0	$0
Thomas Adams (Treasurer)	$0	$0
J C Brooks (President)	$0	$0
Laura A Cowin (Secretary)	$0	$0
G Philip Feldman (Director)	$0	$0
Julia Moore (Vice Preside)	$0	$0
Barbara Hubbard (Director)	$0	$0

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990-PF

Filed on July 21, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$66,404

Expenses

$60,028

Net Income

$6,376

Net Assets

$839,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$640	1.0%
Dividends	$19,478	29.3%
Sales of Assets	$46,073	69.4%
Other Income	$213	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,150	88.5%
Compensation of Officers*	$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	$839,247
Total Liabilities	$1
Net Assets	$839,246

Compensation

Key Employees and Officers	Compensation	Other
G L Feldman (Director)	$0	$0
Thomas Adams (Treasurer)	$0	$0
J C Brooks (President)	$0	$0
Laura A Cowin (Secretary)	$0	$0
G Philip Feldman (Director)	$0	$0
Julia Moore (Vice Preside)	$0	$0
Barbara Hubbard (Director)	$0	$0

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990-PF

Filed on Jan. 23, 2020

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

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Schedules ▼

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Fiscal Year Ending Dec.
2018

Revenue

$86,699

Expenses

$40,471

Net Income

$46,228

Net Assets

$832,871

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$306	0.4%
Dividends	$15,300	17.6%
Sales of Assets	$71,040	81.9%
Other Income	$53	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,850	83.6%
Compensation of Officers*	$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	$832,871
Total Liabilities	$0
Net Assets	$832,871

Compensation

Key Employees and Officers	Compensation	Other
G L Feldman (Director)	$0	$0
Thomas Adams (Treasurer)	$0	$0
J C Brooks (President)	$0	$0
Laura A Cowin (Secretary)	$0	$0
G Philip Feldman (Director)	$0	$0
Julia Moore (Vice Preside)	$0	$0
Barbara Hubbard (Director)	$0	$0

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990-PF

Filed on May 13, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$125,127

Expenses

$28,120

Net Income

$97,007

Net Assets

$790,732

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$177	0.1%
Dividends	$14,910	11.9%
Sales of Assets	$109,925	87.9%
Other Income	$115	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,690	77.1%
Compensation of Officers*	$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	$790,732
Total Liabilities	$0
Net Assets	$790,732

Compensation

Key Employees and Officers	Compensation	Other
G L Feldman (Director)	$0	$0
Thomas Adams (Treasurer)	$0	$0
J C Brooks (President)	$0	$0
Laura A Cowin (Secretary)	$0	$0
G Philip Feldman (Director)	$0	$0
Julia Moore (Vice Preside)	$0	$0
Barbara Hubbard (Director)	$0	$0

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990-PF

Filed on Jan. 29, 2018

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

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Schedules ▼

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Fiscal Year Ending Dec.
2016

Revenue

$25,831

Expenses

$33,738

Net Income

-$7,907

Net Assets

$693,725

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$423	1.6%
Dividends	$13,724	53.1%
Sales of Assets	$11,670	45.2%
Other Income	$14	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,825	91.4%
Compensation of Officers*	$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	$693,725
Total Liabilities	$0
Net Assets	$693,725

Compensation

Key Employees and Officers	Compensation	Other
G L Feldman (Director)	$0	$0
T Adams (Treasurer)	$0	$0
J C Brooks (President)	$0	$0
Laura A Cowin (Secretary)	$0	$0
G Philip Feldman (Director)	$0	$0
Julia Moore (Vice Preside)	$0	$0
Barbra Hubbard (Director)	$0	$0

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990-PF

Filed on Feb. 2, 2017

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

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Schedules ▼

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Fiscal Year Ending Dec.
2015

Revenue

$61,947

Expenses

$33,490

Net Income

$28,457

Net Assets

$703,032

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,268	23.0%
Sales of Assets	$47,679	77.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,575	91.3%
Compensation of Officers*	$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	$703,032
Total Liabilities	$0
Net Assets	$703,032

Compensation

Key Employees and Officers	Compensation	Other
G L Feldman (President)	$0	$0
H Stevens (Vice Preside)	$0	$0
T Adams (Treasurer)	$0	$0
J C Brooks (Secretary)	$0	$0
Laura A Cowin (Director)	$0	$0
G Philip Feldman (Director)	$0	$0
Julia Moore (Director)	$0	$0

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990-PF

Filed on Jan. 20, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$84,666

Expenses

$28,435

Net Income

$56,231

Net Assets

$676,174

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,922	44.8%
Sales of Assets	$46,744	55.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,000	77.4%
Compensation of Officers*	$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	$676,174
Total Liabilities	$0
Net Assets	$676,174

Compensation

Key Employees and Officers	Compensation	Other
G L Feldman (President)	$0	$0
H Stevens (Vice Preside)	$0	$0
T Adams (Treasurer)	$0	$0
J C Brooks (Secretary)	$0	$0

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990-PF

Filed on June 15, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$48,039

Expenses

$29,275

Net Income

$18,764

Net Assets

$620,144

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,669	36.8%
Sales of Assets	$30,370	63.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,900	78.2%
Compensation of Officers*	$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	$620,144
Total Liabilities	$0
Net Assets	$620,144

Compensation

Key Employees and Officers	Compensation	Other
G L Feldman (President)	$0	$0
H Stevens (Director)	$0	$0
T Adams (Treasurer)	$0	$0
M Malkus (Secretary)	$0	$0
J C Brooks (Director)	$0	$0

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990-PF

Filed on Aug. 12, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$38,001

Expenses

$32,254

Net Income

$5,747

Net Assets

$601,377

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,401	43.2%
Sales of Assets	$21,600	56.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,050	80.8%
Compensation of Officers*	$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	$601,378
Total Liabilities	$1
Net Assets	$601,377

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$25,153

Expenses

$30,586

Net Income

-$5,433

Net Assets

$595,905

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,121	72.0%
Sales of Assets	$7,032	28.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,000	81.7%
Compensation of Officers*	$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	$595,906
Total Liabilities	$1
Net Assets	$595,905

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated January 26, 2026

Waddell Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $14.9k (2024)

Expenses $54.1k (2024)

Total Assets $731k (2024)

Total Liabilities $0 (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

Compensation

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

Revenue

$14.9k (2024)

Expenses

$54.1k (2024)

Total Assets

$731k (2024)

Total Liabilities

$0 (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.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001