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Nonprofit · EIN 04-2720087

GEORGE C WADLEIGH FOUNDATION INC

Tax-exempt · HAVERHILL, MA 01831

Financials

$11.5M$1.1M2023$1.6M$1.2M2024$1.7M$1.3M2025
Revenue Expenses · by fiscal year end
Financials of GEORGE C WADLEIGH FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,739,492$1,293,110$446,382$22,418,147$792,211$21,625,936
December 31, 2024990-PF$1,579,189$1,237,845$341,344$21,279,441$825,785$20,453,656
December 31, 2023990-PF$11,532,871$1,070,041$10,462,830$19,804,175$919,044$18,885,131
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$207,348
Interest
$221,908
Net gain from sales of assets
$1,310,236

Expenses

Grants and similar amounts paid
$1,060,148
Compensation of officers, directors and key employees
$46,600
Disbursements for charitable purposes
$1,134,856
Excise tax on investment income
$21,599

Balance sheet and other

Total assets, start of year
$21,279,441
Total assets, end of year
$22,418,147
Total liabilities, end of year
$792,211
Net assets, end of year
$21,625,936
Fair market value of assets
$22,418,147
Qualifying distributions
$1,134,856
Net investment income
$1,739,492

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
THOMAS MORTIMER
PO BOX 926, HAVERHILL, MA 01831
PRESIDENT1$12,200
CHARLETTE WHEEDEN
PO BOX 926, HAVERHILL, MA 01831
TREASURER5$10,200
PETER CARBONE
PO BOX 926, HAVERHILL, MA 01831
VICE PRESIDENT1$9,200
SCOTT COTE
PO BOX 926, HAVERHILL, MA 01831
DIRECTOR1$7,200
KARA KOSMES
PO BOX 926, HAVERHILL, MA 01831
CLERK1$3,000
JAMES TRAVER
PO BOX 926, HAVERHILL, MA 01831
DIRECTOR1$1,200
MICHAEL HART
PO BOX 926, HAVERHILL, MA 01831
DIRECTOR1$1,200
LEANNE EASTMAN
PO BOX 926, HAVERHILL, MA 01831
DIRECTOR1$1,200
GRETCHEN ARNTZ
PO BOX 926, HAVERHILL, MA 01831
DIRECTOR1$600
STEPHEN JASKELEVICUS
PO BOX 926, HAVERHILL, MA 01831
DIRECTOR1$600
JOANNE SULIS
PO BOX 926, HAVERHILL, MA 01831
ADMIN ASSISTANT1$0
990-PF for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
THOMAS MORTIMER
PO BOX 926, HAVERHILL, MA 01831
PRESIDENT1$12,200
CHARLETTE WHEEDEN
PO BOX 926, HAVERHILL, MA 01831
TREASURER5$10,200
PETER CARBONE
PO BOX 926, HAVERHILL, MA 01831
VICE PRESIDENT1$9,200
SCOTT COTE
PO BOX 926, HAVERHILL, MA 01831
DIRECTOR1$7,200
KARA KOSMES
PO BOX 926, HAVERHILL, MA 01831
CLERK1$3,000
JAMES TRAVER
PO BOX 926, HAVERHILL, MA 01831
DIRECTOR1$1,200
MICHAEL HART
PO BOX 926, HAVERHILL, MA 01831
DIRECTOR1$1,200
LEANNE EASTMAN
PO BOX 926, HAVERHILL, MA 01831
DIRECTOR1$1,200
JOANNE SULIS
PO BOX 926, HAVERHILL, MA 01831
ADMIN ASSISTANT1$0
990-PF for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
WILLIAM KLUEBER
PO BOX 926, HAVERHILL, MA 01831
FORMER TREASURER5$13,200
PETER CARBONE
PO BOX 926, HAVERHILL, MA 01831
VICE PRESIDENT1$9,000
CHARLES TRAVER
PO BOX 926, HAVERHILL, MA 01831
DIRECTOR1$7,200
THOMAS MORTIMER
PO BOX 926, HAVERHILL, MA 01831
PRESIDENT1$7,200
SCOTT COTE
PO BOX 926, HAVERHILL, MA 01831
DIRECTOR1$1,200
CHARLETTE WHEEDEN
PO BOX 926, HAVERHILL, MA 01831
TREASURER5$1,200
MICHAEL HART
PO BOX 926, HAVERHILL, MA 01831
DIRECTOR1$1,000
KARA KOSMES
PO BOX 926, HAVERHILL, MA 01831
CLERK1$1,000
LEANNE EASTMAN
PO BOX 926, HAVERHILL, MA 01831
DIRECTOR1$400
JOANNE SULIS
PO BOX 926, HAVERHILL, MA 01831
ADMIN ASSISTANT1$0

Address and contacts

Address (IRS master file)
PO BOX 926, HAVERHILL, MA 01831-1126
In care of
% JAMES BAKER & CO
Signed the 990-PF
THOMAS MORTIMER, PRESIDENT
Phone
(978) 374-0115
Return prepared by
MANZI & ASSOCIATES LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-2720087
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1982
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$22,418,147
Income (IRS master file)
$7,915,982

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,739,492$1,293,110$22,418,147IRS
990-PFDecember 2024$1,579,189$1,237,845$21,279,441IRS
990-PFDecember 2023$11,532,871$1,070,041$19,804,175XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2720087).

Questions about GEORGE C WADLEIGH FOUNDATION INC

What is the EIN of GEORGE C WADLEIGH FOUNDATION INC?
The employer identification number (EIN) of GEORGE C WADLEIGH FOUNDATION INC is 04-2720087.
Is GEORGE C WADLEIGH FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to GEORGE C WADLEIGH FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GEORGE C WADLEIGH FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of GEORGE C WADLEIGH FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GEORGE C WADLEIGH FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of GEORGE C WADLEIGH FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 11 people; 10 received compensation from the organization, the highest $12,200 (THOMAS MORTIMER, PRESIDENT).
How much revenue does GEORGE C WADLEIGH FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,739,492, expenses of $1,293,110 and total assets of $22,418,147 at year end.

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