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Nonprofit · EIN 31-1534712

WADDELL FAMILY FOUNDATION

Tax-exempt · CINCINNATI, OH 45255

Financials

$1.8M$245K2022$207K$245K2023$336K$268K2024
Revenue Expenses · by fiscal year end
Financials of WADDELL FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$336,476$267,550$68,926$3,709,232$0$3,709,232
November 30, 2024990-PF$206,592$245,359-$38,767$3,640,306$0$3,640,306
November 30, 2023990-PF$1,771,948$245,119$1,526,829$3,679,073$0$3,679,073
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$103,521
Interest
$29
Net gain from sales of assets
$232,926

Expenses

Grants and similar amounts paid
$231,763
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$231,763
Excise tax on investment income
$4,189

Balance sheet and other

Total assets, start of year
$3,640,306
Total assets, end of year
$3,709,232
Total liabilities, end of year
$0
Net assets, end of year
$3,709,232
Fair market value of assets
$5,598,973
Qualifying distributions
$231,763
Net investment income
$336,476

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JEFFREY WADDELL
PO BOX 54284, CINCINNATI, OH 45254
OFFICER0$0
MICHELLE WADDELL
PO BOX 54284, CINCINNATI, OH 45254
OFFICER0$0
GREGORY WADDELL
PO BOX 54284, CINCINNATI, OH 45254
OFFICER0$0
990-PF for the year ended November 30, 2024: 3 people
NameTitleHours / weekCompensation
JEFFREY WADDELL
PO BOX 54284, CINCINNATI, OH 45254
OFFICER0$0
MICHELLE WADDELL
PO BOX 54284, CINCINNATI, OH 45254
OFFICER0$0
GREGORY WADDELL
PO BOX 54284, CINCINNATI, OH 45254
OFFICER0$0
990-PF for the year ended November 30, 2023: 3 people
NameTitleHours / weekCompensation
JEFFREY WADDELL
PO BOX 54284, CINCINNATI, OH 45254
OFFICER1$0
MICHELLE WADDELL
PO BOX 54284, CINCINNATI, OH 45254
OFFICER1$0
GREGORY WADDELL
PO BOX 54284, CINCINNATI, OH 45254
OFFICER1$0

Address and contacts

Address (IRS master file)
215 SUNNY ACRES DR, CINCINNATI, OH 45255-3920
In care of
% JEFFREY WADDELL
Signed the 990-PF
GREGORY WADDELL, PRESIDENT
Phone
(513) 762-8877
Return prepared by
AVIOR TAX

What it must file and when

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

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
31-1534712
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
1997
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$3,709,232
Income (IRS master file)
$1,250,265

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$336,476$267,550$3,709,232XML
990-PFNovember 2024$206,592$245,359$3,640,306XML
990-PFNovember 2023$1,771,948$245,119$3,679,073XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––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 31-1534712).

Questions about WADDELL FAMILY FOUNDATION

What is the EIN of WADDELL FAMILY FOUNDATION?
The employer identification number (EIN) of WADDELL FAMILY FOUNDATION is 31-1534712.
Is WADDELL FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to WADDELL FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WADDELL FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WADDELL FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WADDELL FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of WADDELL FAMILY FOUNDATION?
The 990-PF for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does WADDELL FAMILY FOUNDATION have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $336,476, expenses of $267,550 and total assets of $3,709,232 at year end.

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