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Nonprofit · EIN 31-4386851

WADDELL FOUNDATION

Tax-exempt · MARION, OH 43301

Financials

$216K$219K2023$262K$231K2024$467K$240K2025
Revenue Expenses · by fiscal year end
Financials of WADDELL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2026990-PF$466,726$240,498$226,228$5,312,243$0$5,312,243
May 31, 2025990-PF$262,442$230,658$31,784$4,650,342$69,337$4,581,005
May 31, 2024990-PF$216,037$219,425-$3,388$4,480,931$90,246$4,390,685
Financial details: 990-PF for the year ended May 31, 2026

Revenue

Contributions, gifts and grants
$75,000
Dividends
$107,516
Interest
$8,697
Net gain from sales of assets
$275,513

Expenses

Grants and similar amounts paid
$148,300
Compensation of officers, directors and key employees
$41,000
Disbursements for charitable purposes
$207,309
Excise tax on investment income
$5,029

Balance sheet and other

Total assets, start of year
$4,650,342
Total assets, end of year
$5,312,243
Total liabilities, end of year
$0
Net assets, end of year
$5,312,243
Fair market value of assets
$5,312,243
Qualifying distributions
$207,309
Net investment income
$391,726

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 May 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
TIM WADDELL
P O BOX 358, MARION, OH 43302
SECRETARY0$14,000
ROBERT WADDELL
PO BOX 358, MARION, OH 43302
TRUSTEE0$9,000
JAMES P WADDELL
P O BOX 358, MARION, OH 43302
PRESIDENT0$8,000
TRENTON J WADDELL
P O BOX 358, MARION, OH 43302
TRUSTEE0$8,000
MICHAEL PAYETTE
P O BOX 358, MARION, OH 43302
VICE PRESIDE0$2,000
990-PF for the year ended May 31, 2025: 5 people
NameTitleHours / weekCompensation
TIM WADDELL
P O BOX 358, MARION, OH 43302
SECRETARY0$13,700
JAMES P WADDELL
P O BOX 358, MARION, OH 43302
PRESIDENT0$8,000
MICHAEL PAYETTE
P O BOX 358, MARION, OH 43302
VICE PRESIDE0$8,000
TRENTON J WADDELL
P O BOX 358, MARION, OH 43302
TRUSTEE0$8,000
ROBERT WADDELL
PO BOX 358, MARION, OH 43302
TRUSTEE0$8,000
990-PF for the year ended May 31, 2024: 5 people
NameTitleHours / weekCompensation
TIM WADDELL
P O BOX 358, MARION, OH 43302
SECRETARY0$8,400
JAMES P WADDELL
P O BOX 358, MARION, OH 43302
PRESIDENT0$6,000
MICHAEL PAYETTE
P O BOX 358, MARION, OH 43302
VICE PRESIDE0$6,000
TRENTON J WADDELL
P O BOX 358, MARION, OH 43302
TRUSTEE0$6,000
ROBERT WADDELL
PO BOX 358, MARION, OH 43302
TRUSTEE0$6,000

Address and contacts

Address (IRS master file)
PO BOX 358, MARION, OH 43301-0358
Signed the 990-PF
TIM WADDELL, SECRETARY
Phone
(740) 225-5733
Return prepared by
HOLBROOK & MANTER INC

What it must file and when

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

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026990-PF on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
31-4386851
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
1939
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$4,650,342
Income (IRS master file)
$2,258,799

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2026–––IRS
990-PFMay 2025–––IRS
990-PFMay 2024$216,037$219,425$4,480,931IRS
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS
990-PFMay 2019–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about WADDELL FOUNDATION

What is the EIN of WADDELL FOUNDATION?
The employer identification number (EIN) of WADDELL FOUNDATION is 31-4386851.
Is WADDELL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1939.
Are donations to WADDELL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WADDELL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WADDELL FOUNDATION due?
The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WADDELL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2026.
Who are the officers and directors of WADDELL FOUNDATION?
The 990-PF for the year ended May 31, 2026 lists 5 people; 5 received compensation from the organization, the highest $14,000 (TIM WADDELL, SECRETARY).
How much revenue does WADDELL FOUNDATION have?
On its 990-PF for the year ended May 31, 2026 it reported revenue of $466,726, expenses of $240,498 and total assets of $5,312,243 at year end.

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