Nonprofit · EIN 45-3697597
SIMON W WARDWELL FOUNDATION
Tax-exempt · CRANSTON, RI 02920
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,964,285 | $1,548,615 | $2,415,670 | $20,321,314 | $0 | $20,321,314 |
| December 31, 2024 | 990-PF | $1,889,709 | $1,686,387 | $203,322 | $17,905,644 | $0 | $17,905,644 |
| December 31, 2023 | 990-PF | $19,297,721 | $1,581,547 | $17,716,174 | $17,702,322 | $0 | $17,702,322 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $949,470
- Net gain from sales of assets
- $2,789,809
- Other income
- $225,006
Expenses
- Grants and similar amounts paid
- $1,143,005
- Compensation of officers, directors and key employees
- $124,037
- Disbursements for charitable purposes
- $1,277,737
- Excise tax on investment income
- $49,162
Balance sheet and other
- Total assets, start of year
- $17,905,644
- Total assets, end of year
- $20,321,314
- Total liabilities, end of year
- $0
- Net assets, end of year
- $20,321,314
- Fair market value of assets
- $31,131,124
- Qualifying distributions
- $1,277,737
- Net investment income
- $3,740,614
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAUREEN SHERIDAN 326 OLD HARBOR ROAD, WESTPORT, MA 02790 | EXECUTIVE DIRECTOR | 20 | $56,037 |
| DAVID E FARNUM 2631 HARKNEY HILL RD, COVENTRY, RI 02816 | PRESIDENT | 5 | $14,000 |
| ALFRED P DEGEN 7 BUCKBOARD DR, CUMBERLAND, RI 02864 | TREASURER | 10 | $14,000 |
| JESSICA WATERS 150 WASHINGTON STREET, PROVIDENCE, RI 02903 | SECRETARY | 5 | $14,000 |
| KATHLEEN OROVITZ 1005 DOUGLAS PIKE, SMITHFIELD, RI 02917 | DIRECTOR | 5 | $14,000 |
| JOHN J PARTRIDGE 355 BLACKSTONE BLVD 337, PROVIDENCE, RI 02906 | VICE PRESIDENT | 10 | $12,000 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAUREEN SHERIDAN 2000 CHAPEL VIEW BLVD 350, CRANSTON, RI 02920 | EXECUTIVE DIRECTOR | 20 | $52,667 |
| ALFRED P DEGEN 7 BUCKBOARD DR, CUMBERLAND, RI 02864 | PRESIDENT & TREASURER | 10 | $14,000 |
| DAVID E FARNUM 2631 HARKNEY HILL RD, COVENTRY, RI 02816 | SECRETARY | 5 | $14,000 |
| JESSICA WATERS 150 WASHINGTON STREET, PROVIDENCE, RI 02903 | DIRECTOR | 5 | $14,000 |
| KATHLEEN OROVITZ 1005 DOUGLAS PIKE, SMITHFIELD, RI 02917 | DIRECTOR | 5 | $14,000 |
| JOHN J PARTRIDGE 355 BLACKSTONE BLVD 337, PROVIDENCE, RI 02906 | VICE PRESIDENT | 10 | $13,000 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAUREEN SHERIDAN 2000 CHAPEL VIEW BLVD 350, CRANSTON, RI 02920 | EXECUTIVE DIRECTOR | 20 | $49,594 |
| ALFRED P DEGEN 7 BUCKBOARD DR, CUMBERLAND, RI 02864 | PRESIDENT & TREASURER | 10 | $14,000 |
| DAVID E FARNUM 2631 HARKNEY HILL RD, COVENTRY, RI 02816 | SECRETARY | 5 | $14,000 |
| JESSICA WATERS 150 WASHINGTON STREET, PROVIDENCE, RI 02903 | DIRECTOR | 5 | $14,000 |
| KATHLEEN OROVITZ 1005 DOUGLAS PIKE, SMITHFIELD, RI 02917 | DIRECTOR | 5 | $14,000 |
| JOHN J PARTRIDGE 355 BLACKSTONE BLVD 337, PROVIDENCE, RI 02906 | VICE PRESIDENT | 10 | $13,000 |
Address and contacts
- Address (IRS master file)
- 2000 CHAPEL VIEW BLVD STE 350, CRANSTON, RI 02920-3040
- In care of
- % PARTRIDGE SNOW & HAHN LLP
- Signed the 990-PF
- ALFRED P DEGEN, TREASURER
- Phone
- (401) 443-9975
- Website
- WARDWELLFOUNDATION.COM
- Return prepared by
- CITRIN COOPERMAN ADVISORS 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-3697597
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Public safety, disaster preparedness and relief (M111)
- Assets (IRS master file)
- $20,321,314
- Income (IRS master file)
- $7,056,949
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,964,285 | $1,548,615 | $20,321,314 | IRS |
| 990-T | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | $1,889,709 | $1,686,387 | $17,905,644 | IRS |
| 990-PF | December 2023 | $19,297,721 | $1,581,547 | $17,702,322 | XML |
| 990 | December 2022 | $810,631 | $1,033,928 | $18,503,416 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-EZ | December 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 45-3697597).
Questions about SIMON W WARDWELL FOUNDATION
- What is the EIN of SIMON W WARDWELL FOUNDATION?
- The employer identification number (EIN) of SIMON W WARDWELL FOUNDATION is 45-3697597.
- Is SIMON W WARDWELL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to SIMON W WARDWELL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SIMON W WARDWELL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SIMON W WARDWELL FOUNDATION 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 SIMON W WARDWELL FOUNDATION 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 SIMON W WARDWELL FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 6 received compensation from the organization, the highest $56,037 (MAUREEN SHERIDAN, EXECUTIVE DIRECTOR).
- How much revenue does SIMON W WARDWELL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,964,285, expenses of $1,548,615 and total assets of $20,321,314 at year end.
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