Nonprofit · EIN 52-7195462
ROBERT A WAIDNER FOUNDATION
Also known as SOMERVILLE JOHN H & SLOAN R TTEE
Tax-exempt · BALTIMORE, MD 21202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,910,575 | $7,832,926 | -$3,922,351 | $18,531,852 | $0 | $18,531,852 |
| December 31, 2024 | 990-PF | $3,900,203 | $467,305 | $3,432,898 | $22,454,203 | $0 | $22,454,203 |
| December 31, 2023 | 990-PF | $1,494,685 | $447,448 | $1,047,237 | $19,021,305 | $0 | $19,021,305 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $571,118
- Net gain from sales of assets
- $3,339,457
Expenses
- Grants and similar amounts paid
- $7,538,017
- Compensation of officers, directors and key employees
- $61,851
- Disbursements for charitable purposes
- $7,568,943
- Excise tax on investment income
- $51,406
Balance sheet and other
- Total assets, start of year
- $22,454,203
- Total assets, end of year
- $18,531,852
- Total liabilities, end of year
- $0
- Net assets, end of year
- $18,531,852
- Fair market value of assets
- $33,285,280
- Qualifying distributions
- $7,568,943
- Net investment income
- $3,910,575
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 |
|---|---|---|---|
| Robert Sloan 5181 SE Burning Tree Circle, Stuart, FL 34997 | Trustee | 2 | $0 |
| Frederick S Koontz 7 St Paul St- Ste 1500, Baltimore, MD 21202 | Trustee | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert Sloan 5181 SE Burning Tree Circle, Stuart, FL 34997 | Trustee | 2 | $0 |
| Frederick S Koontz 7 St Paul St- Ste 1500, Baltimore, MD 21202 | Trustee | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert Sloan 5181 SE Burning Tree Circle, Stuart, FL 34997 | Trustee | 2 | $0 |
| Frederick S Koontz 7 St Paul St- Ste 1500, Baltimore, MD 21202 | Trustee | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 7 SAINT PAUL ST STE 1500, BALTIMORE, MD 21202-1636
- In care of
- % ROBERT SLOAN
- Signed the 990-PF
- Frederick S Koontz, Trustee
- Phone
- (410) 347-8770
- Return prepared by
- Whiteford Taylor & Preston LLP
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
- 52-7195462
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $18,531,852
- Income (IRS master file)
- $13,329,892
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,910,575 | $7,832,926 | $18,531,852 | IRS |
| 990-PF | December 2024 | $3,900,203 | $467,305 | $22,454,203 | IRS |
| 990-PF | December 2023 | $1,494,685 | $447,448 | $19,021,305 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 52-7195462).
Questions about ROBERT A WAIDNER FOUNDATION
- What is the EIN of ROBERT A WAIDNER FOUNDATION?
- The employer identification number (EIN) of ROBERT A WAIDNER FOUNDATION is 52-7195462.
- Is ROBERT A WAIDNER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to ROBERT A WAIDNER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT A WAIDNER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT A WAIDNER 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 ROBERT A WAIDNER 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 ROBERT A WAIDNER FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does ROBERT A WAIDNER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,910,575, expenses of $7,832,926 and total assets of $18,531,852 at year end.
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