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Nonprofit · EIN 83-2381835

WARNER WARDELL FAMILY FOUNDATION

Tax-exempt · ALBANY, NY 12212

Financials

$254K$10K2022$246K$162K2023$26K$138K2024
Revenue Expenses · by fiscal year end
Financials of WARNER WARDELL FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$26,309$137,775-$111,466$216,459$0$216,459
September 30, 2024990-PF$245,666$161,655$84,011$327,925$0$327,925
September 30, 2023990-PF$254,213$10,336$243,877$243,914$0$243,914
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$9,047
Interest
$200
Net gain from sales of assets
$17,062

Expenses

Grants and similar amounts paid
$106,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$136,000
Excise tax on investment income
$341

Balance sheet and other

Total assets, start of year
$327,925
Total assets, end of year
$216,459
Total liabilities, end of year
$0
Net assets, end of year
$216,459
Fair market value of assets
$258,304
Qualifying distributions
$136,000
Net investment income
$26,309

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Lisa Wardell
c/o Goldman Sachs Ayco, Albany, NY 122125201
President - Director1$0
Charles Wardell
c/o Goldman Sachs Ayco, Albany, NY 122125201
Director1$0
Payne Brown
c/o Goldman Sachs Ayco, Albany, NY 122125201
Director1$0
Gene Campbell
c/o Goldman Sachs Ayco, Albany, NY 122125201
Director1$0
990-PF for the year ended September 30, 2024: 4 people
NameTitleHours / weekCompensation
Lisa Wardell
c/o Ayco Company PO Box 15201, Albany, NY 122125201
President - Director1$0
Charles Wardell
c/o Ayco Company PO Box 15201, Albany, NY 122125201
Director1$0
Payne Brown
c/o Ayco Company PO Box 15201, Albany, NY 122125201
Director1$0
Gene Campbell
c/o Ayco Company PO Box 15201, Albany, NY 122125201
Director1$0
990-PF for the year ended September 30, 2023: 4 people
NameTitleHours / weekCompensation
Lisa Wardell
c/o Ayco Company PO Box 15201, Albany, NY 122125201
President - Director1$0
Charles Wardell
c/o Ayco Company PO Box 15201, Albany, NY 122125201
Director1$0
Payne Brown
c/o Ayco Company PO Box 15201, Albany, NY 122125201
Director1$0
Gene Campbell
c/o Ayco Company PO Box 15201, Albany, NY 122125201
Director1$0

Address and contacts

Address (IRS master file)
C/O GOLDMAN SACHS AYCO, ALBANY, NY 12212-0000
In care of
% GOLDMAN SACHS AYCO
Signed the 990-PF
Lisa Wardell, President
Phone
(518) 640-5000
Return prepared by
ERNST & YOUNG US 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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
83-2381835
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
2019
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$216,459
Income (IRS master file)
$162,394

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$26,309$137,775$216,459XML
990-PFSeptember 2024$245,666$161,655$327,925XML
990-PFSeptember 2023$254,213$10,336$243,914XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 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 83-2381835).

Questions about WARNER WARDELL FAMILY FOUNDATION

What is the EIN of WARNER WARDELL FAMILY FOUNDATION?
The employer identification number (EIN) of WARNER WARDELL FAMILY FOUNDATION is 83-2381835.
Is WARNER WARDELL FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to WARNER WARDELL FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WARNER WARDELL FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WARNER WARDELL FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WARNER WARDELL FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of WARNER WARDELL FAMILY FOUNDATION?
The 990-PF for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does WARNER WARDELL FAMILY FOUNDATION have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $26,309, expenses of $137,775 and total assets of $216,459 at year end.

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