Isabel M Wadell Foundation

CUMBERLAND, WI EIN: 20-6278295

Isabel M Wadell Foundation is a private foundation focused on Education, based in CUMBERLAND, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $560K in total assets. In 2024, it awarded 2 grants totaling $30K. Net investment income was $16K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$560K

-2.4% YoY

Annual Giving

$30K

+1.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$15K

+1.3% YoY

Under IRS private-foundation payout rules, Isabel M Wadell Foundation reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.

About Isabel M Wadell Foundation

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $126K (100%)

States

Wisconsin

Cities

Cumberland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$560,098	$573,725	$569,798
Revenue	$24,434	$40,186	$19,347
Expenses	$38,061	$36,259	$36,163
Qualifying Distributions	$29,880	$29,500	$27,000
Net Investment Income	$16,253	$34,927	$13,848
Distributable Amount	$30,321	$28,530	$29,674

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

8 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cumberland School District ($25,000), City of Cumberland ($4,880).

Recipient	Purpose	Amount
CITY OF CUMBERLAND CUMBERLAND, WI	PARK BASKETBALL COURT	$4,880
CUMBERLAND SCHOOL DISTRICT CUMBERLAND, WI	CAFETERIA & AUDITORIUM REMODEL	$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ROBERT M SKINNER	TRUSTEE	1	—
KEVIN CASSIDAY-MALONEY	TRUSTEE	1	—

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Isabel M Wadell Foundation?

Isabel M Wadell Foundation is a private foundation focused on Education, based in CUMBERLAND, WI. It holds $560K in total assets as of 2024.

How large is Isabel M Wadell Foundation?

As of 2024, Isabel M Wadell Foundation holds $560K in total assets with $24K in annual revenue. It awarded 2 grants totaling $30K in 2024.

Where does Isabel M Wadell Foundation operate?

Isabel M Wadell Foundation has awarded grants in Wisconsin.

What size grants does Isabel M Wadell Foundation award?

In 2024, Isabel M Wadell Foundation awarded 2 grants totaling $30K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is Isabel M Wadell Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Isabel M Wadell Foundation reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.