Waddell Foundation
Waddell Foundation is a private foundation, based in MARION, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.7M in total assets. In 2025, it awarded 14 grants totaling $165K. Net investment income was $234K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.7M
+3.8% YoY
Annual Giving
$165K
-1.5% YoY
Grant Count
14
-6.7% YoY
Avg Grant Size
$12K
+5.5% YoY
Under IRS private-foundation payout rules, Waddell Foundation reported a distributable amount of $222K for 2025 — the minimum it must pay out in qualifying distributions.
About Waddell Foundation
Based on IRS filings
Waddell Foundation is a private foundation, based in MARION, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.7M in total assets. In 2025, it awarded 14 grants totaling $165K. Net investment income was $234K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,650,342 | $4,480,931 | $4,038,723 |
| Revenue | $262,442 | $216,037 | $158,576 |
| Expenses | $230,658 | $219,425 | $183,791 |
| Qualifying Distributions | $223,964 | $214,696 | $179,299 |
| Net Investment Income | $234,001 | $188,934 | $133,227 |
| Distributable Amount | $221,605 | $207,171 | $202,160 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
63 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Ohio Historical Society ($30,000), Marion County Fed Womens ($25,000), Ohio Historical Society ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MARION COUNTY FED WOMENS MARION, OH | HISTORICAL | $25,000 |
| MARION GENERAL HOSPITAL FOUNDATION MARION, OH | HEALTH | $20,000 |
| OHIO HISTORICAL SOCIETY COLUMBUS, OH | HISTORICAL | $25,000 |
| OHIO HISTORICAL SOCIETY COLUMBUS, OH | HISTORICAL | $30,000 |
| LIFE CARE ALLIANCE COLUMBUS, OH | HEALTH & NUTRITION | $10,000 |
| MARION PALACE THEATRE MARION, OH | ARTS/CULTURAL | $5,000 |
| PROSPECT SENIOR CENTER PROSPECT, OH | SERVICES FOR SENIORS | $5,000 |
| PLEASANT SENIOR CENTER MARION, OH | SERVICES FOR SENIORS | $5,000 |
| MARION SENIOR CENTER MARION, OH | SERVICES FOR SENIORS | $5,000 |
| GREEN CAMP SENIOR CENTER GREEN CAMP, OH | SERVICES FOR SENIORS | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES P WADDELL | PRESIDENT | — | $8,000 |
| MICHAEL PAYETTE | VICE PRESIDE | — | $8,000 |
| TRENTON J WADDELL | TRUSTEE | — | $8,000 |
| TIM WADDELL | SECRETARY | — | $13,700 |
| ROBERT WADDELL | TRUSTEE | — | $8,000 |
Frequently Asked Questions
How large is Waddell Foundation?
As of 2025, Waddell Foundation holds $4.7M in total assets with $262K in annual revenue. It awarded 14 grants totaling $165K in 2025.
Where does Waddell Foundation operate?
Waddell Foundation has awarded grants in Ohio.
What size grants does Waddell Foundation award?
In 2025, Waddell Foundation awarded 14 grants totaling $165K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Waddell Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Waddell Foundation reported a distributable amount of $222K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Waddell Foundation's EIN?
Waddell Foundation's EIN (Employer Identification Number) is 31-4386851. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Waddell Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.