Waverly Woods Charitable Foundation Inc
Waverly Woods Charitable Foundation Inc is a private foundation, based in Minocqua, WI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $10K in total assets.
Waverly Woods Charitable Foundation Inc at a glance
- Total assets
- $9,661
- +4.4% vs 2024
- Revenue (2025)
- $380
- +7.3% vs 2024
- Expenses (2025)
- $762
- -66.0% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Waverly Woods Charitable Foundation Inc funds
How this funder distributes its grants
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 7 grants of 7 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How Waverly Woods Charitable Foundation Inc gives
- Giving grew 200% from 2021 to 2024. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $500 (2021) to $2K (2024). In 2024 it made 2 grants totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Camp Manito-Wish YMCA Boulder Junction, WI | Charitable | $1,000 |
| ACS Relay for Life Hagerstown, MD | Charitable | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions |
|---|---|---|---|---|---|---|
| 2025 | $9,661 | $380 | $762 | — | — | — |
| 2024 | $9,252 | $354 | $2,241 | $1,500 | 2 | $1,500 |
| 2023 | $10,691 | $392 | $2,243 | $1,500 | 2 | $1,500 |
| 2022 | $11,650 | $262 | $2,229 | $1,500 | 2 | $1,500 |
| 2021 | $16,798 | $501 | $1,267 | $500 | 1 | $500 |
| 2020 | $16,170 | $679 | $1,742 | $1,000 | 1 | — |
Leadership & Key People
Officers and directors from IRS filings
Waverly Woods Charitable Foundation Inc is led by Lovell Roe III, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Lovell Roe III
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Waverly Woods Charitable Foundation Inc
How large is Waverly Woods Charitable Foundation Inc?
Waverly Woods Charitable Foundation Inc reported $10K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $380.
Where does Waverly Woods Charitable Foundation Inc operate?
Waverly Woods Charitable Foundation Inc has awarded grants in Maryland, Minnesota, Wisconsin.
What is Waverly Woods Charitable Foundation Inc's EIN?
Waverly Woods Charitable Foundation Inc's EIN (Employer Identification Number) is 39-1953334. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 1, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Waverly Woods Charitable Foundation Inc funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Waverly Woods Charitable Foundation Inc's focus areas in our free grants database
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