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Nonprofit · EIN 52-1166266

WADDELL FOUNDATION INC

Tax-exempt · CAMBRIDGE, MD 21613

Financials

$14K$52K2023$15K$54K2024$125K$55K2025
Revenue Expenses · by fiscal year end
Financials of WADDELL FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$125,347$54,684$70,663$802,958$1,031$801,927
December 31, 2024990-PF$14,912$54,149-$39,237$730,933$0$730,933
December 31, 2023990-PF$13,732$51,775-$38,043$770,308$0$770,308
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$13,079
Net gain from sales of assets
$112,268

Expenses

Grants and similar amounts paid
$45,900
Disbursements for charitable purposes
$45,900
Excise tax on investment income
$1,669

Balance sheet and other

Total assets, start of year
$730,933
Total assets, end of year
$802,958
Total liabilities, end of year
$1,031
Net assets, end of year
$801,927
Fair market value of assets
$1,070,834
Qualifying distributions
$45,900
Net investment income
$125,347

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.

NameTitleHours / weekCompensation
JULIA MOORE
8 SHAWNEE RD, CAMBRIDGE, MD 21613
CO PRESIDENT1.5$0
G PHILIP FELDMAN
1303 CHANCELLOR POINT RD, TRAPPE, MD 21673
CO PRESIDENT1.5$0
LAURA A COWIN
29793 BOLINGBROKE POINT DRIVE, TRAPPE, MD 21673
SECRETARY1$0
STEVEN ADAMS
900 MARSHY COVE UNIT 404, CAMBRIDGE, MD 21613
TREASURER2$0
BARBARA HUBBARD
301 MUIR STREET UNIT 405, CAMBRIDGE, MD 21613
DIRECTOR1$0
DUSTIN NWAKUDO
304 WEST END AVENUE, CAMBRIDGE, MD 21613
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
JULIA MOORE
8 SHAWNEE RD, CAMBRIDGE, MD 21613
CO PRESIDENT1.5$0
G PHILIP FELDMAN
1303 CHANCELLOR POINT RD, TRAPPE, MD 21673
CO PRESIDENT1.5$0
LAURA A COWIN
29793 BOLINGBROKE POINT DRIVE, TRAPPE, MD 21673
SECRETARY1$0
STEVEN ADAMS
4 BELEVEDERE AVE, CAMBRIDGE, MD 21613
TREASURER2$0
BARBARA HUBBARD
301 MUIR STREET UNIT 405, CAMBRIDGE, MD 21613
DIRECTOR1$0
DUSTIN NWAKUDO
304 WEST END AVENUE, CAMBRIDGE, MD 21613
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
J C BROOKS
202 OAK STREET, CAMBRIDGE, MD 21613
PRESIDENT3$0
JULIA MOORE
8 SHAWNEE RD, CAMBRIDGE, MD 21613
VICE PRESIDE1$0
LAURA A COWIN
29793 BOLINGBROKE POINT DRIVE, TRAPPE, MD 21673
SECRETARY1$0
STEVEN ADAMS
4 BELEVEDERE AVE, CAMBRIDGE, MD 21613
TREASURER2$0
BARBARA HUBBARD
301 MUIR STREET UNIT 405, CAMBRIDGE, MD 21613
DIRECTOR1$0
G PHILIP FELDMAN
1303 CHANCELLOR POINT RD, TRAPPE, MD 21673
DIRECTOR1$0
DUSTIN NWAKUDO
304 WEST END AVENUE, CAMBRIDGE, MD 21613
DIRECTOR1$0

Address and contacts

Address (IRS master file)
PO BOX 236, CAMBRIDGE, MD 21613-0236
In care of
% THOMAS H ADAMS
Signed the 990-PF
JULIA MOORE, CO PRESIDENT
Phone
(410) 228-0565
Return prepared by
ROBBINS ADAMS & COMPANY

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
52-1166266
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
1981
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$802,958
Income (IRS master file)
$561,042

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$125,347$54,684$802,958XML
990-PFDecember 2024$14,912$54,149$730,933IRS
990-PFDecember 2023$13,732$51,775$770,308XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 52-1166266).

Questions about WADDELL FOUNDATION INC

What is the EIN of WADDELL FOUNDATION INC?
The employer identification number (EIN) of WADDELL FOUNDATION INC is 52-1166266.
Is WADDELL FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
Are donations to WADDELL FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WADDELL FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of WADDELL FOUNDATION INC 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 WADDELL FOUNDATION INC 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 WADDELL FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does WADDELL FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $125,347, expenses of $54,684 and total assets of $802,958 at year end.

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