Wardle Family Foundation
- Assets
- $14.2m
- Revenue
- $2.8m
- Investments
- $14.0m
- Employees
- 0
- Location
- Charlottesville, VA
- Founding
- 09/1988
- Data as of
- 12/2021
- EIN
- 25-6290322
Organization Overview
Wardle Family Foundation is located in Charlottesville, VA. The organization was established in 1988. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Wardle Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Wardle Family Foundation generated $2.8m in total revenue. All expenses for the organization totaled $964.2k during the year ending 12/2021. While expenses have increased by 5.7% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Wardle Family Foundation has awarded 88 individual grants totaling $1,929,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William G Wardle Trustee-Chair,sec | 0 | $0 | |
Douglas G Wardle Trustee | 0 | $0 | |
Megan W Neary Trustee | 0 | $0 | |
Robert B Wardle Trustee-Vice Chair | 0 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
William G Wardle Llc | 12/30/21 | $120,000 |
Wells Fargo | 12/30/21 | $68,711 |
Wells Fargo | 12/30/21 | $0 |
William G Wardle Llc | 12/30/21 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $23,577 |
| Dividends & Interest | $240,592 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $2,593,454 |
| Capital Gain Net Income | $2,593,454 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$13,269 |
| Total Revenue | $2,844,354 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $105,388 |
| Total operating and administrative expenses | $298,199 |
| Contributions, gifts, grants paid | $666,000 |
| Total expenses and disbursements | $964,199 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $260,402 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $14,236,296 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Wardle Family Foundation has awarded $666,000 in support to 29 organizations.
| Grant Recipient | Amount |
|---|---|
INDIAN VALLEY BOYS AND GIRLS CLUB PURPOSE: CONTRIBUTION TO GENERAL FUND AND SCHOLARSHIPS FOR CAMP IN MEMORY OF MAGGIE WARDLE | $60,000 |
HOPEFUL HORIZONS PURPOSE: CONTRIBUTION TO THE GENERAL FUND | $50,000 |
Sellersville, PA PURPOSE: CONTRIBUTION FOR HOSPICE SERVICES AND FOR GRAND VIEW HOSPITAL | $38,000 |
Port Royal, SC PURPOSE: CONTRIBUTION FOR EARLY LEARNING FOR CHILDREN | $35,000 |
BRIDGES TO COMMUNITY INC PURPOSE: CONTRIBUTION TO GENERAL FUND AND FOR EDUCATION IN NICARAGUA | $35,000 |
BOYS AND GIRLS CLUBS OF THE LOWCOUNTRY PURPOSE: CONTRIBUTION FOR THE CLUB IN THE ST HELENA ELEMENTARY SCHOOL AND OTHER CLUBS AND PROGRAMS IN NORTHERN BEAUFORT COUNTY | $35,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Trousdale Foundation Inc Cleveland, TN | $157,578,588 | $76,137,385 |
The United Methodist Retirement Homes Inc Durham, NC | $351,992,425 | $85,120,969 |
Msi-Us Washington, DC | $1,301,607 | $71,292,993 |
Peter Alfond Foundation Bethesda, MD | $78,752,550 | $129,307,233 |
Bhp Foundation Washington, DC | $309,092,778 | $68,102,954 |
Wyss Medical Foundation Inc Washington, DC | $41,278,790 | $827,503 |
Service Coordination Inc Frederick, MD | $19,156,790 | $52,158,150 |
Claws Foundation Reston, VA | $37,055,234 | $1,734,426 |
Dogwood Health Trust Asheville, NC | $1,386,374,836 | $630,200,598 |
J Willard And Alice S Marriott Foundation Bethesda, MD | $441,340,618 | $31,840,539 |
Jack Kent Cooke Foundation Lansdowne, VA | $883,502,508 | $42,942,790 |
Bainum Family Foundation Bethesda, MD | $0 | $60,288,788 |