Wardle Family Foundation
- Assets
- $12.4m
- Revenue
- $589.8k
- Investments
- $12.3m
- Employees
- 0
- Location
- Charlottesville, VA
- Founding
- 09/1988
- Data as of
- 12/2022
- 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 12/2022, Wardle Family Foundation generated $589.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (13.7%) each year. All expenses for the organization totaled $1.1m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Wardle Family Foundation has awarded 117 individual grants totaling $2,569,000. 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
2022
Describe the Organization's Program Activity:
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robert B Wardle Trustee-Vice Chair | 0 | $0 | |
Megan W Neary Trustee | 0 | $0 | |
William G Wardle Trustee-Chair, Sec | 0 | $0 | |
Douglas G Wardle Trustee | 0 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Wells Fargo | 12/30/21 | $68,711 |
William G Wardle Llc | 12/30/21 | $120,000 |
William G Wardle Llc | 12/30/21 | $0 |
Wells Fargo | 12/30/21 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $314,360 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $242,951 |
| Capital Gain Net Income | $242,951 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $32,528 |
| Total Revenue | $589,839 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $49,939 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $264,921 |
| Total operating and administrative expenses | $480,094 |
| Contributions, gifts, grants paid | $640,000 |
| Total expenses and disbursements | $1,120,094 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $116,955 |
| 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 | $10,057,586 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $12,377,547 |
| 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 $640,000 in support to 29 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN CANCER SOCIETY INC PURPOSE: CONTRIBUTION TO GENERAL FUND | $5,000 |
BEAUFORT-JASPER YMCA OF THE LOWCOUNTRY PURPOSE: CONTRIBUTION FOR CAMPS IN BEAUFORT COUNTY | $25,000 |
BEAUFORT CHARITIES INC PURPOSE: CONTRIBUTION TO THE GENERAL FUND | $10,000 |
BIG BROTHERS BIG SISTERS OF THE CENTRAL BLUE RIDGE INC PURPOSE: CONTRIBUTION FOR WORKPLACE DEVELOPMENT INCLUDING MENTORING, SWIMMING AND WATER SAFETY LESSONS, EMPLOYMENT OPPORTUNITIES AND FINANCIAL LITERACY EDUCATION | $10,000 |
BOYS AND GIRLS CLUBS OF CENTRAL VIRGINIA PURPOSE: CONTRIBUTION FOR ALBEMARLE CAMPUS CLUB | $10,000 |
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 | $25,000 |