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· Private foundation

Waddell Foundation

Its FY2026 filing reports that it accepted unsolicited grant applications.

$148k
Granted FY2026still arriving
12
Grants FY2026still arriving
1
States reached
$36k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2025.

Arts & Culture$458kHuman Services$270kHealth$245kFood & Nutrition$188kCrime & Legal$25kRecreation & Sports$20kEnvironment$20kHousing & Shelter$15kOther$0
02FY2026 · 12 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2026

  • Under $10k6 grants · $30k
  • $10k–50k6 grants · $118k
$10,000
Median grant
1
States reached
$5.3M
Total assets
Largest grants
RecipientAmount
MARION COUNTY FED WOMENS$35,800
LIFE CARE ALLIANCE$27,500
MARION GENERAL HOSPITAL FOUNDATION$20,000
OHIO HISTORICAL SOCIETY$15,000
MARION PALACE THEATRE$10,000
Individual grant recipient$10,000
NEW VISION SENIOR GROUP$5,000
MARION SENIOR CENTER$5,000
CALEDONIA SENIOR CENTER$5,000
PROSPECT SENIOR CENTER$5,000
GREEN CAMP SENIOR CENTER$5,000
PLEASANT SENIOR CENTER$5,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY24–24, $5k) land where the poverty rate runs at 12%, against an area that typically sits at 13%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 13%FAMILY AND COMMUNITY SERVICES: $5k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

92%of every dollar goes to organizations it has funded before.
$1.3M · 17 repeat orgs$111k to everyone else

Grantees it renews have grown median revenue +18% since the first grant, against 0% for those funded once.

17 repeat relationships: 12 still active in FY2026, 5 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

17
9

Total granted

$1.3M
$111k

Median revenue growth · since first grant

+18%
0%

Still filing today

24%
33%

New vs renewed · share of each year

In FY2026, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’18’19’20’21’22’23’24’25’26
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24’25’26
HealthArts & CultureFood & NutritionEducationHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • OH
    OHIO HISTORY CONNECTION
    9× · 2018–2026 · $410k · revenue +18%
  • MG
    Marion General Hospital Foundation Inc
    7× · 2020–2026 · $140k · revenue +84%
  • LA
    LIFECARE ALLIANCE
    7× · 2020–2026 · $88k · revenue +6%

Funded once

  • MC
    MARION COUNTY FAMILY COURT
    one grant, 2021 · $25k
  • CC
    COMMUNITY COUNSELING AND WELLNESS CENTERS INC
    one grant, 2021 · $20k · revenue -42%
  • MC
    MARION COUNTY LAND REUTILIZATION
    one grant, 2024 · $20k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Marion Historical Society Inc

Promote history of marion iowa

Arts & Culture
2
Marion County Council On Aging Inc

Services for the elderly

Human Services
3
Greater Marion Community Area New Development-Can Do

Promoting growth and expansion of jobs and community benefits for marion city & county

Community Improvement
4
Marion County Council On Aging

To emphasize the spiritual, mental, physical and social well-being of the senior citizens of marion county.

Human Services
5
Marion County Humane Society

The mission of the Marion County Humane Society is to provide shelter for abandoned, abused, neglected and home-less animals to work with our rescued animals until we can find forever loving homes for them and to work within the community…

Animals
6
Marion County Senior Citizens Inc

To provide transportation, information, referral, training, meals, personal care and other services for the senior citizens in marion county.

Human Services
7
Milwaukee County Historical Society Inc

The milwaukee county historical society was founded in 1935 to collect, preserve, and make available materials relating to the history of the milwaukee community.

Arts & Culture
8
Marion County Horizon Center

Care of approximately 261 aged and handicapped persons. services include medical, nutritional, recreational, and therapeutical.

Health
9
Association of Ohio Health Commissioners

The mission of aohc is to provide exceptional service to its members and to advance the mission of public health to prevent, promote and protect the health of the community by developing and maintaining strong local public health…

—
10
Monroe County Historical Society

Preservation, restoration and acquisition of historical sites and artifacts located and relating to the history of monroe county and promote local history.

—
11
The Morrow County Community Foundation

To benefit and support morrow county hospital and ohiohealth

Philanthropy
12
Marshall County Historical Society Inc

Manage the Marshall County Historical Museum

—
How this is measured
The grantee most central to the portfolio’s shape is Family & Community Services Inc; the most unlike its peers is River Valley Music Boosters Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

8 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 8 of the 26 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
7/8
Grantees still filing
3/8
Grew since first funded

Where the money sits, by cause and then by grantee

MARION COUNTY FED WOMENS: $214,000 · OtherMARION COUNTY FED WOMENSADULT RESIDENTS MINISTRIAL SERVICES: $64,625 · OtherADULT RESIDENTS MINISTRIAL SERVICESMARION GENERAL HOSPITAL HOSPICE: $45,000 · OtherMARION GENERAL HOSPITAL HOSPICEMARION PALACE THEATRE: $45,000 · OtherMARION PALACE THEATREGREEN CAMP SENIOR CENTER: $40,000 · OtherGREEN CAMP SENIOR CENTERPLEASANT SENIOR CENTER: $40,000 · OtherPLEASANT SENIOR CENTERPROSPECT SENIOR CENTER: $40,000 · OtherPROSPECT SENIOR CENTERCALEDONIA SENIOR CENTER: $40,000 · OtherCALEDONIA SENIOR CENTERMARION SENIOR CENTER: $40,000 · OtherMARION SENIOR CENTERMARION COUNTY FAMILY COURT: $25,000 · OtherNEW VISION SENIOR GROUP INC: $25,000 · Other+9 more: $112,000 · Other+9 moreOHIO HISTORY CONNECTION: $410,000 · Arts & CultureOHIO HISTORY CONNECTIONMarion General Hospital Foundation Inc: $140,000 · HealthMarion Gener…COMMUNITY COUNSELING AND WELLNESS CENTERS INC: $20,000 · HealthCOMMUNITY CO…LIFECARE ALLIANCE: $87,500 · Food & NutritionRIVER VALLEY MUSIC BOOSTERS INC: $6,360 · EducationFAMILY & COMMUNITY SERVICES INC: $5,000 · Human Services
Other$730,625Arts & Culture$410,000Health$160,000Food & Nutrition$87,500Education$6,360Human Services$5,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetOHIO HISTORY CONNECTION: $410,000 over 9y, 0.2% of budgetMarion General Hospital Foundation Inc: $140,000 over 7y, 5.6% of budgetLIFECARE ALLIANCE: $87,500 over 7y, 0.1% of budgetCOMMUNITY COUNSELING AND WELLNESS CENTERS INC: $20,000 over 1y, 0.8% of budgetMARION COUNTY HISTORICAL SOCIETY: $10,000 over 1y, 1.8% of budgetMARION CEMETERY ASSOCIATION: $10,000 over 2y, 0.5% of budgetFAMILY & COMMUNITY SERVICES INC: $5,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds OHIO HISTORY CONNECTION ↗
  • Who funds Marion General Hospital Foundation Inc ↗
  • Who funds LIFECARE ALLIANCE ↗
  • Who funds COMMUNITY COUNSELING AND WELLNESS CENTERS INC ↗
  • Who funds MARION COUNTY HISTORICAL SOCIETY ↗
  • Who funds MARION CEMETERY ASSOCIATION ↗
  • Who funds RIVER VALLEY MUSIC BOOSTERS INC ↗
  • Who funds FAMILY & COMMUNITY SERVICES INC ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Marion Community FoundationOH13.6× affinity4 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: Marion Community Foundation · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Waddell Foundation funds: left to right is the share of its income from government, bottom to top the share from Waddell Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%3%6%10%funder's share of their income ↑0%10%20%30%40%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    1report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–40%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Waddell Foundation?

    Find your warmest path to Waddell Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 26 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2026, released 2026. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Waddell’s filings →

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