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Waterfield Foundation Inc. is a private association based in FORT WAYNE, IN. The foundation received its IRS ruling in 1992. It holds total assets of $1.3M. Annual income is reported at $803K. Total assets have decreased from $8.2M in 2011 to $1.6M in 2023. The foundation is governed by 4 officers and trustees. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Indiana, Fort Wayne and national. According to available records, Waterfield Foundation Inc. has made 219 grants totaling $955K, with a median grant of $2K. Annual giving has decreased from $386K in 2020 to $254K in 2022. Individual grants have ranged from $100 to $200K, with an average award of $4K. The foundation has supported 160 unique organizations. The foundation primarily supports organizations in Indiana, Illinois, Utah, which account for 95% of all grants. Grantmaking reaches organizations across 10 states. Contributions to this foundation are tax-deductible.
Waterfield America Foundation (operating as Waterfield Foundation Inc., EIN 35-1872984) is a Fort Wayne, Indiana-based private foundation with a distinctive multi-division operating model. The foundation's grantmaking is oriented around American patriotism, traditional values, history education, conservation, and agriculture. Its divisions include The True American History Fund (supporting institutions that teach American history from a traditional perspective), The Aboite Fishing Preserve (environmental conservation in northeast Indiana), and Waterfield Ranches & Farms (agricultural operations). The foundation's extensive list of past grantees reveals an unusually eclectic portfolio: elite universities (Harvard), conservative advocacy organizations (Heritage Foundation, Turning Point USA, Moms for Liberty), nonpartisan charities (Make-A-Wish, United Way, Robin Hood Foundation), religious organizations (Catholic Church, United Brethren), conservation groups (Nature Conservancy, National Wildlife Federation), and cultural institutions (Metropolitan Museum of Art). This breadth suggests a foundation that funds causes personally meaningful to the founding family across the ideological and sectoral spectrum.
Waterfield Foundation Inc. reports total assets of approximately $1.31 million, but with annual revenue that fluctuated dramatically—$350,415 in 2020, $238,185 in 2021, $96,680 in 2022, and $800,753 in 2023. The large 2023 revenue spike (8x the prior year) may indicate a significant gift or asset transfer into the foundation. As a private foundation with a 5% distribution requirement, annual grantmaking is estimated at $65,000-$70,000 in normal years, though the 2023 revenue suggests higher grantmaking capacity going forward. The foundation funds a diverse array of organizations nationally, suggesting it does not concentrate grants in any single issue area or geography. Grants are likely in the range of $1,000-$25,000 per recipient, distributed across 10-30 organizations annually.
Waterfield America Foundation occupies a unique position as a small Indiana family foundation with both conservative values orientation and broad philanthropic interests.
| Foundation | Assets | Location | Focus | Style |
|---|---|---|---|---|
| Waterfield Foundation Inc. | ~$1.3M | Fort Wayne, IN | American history, conservation, faith | Private, eclectic |
| Lilly Endowment | ~$15B | Indianapolis, IN | Education, community, religion | Open grants (Indiana-focused) |
| Heritage Foundation (grantee) | ~$100M | Washington, DC | Conservative policy | Not a grantmaker |
| Indiana Philanthropy Alliance members | ~$1-50M | Indiana statewide | Community needs | Varied |
| Bradley Foundation | ~$900M | Milwaukee, WI | Conservative causes, education | Competitive grants |
The foundation's mix of grantees (Heritage Foundation AND Nature Conservancy; Turning Point USA AND Make-A-Wish; Harvard AND Morehouse) distinguishes it from ideologically single-track foundations.
Waterfield America Foundation reported a major revenue increase in fiscal year 2023 ($800,753), compared to prior years in the $96,000-$350,000 range, suggesting new capital inflows or a significant donation to the foundation. The foundation maintains an active website at waterfieldfoundation.org built on Squarespace, listing its divisions (True American History Fund, Aboite Fishing Preserve, Waterfield Ranches & Farms) and inviting grant inquiries via email. The foundation is registered at 7221 Engle Road, Suite 250, Fort Wayne, IN—a professional office suite address. No major leadership changes or public announcements have been detected in recent years.
Waterfield America Foundation accepts grant inquiries via email through its website at waterfieldfoundation.org. Based on the documented grantee list, the strongest alignment areas are: (1) American history education and civic education programs; (2) conservative or traditional values-oriented education; (3) wildlife conservation and environmental stewardship; (4) faith-based organizations; (5) youth programs (Make-A-Wish, Head Injury Program type causes); (6) community organizations in Fort Wayne/northeast Indiana. The foundation's eclectic portfolio means a broad range of organizations might find alignment. Email should be concise and direct, demonstrating a clear connection to one of the foundation's documented interest areas. Avoid assuming purely partisan alignment—the grantee list spans the political spectrum. Grant amounts are likely modest ($5,000-$25,000 range), appropriate for small to mid-size programmatic requests.
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No specific application information is available for this foundation. Check the 990-PF filings below for application guidelines, or visit the foundation's website if listed above.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Waterfield Foundation Inc. reports total assets of approximately $1.31 million, but with annual revenue that fluctuated dramatically—$350,415 in 2020, $238,185 in 2021, $96,680 in 2022, and $800,753 in 2023. The large 2023 revenue spike (8x the prior year) may indicate a significant gift or asset transfer into the foundation. As a private foundation with a 5% distribution requirement, annual grantmaking is estimated at $65,000-$70,000 in normal years, though the 2023 revenue suggests higher gran.
Waterfield Foundation Inc. has distributed a total of $955K across 219 grants. The median grant size is $2K, with an average of $4K. Individual grants have ranged from $100 to $200K.
Waterfield America Foundation (operating as Waterfield Foundation Inc., EIN 35-1872984) is a Fort Wayne, Indiana-based private foundation with a distinctive multi-division operating model. The foundation's grantmaking is oriented around American patriotism, traditional values, history education, conservation, and agriculture. Its divisions include The True American History Fund (supporting institutions that teach American history from a traditional perspective), The Aboite Fishing Preserve (envi.
Waterfield Foundation Inc. is headquartered in FORT WAYNE, IN. While based in IN, the foundation distributes grants to organizations across 10 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Rebecca Teagarden | EXECUTIVE DIRECTOR | $27K | $5K | $32K |
| Frances W Lemay | VICE PRESIDENT/DIRECTOR | $0 | $0 | N/A |
| Howard L Chapman | PRESIDENT/SECRETARY/DIRECTOR | $0 | $0 | N/A |
| Richard D Waterfield | CHAIR/TREASURER/DIRECTOR | $0 | $0 | N/A |
Total Giving
$443K
Total Assets
$1.6M
Fair Market Value
$2M
Net Worth
$1.6M
Grants Paid
$388K
Contributions
$559K
Net Investment Income
$190K
Distribution Amount
$78K
Total: $1.4M
Total Grants
219
Total Giving
$955K
Average Grant
$4K
Median Grant
$2K
Unique Recipients
160
Most Common Grant
$2K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Clear Lake Township Land ConservancyENDOW FUND & GEN OPS | Fremont, IN | $40K | 2022 |
| Visitingnurse&Hospicehomeinc (Dba - Family Lifecare)GENERAL OPERATIONS | Fort Wayne, IN | $25K | 2022 |
| Bridge Of Grace IncGENERAL OPERATIONS | Fort Wayne, IN | $20K | 2022 |
| Sundance InstituteGENERAL OPERATIONS | Park City, UT | $20K | 2022 |
| Roanoke Beautification FoundationGENERAL OPERATIONS | Roanoke, IN | $10K | 2022 |
| Blue Jacket IncGENERAL OPERATIONS | Fort Wayne, IN | $10K | 2022 |
| Iman Baptist Temple IncGENERAL OPERATIONS | Fort Wayne, IN | $7K | 2022 |
| Ywca Northeast IndianaGENERAL OPERATIONS | Fort Wayne, IN | $5K | 2022 |
| Rolling Into RoanokeGENERAL OPERATIONS | Roanoke, IN | $5K | 2022 |
| Visiting Nurse And Hospice Home Foundation IncGENERAL OPERATIONS | Fort Wayne, IN | $5K | 2022 |
| Northwestern UniversitySCHOLARSHIPS | Evanston, IL | $5K | 2022 |
| Fort Wayne-Allen County Economic Development Alliance IncGENERAL OPERATIONS | Fort Wayne, IN | $5K | 2022 |
| Fort Wayne Sister Cities InternationalGENERAL OPERATIONS | Fort Wayne, IN | $4K | 2022 |
| Turnstone Center For Children And Adults With DisabilitiesGENERAL OPERATIONS | Fort Wayne, IN | $3K | 2022 |
| Amani Family Services IncGENERAL OPERATIONS | Fort Wayne, IN | $3K | 2022 |
| Children'S Autism Center IncGENERAL OPERATIONS | Fort Wayne, IN | $3K | 2022 |
| Thirteen Step House IncGENERAL OPERATIONS | Fort Wayne, IN | $3K | 2022 |
| Neighborlink Fort WayneGENERAL OPERATIONS | Fort Wayne, IN | $3K | 2022 |
| Cancer Services Of Allen County IncGENERAL OPERATIONS | Fort Wayne, IN | $3K | 2022 |
| Love Serving AutismGENERAL OPERATIONS | N Palm Beach, FL | $3K | 2022 |
| Pfw FoundationSCHOLARSHIPS | Fort Wayne, IN | $3K | 2022 |
| Wellspring Interfaith Social Services IncGENERAL OPERATIONS | Fort Wayne, IN | $3K | 2022 |
| Community Transportation NetworkGENERAL OPERATIONS | Fort Wayne, IN | $3K | 2022 |
| United Way Of Allen CountyGENERAL OPERATIONS | Fort Wayne, IN | $3K | 2022 |
| Community Harvest Food Bank Of Northeast Indiana IncGENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| Associated Churches Of Fort Wayne Ind IncGENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| Boys & Girls Clubs Of Fort WayneGENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| Cass Housing IncGENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| Child Advocacy Center Of Allen County Indiana IncGENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| Fort Wayne Center For LearningGENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| Girl Scouts Of Northern Indiana-MichianaGENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| Heartland SingsGENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| Hoosiers Feeding The HungryGENERAL OPERATIONS | Garrett, IN | $2K | 2022 |
| Just Neighbors Interfaith Homeless NetworkGENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| Lc Nature Park IncGENERAL OPERATIONS | Roanoke, IN | $2K | 2022 |
| League For The Blind And DisabledGENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| The Leukemia & Lymphoma SocietyGENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| Martin Luther King Montessori SchoolGENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| Matthew 25 IncGENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| Peaceable Primate SanctuaryGENERAL OPERATIONS | Winamac, IN | $2K | 2022 |
| Scan IncGENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| Science Central IncGENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| Soulmedic Media Group Inc (Dba - Remedylive)GENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| Super Shot IncGENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| The Literacy Alliance IncGENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| Vincent Village IncGENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| Ymca Of Greater Fort WayneGENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| Audiences Unlimited IncGENERAL OPERATIONS | Fort Wayne, IN | $2K | 2022 |
| Fort Wayne Alzheimers Support Group IncGENERAL OPERATIONS | Fort Wayne, IN | $1K | 2022 |
| Give Hear (Hearcare Connection Inc)GENERAL OPERATIONS | Fort Wayne, IN | $1K | 2022 |