Nonprofit · EIN 25-1877478
WARD FOUNDATION
Tax-exempt · WELLSBORO, PA 16901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $327,563 | $348,579 | -$21,016 | $3,312,834 | $0 | $3,312,834 |
| December 31, 2024 | 990-PF | $132,162 | $242,644 | -$110,482 | $3,333,851 | $0 | $3,333,851 |
| December 31, 2023 | 990-PF | $134,713 | $308,697 | -$173,984 | $3,351,830 | $0 | $3,351,830 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $137,113
- Net gain from sales of assets
- $190,450
Expenses
- Grants and similar amounts paid
- $252,293
- Compensation of officers, directors and key employees
- $15,000
- Disbursements for charitable purposes
- $285,149
- Excise tax on investment income
- $3,671
Balance sheet and other
- Total assets, start of year
- $3,333,851
- Total assets, end of year
- $3,312,834
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,312,834
- Fair market value of assets
- $4,768,725
- Qualifying distributions
- $285,149
- Net investment income
- $327,563
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Patricia A Ward-McGuire 677 Jaquelyn St, Ashland, OR 97520 | Trustee | 1 | $3,750 |
| Marjorie A Ward 61 Westbourne Terrace, Brookline, MA 02446 | Trustee | 1 | $3,750 |
| Kathryn A Ward-O'Malley 2880 Gulf Shoe Blvd N 408, Naples, FL 34103 | Trustee | 1 | $3,750 |
| Joseph P Ward 6804 Persimmon Road, Bethesda, MD 20817 | Trustee | 1 | $3,750 |
| Thomas M Owlett PO Box 878, Wellsboro, PA 16901 | Trustee | 1 | $3,750 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Patricia A Ward-McGuire 677 Jaquelyn St, Ashland, OR 97520 | Trustee | 1 | $2,500 |
| Marjorie A Ward 61 Westbourne Terrace, Brookline, MA 02446 | Trustee | 1 | $2,500 |
| Kathryn A Ward-O'Malley 2880 Gulf Shoe Blvd N 408, Naples, FL 34103 | Trustee | 1 | $2,500 |
| Joseph P Ward 6804 Persimmon Road, Bethesda, MD 20817 | Trustee | 1 | $2,500 |
| Thomas M Owlett PO Box 878, Wellsboro, PA 16901 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Patricia A Ward-McGuire 2113 Woodford Road, Vienna, VA 22182 | Trustee | 1 | $4,000 |
| Marjorie A Ward 61 Westbourne Terrace, Brookline, MA 02446 | Trustee | 1 | $4,000 |
| Kathryn A Ward-O'Malley 7980 Chicago Ave River, Forest, IL 60302 | Trustee | 1 | $4,000 |
| Joseph P Ward 6804 Persimmon Road, Bethesda, MD 20817 | Trustee | 1 | $4,000 |
| Thomas M Owlett PO Box 878, Wellsboro, PA 16901 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 878, WELLSBORO, PA 16901-0878
- In care of
- % THOMAS M OWLETT
- Signed the 990-PF
- Thomas M Owlett, Trustee
- Phone
- (570) 723-1470
- Return prepared by
- OWLETT & LEWIS PC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 25-1877478
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,312,834
- Income (IRS master file)
- $903,385
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $327,563 | $348,579 | $3,312,834 | IRS |
| 990-PF | December 2024 | $132,162 | $242,644 | $3,333,851 | IRS |
| 990-PF | December 2023 | $134,713 | $308,697 | $3,351,830 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 25-1877478).
Questions about WARD FOUNDATION
- What is the EIN of WARD FOUNDATION?
- The employer identification number (EIN) of WARD FOUNDATION is 25-1877478.
- Is WARD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to WARD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WARD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WARD FOUNDATION 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 WARD FOUNDATION 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 WARD FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $3,750 (Patricia A Ward-McGuire, Trustee).
- How much revenue does WARD FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $327,563, expenses of $348,579 and total assets of $3,312,834 at year end.
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