Ward Family Foundation

Mason, OH
Tax-exempt since June 1961
EIN: 31-1039467

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$318k (2024)

Expenses

$176k (2024)

Total Assets

$1.8M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$317,765

Expenses

$176,336

Net Income

$141,429

Net Assets

$1,804,993

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,025	1.3%
Dividends	$50,283	15.8%
Sales of Assets	$263,457	82.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,500	29.8%
Compensation of Officers*	$90,000	51.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,804,993
Total Liabilities	$0
Net Assets	$1,804,993

Compensation

Key Employees and Officers	Compensation	Other
Bill Ward (President)	$30,000	$0
Sally Ward (Vice President)	$30,000	$0
Lucy Ward (Vice President)	$30,000	$0

990-PF

Filed on June 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$189,905

Expenses

$144,593

Net Income

$45,312

Net Assets

$1,663,464

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,398	1.8%
Dividends	$37,249	19.6%
Sales of Assets	$149,258	78.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,000	5.5%
Compensation of Officers*	$90,000	62.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,663,464
Total Liabilities	$0
Net Assets	$1,663,464

Compensation

Key Employees and Officers	Compensation	Other
Bill Ward (President)	$30,000	$0
Sally Ward (Vice President)	$30,000	$0
Lucy Ward (Vice President)	$30,000	$0

990-PF

Filed on June 11, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$88,542

Expenses

$119,393

Net Income

-$30,851

Net Assets

$1,618,152

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,321	3.8%
Dividends	$41,806	47.2%
Sales of Assets	$43,341	48.9%
Other Income	$74	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,750	5.7%
Compensation of Officers*	$75,500	63.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,618,152
Total Liabilities	$0
Net Assets	$1,618,152

Compensation

Key Employees and Officers	Compensation	Other
Sally Ward (Vice President)	$25,500	$0
Bill Ward (President)	$25,000	$0
Lucy Ward (Vice President)	$25,000	$0

990-PF

Filed on May 26, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$238,489

Expenses

$106,843

Net Income

$131,646

Net Assets

$1,649,921

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,502	1.5%
Dividends	$35,055	14.7%
Sales of Assets	$199,312	83.6%
Other Income	$620	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,700	8.1%
Compensation of Officers*	$72,000	67.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,649,921
Total Liabilities	$0
Net Assets	$1,649,921

Compensation

Key Employees and Officers	Compensation	Other
Bill Ward (President)	$24,000	$0
Sally Ward (Vice President)	$24,000	$0
Lucy Ward (Vice President)	$24,000	$0

990-PF

Filed on Sept. 22, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$3,375

Expenses

$106,197

Net Income

-$102,822

Net Assets

$1,518,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,824	> 100%
Dividends	$36,708	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,006	29.2%
Compensation of Officers*	$52,500	49.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,518,275
Total Liabilities	$1
Net Assets	$1,518,274

Compensation

Key Employees and Officers	Compensation	Other
Bill Ward (President)	$17,500	$0
Sally Ward (Vice President)	$17,500	$0
Lucy Ward (Vice President)	$17,500	$0

990-PF

Filed on March 5, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$64,632

Expenses

$107,648

Net Income

-$43,016

Net Assets

$1,621,096

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,454	8.4%
Dividends	$46,581	72.1%
Sales of Assets	$12,597	19.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,550	26.5%
Compensation of Officers*	$55,500	51.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,621,097
Total Liabilities	$1
Net Assets	$1,621,096

Compensation

Key Employees and Officers	Compensation	Other
Bill Ward (President)	$18,500	$0
Sally Ward (Vice President)	$18,500	$0
Lucy Ward (Vice President)	$18,500	$0

990-PF

Filed on May 26, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Jan.
2018

Revenue

$144,145

Expenses

$105,248

Net Income

$38,897

Net Assets

$1,677,217

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,418	1.7%
Dividends	$43,287	30.0%
Sales of Assets	$98,440	68.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,050	17.1%
Compensation of Officers*	$54,000	51.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,677,217
Total Liabilities	$0
Net Assets	$1,677,217

Compensation

Key Employees and Officers	Compensation	Other
Bill Ward (President)	$18,000	$0
Sally Ward (Vice President)	$18,000	$0
Lucy Ward (Vice President)	$18,000	$0

990-PF

Filed on May 21, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2017

Revenue

$77,117

Expenses

$90,191

Net Income

-$13,074

Net Assets

$1,641,290

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,488	1.9%
Dividends	$45,262	58.7%
Sales of Assets	$30,367	39.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,350	19.2%
Compensation of Officers*	$54,000	59.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,641,290
Total Liabilities	$0
Net Assets	$1,641,290

Compensation

Key Employees and Officers	Compensation	Other
Bill Ward (President)	$18,000	$0
Sally Ward (Vice President)	$18,000	$0
Lucy Ward (Vice President)	$18,000	$0

990-PF

Filed on Oct. 24, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Jan.
2015

Revenue

$1,837,348

Expenses

$63,683

Net Income

$1,773,665

Net Assets

$1,773,665

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,793,817	97.6%
Interest Revenue	$0
Dividends	$27,018	1.5%
Sales of Assets	$15,728	0.9%
Other Income	$785	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,250	28.7%
Compensation of Officers*	$34,500	54.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,773,665
Total Liabilities	$0
Net Assets	$1,773,665

Compensation

Key Employees and Officers	Compensation	Other
Bill Ward (President)	$11,500	$0
Sally Ward (Vice President)	$11,500	$0
Lucy Ward (Vice President)	$11,500	$0

990-PF

Filed on Dec. 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2014

Revenue

Expenses

Net Income

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Ashley F Ward (President)	$0	$0

990-PF

Filed on Dec. 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2013

Revenue

$5,685

Expenses

$9,293

Net Income

-$3,608

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,675	99.8%
Interest Revenue	$10	0.2%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,693	93.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1
Total Liabilities	$1
Net Assets	$0

990-PF

Filed on Dec. 4, 2013

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2012

Revenue

$8,046

Expenses

$8,675

Net Income

-$629

Net Assets

$3,607

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,043	100.0%
Interest Revenue	$3	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,150	93.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,608
Total Liabilities	$1
Net Assets	$3,607

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Jan.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Jan.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Ward Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $318k (2024)

Expenses $176k (2024)

Total Assets $1.8M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Jan. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Jan. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$318k (2024)

Expenses

$176k (2024)

Total Assets

$1.8M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Jan.
2018

Fiscal Year Ending Jan.
2017

Fiscal Year Ending Jan.
2016

Fiscal Year Ending Jan.
2015

Fiscal Year Ending Jan.
2014

Fiscal Year Ending Jan.
2013

Fiscal Year Ending Jan.
2012

Fiscal Year Ending Jan.
2011

Fiscal Year Ending Jan.
2010

Fiscal Year Ending Jan.
2009

Fiscal Year Ending Jan.
2008

Fiscal Year Ending Jan.
2007

Fiscal Year Ending Jan.
2006

Fiscal Year Ending Jan.
2005

Fiscal Year Ending Jan.
2004

Fiscal Year Ending Jan.
2003

Fiscal Year Ending Jan.
2002