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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 25-6059159

WARD FOUNDATION INV MGT

Tax-exempt · ALTOONA, PA 16603

Financials

$25K$46K2023$24K$40K2024$34K$30K2025
Revenue Expenses · by fiscal year end
Financials of WARD FOUNDATION INV MGT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$34,113$30,474$3,639$769,092$0$769,092
December 31, 2024990-PF$23,769$39,894-$16,125$742,986$4,200$738,786
December 31, 2023990-PF$24,912$45,890-$20,978$707,301$0$707,301
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$25,887
Net gain from sales of assets
$8,226

Expenses

Grants and similar amounts paid
$27,050
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$27,050
Excise tax on investment income
$474

Balance sheet and other

Total assets, start of year
$742,986
Total assets, end of year
$769,092
Total liabilities, end of year
$0
Net assets, end of year
$769,092
Fair market value of assets
$769,092
Qualifying distributions
$27,050
Net investment income
$34,113

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.

NameTitleHours / weekCompensation
G WILLIAM WARD
PO BOX 1553, ALTOONA, PA 16603
DIRECTOR1$0
MICHAEL WARD
PO BOX 1553, ALTOONA, PA 16603
DIRECTOR1$0
WILLIAM T WARD
PO BOX 1553, ALTOONA, PA 16603
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
G WILLIAM WARD
PO BOX 1553, ALTOONA, PA 16603
DIRECTOR1$0
MICHAEL WARD
PO BOX 1553, ALTOONA, PA 16603
DIRECTOR1$0
WILLIAM T WARD
PO BOX 1553, ALTOONA, PA 16603
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
G WILLIAM WARD
PO BOX 1553, ALTOONA, PA 16603
DIRECTOR1$0
MICHAEL WARD
PO BOX 1553, ALTOONA, PA 16603
DIRECTOR1$0
WILLIAM T WARD
PO BOX 1553, ALTOONA, PA 16603
DIRECTOR1$0

Address and contacts

Address (IRS master file)
PO BOX 1553, ALTOONA, PA 16603-1553
In care of
% KEYSTONE FINANCIAL
Signed the 990-PF
MICHAEL WARD, TRUSTEE
Phone
(814) 944-0803
Return prepared by
YOUNG OAKES BROWN & COMPANY 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
25-6059159
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
1962
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$769,092
Income (IRS master file)
$218,419

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$34,113$30,474$769,092XML
990-PFDecember 2024$23,769$39,894$742,986XML
990-PFDecember 2023$24,912$45,890$707,301XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 25-6059159).

Questions about WARD FOUNDATION INV MGT

What is the EIN of WARD FOUNDATION INV MGT?
The employer identification number (EIN) of WARD FOUNDATION INV MGT is 25-6059159.
Is WARD FOUNDATION INV MGT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
Are donations to WARD FOUNDATION INV MGT tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WARD FOUNDATION INV MGT file?
Form 990-PF. Private foundations file every year.
When is the next return of WARD FOUNDATION INV MGT 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 INV MGT 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 INV MGT?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does WARD FOUNDATION INV MGT have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $34,113, expenses of $30,474 and total assets of $769,092 at year end.

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