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Nonprofit · EIN 31-1039467

WARD FAMILY FOUNDATION

Tax-exempt · MASON, OH 45040

Financials

$190K$145K2023$318K$176K2024$262K$153K2025
Revenue Expenses · by fiscal year end
Financials of WARD FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$261,990$152,981$109,009$1,914,002$0$1,914,002
December 31, 2024990-PF$317,765$176,336$141,429$1,804,993$0$1,804,993
December 31, 2023990-PF$189,905$144,593$45,312$1,663,464$0$1,663,464
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$59,318
Interest
$1,747
Net gain from sales of assets
$200,925

Expenses

Grants and similar amounts paid
$23,250
Compensation of officers, directors and key employees
$90,000
Disbursements for charitable purposes
$23,250
Excise tax on investment income
$3,232

Balance sheet and other

Total assets, start of year
$1,804,993
Total assets, end of year
$1,914,002
Total liabilities, end of year
$0
Net assets, end of year
$1,914,002
Fair market value of assets
$3,408,207
Qualifying distributions
$23,250
Net investment income
$261,990

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
BILL WARD
219 HILLTOP LANE, CINCINNATI, OH 45215
PRESIDENT4$30,000
SALLY WARD
1832 LAUNA, SAN FRANCISCO, CA 94115
VICE PRESIDENT4$30,000
LUCY WARD
2631 ERIE AVENUE SUITE 1, CINCINNATI, OH 45208
VICE PRESIDENT4$30,000
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
BILL WARD
219 HILLTOP LANE, CINCINNATI, OH 45215
PRESIDENT4$30,000
SALLY WARD
1832 LAUNA, SAN FRANCISCO, CA 94115
VICE PRESIDENT4$30,000
LUCY WARD
2631 ERIE AVENUE SUITE 1, CINCINNATI, OH 45208
VICE PRESIDENT4$30,000
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
BILL WARD
219 HILLTOP LANE, CINCINNATI, OH 45215
PRESIDENT4$30,000
SALLY WARD
1832 LAUNA, SAN FRANCISCO, CA 94115
VICE PRESIDENT4$30,000
LUCY WARD
2631 ERIE AVENUE SUITE 1, CINCINNATI, OH 45208
VICE PRESIDENT4$30,000

Address and contacts

Address (IRS master file)
7490 EASY ST, MASON, OH 45040-9423
Signed the 990-PF
ASHLEY F WARD, DIRECTOR
Phone
(513) 398-1379
Return prepared by
RUDLER PSC

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
31-1039467
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
1961
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,914,002
Income (IRS master file)
$297,637

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$261,990$152,981$1,914,002XML
990-PFDecember 2024$317,765$176,336$1,804,993XML
990-PFDecember 2023$189,905$144,593$1,663,464XML
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 31-1039467).

Questions about WARD FAMILY FOUNDATION

What is the EIN of WARD FAMILY FOUNDATION?
The employer identification number (EIN) of WARD FAMILY FOUNDATION is 31-1039467.
Is WARD FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
Are donations to WARD FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WARD FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WARD FAMILY 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 FAMILY 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 FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $30,000 (BILL WARD, PRESIDENT).
How much revenue does WARD FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $261,990, expenses of $152,981 and total assets of $1,914,002 at year end.

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