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Nonprofit · EIN 82-3704478

WARD FAMILY FOUNDATION

Tax-exempt · NEWTOWN SQ, PA 19073

Financials

$96K$69K2023$109K$47K2024$130K$95K2025
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$130,416$95,415$35,001$1,128,489$0$1,128,489
December 31, 2024990-PF$108,801$47,207$61,594$1,093,488$0$1,093,488
December 31, 2023990-PF$96,259$68,709$27,550$1,031,894$0$1,031,894
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$56,488
Interest
$1,048
Net gain from sales of assets
$72,880

Expenses

Grants and similar amounts paid
$77,900
Compensation of officers, directors and key employees
$5,000
Disbursements for charitable purposes
$87,900
Excise tax on investment income
$1,761

Balance sheet and other

Total assets, start of year
$1,093,488
Total assets, end of year
$1,128,489
Total liabilities, end of year
$0
Net assets, end of year
$1,128,489
Fair market value of assets
$1,224,999
Qualifying distributions
$87,900
Net investment income
$130,416

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
ZACHARY WARD
3903 ROCKWOOD FARM ROAD, NEWTOWN SQUARE, PA 19073
SECRETARY1$5,000
JENILEE WARD
3903 ROCKWOOD FARM ROAD, NEWTOWN SQUARE, PA 19073
PRESIDENT1$0
ROBERT WARD
3903 ROCKWOOD FARM ROAD, NEWTOWN SQUARE, PA 19073
TREASURER1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
ZACHARY WARD
3903 ROCKWOOD FARM ROAD, NEWTOWN SQUARE, PA 19073
SECRETARY1$5,000
JENILEE WARD
3903 ROCKWOOD FARM ROAD, NEWTOWN SQUARE, PA 19073
PRESIDENT1$0
ROBERT WARD
3903 ROCKWOOD FARM ROAD, NEWTOWN SQUARE, PA 19073
TREASURER1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
ZACHARY WARD
3903 ROCKWOOD FARM ROAD, NEWTOWN SQUARE, PA 19073
SECRETARY1$5,000
JENILEE WARD
3903 ROCKWOOD FARM ROAD, NEWTOWN SQUARE, PA 19073
PRESIDENT1$0
ROBERT WARD
3903 ROCKWOOD FARM ROAD, NEWTOWN SQUARE, PA 19073
TREASURER1$0

Address and contacts

Address (IRS master file)
3903 ROCKWOOD FARM RD, NEWTOWN SQ, PA 19073-3250
In care of
% ROBERT WARD
Signed the 990-PF
JENILEE WARD, PRESIDENT
Phone
(908) 578-0611
Return prepared by
CLARKE NICOLINI & ASSOCIATES LTD

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
82-3704478
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
2018
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,128,489
Income (IRS master file)
$752,383

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$130,416$95,415$1,128,489XML
990-PFDecember 2024$108,801$47,207$1,093,488IRS
990-PFDecember 2023$96,259$68,709$1,031,894XML
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 82-3704478).

Questions about WARD FAMILY FOUNDATION

What is the EIN of WARD FAMILY FOUNDATION?
The employer identification number (EIN) of WARD FAMILY FOUNDATION is 82-3704478.
Is WARD FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
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; 1 received compensation from the organization, the highest $5,000 (ZACHARY WARD, SECRETARY).
How much revenue does WARD FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $130,416, expenses of $95,415 and total assets of $1,128,489 at year end.

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