Nonprofit · EIN 86-1600365
WARDS FOUNDATION
Tax-exempt · CHARLOTTE, NC 28207
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $954,879 | $578,159 | $376,720 | $1,429,181 | $8,255 | $1,420,926 |
| June 30, 2024 | 990 | $420,067 | $121,133 | $298,934 | $1,051,600 | $3,522 | $1,048,078 |
| December 31, 2023 | 990 | $521,306 | $225,810 | $295,496 | $834,045 | $84,901 | $749,144 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $473,569
- Program service revenue
- $0
- Investment income
- $52,498
- Net income from fundraising events
- $428,812
- Other revenue
- $428,812
Expenses
- Grants and similar amounts paid
- $229,122
- Compensation of officers, directors and key employees
- $51,923
- Other salaries and wages
- $71,635
- Salaries, compensation and benefits (total)
- $133,010
- Professional fundraising fees
- $0
- Legal fees
- $7,770
- Program services (functional)
- $509,806
- Management and general (functional)
- $43,603
- Fundraising (functional)
- $24,750
Balance sheet and other
- Total assets, start of year
- $1,051,600
- Total assets, end of year
- $1,429,181
- Total liabilities, end of year
- $8,255
- Net assets, end of year
- $1,420,926
- Publicly traded securities
- $1,403,898
- Net assets without donor restrictions
- $1,420,926
- Gross receipts
- $1,082,426
- Employees
- 3
- Volunteers
- 15
- Year formed
- 2021
- State of legal domicile
- NC
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Caroline Winslett | Executive Dir. Officer | 40 | $51,923 |
| Trey Winslett | Chairman Trustee or director, Officer | 2 | $0 |
| Will McGuire | Treasurer Trustee or director, Officer | 2 | $0 |
| Mary Lake Davidson | Secretary Trustee or director, Officer | 2 | $0 |
| Matthew Blickley | Director Trustee or director | 2 | $0 |
| Nicole Grenier | Director Trustee or director | 2 | $0 |
| Megan Huff | Director Trustee or director | 2 | $0 |
| Mallory Kridler | Director Trustee or director | 2 | $0 |
| Amanda Lanier | Director Trustee or director | 2 | $0 |
| Joey Norman | Director Trustee or director | 2 | $0 |
| Steve Sims | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HENRY E WINSLETT III | CO-FOUNDER Trustee or director, Officer | 5 | $0 |
| CAROLINE WINSLETT | CO-FOUNDER Trustee or director, Officer | 40 | $0 |
| ANDREA HARKNETT | EXECUTIVE VICE PRESIDENT Trustee or director, Officer | 3 | $0 |
| WILLIAM MCGUIRE | TREASURER Trustee or director, Officer | 1 | $0 |
| MARY LAKE DAVIDSON | SECRETARY Trustee or director, Officer | 1 | $0 |
| JONATION DIXON | DIRECTOR Trustee or director | 0.5 | $0 |
| NICOLE GRENIER | DIRECTOR Trustee or director | 0.5 | $0 |
| MALLORY KRIDLER | DIRECTOR Trustee or director | 0.5 | $0 |
| AMY MOORE | DIRECTOR Trustee or director | 0.5 | $0 |
| AMANDA MORAN LANIER MD | DIRECTOR Trustee or director | 0.5 | $0 |
| LEE PEDERSEN | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HENRY E WINSLETT III | CO-FOUNDER Trustee or director, Officer | 5 | $0 |
| CAROLINE WINSLETT | CO-FOUNDER Trustee or director, Officer | 40 | $0 |
| ANDREA HARKNETT | EXECUTIVE VICE PRESIDENT Trustee or director, Officer | 3 | $0 |
| WILLIAM MCGUIRE | TREASURER Trustee or director, Officer | 1 | $0 |
| MARY LAKE DAVIDSON | SECRETARY Trustee or director, Officer | 1 | $0 |
| JONATION DIXON | DIRECTOR Trustee or director | 0.5 | $0 |
| NICOLE GRENIER | DIRECTOR Trustee or director | 0.5 | $0 |
| MALLORY KRIDLER | DIRECTOR Trustee or director | 0.5 | $0 |
| AMY MOORE | DIRECTOR Trustee or director | 0.5 | $0 |
| AMANDA MORAN LANIER MD | DIRECTOR Trustee or director | 0.5 | $0 |
| LEE PEDERSEN | DIRECTOR Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1812 BEVERLY DR, CHARLOTTE, NC 28207-2516
- Principal officer (990 for 2024)
- Caroline Winslett, 2820 Selwyn Avenue Ste 130 Box 824, Charlotte, NC 28209
- Signed the 990
- Caroline Winslett, Executive Director
- Phone
- (704) 517-9773
- Website
- www.wardsfoundation.org
- Return prepared by
- Attolero
Mission
Working to advance rate disease support to improve the lives of people affected by rare diseases.
Program accomplishments
- Ward's Foundation is working to advance rare disease support. We aim to increase the awareness, education and prevention of rare disease. We aspire to walk alongside families in their rare disease journey by providing resources, guidance and support. We strive to improve the clinical, diagnostic and overall patient experience.Expenses $509,806 · grants $203,090
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 86-1600365
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Voluntary health associations and medical disciplines (G12)
- Assets (IRS master file)
- $1,429,181
- Income (IRS master file)
- $1,082,426
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $954,879 | $578,159 | $1,429,181 | XML |
| 990 | June 2024 | $420,067 | $121,133 | $1,051,600 | IRS |
| 990 | December 2023 | $521,306 | $225,810 | $834,045 | XML |
| 990 | December 2022 | $422,134 | $41,612 | $550,890 | IRS |
| 990 | December 2021 | – | – | – | 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 86-1600365).
Questions about WARDS FOUNDATION
- What is the EIN of WARDS FOUNDATION?
- The employer identification number (EIN) of WARDS FOUNDATION is 86-1600365.
- Is WARDS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to WARDS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WARDS FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WARDS FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WARDS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WARDS FOUNDATION?
- The 990 for the year ended June 30, 2025 names Caroline Winslett.
- Who are the officers and directors of WARDS FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $51,923 (Caroline Winslett, Executive Dir.).
- How much revenue does WARDS FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $954,879, expenses of $578,159 and total assets of $1,429,181 at year end.
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All nonprofits in CHARLOTTE · North Carolina · Voluntary health associations and medical disciplines