The Ward Oaks Foundation Inc

CHESTERTOWN, MD EIN: 52-2252149

TO ALSO HELP THE ENVIRONMENT BY PROMOTING THE USE OF RENEWABLE ENERGY SOURCES, TO INVEST IN RESEARCH AND DEVELOPMENT OF RENEWABLE ENERGY SOURCES, TO ENCOURAGE AND PROMOTE THE COST EFFECTIVE FINANCING AND OPERATING OF RENEWABLE ENERGY FACILITIES IN ORDER TO REDUCE THE COST OF BUILDING AND OPERATING SUCH FACILITIES AND TO REDUCE THE COST OF THE ENERGY PRODUCED BY SUCH FACILITIES. TO ACQUIRE, DEVELOP, INVEST IN, OWN AND OPERATE RENEWABLE ENERGY SOURCES IN ORDER TO DEMONSTRATE THEIR EFFICIENCY, PROMOTE THEIR USE, AND REDUCE RELIANCE UPON FOREIGN ENERGY SOURCES. TO PARTICIPATE IN PROGRAMS DESIGNED TO ACCOMPLISH ANY OF THE FOREGOING, AS WELL AS OTHER CHARITABLE PURPOSES, TO INCLUDE AFFORDABLE HOUSING FOR THE HOMELESS, ELDERLY, AND PERSONS OF LOW INCOME.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$4.1M

-4.1% YoY

Annual Giving

$170K

-34.0% YoY

Grant Count

3

-50.0% YoY

Avg Grant Size

$57K

+32.1% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$974K$2M$3M$4M20202021202220232024
Metric202420232022
Total Assets$4,052,560$4,224,002$4,633,553
Revenue$364,692$115,973$23,070
Expenses$546,458$499,115$260,147
Qualifying Distributions
Net Investment Income$364,692$115,973$23,070
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$102K$204K$306K$409K0 grants20205 grants20217 grants20226 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

MCDONOGH SCHOOL INC$150KCOMMUNITY ORGANIZING ALL…$10KPORTLAND COMMUNITY SQUASH$10K

Grant Size Distribution

21 grants across all recorded years

17<$50K1$50–100K2$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does The Ward Oaks Foundation Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DARYL JONESCHAIRMAN0.1
MICHAEL FALCONEEXECUTIVE DIRECTOR0.5
JAMES MITCHELLDIRECTOR0.1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

7states

Cities

AtlantaAugustaBaltimoreBel AirLewistonMiddle RiverNew YorkOwings MillsPark CityPetalumaPortlandSmyrnaStevensvilleTexas

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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