The Ward Oaks Foundation Inc

Public charity · Grantmaker 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.

The Ward Oaks Foundation Inc at a glance

In short: The Ward Oaks Foundation Inc gave $170K across 3 grants in 2024 (avg $57K), mostly in Maryland. Source: 2024 IRS Form 990.

Annual giving (2024)
$170,000
-34.0% vs 2023
Grants made (2024)
3
-50.0% vs 2023
Average grant
$56,667
+32.1% vs 2023
Median grant
$10,000
Total assets
$4,052,560
-4.1% vs 2023
Primary geography
Maryland (88% of itemized 2024 grant dollars)
Latest 990 filing
Form 990, 2024 View filing

Data from IRS Form 990, 2024; updated September 2026.

Who The Ward Oaks Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

McDonogh School Inc: $150KMcDonogh School Inc$150KCommunity Organizing Alliance: $10KCommunity Organizing Alliance$10KPortland Community Squash: $10KPortland Community Squash$10K

The largest 2024 recipient was McDonogh School Inc ($150K). Together the top 3 received $170K.

Grant Size Distribution

27 grants across all recorded years

22<$50K1$50–100K3$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 22 grants of 27 (81%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of 2024 grant dollars across all 3 itemized grants.

Cities

BaltimoreOwings MillsPortlandSmyrnaAtlantaAugustaBel AirEastonFayettevilleLewistonMiddle RiverNew YorkPark CityPetalumaStevensvilleTexas

How The Ward Oaks Foundation Inc gives

  • Giving fell 58% from 2021 to 2024. Method

From the foundation's IRS Form 990 filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K6 grants2020 5 grants2021 7 grants2022 6 grants2023 3 grants2024

From 2020 to 2024, annual grant giving ranged from $122K (2022) to $409K (2021). In 2024 it made 3 grants totaling $170K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
McDonogh School Inc Owings Mills, MDGeneral Purpose$150,000
Community Organizing Alliance Lewiston, MEGeneral Purpose$10,000
Portland Community Squash Portland, MEGeneral Purpose$10,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2024$4,052,560$364,692$546,458$170,0003$364,692
2023$4,224,002$115,973$499,115$257,4006$115,973
2022$4,633,553$23,070$260,147$122,3007$23,070
2021$4,872,666$104,977$564,015$408,5005$73,547
2020$5,439,081$3,540,432$550,996$190,9006$195,541

About The Ward Oaks Foundation Inc

Based on IRS filings

The Ward Oaks Foundation Inc is a public charity focused on Housing & Shelter, based in Chestertown, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.1M in total assets. In 2024, it awarded 3 grants totaling $170K. Net investment income was $365K.

Focus Areas

Leadership & Key People

Officers and directors from IRS filings

The Ward Oaks Foundation Inc is led by Michael Falcone, Executive Director on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Michael Falcone

    Executive Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Daryl Jones

    Chairman

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • James Mitchell

    Director

    On filings since 2020

    0.1 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Ward Oaks Foundation Inc

How much does The Ward Oaks Foundation Inc give each year?

The Ward Oaks Foundation Inc gave $170K across 3 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $257K across 6 grants.

What is The Ward Oaks Foundation Inc's typical grant size?

The Ward Oaks Foundation Inc's median grant in 2024 was $10,000, and its average grant was $56,667, across 3 grants on its 2024 IRS Form 990.

Where does The Ward Oaks Foundation Inc give grants?

The Ward Oaks Foundation Inc gives mostly in Maryland: 88% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The next largest state was Maine (12%).

Does The Ward Oaks Foundation Inc give general operating support?

Yes: 100% of The Ward Oaks Foundation Inc's 2024 grants with a stated purpose (3 of 3) were for general or operating support, per its 2024 IRS Form 990.

How large is The Ward Oaks Foundation Inc?

The Ward Oaks Foundation Inc reported $4.1M in total assets on its 2024 IRS Form 990. Its revenue that year was $365K.

What is The Ward Oaks Foundation Inc?

The Ward Oaks Foundation Inc is a public charity focused on Housing & Shelter, based in Chestertown, MD. It holds $4.1M in total assets as of 2024.

What is The Ward Oaks Foundation Inc's EIN?

The Ward Oaks Foundation Inc's EIN (Employer Identification Number) is 52-2252149. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS November 13, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS November 15, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS November 17, 2025)
  6. IRS filings on file for fiscal years 2020–2024

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Figures come from The Ward Oaks Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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