Ward Charitable Trust
Ward Charitable Trust is a private foundation, based in Pennington, NJ. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 1 grant totaling $66K. Net investment income was $70K.
Key facts about Ward Charitable Trust
- EIN
- 30-6661290
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $66,464
- Grants made (2024)
- 1
- Average grant
- $66,464
- Median grant
- $66,464
- Total assets
- $1,436,624
- Primary geography
- Illinois (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
How Ward Charitable Trust gives
- In 2024 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Ward Charitable Trust
- How to evaluate Ward Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
-0.8% YoY
Annual Giving
$66K
+12.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$66K
+12.1% YoY
Under IRS private-foundation payout rules, Ward Charitable Trust reported a distributable amount of $85K for 2024 — the minimum it must pay out in qualifying distributions.
About Ward Charitable Trust
Based on IRS filings
Ward Charitable Trust is a private foundation, based in Pennington, NJ. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 1 grant totaling $66K. Net investment income was $70K.
Ready to take the next step with Ward Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,436,624 | $1,447,856 | $1,477,025 |
| Revenue | $80,682 | $53,659 | $60,335 |
| Expenses | $91,928 | $82,789 | $105,253 |
| Qualifying Distributions | $80,994 | $72,261 | $93,385 |
| Net Investment Income | $70,260 | $43,263 | $49,638 |
| Distributable Amount | $84,980 | $76,270 | $78,112 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Northwestern University ($66,464).
| Recipient | Purpose | Amount |
|---|---|---|
| NORTHWESTERN UNIVERSITY Evanston, IL | GENERAL OPERATING | $66,464 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Bank of America N a | Trustee | 2 | $24,217 |
Frequently Asked Questions
How large is Ward Charitable Trust?
As of 2024, Ward Charitable Trust holds $1.4M in total assets with $81K in annual revenue. It awarded 1 grant totaling $66K in 2024.
Where does Ward Charitable Trust operate?
Ward Charitable Trust has awarded grants in Illinois.
What size grants does Ward Charitable Trust award?
In 2024, Ward Charitable Trust awarded 1 grant totaling $66K — an average of about $66K per grant, based on its IRS Form 990 filings.
How much is Ward Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ward Charitable Trust reported a distributable amount of $85K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Ward Charitable Trust's EIN?
Ward Charitable Trust's EIN (Employer Identification Number) is 30-6661290. IRS Form 990 filing data is available on this page for 2022–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.