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US nonprofit · EIN 861600365 · Charlotte, NCiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 861600365) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 30 June 2025: assets, liabilities, staff, website, telephone, pay, grants paid (Schedule I).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Wards Foundation

Donations deductible
Revenue
$955k
year to 30 June 2025
Expenses
$578k
year to 30 June 2025
Total assets
$1.4m
$8k liabilities
Net assets
$1.4m
assets less liabilities
Directors and trustees
10
3.4 years on average
Staff
3
15 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
1
named in Part VII
How am I connected?

Wards Foundation's network

10 peoplei10 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.

The board

10 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 10 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Trey Winslett ChairChairman2025
1 yr
Amanda Moran Lanier MD (also filed as Amanda Lanier)Director2021
5 yrs
Joey NormanDirector2025
1 yr
Mallory KridlerDirector2021
5 yrs
Mary Lake DavidsonCompany secretary2021
5 yrs
Matthew BlickleyDirector2025
1 yr
Megan HuffDirector2025
1 yr
Nicole GrenierDirector2021
5 yrs
Steve SimsDirector2025
1 yr
William McGuire (also filed as Will McGuire)Treasurer2021
5 yrs
Under 5 years5 to 6 years6 years or more

Officers and senior leadership

1 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Caroline WinslettExecutive Dir.2025

Pay and hours

year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Caroline WinslettExecutive Dir.40$52k
Trey WinslettChairman2$0
Will McGuireTreasurer2$0
Mary Lake DavidsonSecretary2$0
Matthew BlickleyDirector2$0
Nicole GrenierDirector2$0
Megan HuffDirector2$0
Mallory KridlerDirector2$0
Amanda LanierDirector2$0
Joey NormanDirector2$0
Steve SimsDirector2$0

About

Legal name
Wards Foundation
EIN
861600365
Address
1812 Beverly Dr, Charlotte, NC, 28207-2516
State
North Carolina
Mission
Working to advance rate disease support to improve the lives of people affected by rare diseases. (as filed on the Form 990)
Activity (NTEE)
G12 Voluntary health associations and medical disciplines
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Voluntary Health Associations & Medical Disciplines
Size band
6 (IRS master file code)
Formed
2021
Principal officer
Caroline Winslett (as named on the Form 990)
IRS ruling date
1 July 2021
Status
Code 01 (unconditional exemption)
Form 990 filings on record
4, latest 2025
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥5years on the filingsAmanda Moran Lanier MD
≥5years on the filingsMallory Kridler
≥5years on the filingsMary Lake Davidson
≥5years on the filingsNicole Grenier

Latest return

year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.
Total assets
$1.4m
Total liabilities
$8k
Net assets or fund balances
$1.4m
Contributions and grants received
$474k
Program service revenue
$0
Grants and similar paid out
$229k
Employees
3
Volunteers
15

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$955k$578k$377k

As filed on the IRS Form 990. US dollars.

Grants paid

1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
Atrium Health FoundationHealth assistance grant$198k