AUMdb

Wards Foundation

EIN 861600365 · 501(c)(3) · Public charity · Charlotte, NC · recognized 2021

Assets
$1.4M
Revenue
$955K
Expenses
$578K
Investment income
$52.5K

Form 990 fiscal year ended 06/30/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Caroline Winslett Executive dir. $51,923 $0
Trey Winslett Chairman $0 $0
Will Mc Guire Treasurer $0 $0
Mary Lake Davidson Secretary $0 $0
Matthew Blickley Director $0 $0
Nicole Grenier Director $0 $0
Megan Huff Director $0 $0
Mallory Kridler Director $0 $0
Amanda Lanier Director $0 $0
Joey Norman Director $0 $0
Steve Sims Director $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
06/30/2025 $1.4M $955K $578K 990 990 · obj 202533309349301358 IRS ↗
06/30/2024 $1.1M $420K $121K 990 990 · obj 202521279349304302 IRS ↗