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    3. Ward Oaks Foundation

    Ward Oaks Foundation

    ActiveHousing & ShelterMakes PRIs
    CHESTERTOWN, MD4103363779EIN: 52-22521492 filings on record

    About Ward Oaks Foundation

    The Ward Oaks Foundation concentrates its giving on institutions that build local community capacity and youth opportunity, with a particularly large commitment to independent K–12 education. While a single large gift dominates the portfolio, remaining grants support community foundations, youth development through sports and parks, regional conservation, health, and arts organizations — often as general/unrestricted support. Grantees span local Maryland organizations and a handful of regional or national cultural and conservation groups, suggesting a blend of place-based and interest-driven philanthropy.

    Focus Areas

    Independent K–12 private schools (e.g., major support for McDonogh School)Local community foundations and civic infrastructure in MarylandYouth development through community sports and urban parks (e.g., Portland Community Squash; Parks & People)Regional conservation and land/trust advocacy (e.g., Maine Conservation Alliance)Support for arts and film institutions (e.g., Sundance Institute; New York Theatre Workshop)

    Who They Fund

    general public / broad populationnonprofit organizations (unspecified)

    About Ward Oaks Foundation

    A $200,000 general-purpose grant to McDonogh School Inc stands out as the largest recent gift from The Ward Oaks Foundation Inc and points to a clear commitment to independent K–12 education. Beyond that anchor, the foundation backs a mix of community infrastructure and youth-serving organizations, with grants to Roland Park Community Foundation Inc, Upper Chesapeake Health Foundation Inc, and Chesapeake Charities reflecting a place-based interest in Maryland institutions. The portfolio also reaches into sports, parks, conservation, and arts organizations, including Portland Community Squash, Maine Conservation Alliance, Parks & People Inc, New York Theatre Workshop, and Sundance Institute. Most awards in the recent file are general purpose, which suggests flexible support rather than tightly restricted project funding. The pattern is not confined to one type of institution: schools, health-related charities, community foundations, and cultural groups all appear among recipients. Taken together, the grants show a funder that combines a major school investment with smaller, recurring support for civic, youth, and cultural organizations.

    What Ward Oaks Foundation Funds

    Independent education is a central thread in the recent record, led by the $200,000 general-purpose grant to McDonogh School Inc. Community foundations and civic intermediaries are another visible area: Roland Park Community Foundation Inc received $50,000 for general purposes, and Chesapeake Charities received $6,400 for the same broad use. Youth development appears through support for Elite Women of Excellence, which received $31,500, and through Portland Community Squash, which was funded in both 2023 and 2024 at $10,900 each year. The foundation also supports conservation and the arts, with grants to Maine Conservation Alliance, New York Theatre Workshop, and Sundance Institute all described as general-purpose support.

    How Ward Oaks Foundation Gives

    The recent grants cluster around a median size of $10,000, with a lower quartile of $6,400 and an upper quartile of $25,000. That spread is shaped by one outsized award, but the rest of the portfolio sits in a smaller, repeatable range. Portland Community Squash appears in both 2023 and 2024, showing at least one recurring recipient. The foundation makes program-related investments and is not a funder of individuals. Recent awards are generally listed as general-purpose support, indicating flexible grants rather than narrowly restricted project awards.

    Financial Snapshot

    Annual Giving

    $257K

    Total Assets

    $4.2M

    Total Revenue

    $116K

    Total Expenses

    $499K

    Typical Grant Size

    Most grants fall between $6K and $25K, with a median of $10K.

    25th Percentile

    $6K

    Median

    $10K

    75th Percentile

    $25K

    Geographic Reach

    Regional6 states funded

    About 46% of grants go to recipients in TX.

    Funding intensity
    Low
    High
    Headquarters

    Leadership

    MICHAEL FALCONE

    Accepts unsolicited proposals

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    communities (unspecified)

    Giving Approach

    Concentrated giving with one very large education grant alongside multiple small-to-mid sized, mostly unrestricted general purpose grants; mix of repeat modest support (some grantees funded more than once) and one-off gifts; geographically centered on Maryland but with select regional and national cultural/conservation recipients.

    Funding Style

    general purpose / unrestricted supportgeneral operating supportnon-restricted / flexible fundingunspecified programmatic focus

    Notable grantees: McDonogh School Inc, Roland Park Community Foundation Inc, Portland Community Squash, Parks & People Inc, Maine Conservation Alliance

    Topics

    general community needs (unspecified)broad charitable purposes (unspecified)cross-sector support (unspecified)

    Where Ward Oaks Foundation Makes Grants

    Giving is regional and lands entirely in the US in the recent sample. Maryland receives the largest share of grants by count, including recipients in Owings Mills, Baltimore, Bel Air, Middle River, and Stevensville. Outside Maryland, the foundation gave to organizations in Portland, Maine; Augusta, Maine; New York, New York; Park City, Utah; Smyrna, Georgia; and Austin, Texas. The recipient map shows a broad Mid-Atlantic core with additional grants reaching a few other states.

    Frequently Asked Questions About Ward Oaks Foundation

    What kinds of organizations does The Ward Oaks Foundation Inc support?

    The recent grants include an independent K–12 school, community foundations, a health foundation, a squash program, a conservation alliance, and arts institutions. Examples include McDonogh School Inc, Roland Park Community Foundation Inc, Upper Chesapeake Health Foundation Inc, Portland Community Squash, Maine Conservation Alliance, New York Theatre Workshop, and Sundance Institute.

    What size are the foundation’s typical grants?

    Typical awards are modest relative to the $200,000 peak grant: the p25 is $6,400, the median is $10,000, and the p75 is $25,000. That pattern indicates a portfolio with one very large award and many smaller general-purpose grants.

    Does the foundation give recurring grants?

    Yes. Portland Community Squash appears in both 2023 and 2024, with $10,900 granted in each year. Most other recipients in the recent list appear once, but that repeated award shows at least some ongoing support.

    Where do most grants go geographically?

    Most grants by count go to Texas? No—the top state by grant count is Texas only in the overall data, but the recent grant list is dominated by Maryland recipients. Maryland organizations appear in Owings Mills, Baltimore, Bel Air, Middle River, and Stevensville, while grants outside Maryland go to a handful of other U.S. states.

    Latest 990 Filing

    2024

    Source: IRS Form 990-PF, fiscal year 2024.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    MCDONOGH SCHOOL INCOWINGS MILLS, MD$200,0002024GENERAL PURPOSE
    ELITE WOMEN OF EXCELLENCESMYRNA, GA$31,5002024GENERAL PURPOSE
    PORTLAND COMMUNITY SQUASHPORTLAND, ME$10,9002024GENERAL PURPOSE
    SUNDANCE INSTITUTEPARK CITY, UT$5,0002024GENERAL PURPOSE
    NEW YORK THEATRE WORKSHOPNEW YORK, NY$5,0002024GENERAL PURPOSE
    SHALOM AUSTINTEXAS, TX$5,0002024GENERAL PURPOSE
    ROLAND PARK COMMUNITY FOUNDATION INCBALTIMORE, MD$50,0002023GENERAL PURPOSE
    UPPER CHESAPEAKE HEALTH FOUNDATION INCBEL AIR, MD$25,0002023GENERAL PURPOSE
    PORTLAND COMMUNITY SQUASHPORTLAND, ME$10,9002023GENERAL PURPOSE
    PARKS & PEOPLE INCBALTIMORE, MD$10,0002023GENERAL PURPOSE
    MAINE CONSERVATION ALLIANCEAUGUSTA, ME$10,0002023GENERAL PURPOSE
    MICHAEL ZITO FOUNDATIONMIDDLE RIVER, MD$10,0002023GENERAL PURPOSE
    CHESAPEAKE CHARITIESSTEVENSVILLE, MD$6,4002023GENERAL PURPOSE

    MCDONOGH SCHOOL INC

    $200,000
    OWINGS MILLS, MD2024

    GENERAL PURPOSE

    ELITE WOMEN OF EXCELLENCE

    $31,500
    SMYRNA, GA2024

    GENERAL PURPOSE

    PORTLAND COMMUNITY SQUASH

    $10,900
    PORTLAND, ME2024

    GENERAL PURPOSE

    SUNDANCE INSTITUTE

    $5,000
    PARK CITY, UT2024

    GENERAL PURPOSE

    NEW YORK THEATRE WORKSHOP

    $5,000
    NEW YORK, NY2024

    GENERAL PURPOSE

    SHALOM AUSTIN

    $5,000
    TEXAS, TX2024

    GENERAL PURPOSE

    ROLAND PARK COMMUNITY FOUNDATION INC

    $50,000
    BALTIMORE, MD2023

    GENERAL PURPOSE

    UPPER CHESAPEAKE HEALTH FOUNDATION INC

    $25,000
    BEL AIR, MD2023

    GENERAL PURPOSE

    PORTLAND COMMUNITY SQUASH

    $10,900
    PORTLAND, ME2023

    GENERAL PURPOSE

    PARKS & PEOPLE INC

    $10,000
    BALTIMORE, MD2023

    GENERAL PURPOSE

    MAINE CONSERVATION ALLIANCE

    $10,000
    AUGUSTA, ME2023

    GENERAL PURPOSE

    MICHAEL ZITO FOUNDATION

    $10,000
    MIDDLE RIVER, MD2023

    GENERAL PURPOSE

    CHESAPEAKE CHARITIES

    $6,400
    STEVENSVILLE, MD2023

    GENERAL PURPOSE