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Nonprofit · EIN 05-6038068

GERTRUDE B WOOD TRUST

Tax-exempt · DALLAS, TX 75265

Financials

$45K$78K2023$134K$70K2024$140K$79K2025
Revenue Expenses · by fiscal year end
Financials of GERTRUDE B WOOD TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$139,886$79,328$60,558$1,337,762$0$1,337,762
December 31, 2024990-PF$133,659$69,980$63,679$1,276,794$0$1,276,794
December 31, 2023990-PF$45,015$77,546-$32,531$1,214,391$0$1,214,391
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$35,877
Net gain from sales of assets
$104,009

Expenses

Grants and similar amounts paid
$48,452
Compensation of officers, directors and key employees
$22,440
Disbursements for charitable purposes
$60,545
Excise tax on investment income
$1,715

Balance sheet and other

Total assets, start of year
$1,276,794
Total assets, end of year
$1,337,762
Total liabilities, end of year
$0
Net assets, end of year
$1,337,762
Fair market value of assets
$1,702,309
Qualifying distributions
$60,545
Net investment income
$139,299

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$22,440
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$20,960
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$18,709

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
05-6038068
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1989
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,337,762
Income (IRS master file)
$305,719

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$139,886$79,328$1,337,762XML
990-PFDecember 2024$133,659$69,980$1,276,794XML
990-PFDecember 2023$45,015$77,546$1,214,391XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 05-6038068).

Questions about GERTRUDE B WOOD TRUST

What is the EIN of GERTRUDE B WOOD TRUST?
The employer identification number (EIN) of GERTRUDE B WOOD TRUST is 05-6038068.
Is GERTRUDE B WOOD TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to GERTRUDE B WOOD TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GERTRUDE B WOOD TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of GERTRUDE B WOOD TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GERTRUDE B WOOD TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of GERTRUDE B WOOD TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $22,440 (BANK OF AMERICA, TRUSTEE).
How much revenue does GERTRUDE B WOOD TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $139,886, expenses of $79,328 and total assets of $1,337,762 at year end.

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