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Nonprofit · EIN 06-6031300

CHARLES G WOODWARD TR UW

Tax-exempt · DALLAS, TX 75265

Financials

$5.8M$6.2M2023$10.2M$7.5M2024
Revenue Expenses · by fiscal year end
Financials of CHARLES G WOODWARD TR UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$10,241,777$7,482,230$2,759,547$126,252,357$0$126,252,357
December 31, 2023990-PF$5,817,553$6,163,112-$345,559$123,483,415$0$123,483,415
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$3,411,069
Net gain from sales of assets
$6,830,608
Other income
$100

Expenses

Grants and similar amounts paid
$6,499,689
Compensation of officers, directors and key employees
$640,455
Disbursements for charitable purposes
$6,779,134
Excise tax on investment income
$133,422

Balance sheet and other

Total assets, start of year
$123,483,415
Total assets, end of year
$126,252,357
Total liabilities, end of year
$0
Net assets, end of year
$126,252,357
Fair market value of assets
$139,750,943
Qualifying distributions
$6,779,134
Net investment income
$10,292,622

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$640,455
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$593,458

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% FLEET PRIVATE CLIENTS GROUP
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, 2026Check at the IRS
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
06-6031300
Donations deductible
No
Exempt since
1970
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$127,457,524
Income (IRS master file)
$60,197,810

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$10,241,777$7,482,230$126,252,357XML
990-PFDecember 2023$5,817,553$6,163,112$123,483,415XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 06-6031300).

Questions about CHARLES G WOODWARD TR UW

What is the EIN of CHARLES G WOODWARD TR UW?
The employer identification number (EIN) of CHARLES G WOODWARD TR UW is 06-6031300.
Is CHARLES G WOODWARD TR UW tax-exempt?
Yes. The IRS lists it as tax-exempt since 1970.
Are donations to CHARLES G WOODWARD TR UW tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CHARLES G WOODWARD TR UW file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES G WOODWARD TR UW 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 CHARLES G WOODWARD TR UW last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CHARLES G WOODWARD TR UW?
The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $640,455 (BANK OF AMERICA, TRUSTEE).
How much revenue does CHARLES G WOODWARD TR UW have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $10,241,777, expenses of $7,482,230 and total assets of $126,252,357 at year end.

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