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Nonprofit · EIN 13-7196658

BRAEWOLD FUND

Also known as WOOD JAMES ET AL TTEE

Tax-exempt · SHERIDAN, MT 59749

Financials

$150K$315K2023$1.5M$535K2024$1.8M$634K2025
Revenue Expenses · by fiscal year end
Financials of BRAEWOLD FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,834,686$634,019$1,200,667$7,047,706$0$7,047,706
December 31, 2024990-PF$1,462,106$535,149$926,957$5,847,039$0$5,847,039
December 31, 2023990-PF$149,768$315,046-$165,278$4,936,832$0$4,936,832
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,538,075
Dividends
$168,691
Interest
$134
Net gain from sales of assets
$124,342
Other income
$3,444

Expenses

Grants and similar amounts paid
$495,293
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$495,293
Excise tax on investment income
$2,625

Balance sheet and other

Total assets, start of year
$5,847,039
Total assets, end of year
$7,047,706
Total liabilities, end of year
$0
Net assets, end of year
$7,047,706
Fair market value of assets
$14,853,419
Qualifying distributions
$495,293
Net investment income
$293,167

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
JAMES WOOD
2997 HWY 287, SHERIDAN, MT 597499504
TRUSTEE0$0
STEPHEN WOOD
2997 HWY 287, SHERIDAN, MT 597499504
TRUSTEE0$0
SARAH WOOD CROFOOT
2997 HWY 287, SHERIDAN, MT 597499504
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JAMES WOOD
2997 HWY 287, SHERIDAN, MT 597499504
TRUSTEE0$0
STEPHEN WOOD
2997 HWY 287, SHERIDAN, MT 597499504
TRUSTEE0$0
SARAH WOOD CROFOOT
2997 HWY 287, SHERIDAN, MT 597499504
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JAMES WOOD
2997 HWY 287, SHERIDAN, MT 597499504
TRUSTEE0$0
FRANCES WOOD
2997 HWY 287, SHERIDAN, MT 597499504
TRUSTEE0$0
STEPHEN WOOD
2997 HWY 287, SHERIDAN, MT 597499504
TRUSTEE0$0
SARAH WOOD CROFOOT
2997 HWY 287, SHERIDAN, MT 597499504
TRUSTEE0$0

Address and contacts

Address (IRS master file)
2997 HWY 287, SHERIDAN, MT 59749-9504
In care of
% DEBEVOISE & PLIMPTON
Signed the 990-PF
STEPHEN WOOD, TRUSTEE
Phone
(406) 842-5722
Return prepared by
PINION LLC

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
13-7196658
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
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,047,706
Income (IRS master file)
$1,916,080

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,834,686$634,019$7,047,706XML
990-PFDecember 2024$1,462,106$535,149$5,847,039XML
990-PFDecember 2023$149,768$315,046$4,936,832XML
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 13-7196658).

Questions about BRAEWOLD FUND

What is the EIN of BRAEWOLD FUND?
The employer identification number (EIN) of BRAEWOLD FUND is 13-7196658.
Is BRAEWOLD FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to BRAEWOLD FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BRAEWOLD FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of BRAEWOLD FUND 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 BRAEWOLD FUND 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 BRAEWOLD FUND?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does BRAEWOLD FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,834,686, expenses of $634,019 and total assets of $7,047,706 at year end.

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