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Nonprofit · EIN 20-6971005

JEAN AND GRAHAM DEVOE WILLIFORDCHARITABLE TRUST

Also known as JOHN R WILLIFORD TTEE

Tax-exempt · TYLER, TX 75701

Financials

$561K$812K2024
Revenue Expenses · by fiscal year end
Financials of JEAN AND GRAHAM DEVOE WILLIFORDCHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$560,816$811,575-$250,759$10,977,350$0$10,977,350
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$179,042
Net gain from sales of assets
$344,342
Other income
$37,432

Expenses

Grants and similar amounts paid
$464,645
Compensation of officers, directors and key employees
$210,526
Salaries, compensation and benefits (total)
$49,877
Disbursements for charitable purposes
$674,513
Excise tax on investment income
$5,991

Balance sheet and other

Total assets, start of year
$11,017,591
Total assets, end of year
$10,977,350
Total liabilities, end of year
$0
Net assets, end of year
$10,977,350
Fair market value of assets
$16,542,565
Qualifying distributions
$674,513
Net investment income
$560,816

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN R WILLIFORD
621 Chase Drive Suite B, Tyler, TX 75701
TRUSTEE12$75,337
THOMAS C CAMPBELL
621 Chase Drive Suite B, Tyler, TX 75701
TRUSTEE12$70,527
JOHN E FREEMAN
621 Chase Drive Suite B, Tyler, TX 75701
TRUSTEE12$64,662

Address and contacts

Address (IRS master file)
621 CHASE DR STE B, TYLER, TX 75701-9408
In care of
% STEPHANIE THOMPSON
Signed the 990-PF
John Williford, Trustee
Phone
(903) 389-9637
Return prepared by
Forvis Mazars LLP

What it must file and when

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

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
20-6971005
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
2007
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$10,977,350
Income (IRS master file)
$1,509,426

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025–––IRS
990-TJuly 2025–––IRS
990-PFJuly 2024–––IRS
990-TJuly 2024–––IRS
990-PFJuly 2023$289,802$400,423$10,913,351IRS
990-TJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-TJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-TJuly 2021–––IRS
990-PFJuly 2020–––IRS
990-PFJuly 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about JEAN AND GRAHAM DEVOE WILLIFORDCHARITABLE TRUST

What is the EIN of JEAN AND GRAHAM DEVOE WILLIFORDCHARITABLE TRUST?
The employer identification number (EIN) of JEAN AND GRAHAM DEVOE WILLIFORDCHARITABLE TRUST is 20-6971005.
Is JEAN AND GRAHAM DEVOE WILLIFORDCHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to JEAN AND GRAHAM DEVOE WILLIFORDCHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JEAN AND GRAHAM DEVOE WILLIFORDCHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JEAN AND GRAHAM DEVOE WILLIFORDCHARITABLE TRUST due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JEAN AND GRAHAM DEVOE WILLIFORDCHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of JEAN AND GRAHAM DEVOE WILLIFORDCHARITABLE TRUST?
The 990-PF for the year ended July 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $75,337 (JOHN R WILLIFORD, TRUSTEE).
How much revenue does JEAN AND GRAHAM DEVOE WILLIFORDCHARITABLE TRUST have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $560,816, expenses of $811,575 and total assets of $10,977,350 at year end.

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