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Nonprofit · EIN 27-4826335

TOM AND JULIE WOOD FAMILY FOUNDATION INC

Tax-exempt · CARMEL, IN 46280

Financials

$9.9M$4.6M2023$12.4M$21.4M2024$9.9M$16.7M2025
Revenue Expenses · by fiscal year end
Financials of TOM AND JULIE WOOD FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$9,885,473$16,735,278-$6,849,805$25,749,654$117,660$25,631,994
December 31, 2024990-PF$12,371,554$21,408,871-$9,037,317$32,636,836$155,037$32,481,799
December 31, 2023990-PF$9,922,011$4,641,408$5,280,603$41,539,116$20,000$41,519,116
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$1,325,787
Interest
$10,196
Net gain from sales of assets
$8,549,490

Expenses

Grants and similar amounts paid
$15,802,253
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$15,802,253
Excise tax on investment income
$134,208

Balance sheet and other

Total assets, start of year
$32,636,836
Total assets, end of year
$25,749,654
Total liabilities, end of year
$117,660
Net assets, end of year
$25,631,994
Fair market value of assets
$36,080,966
Qualifying distributions
$15,802,253
Net investment income
$9,885,473

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
JULIE D WOOD
9820 ASSOCIATION COURT, INDIANAPOLIS, IN 46280
PRESIDENT/DIRECTOR1$0
JEFFREY WOOD
9820 ASSOCIATION COURT, INDIANAPOLIS, IN 46280
DIRECTOR1$0
JOHN WOOD
9820 ASSOCIATION COURT, INDIANAPOLIS, IN 46280
DIRECTOR1$0
APRIL WOOD
9820 ASSOCIATION COURT, INDIANAPOLIS, IN 46280
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
JULIE D WOOD
9820 ASSOCIATION COURT, INDIANAPOLIS, IN 46280
PRESIDENT/DIRECTOR1$0
JEFFREY WOOD
9820 ASSOCIATION COURT, INDIANAPOLIS, IN 46280
DIRECTOR1$0
JOHN WOOD
9820 ASSOCIATION COURT, INDIANAPOLIS, IN 46280
DIRECTOR1$0
APRIL WOOD
9820 ASSOCIATION COURT, INDIANAPOLIS, IN 46280
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JULIE D WOOD
9820 ASSOCIATION COURT, INDIANAPOLIS, IN 46280
PRESIDENT/DIRECTOR1$0
JEFFREY WOOD
9820 ASSOCIATION COURT, INDIANAPOLIS, IN 46280
DIRECTOR1$0
JOHN WOOD
9820 ASSOCIATION COURT, INDIANAPOLIS, IN 46280
DIRECTOR1$0
APRIL WOOD
9820 ASSOCIATION COURT, INDIANAPOLIS, IN 46280
DIRECTOR1$0

Address and contacts

Address (IRS master file)
9820 ASSOCIATION CT, CARMEL, IN 46280-1962
In care of
% MR CHRIS WILGUS
Signed the 990-PF
JULIE D WOOD, PRESIDENT
Phone
(317) 688-6534
Return prepared by
WATERMARK CPA GROUP 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
27-4826335
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
2011
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$25,749,654
Income (IRS master file)
$30,812,932

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$9,885,473$16,735,278$25,749,654XML
990-PFDecember 2024$12,371,554$21,408,871$32,636,836IRS
990-PFDecember 2023$9,922,011$4,641,408$41,539,116XML
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 27-4826335).

Questions about TOM AND JULIE WOOD FAMILY FOUNDATION INC

What is the EIN of TOM AND JULIE WOOD FAMILY FOUNDATION INC?
The employer identification number (EIN) of TOM AND JULIE WOOD FAMILY FOUNDATION INC is 27-4826335.
Is TOM AND JULIE WOOD FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to TOM AND JULIE WOOD FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TOM AND JULIE WOOD FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of TOM AND JULIE WOOD FAMILY FOUNDATION INC 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 TOM AND JULIE WOOD FAMILY FOUNDATION INC 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 TOM AND JULIE WOOD FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does TOM AND JULIE WOOD FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $9,885,473, expenses of $16,735,278 and total assets of $25,749,654 at year end.

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