Nonprofit · EIN 65-6252291
RONALD J WOODS CHARITABLE TR UA 022697
Also known as WOODS RONALD J TTEE
Tax-exempt · N PALM BEACH, FL 33408
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,420,085 | $2,132,083 | $288,002 | $26,110,074 | $0 | $26,110,074 |
| December 31, 2023 | 990-PF | $811,835 | $2,227,918 | -$1,416,083 | $24,706,203 | $4,981 | $24,701,222 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $554,436
- Interest
- $194,283
- Net gain from sales of assets
- $1,670,657
- Other income
- $709
Expenses
- Grants and similar amounts paid
- $1,343,551
- Compensation of officers, directors and key employees
- $300,000
- Disbursements for charitable purposes
- $1,845,467
- Excise tax on investment income
- $29,683
Balance sheet and other
- Total assets, start of year
- $24,706,203
- Total assets, end of year
- $26,110,074
- Total liabilities, end of year
- $0
- Net assets, end of year
- $26,110,074
- Fair market value of assets
- $30,842,775
- Qualifying distributions
- $1,845,467
- Net investment income
- $2,420,085
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN BATTISTA III 11390 TWELVE OAKS WAY 520, NORTH PALM BEACH, FL 33408 | SUCCESSOR TRUSTEE | 25 | $300,000 |
| KAREN M POWELL 11390 TWELVE OAKS WAY 520, NORTH PALM BEACH, FL 33408 | SUCCESSOR TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN BATTISTA III 11390 TWELVE OAKS WAY 520, NORTH PALM BEACH, FL 33408 | SUCCESSOR TRUSTEE | 25 | $280,000 |
| KAREN M POWELL 11390 TWELVE OAKS WAY 520, NORTH PALM BEACH, FL 33408 | SUCCESSOR TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 11390 TWELVE OAKS WAY APT 520, N PALM BEACH, FL 33408-3291
- In care of
- % KAREN M POWELL
- Signed the 990-PF
- JOHN BATTISTA III, SUCCESSOR TRUSTEE
- Phone
- (561) 775-5813
- Return prepared by
- CBIZ ADVISORS 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-6252291
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $26,110,074
- Income (IRS master file)
- $9,508,933
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,420,085 | $2,132,083 | $26,110,074 | XML |
| 990-PF | December 2023 | $811,835 | $2,227,918 | $24,706,203 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 65-6252291).
Questions about RONALD J WOODS CHARITABLE TR UA 022697
- What is the EIN of RONALD J WOODS CHARITABLE TR UA 022697?
- The employer identification number (EIN) of RONALD J WOODS CHARITABLE TR UA 022697 is 65-6252291.
- Is RONALD J WOODS CHARITABLE TR UA 022697 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to RONALD J WOODS CHARITABLE TR UA 022697 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RONALD J WOODS CHARITABLE TR UA 022697 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RONALD J WOODS CHARITABLE TR UA 022697 due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RONALD J WOODS CHARITABLE TR UA 022697 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 RONALD J WOODS CHARITABLE TR UA 022697?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $300,000 (JOHN BATTISTA III, SUCCESSOR TRUSTEE).
- How much revenue does RONALD J WOODS CHARITABLE TR UA 022697 have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,420,085, expenses of $2,132,083 and total assets of $26,110,074 at year end.
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