Nonprofit · EIN 82-3518678
8020 FOUNDATION TR
Also known as JOHN D WOOD TTEE
Tax-exempt · FORT WAYNE, IN 46825
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $8,380,824 | $11,688,817 | -$3,307,993 | $240,567,187 | $3,775,059 | $236,792,128 |
| December 31, 2023 | 990-PF | $6,930,188 | $11,937,407 | -$5,007,219 | $229,858,493 | $4,609,308 | $225,249,185 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $477
- Dividends
- $8,310,960
- Net gain from sales of assets
- $67,387
- Other income
- $2,000
Expenses
- Grants and similar amounts paid
- $8,165,012
- Compensation of officers, directors and key employees
- $421,431
- Salaries, compensation and benefits (total)
- $857,209
- Disbursements for charitable purposes
- $10,707,008
- Excise tax on investment income
- $149,281
Balance sheet and other
- Total assets, start of year
- $229,858,493
- Total assets, end of year
- $240,567,187
- Total liabilities, end of year
- $3,775,059
- Net assets, end of year
- $236,792,128
- Fair market value of assets
- $238,641,143
- Qualifying distributions
- $10,707,008
- Net investment income
- $11,117,458
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 | Other / benefits |
|---|---|---|---|---|
| LAURA MACKNICK PO BOX 25537, FORT WAYNE, IN 46825 | EXECUTIVE DI | 0 | $216,431 | $23,000 |
| STEVEN GEORGE PO BOX 25537, FORT WAYNE, IN 46825 | VP OF FINANC Highest-paid employee | 0 | $158,839 | $10,198 |
| PATRICK BUESCHING PO BOX 25537, FORT WAYNE, IN 46825 | VP STRATEGIC Highest-paid employee | 0 | $143,815 | $30,500 |
| SUSAN ELIZABETH MENDENHALL PO BOX 25537, FORT WAYNE, IN 46825 | VP OF PROGRA Highest-paid employee | 0 | $132,909 | $12,058 |
| WHITNEY BANDEMER PO BOX 25537, FORT WAYNE, IN 46825 | CHAIR | 0 | $40,000 | $0 |
| GARY GATMAN P O BOX 25537, FORT WAYNE, IN 46825 | TRUSTEE | 0 | $27,500 | $0 |
| BRIAN EMERICK PO BOX 25537, FORT WAYNE, IN 46825 | SECRETARY | 0 | $27,500 | $0 |
| JOHN HAIFLEY PO BOX 25537, FORT WAYNE, IN 46825 | FINANCE CHAI | 0 | $27,500 | $0 |
| ASHLEY HARMAN PO BOX 25537, FORT WAYNE, IN 46825 | TRUSTEE | 0 | $27,500 | $0 |
| RODNEY STRACK PO BOX 25537, FORT WAYNE, IN 46825 | TRUSTEE | 0 | $27,500 | $0 |
| KRISTIN MARCUCCILLI PO BOX 25537, FORT WAYNE, IN 46825 | TRUSTEE | 0 | $27,500 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAURA MACKNICK PO BOX 25537, FORT WAYNE, IN 46825 | EXECUTIVE DI | 35 | $199,376 | $22,500 |
| STEVEN GEORGE PO BOX 25537, FORT WAYNE, IN 46825 | VP OF FINANC Highest-paid employee | 35 | $146,529 | $8,861 |
| PATRICK BUESCHING PO BOX 25537, FORT WAYNE, IN 46825 | VP STRATEGIC Highest-paid employee | 35 | $119,392 | $30,000 |
| SUSAN ELIZABETH MENDENHALL PO BOX 25537, FORT WAYNE, IN 46825 | VP OF PROGRA Highest-paid employee | 35 | $106,126 | $10,953 |
| WHITNEY BANDEMER PO BOX 25537, FORT WAYNE, IN 46825 | CHAIR | 4 | $40,000 | $0 |
| GARY GATMAN P O BOX 25537, FORT WAYNE, IN 46825 | TRUSTEE | 4 | $27,500 | $0 |
| BRIAN EMERICK PO BOX 25537, FORT WAYNE, IN 46825 | SECRETARY | 4 | $27,500 | $0 |
| JOHN HAIFLEY PO BOX 25537, FORT WAYNE, IN 46825 | FINANCE CHAI | 4 | $27,500 | $0 |
| ASHLEY HARMAN PO BOX 25537, FORT WAYNE, IN 46825 | TRUSTEE | 4 | $27,500 | $0 |
| RODNEY STRACK PO BOX 25537, FORT WAYNE, IN 46825 | TRUSTEE | 4 | $27,500 | $0 |
| KRISTIN MARCUCCILLI PO BOX 25537, FORT WAYNE, IN 46825 | TRUSTEE | 4 | $27,500 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 25537, FORT WAYNE, IN 46825-0537
- Signed the 990-PF
- JOHN HAIFLEY, FINANCE CHAIR
- Phone
- (260) 212-1235
- Website
- DONWOODFOUNDATION.ORG
- Return prepared by
- BADEN GAGE & SCHROEDER 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
- 82-3518678
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $240,567,187
- Income (IRS master file)
- $35,051,568
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $8,380,824 | $11,688,817 | $240,567,187 | IRS |
| 990-PF | December 2023 | $6,930,188 | $11,937,407 | $229,858,493 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 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 82-3518678).
Questions about 8020 FOUNDATION TR
- What is the EIN of 8020 FOUNDATION TR?
- The employer identification number (EIN) of 8020 FOUNDATION TR is 82-3518678.
- Is 8020 FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to 8020 FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does 8020 FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of 8020 FOUNDATION TR 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 8020 FOUNDATION TR 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 8020 FOUNDATION TR?
- The 990-PF for the year ended December 31, 2024 lists 11 people; 11 received compensation from the organization, the highest $216,431 (LAURA MACKNICK, EXECUTIVE DI).
- How much revenue does 8020 FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,380,824, expenses of $11,688,817 and total assets of $240,567,187 at year end.
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