Nonprofit · EIN 82-3847309
WOOD AND DONNA HERREN CHARITABLE TRUST
Tax-exempt · MOUNTAIN BRK, AL 35223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $86,646 | $66,578 | $20,068 | $210,915 | $0 | $210,915 |
| December 31, 2022 | 990-PF | $69,282 | $40,287 | $28,995 | $188,756 | $0 | $188,756 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $70,000
- Dividends
- $5,355
- Interest
- $14
- Net gain from sales of assets
- $11,277
Expenses
- Grants and similar amounts paid
- $66,578
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $66,578
- Excise tax on investment income
- $231
Balance sheet and other
- Total assets, start of year
- $190,732
- Total assets, end of year
- $210,915
- Total liabilities, end of year
- $0
- Net assets, end of year
- $210,915
- Fair market value of assets
- $210,915
- Qualifying distributions
- $66,578
- Net investment income
- $16,646
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Wood Herren 215 Annandale Crescent, Birmingham, AL 35223 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| K Wood Herren 215 Annandale Crescent, Birmingham, AL 35223 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 215 ANNANDALE CRES, MOUNTAIN BRK, AL 35223-2901
- In care of
- % K WOOD HERREN
- Signed the 990-PF
- K Wood Herren, Trustee
- Phone
- (205) 521-8000
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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 82-3847309
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $210,915
- Income (IRS master file)
- $133,891
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $86,646 | $66,578 | $210,915 | IRS |
| 990-PF | December 2022 | $69,282 | $40,287 | $188,756 | XML |
| 990-PF | 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 82-3847309).
Questions about WOOD AND DONNA HERREN CHARITABLE TRUST
- What is the EIN of WOOD AND DONNA HERREN CHARITABLE TRUST?
- The employer identification number (EIN) of WOOD AND DONNA HERREN CHARITABLE TRUST is 82-3847309.
- Is WOOD AND DONNA HERREN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to WOOD AND DONNA HERREN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WOOD AND DONNA HERREN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WOOD AND DONNA HERREN CHARITABLE TRUST 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 WOOD AND DONNA HERREN CHARITABLE TRUST 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 WOOD AND DONNA HERREN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does WOOD AND DONNA HERREN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $86,646, expenses of $66,578 and total assets of $210,915 at year end.
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