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Nonprofit · EIN 20-2516951

WOODFOREST CHARITABLE FOUNDATION

Tax-exempt · THE WOODLANDS, TX 77380

Financials

$10.4M$9.5M2023$21.3M$4.8M2024
Revenue Expenses · by fiscal year end
Financials of WOODFOREST CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$21,300,897$4,840,117$16,460,780$146,550,332$3,212,794$143,337,538
December 31, 2023990-PF$10,404,698$9,472,426$932,272$133,212,930$4,750,905$128,462,025
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$7,430,971
Dividends
$1,075,157
Interest
$352,187
Net gain from sales of assets
$11,728,022
Other income
$714,560

Expenses

Grants and similar amounts paid
$3,948,050
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$5,836,935
Excise tax on investment income
$168,670

Balance sheet and other

Total assets, start of year
$133,212,930
Total assets, end of year
$146,550,332
Total liabilities, end of year
$3,212,794
Net assets, end of year
$143,337,538
Fair market value of assets
$151,477,425
Qualifying distributions
$5,836,935
Net investment income
$13,689,881

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.

NameTitleHours / weekCompensation
ROBERT MARLING JR
1330 LAKE ROBINS CIR STE 150, THE WOODLANDS, TX 77380
PRESIDENT2$0
KIM MARLING
1330 LAKE ROBINS CIR STE 150, THE WOODLANDS, TX 77380
EXECUTIVE VICE PRESIDENT30$0
VICKI RICHMOND
1330 LAKE ROBINS CIR STE 150, THE WOODLANDS, TX 77380
SECRETARY10$0
CHARLES MARLING
1330 LAKE ROBINS CIR STE 150, THE WOODLANDS, TX 77380
TREASURER10$0
GEORGE SOWERS
1330 LAKE ROBINS CIR STE 150, THE WOODLANDS, TX 77380
DIRECTOR10$0
TAYLOR DIO
1330 LAKE ROBINS CIR STE 150, THE WOODLANDS, TX 77380
ADVISORY DIRECTOR10$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
Robert Marling Jr
1330 Lake Robbins Cir Ste 150, The Woodlands, TX 77380
President2$0
Kim Marling
1330 Lake Robbins Cir Ste 150, The Woodlands, TX 77380
Executive Vice President30$0
Vicki Richmond
1330 Lake Robbins Cir Ste 150, The Woodlands, TX 77380
Secretary10$0
Charles Marling
1330 Lake Robbins Cir Ste 150, The Woodlands, TX 77380
Treasurer10$0
George Sowers
1330 Lake Robbins Cir Ste 150, The Woodlands, TX 77380
Director10$0
Taylor Dio
1330 Lake Robbins Cir Ste 150, The Woodlands, TX 77380
Advisory Director10$0

Address and contacts

Address (IRS master file)
1330 LAKE ROBBINS DR STE 150, THE WOODLANDS, TX 77380-3268
In care of
% VICKI RICHMOND
Signed the 990-PF
CHARLES MARLING, TREASURER
Phone
(281) 288-1788
Return prepared by
A STRONG CPA

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-2516951
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
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$146,550,332
Income (IRS master file)
$67,497,952

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$21,300,897$4,840,117$146,550,332XML
990-TDecember 2024–––IRS
990-PFDecember 2023$10,404,698$9,472,426$133,212,930XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 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 20-2516951).

Questions about WOODFOREST CHARITABLE FOUNDATION

What is the EIN of WOODFOREST CHARITABLE FOUNDATION?
The employer identification number (EIN) of WOODFOREST CHARITABLE FOUNDATION is 20-2516951.
Is WOODFOREST CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to WOODFOREST CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WOODFOREST CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WOODFOREST CHARITABLE FOUNDATION 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 WOODFOREST CHARITABLE FOUNDATION 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 WOODFOREST CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does WOODFOREST CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $21,300,897, expenses of $4,840,117 and total assets of $146,550,332 at year end.

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