Nonprofit · EIN 26-4041873
DR JAMES M WOODARD AND MABEL WOODARD TRUST
Tax-exempt · AURORA, NE 68818
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $79,948 | $54,638 | $25,310 | $784,793 | $0 | $784,793 |
| December 31, 2024 | 990-PF | $30,116 | $49,924 | -$19,808 | $759,483 | $0 | $759,483 |
| December 31, 2023 | 990-PF | $56,520 | $48,224 | $8,296 | $779,291 | $0 | $779,291 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $18,536
- Interest
- $13,881
- Net gain from sales of assets
- $47,531
Expenses
- Grants and similar amounts paid
- $44,358
- Compensation of officers, directors and key employees
- $9,255
- Disbursements for charitable purposes
- $53,613
- Excise tax on investment income
- $436
Balance sheet and other
- Total assets, start of year
- $759,483
- Total assets, end of year
- $784,793
- Total liabilities, end of year
- $0
- Net assets, end of year
- $784,793
- Fair market value of assets
- $1,212,772
- Qualifying distributions
- $53,613
- Net investment income
- $32,417
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 |
|---|---|---|---|
| HERITAGE BANK 1101 12TH STREET, AURORA, NE 68818 | TRUSTEE | 0 | $9,255 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HERITAGE BANK 1101 12TH STREET, AURORA, NE 68818 | TRUSTEE | 0 | $8,898 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HERITAGE BANK 1101 12TH STREET, AURORA, NE 68818 | TRUSTEE | 0 | $8,173 |
Address and contacts
- Address (IRS master file)
- 1101 12TH ST, AURORA, NE 68818-2005
- In care of
- % HERITAGE BANK
- Signed the 990-PF
- HERITAGE BANK, TRUSTEE
- Phone
- (402) 694-3136
- Return prepared by
- BANGS & STEWART CPAS 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 | 990-PF 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
- 26-4041873
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $784,793
- Income (IRS master file)
- $122,417
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $79,948 | $54,638 | $784,793 | IRS |
| 990-PF | December 2024 | $30,116 | $49,924 | $759,483 | IRS |
| 990-PF | December 2023 | $56,520 | $48,224 | $779,291 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 26-4041873).
Questions about DR JAMES M WOODARD AND MABEL WOODARD TRUST
- What is the EIN of DR JAMES M WOODARD AND MABEL WOODARD TRUST?
- The employer identification number (EIN) of DR JAMES M WOODARD AND MABEL WOODARD TRUST is 26-4041873.
- Is DR JAMES M WOODARD AND MABEL WOODARD TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to DR JAMES M WOODARD AND MABEL WOODARD TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DR JAMES M WOODARD AND MABEL WOODARD TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DR JAMES M WOODARD AND MABEL WOODARD 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 DR JAMES M WOODARD AND MABEL WOODARD 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 DR JAMES M WOODARD AND MABEL WOODARD TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,255 (HERITAGE BANK, TRUSTEE).
- How much revenue does DR JAMES M WOODARD AND MABEL WOODARD TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $79,948, expenses of $54,638 and total assets of $784,793 at year end.
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