Beatrice Woodman Charitable Trust

DALLAS, TX EIN: 01-6035744

Beatrice Woodman Charitable Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $506K in total assets. In 2025, it awarded 1 grants totaling $27K. Net investment income was $40K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$506K

+1.9% YoY

Annual Giving

$27K

+15.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$27K

+15.0% YoY

Under IRS private-foundation payout rules, Beatrice Woodman Charitable Trust reported a distributable amount of $30K for 2025 — the minimum it must pay out in qualifying distributions.

About Beatrice Woodman Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $125K (100%)

States

Massachusetts

Cities

Boston

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$506,063	$496,866	$496,362
Revenue	$47,198	$18,487	$-6,158
Expenses	$37,405	$32,912	$37,778
Qualifying Distributions	$30,516	$26,765	$29,631
Net Investment Income	$40,015	$10,960	$5,282
Distributable Amount	$29,828	$27,917	$26,236

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Trustees of Boston University ($26,578).

Recipient	Purpose	Amount
TRUSTEES OF BOSTON UNIVERSITY BOSTON, MA	UNRESTRICTED GENERAL	$26,578

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$8,595

Frequently Asked Questions

How large is Beatrice Woodman Charitable Trust?

As of 2025, Beatrice Woodman Charitable Trust holds $506K in total assets with $47K in annual revenue. It awarded 1 grants totaling $27K in 2025.

Where does Beatrice Woodman Charitable Trust operate?

Beatrice Woodman Charitable Trust has awarded grants in Massachusetts.

What size grants does Beatrice Woodman Charitable Trust award?

In 2025, Beatrice Woodman Charitable Trust awarded 1 grants totaling $27K — an average of about $27K per grant, based on its IRS Form 990 filings.

How much is Beatrice Woodman Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Beatrice Woodman Charitable Trust reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Beatrice Woodman Charitable Trust's EIN?

Beatrice Woodman Charitable Trust's EIN (Employer Identification Number) is 01-6035744. IRS Form 990 filing data is available on this page for 2021–2025.