Beatrice Woodman Charitable Trust

Private foundation · Grantmaker 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 grant totaling $27K. Net investment income was $40K.

Key facts about Beatrice Woodman Charitable Trust

In short: Beatrice Woodman Charitable Trust gave $27K across 1 grant in 2025 (avg $27K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
01-6035744
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$26,578
Grants made (2025)
1
Average grant
$26,578
Median grant
$26,578
Total assets
$506,063
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$506K

+1.9% YoY

Annual Giving

$27K

+15.0% YoY

Grant Count

1

+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.

How Beatrice Woodman Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (+13%). Method
  • In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

Cities

Boston

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $23K (2024) to $27K (2025). In 2025 it made 1 grant totaling $27K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Trustees of Boston University: $27KTrustees of Boston University$27K

The largest 2025 recipient was Trustees of Boston University ($27K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Trustees of Boston University Boston, MAUnrestricted General$26,578

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2021 2022 2023 2024 2025
Metric202520242023
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Beatrice Woodman Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2022

    1 hr/week

    $9K (2022) → $9K (2025)

Former officers (1)
  • Former: Bank Of America N A (2021) — Trustee

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $9KBank of AmericaTrustee$9K

The highest reported compensation on the 2025 filing was $9K, to Bank of America (Trustee).

Frequently asked questions about Beatrice Woodman Charitable Trust

How much does Beatrice Woodman Charitable Trust give each year?

Beatrice Woodman Charitable Trust gave $27K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $23K across 1 grant.

How large is Beatrice Woodman Charitable Trust?

Beatrice Woodman Charitable Trust reported $506K in total assets on its 2025 IRS Form 990-PF. It paid out $31K in qualifying distributions that year, against a required minimum of $30K (roughly 5% of its investment assets).

Where does Beatrice Woodman Charitable Trust operate?

Beatrice Woodman Charitable Trust has awarded grants in Massachusetts.

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.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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