Dr James M Woodard and Mabel Woodard Trust
Dr James M Woodard and Mabel Woodard Trust is a private foundation, based in Aurora, NE. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $785K in total assets. In 2025, it awarded 9 grants totaling $44K. Net investment income was $31K.
Key facts about Dr James M Woodard and Mabel Woodard Trust
In short: Dr James M Woodard and Mabel Woodard Trust gave $44K across 9 grants in 2025 (avg $5K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.
- EIN
- 26-4041873
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $44,358
- Grants made (2025)
- 9
- Average grant
- $4,929
- Median grant
- $2,000
- Total assets
- $784,793
- Primary geography
- Nebraska (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$785K
+3.3% YoY
Annual Giving
$44K
+14.3% YoY
Grant Count
9
+125.0% YoY
Avg Grant Size
$5K
-49.2% YoY
Under IRS private-foundation payout rules, Dr James M Woodard and Mabel Woodard Trust reported a distributable amount of $57K for 2025 — the minimum it must pay out in qualifying distributions.
How Dr James M Woodard and Mabel Woodard Trust gives
- Giving held roughly steady from 2022 to 2025 (+5%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $36K (2020) to $44K (2025). In 2025 it made 9 grants totaling $44K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 29 grants of 29 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 9 grants to individuals Recipients not named | — | $44,358 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $784,793 | $759,483 | $779,291 |
| Revenue | $79,948 | $30,116 | $56,520 |
| Expenses | $54,638 | $49,924 | $48,224 |
| Qualifying Distributions | $53,613 | $47,715 | $47,235 |
| Net Investment Income | $31,392 | $27,907 | $55,531 |
| Distributable Amount | $56,856 | $53,464 | $47,546 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 26, 2020)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Dr James M Woodard and Mabel Woodard Trust's only listed officer is Heritage Bank Trustee, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Heritage Bank Trustee
Trustee
On filings since 2019
$9K (2019) → $9K (2025)
Data from IRS Form 990 filings, 2019–2025. "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
The highest reported compensation on the 2025 filing was $9K, to Heritage Bank (Trustee).
Frequently asked questions about Dr James M Woodard and Mabel Woodard Trust
How much does Dr James M Woodard and Mabel Woodard Trust give each year?
Dr James M Woodard and Mabel Woodard Trust gave $44K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $39K across 4 grants.
What is Dr James M Woodard and Mabel Woodard Trust's typical grant size?
Dr James M Woodard and Mabel Woodard Trust's median grant in 2025 was $2,000, and its average grant was $4,929, across 9 grants on its 2025 IRS Form 990-PF.
Where does Dr James M Woodard and Mabel Woodard Trust give grants?
Dr James M Woodard and Mabel Woodard Trust gives mostly in Nebraska: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Dr James M Woodard and Mabel Woodard Trust give general operating support?
Not in 2025: none of the 9 grants with a stated purpose on Dr James M Woodard and Mabel Woodard Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (4 grants).
How large is Dr James M Woodard and Mabel Woodard Trust?
Dr James M Woodard and Mabel Woodard Trust reported $785K in total assets on its 2025 IRS Form 990-PF. It paid out $54K in qualifying distributions that year, against a required minimum of $57K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Dr James M Woodard and Mabel Woodard Trust's EIN?
Dr James M Woodard and Mabel Woodard Trust's EIN (Employer Identification Number) is 26-4041873. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Dr James M Woodard and Mabel Woodard Trust by hand.
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