Wood Family Charitable Trust
Wood Family Charitable Trust is a private foundation based in Dallas, Texas. Its 2025 filing reports grants to recipients in Vale, Oregon, including support for school technology, community facilities, and local projects.
Wood Family Charitable Trust at a glance
In short: Wood Family Charitable Trust gave $127K across 19 grants in 2025 (avg $7K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $126,964
- -6.3% vs 2024
- Grants made (2025)
- 19
- +46.2% vs 2024
- Average grant
- $6,682
- -35.9% vs 2024
- Median grant
- $8,000
- Total assets
- $2,934,604
- +3.7% vs 2024
- Primary geography
- Oregon (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Wood Family Charitable Trust
- How to Apply
-
The 2024 filing directs applicants to apply online and lists Bank of America N.A. – Jan Jacobs as the contact. It gives separate guidelines for the organization and scholarship applicant categories described above.
- Review Cycle
- The 2024 filing lists March 1.
- Deadline
- The 2024 filing lists March 1.
- Contact
Application contact: Bank Of America N A - Jan Jacobs
Mailing address: 4004 Kruse Way Pl Fl 2, Lake Oswego, OR 97035
Phone: (206) 358-2494
Email: wa.grantmaking@bofa.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Wood Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Vale School District #84 ($53K across 8 grants). Together the top 6 received $127K.
Grant Size Distribution
80 grants across all recorded years
The most common grant size was under $50K: 79 grants of 80 (99%).
Geographic Focus
Where this funder awards grants
All grant dollars itemized for 2025 went to recipients in Oregon. The 2024 filing’s application restrictions refer to 501(c)(3) organizations serving Vale, Oregon, and the surrounding area, and scholarship applicants who graduated from Vale Union High School.
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
Cities
How Wood Family Charitable Trust gives
- Giving fell 22% from 2022 to 2025. Method
- In 2025 it paid out 90% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $120K (2021) to $162K (2022). In 2025 it made 19 grants totaling $127K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Vale School District #84 Vale, OR | Wood Family Student | $10,000 |
| Vale School District #84 Vale, OR | Chromebooks for Social | $10,000 |
| Vale Pantry Vale, OR | Capital Project for New | $10,000 |
| City of Vale Vale, OR | Vehicle Crash Stie Tools | $10,000 |
| Vale Senior Citizen Center Inc Vale, OR | For Kitchen Renovations | $10,000 |
| City of Vale Vale, OR | Pool Lifguard Stand | $9,000 |
| Vale School District #84 Vale, OR | Computers for Classroom | $9,000 |
| Vale Heritage Reflections Mural Society Vale, OR | Vale Heritage Mural | $8,000 |
| Vale School District #84 Vale, OR | Chromebooks for Math | $8,000 |
| St Patrick's Catholic Church Vale, OR | Capital Improvements of | $8,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,934,604 | $283,509 | $189,681 | $126,964 | 19 | $155,377 | $247,630 | $173,408 |
| 2024 | $2,830,434 | $106,650 | $191,567 | $135,490 | 13 | $161,579 | $69,074 | $163,082 |
| 2023 | $2,822,509 | $-4,850 | $189,846 | $124,400 | 13 | $149,043 | $36,061 | $151,523 |
| 2022 | $2,960,743 | $568,807 | $222,027 | $161,757 | 19 | $188,685 | $534,953 | $159,969 |
| 2021 | $3,092,532 | $192,207 | $180,801 | $119,805 | 16 | — | $161,341 | $176,582 |
Under IRS private-foundation payout rules, Wood Family Charitable Trust reported a distributable amount of $173K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Grantmaking
In 2025, the trust reported 19 grants totaling $126,964. Grant amounts ranged from $764 to $10,000, with a median of $8,000. The largest reported grants included $10,000 to Vale School District #84 for “WOOD FAMILY STUDENT,” $10,000 to Vale Pantry for a capital project, and $10,000 to the City of Vale for “VEHICLE CRASH STIE TOOLS.” Other reported grants included $10,000 to Vale Senior Citizen Center Inc. for kitchen renovations and $9,000 to the City of Vale for a pool lifeguard stand.
The trust’s 2024 filing says it does not restrict giving to preselected organizations. It lists an online application process and separate guidelines for 501(c)(3) organizations serving Vale, Oregon, and the surrounding area, and for scholarship applicants who graduated from Vale Union High School.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America as trustee.
Wood Family 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
$43K (2022) → $46K (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
The highest reported compensation on the 2025 filing was $46K, to Bank of America (Trustee).
Frequently asked questions about Wood Family Charitable Trust
How much does Wood Family Charitable Trust give each year?
Wood Family Charitable Trust gave $127K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $135K across 13 grants.
What is Wood Family Charitable Trust's typical grant size?
Wood Family Charitable Trust's median grant in 2025 was $8,000, and its average grant was $6,682, across 19 grants on its 2025 IRS Form 990-PF.
Where does Wood Family Charitable Trust give grants?
Wood Family Charitable Trust gives mostly in Oregon: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Vale, OR (19 grants).
Does Wood Family Charitable Trust give general operating support?
Not in 2025: none of the 19 grants with a stated purpose on Wood Family Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.
Who are Wood Family Charitable Trust's largest grantees?
Wood Family Charitable Trust's largest 2025 grantees include Vale School District #84 ($53,464 across 8 grants), City of Vale ($37,500 across 7 grants) and Vale Pantry ($10,000), according to its 2025 IRS Form 990-PF. Together they received 80% of its itemized 2025 grant dollars.
How large is Wood Family Charitable Trust?
Wood Family Charitable Trust reported $2.9M in total assets on its 2025 IRS Form 990-PF. It paid out $155K in qualifying distributions that year, against a required minimum of $173K (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.
How do I apply for a grant from Wood Family Charitable Trust?
The 2024 filing directs applicants to apply online and lists Bank of America N.A. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Wood Family Charitable Trust's EIN?
Wood Family Charitable Trust's EIN (Employer Identification Number) is 59-7274218. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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Figures come from Wood Family Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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