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Nonprofiteer
← ANNA R WATERMAN TRUST U W 001018-01

Form 990 for tax year 2025

Filed by ANNA R WATERMAN TRUST U W 001018-01.

Totals

Total revenue
$308,544
Total expenses
$206,685
Contributions and grants received
$0
Grants paid
$171,871
Program service revenue
$0
Investment income
$308,544
Other revenue
$0
Total assets, end of year
$5,544,157
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$5,544,157
Program services expenses (Part IX)
$171,871
Management and general expenses
$34,814
Fundraising expenses
$0
Program service expenses (Part III)
$171,871

Program services were 83.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $206,258 · excluded $206,258

  • 7a · Gross sales of assets other than inventory

    securities $269,774

  • 7b · Less cost or other basis and sales expenses

    securities $167,488

  • 7c · Gain or loss

    securities $102,286

  • 7d · Net gain or loss

    total $102,286

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $171,871 · program services $171,871

  • 5 · Compensation of officers, directors and key employees

    total $33,314 · management and general $33,314

  • 11c · Fees: accounting

    total $1,500 · management and general $1,500

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $619,552 · end of year $116,391

  • 11 · Investments: publicly traded securities

    beginning of year $4,822,222 · end of year $5,427,766

  • 31 · Retained earnings, endowment or other funds

    beginning of year $5,441,774 · end of year $5,544,157

Listed in Part VII

  • BOKFNA

    TRUSTEE

    Total calculated
    $33,314
    From this org
    $33,314
    From related orgs
    $0
    Other
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
30 April 2026
IRS schema version
2025v4.0
Source object
202611279349303771

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