Nonprofit · EIN 05-6040728
RICHARD WATERMAN TR UW
Tax-exempt · CRANSTON, RI 02910
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $105,255 | $112,941 | -$7,686 | $1,353,275 | $0 | $1,353,275 |
| December 31, 2024 | 990-PF | $110,678 | $115,675 | -$4,997 | $1,361,112 | $0 | $1,361,112 |
| December 31, 2023 | 990-PF | $122,761 | $121,675 | $1,086 | $1,494,052 | $100,000 | $1,394,052 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $71,842
- Interest
- $40
- Net gain from sales of assets
- $33,373
Expenses
- Grants and similar amounts paid
- $69,000
- Compensation of officers, directors and key employees
- $41,000
- Disbursements for charitable purposes
- $71,510
- Excise tax on investment income
- $1,287
Balance sheet and other
- Total assets, start of year
- $1,361,112
- Total assets, end of year
- $1,353,275
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,353,275
- Fair market value of assets
- $1,584,287
- Qualifying distributions
- $71,510
- Net investment income
- $105,255
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WALTER D WATERMAN III 1285 SWEETWATER COVE UNIT 2103, NAPLES, FL 34110 | PRINCIPAL MANAGER | 2 | $20,000 |
| HOLDEN T WATERMAN 1962 TURKEY HILL RD, NORTHFIELD, VT 05663 | TRUSTEE | 1 | $12,000 |
| DEBORAH RICCIO 1140 PLAINFIELD ST, JOHNSTON, RI 02919 | TRUSTEE | 1 | $6,000 |
| PRISCILLA WATERMAN PAVEL PO BOX 295, WEST CORNWALL, CT 067960295 | TRUSTEE | 1 | $3,000 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WALTER D WATERMAN III 1285 SWEETWATER COVE UNIT 2103, NAPLES, FL 34110 | PRINCIPAL MANAGER | 2 | $20,000 |
| HOLDEN T WATERMAN 13101 HAMILTON HARBOR DRIVE Q5, NAPLES, FL 34110 | TRUSTEE | 1 | $12,000 |
| PRISCILLA WATERMAN PAVEL PO BOX 295, WEST CORNWALL, CT 067960295 | TRUSTEE | 1 | $12,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WALTER D WATERMAN III 1285 SWEETWATER COVE UNIT 2103, NAPLES, FL 34110 | PRINCIPAL MANAGER | 2 | $22,000 |
| HOLDEN T WATERMAN 13101 HAMILTON HARBOR DRIVE Q5, NAPLES, FL 34110 | TRUSTEE | 1 | $14,000 |
| PRISCILLA WATERMAN PAVEL PO BOX 295, WEST CORNWALL, CT 067960295 | TRUSTEE | 1 | $14,000 |
Address and contacts
- Address (IRS master file)
- 67 BRIARCLIFFE RD, CRANSTON, RI 02910-4813
- In care of
- % W WATERMAN III
- Signed the 990-PF
- WALTER WATERMAN III, PRINCIPAL MANAGER
- Phone
- (401) 529-8323
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 05-6040728
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1972
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,353,275
- Income (IRS master file)
- $170,506
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $105,255 | $112,941 | $1,353,275 | IRS |
| 990-PF | December 2024 | $110,678 | $115,675 | $1,361,112 | IRS |
| 990-PF | December 2023 | $122,761 | $121,675 | $1,494,052 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 05-6040728).
Questions about RICHARD WATERMAN TR UW
- What is the EIN of RICHARD WATERMAN TR UW?
- The employer identification number (EIN) of RICHARD WATERMAN TR UW is 05-6040728.
- Is RICHARD WATERMAN TR UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to RICHARD WATERMAN TR UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICHARD WATERMAN TR UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD WATERMAN TR UW due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RICHARD WATERMAN TR UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of RICHARD WATERMAN TR UW?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $20,000 (WALTER D WATERMAN III, PRINCIPAL MANAGER).
- How much revenue does RICHARD WATERMAN TR UW have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $105,255, expenses of $112,941 and total assets of $1,353,275 at year end.
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