Nonprofit · EIN 52-6625707
ANNA R WATERMAN TRUST U W 001018-01
Tax-exempt · TULSA, OK 74101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $308,544 | $206,685 | $101,859 | $5,544,157 | $0 | $5,544,157 |
| December 31, 2024 | 990 | $254,223 | $186,351 | $67,872 | $5,441,774 | $0 | $5,441,774 |
| December 31, 2023 | 990 | $176,233 | $298,837 | -$122,604 | $5,380,853 | $0 | $5,380,853 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $308,544
- Net gain from sales of assets
- $102,286
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $171,871
- Compensation of officers, directors and key employees
- $33,314
- Salaries, compensation and benefits (total)
- $33,314
- Professional fundraising fees
- $0
- Accounting fees
- $1,500
- Program services (functional)
- $171,871
- Management and general (functional)
- $34,814
Balance sheet and other
- Total assets, start of year
- $5,441,774
- Total assets, end of year
- $5,544,157
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,544,157
- Publicly traded securities
- $5,427,766
- Gross receipts
- $476,032
- Employees
- 0
- Year formed
- 1939
- State of legal domicile
- DC
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOKFNA | TRUSTEE Trustee or director | – | $33,314 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOKFNA | TRUSTEE Trustee or director | – | $31,057 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOKFNA | TRUSTEE Trustee or director | – | $28,171 |
Address and contacts
- Address (IRS master file)
- PO BOX 1620, TULSA, OK 74101-1620
- In care of
- % PNC BANK NA TTEE
- Signed the 990
- BOKF NA TRUSTEE, VICE PRESIDENT
Mission
SUPPORT FOR THE WATERMAN FUND C/O THE DENVER BAR ASSOCIATION
Program accomplishments
- SUPPORT FOR THE WATERMAN FUND C/O THE DENVER BAR ASSOCIATIONExpenses $171,871 · grants $171,871
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-6625707
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1973
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,544,157
- Income (IRS master file)
- $476,032
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $308,544 | $206,685 | $5,544,157 | IRS |
| 990 | December 2024 | $254,223 | $186,351 | $5,441,774 | IRS |
| 990 | December 2023 | $176,233 | $298,837 | $5,380,853 | XML |
| 990 | December 2022 | $228,750 | $61,582 | $5,508,327 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 52-6625707).
Questions about ANNA R WATERMAN TRUST U W 001018-01
- What is the EIN of ANNA R WATERMAN TRUST U W 001018-01?
- The employer identification number (EIN) of ANNA R WATERMAN TRUST U W 001018-01 is 52-6625707.
- Is ANNA R WATERMAN TRUST U W 001018-01 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to ANNA R WATERMAN TRUST U W 001018-01 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ANNA R WATERMAN TRUST U W 001018-01 file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ANNA R WATERMAN TRUST U W 001018-01 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 ANNA R WATERMAN TRUST U W 001018-01 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of ANNA R WATERMAN TRUST U W 001018-01?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $33,314 (BOKFNA, TRUSTEE).
- How much revenue does ANNA R WATERMAN TRUST U W 001018-01 have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $308,544, expenses of $206,685 and total assets of $5,544,157 at year end.
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