Philip M Waterman Foundation Inc

New York, NY
Tax-exempt since Aug. 1954
EIN: 13-6059475

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$18.8k (2024)

Expenses

$37.6k (2024)

Total Assets

$30k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending April
2024

Revenue

$18,764

Expenses

$37,567

Net Income

-$18,803

Net Assets

$30,019

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,302	12.3%
Sales of Assets	$16,462	87.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,076	98.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,019
Total Liabilities	$0
Net Assets	$30,019

Compensation

Key Employees and Officers	Compensation	Other
Jane Waterman (President)	$0	$0
Philip Waterman (Treasurer)	$0	$0

990-PF

Filed on July 29, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2023

Revenue

$35,299

Expenses

$35,422

Net Income

-$123

Net Assets

$48,821

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,113	11.7%
Sales of Assets	$31,186	88.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,340	99.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$48,821
Total Liabilities	$0
Net Assets	$48,821

Compensation

Key Employees and Officers	Compensation	Other
Jane Waterman (President)	$0	$0
Philip Waterman (Treasurer)	$0	$0

990-PF

Filed on Sept. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2022

Revenue

$5,971

Expenses

$7,921

Net Income

-$1,950

Net Assets

$48,944

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,436	74.3%
Sales of Assets	$1,535	25.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,375	93.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$48,944
Total Liabilities	$0
Net Assets	$48,944

Compensation

Key Employees and Officers	Compensation	Other
Jane Waterman (President)	$0	$0
Philip Waterman (Treasurer)	$0	$0

990-PF

Filed on Sept. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending April
2021

Revenue

$39,090

Expenses

$48,316

Net Income

-$9,226

Net Assets

$50,893

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,082	5.3%
Interest Revenue	$2	0.0%
Dividends	$5,686	14.5%
Sales of Assets	$31,320	80.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,659	96.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$50,894
Total Liabilities	$1
Net Assets	$50,893

Compensation

Key Employees and Officers	Compensation	Other
Jane Waterman (President)	$0	$0
Philip M Waterman Iii (Treasurer)	$0	$0

990-PF

Filed on Nov. 2, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2020

Revenue

-$4,484

Expenses

$42,650

Net Income

-$47,134

Net Assets

$60,119

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,016
Interest Revenue	$12
Dividends	$6,580
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,062	96.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$60,120
Total Liabilities	$1
Net Assets	$60,119

Compensation

Key Employees and Officers	Compensation	Other
Jane Waterman (President)	$0	$0
Philip M Waterman Iii (Secretary)	$0	$0

990-PF

Filed on Sept. 25, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2019

Revenue

$9,891

Expenses

$5,117

Net Income

$4,774

Net Assets

$107,254

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,018	20.4%
Interest Revenue	$17	0.2%
Dividends	$7,856	79.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,715	72.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$107,254
Total Liabilities	$0
Net Assets	$107,254

Compensation

Key Employees and Officers	Compensation	Other
Jane Waterman (President)	$0	$0
Philip M Waterman Iii (Secretary)	$0	$0

990-PF

Filed on Oct. 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2018

Revenue

$7,443

Expenses

$7,730

Net Income

-$287

Net Assets

$102,480

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,443	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,292	81.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$102,480
Total Liabilities	$0
Net Assets	$102,480

Compensation

Key Employees and Officers	Compensation	Other
Philip M Waterman Iii (Vice President)	$0	$0
Jane Waterman (Vice President)	$0	$0

990-PF

Filed on March 4, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2017

Revenue

$8,960

Expenses

$6,802

Net Income

$2,158

Net Assets

$102,767

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,894	21.1%
Interest Revenue	$0
Dividends	$7,066	78.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,357	78.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$102,767
Total Liabilities	$0
Net Assets	$102,767

Compensation

Key Employees and Officers	Compensation	Other
Philip M Waterman Jr (Vice President)	$0	$0
Jane Waterman (Secretary)	$0	$0

990-PF

Filed on Aug. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2016

Revenue

$6,696

Expenses

$15,665

Net Income

-$8,969

Net Assets

$100,608

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,696	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,700	87.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$100,608
Total Liabilities	$0
Net Assets	$100,608

Compensation

Key Employees and Officers	Compensation	Other
Philip M Waterman Jr (Vice President)	$0	$0
Jane Waterman (Secretary)	$0	$0

990-PF

Filed on Aug. 1, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2015

Revenue

$148,209

Expenses

$77,086

Net Income

$71,123

Net Assets

$109,577

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$144,414	97.4%
Interest Revenue	$0
Dividends	$4,231	2.9%
Sales of Assets	-$436
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,507	96.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$109,577
Total Liabilities	$0
Net Assets	$109,577

Compensation

Key Employees and Officers	Compensation	Other
Philip M Waterman Jr (Vice President)	$0	$0
Jane Waterman (Secretary)	$0	$0

990-PF

Filed on July 1, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2014

Revenue

$41,654

Expenses

$9,725

Net Income

$31,929

Net Assets

$38,454

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$36,008	86.4%
Interest Revenue	$0
Dividends	$2,879	6.9%
Sales of Assets	$2,767	6.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,875	81.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$38,454
Total Liabilities	$0
Net Assets	$38,454

Compensation

Key Employees and Officers	Compensation	Other
Philip M Waterman Jr (Vice President)	$0	$0
Jane Waterman (Secretary)	$0	$0

990-PF

Filed on Sept. 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2013

Revenue

$7,468

Expenses

$8,007

Net Income

-$539

Net Assets

$6,524

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	67.0%
Interest Revenue	$0
Dividends	$2,468	33.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,245	78.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,525
Total Liabilities	$1
Net Assets	$6,524

990-PF

Filed on Nov. 14, 2013

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending April
2012

Revenue

$7,178

Expenses

$7,784

Net Income

-$606

Net Assets

$7,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	69.7%
Interest Revenue	$0
Dividends	$2,178	30.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,045	77.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,064
Total Liabilities	$1
Net Assets	$7,063

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2011

Revenue

$1,970

Expenses

$75,850

Net Income

-$73,880

Net Assets

$7,670

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$82	4.2%
Dividends	$1,888	95.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,565	90.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,670
Total Liabilities	$0
Net Assets	$7,670

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Philip M Waterman Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $18.8k (2024)

Expenses $37.6k (2024)

Total Assets $30k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending April 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$18.8k (2024)

Expenses

$37.6k (2024)

Total Assets

$30k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending April
2024

Fiscal Year Ending April
2023

Fiscal Year Ending April
2022

Fiscal Year Ending April
2021

Fiscal Year Ending April
2020

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2019

Fiscal Year Ending April
2018

Fiscal Year Ending April
2017

Fiscal Year Ending April
2016

Fiscal Year Ending April
2015

Fiscal Year Ending April
2014

Fiscal Year Ending April
2013

Fiscal Year Ending April
2012

Fiscal Year Ending April
2011

Fiscal Year Ending April
2010

Fiscal Year Ending April
2009

Fiscal Year Ending April
2008

Fiscal Year Ending April
2007

Fiscal Year Ending April
2006

Fiscal Year Ending April
2005

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2004

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2003

Fiscal Year Ending April
2002