Tr U/W Marian W Ottley Watertown

Saint Louis, MO
Tax-exempt since March 1975
EIN: 58-6222005

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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

$1.03M (2025)

Expenses

$1.35M (2025)

Total Assets

$15.1M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 May
2025

Revenue

$1,034,429

Expenses

$1,350,728

Net Income

-$316,299

Net Assets

$15,105,197

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$410,514	39.7%
Sales of Assets	$598,148	57.8%
Other Income	$25,767	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,189,894	88.1%
Compensation of Officers*	$145,667	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,105,197
Total Liabilities	$0
Net Assets	$15,105,197

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$140,667	$0
Linda Merriman (Secretary)	$2,000	$0
Anne Fitzgerald (Committee Member)	$1,500	$0
Craig W Czarsty M D (Committee Member)	$1,500	$0

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990-PF

Filed on Oct. 6, 2025

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

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Schedules ▼

XML

Fiscal Year Ending May
2024

Revenue

$1,833,252

Expenses

$1,252,140

Net Income

$581,112

Net Assets

$15,204,413

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$400,207	21.8%
Sales of Assets	$1,423,053	77.6%
Other Income	$9,992	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,086,314	86.8%
Compensation of Officers*	$138,659	11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,204,413
Total Liabilities	$0
Net Assets	$15,204,413

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$134,659	$0
Linda Merriman (Secretary)	$2,000	$0
Anne Fitzgerald (Committee Member)	$1,000	$0
Craig W Czarsty M D (Committee Member)	$1,000	$0

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990-PF

Filed on Oct. 9, 2024

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

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XML

Fiscal Year Ending May
2023

Revenue

$1,445,698

Expenses

$1,273,783

Net Income

$171,915

Net Assets

$14,670,823

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$431,083	29.8%
Sales of Assets	$979,313	67.7%
Other Income	$35,302	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,140,741	89.6%
Compensation of Officers*	$135,301	10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,670,823
Total Liabilities	$0
Net Assets	$14,670,823

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$130,901	$0
Craig W Czarsty M D (Committee Member)	$3,000	$0
Anne Fitzgerald (Committee Member)	$700	$0
Linda Merriman (Secretary)	$700	$0

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990-PF

Filed on April 6, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending May
2022

Revenue

$1,199,642

Expenses

$1,366,941

Net Income

-$167,299

Net Assets

$13,713,326

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$460,614	38.4%
Sales of Assets	$710,195	59.2%
Other Income	$28,833	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,215,810	88.9%
Compensation of Officers*	$140,062	10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,713,326
Total Liabilities	$0
Net Assets	$13,713,326

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$139,762	$0
Anne Fitzgerald (Committee Member)	$100	$0
Linda Merriman (Secretary)	$100	$0
Craig W Czarsty M D (Committee Member)	$100	$0

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990-PF

Filed on April 8, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending May
2021

Revenue

$1,214,304

Expenses

$1,193,637

Net Income

$20,667

Net Assets

$13,859,442

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$285,721	23.5%
Sales of Assets	$875,019	72.1%
Other Income	$53,564	4.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,069,719	89.6%
Compensation of Officers*	$133,512	11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,859,442
Total Liabilities	$0
Net Assets	$13,859,442

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$131,112	$0
Linda Merriman (Secretary)	$2,000	$0
Anne Fitzgerald (Committee Member)	$200	$0
Craig W Czarsty M D (Committee Member)	$200	$0
M Hemingway Merriman Ii (Committee Member)	$0	$0

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990-PF

Filed on April 7, 2022

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

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XML

Fiscal Year Ending May
2020

Revenue

$490,457

Expenses

$1,042,180

Net Income

-$551,723

Net Assets

$13,839,631

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$391,761	79.9%
Sales of Assets	$95,266	19.4%
Other Income	$3,430	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$898,605	86.2%
Compensation of Officers*	$129,730	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,839,631
Total Liabilities	$0
Net Assets	$13,839,631

990-PF

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

PDF

Fiscal Year Ending May
2019

Revenue

$1,163,388

Expenses

$960,108

Net Income

$203,280

Net Assets

$14,390,343

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$408,779	35.1%
Sales of Assets	$745,427	64.1%
Other Income	$9,182	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$819,673	85.4%
Compensation of Officers*	$162,837	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,390,343
Total Liabilities	$0
Net Assets	$14,390,343

990-PF

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

PDF

Fiscal Year Ending May
2018

Revenue

$980,458

Expenses

$899,670

Net Income

$80,788

Net Assets

$14,227,532

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$377,313	38.5%
Sales of Assets	$566,124	57.7%
Other Income	$37,021	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$761,684	84.7%
Compensation of Officers*	$163,187	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,227,532
Total Liabilities	$0
Net Assets	$14,227,532

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$127,618	$0
Wells Fargo Bank (Trustee)	$33,269	$0
Linda Merriman (Secretary)	$2,000	$0
Anne Fitzgerald (Committee Member)	$200	$0
Craig W Czarsty M D (Committee Member)	$100	$0
M Hemingway Merriman Ii (Committee Member)	$0	$0

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990-PF

Filed on Oct. 24, 2018

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

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PDF XML

Fiscal Year Ending May
2017

Revenue

$460,683

Expenses

$920,307

Net Income

-$459,624

Net Assets

$14,164,175

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$333,532	72.4%
Sales of Assets	$102,374	22.2%
Other Income	$24,777	5.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$800,268	87.0%
Compensation of Officers*	$156,138	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,164,175
Total Liabilities	$0
Net Assets	$14,164,175

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$153,538	$0
Linda Merriman (Secretary)	$2,000	$0
M Hemingway Merriman Ii (Committee Member)	$200	$0
Anne Fitzgerald (Committee Member)	$200	$0
Craig W Czarsty M D (Committee Member)	$200	$0

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990-PF

Filed on Dec. 11, 2017

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

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Fiscal Year Ending May
2016

Revenue

$330,160

Expenses

$922,311

Net Income

-$592,151

Net Assets

$15,181,771

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$328,315	99.4%
Sales of Assets	-$15,546
Other Income	$17,391	5.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$775,296	84.1%
Compensation of Officers*	$157,399	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,181,771
Total Liabilities	$0
Net Assets	$15,181,771

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$154,799	$0
Linda Merriman (Secretary)	$2,000	$0
M Hemingway Merriman Ii (Committee Member)	$200	$0
Anne Fitzgerald (Committee Member)	$200	$0
Craig W Czarsty M D (Committee Member)	$200	$0

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990-PF

Filed on Sept. 23, 2016

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

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Fiscal Year Ending May
2015

Revenue

$1,208,733

Expenses

$920,097

Net Income

$288,636

Net Assets

$15,210,990

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$330,766	27.4%
Sales of Assets	$849,145	70.3%
Other Income	$28,822	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$774,385	84.2%
Compensation of Officers*	$130,059	14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,210,990
Total Liabilities	$0
Net Assets	$15,210,990

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$130,059	$0
M Hemingway Merriman Ii (Committee Member)	$0	$0
Anne Fitzgerald (Committee Member)	$0	$0
Linda Merriman (Secretary)	$0	$0
Craig W Czarsty M D (Committee Member)	$0	$0

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990-PF

Filed on Oct. 12, 2015

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

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Fiscal Year Ending May
2014

Revenue

$957,520

Expenses

$966,790

Net Income

-$9,270

Net Assets

$14,939,877

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$363,871	38.0%
Sales of Assets	$579,740	60.5%
Other Income	$13,909	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$800,295	82.8%
Compensation of Officers*	$138,387	14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,939,877
Total Liabilities	$0
Net Assets	$14,939,877

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$138,387	$0
M Hemingway Merriman Ii (Committee Member)	$0	$0
Anne Fitzgerald (Committee Member)	$0	$0
Linda Merriman (Secretary)	$0	$0
Craig W Czarsty M D (Committee Member)	$0	$0

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990-PF

Filed on Oct. 13, 2014

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

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Fiscal Year Ending May
2013

Revenue

$1,000,809

Expenses

$874,075

Net Income

$126,734

Net Assets

$14,942,339

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$426,039	42.6%
Sales of Assets	$574,770	57.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$730,267	83.5%
Compensation of Officers*	$165,330	18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,942,340
Total Liabilities	$1
Net Assets	$14,942,339

990-PF

Filed on Jan. 9, 2014

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

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PDF XML

Fiscal Year Ending May
2012

Revenue

$23,476

Expenses

$887,043

Net Income

-$863,567

Net Assets

$14,824,989

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$408,655	> 100%
Sales of Assets	$0
Other Income	$20,821	88.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$781,822	88.1%
Compensation of Officers*	$118,011	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,824,989
Total Liabilities	$0
Net Assets	$14,824,989

990-PF

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

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

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated January 26, 2026

Tr U/W Marian W Ottley Watertown

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.03M (2025)

Expenses $1.35M (2025)

Total Assets $15.1M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending May 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2013

Revenue

$1.03M (2025)

Expenses

$1.35M (2025)

Total Assets

$15.1M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending May
2025

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2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2010

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2009

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2008

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2002