Nonprofit · EIN 22-3125086
WATERMAN FOUNDATION INC
Tax-exempt · NAPLES, FL 34102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2026 | 990-PF | $372,591 | $75,808 | $296,783 | $1,267,760 | $0 | $1,267,760 |
| July 31, 2025 | 990-PF | $49,591 | $52,261 | -$2,670 | $970,977 | $0 | $970,977 |
| July 31, 2024 | 990-PF | $27,264 | $80,510 | -$53,246 | $980,806 | $0 | $980,806 |
| July 31, 2023 | 990-PF | $37,988 | $50,101 | -$12,113 | $1,034,052 | $0 | $1,034,052 |
Financial details: 990-PF for the year ended July 31, 2026
Revenue
- Dividends
- $33,762
- Net gain from sales of assets
- $338,829
Expenses
- Grants and similar amounts paid
- $25,000
- Disbursements for charitable purposes
- $25,000
- Excise tax on investment income
- $4,473
Balance sheet and other
- Total assets, start of year
- $970,977
- Total assets, end of year
- $1,267,760
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,267,760
- Fair market value of assets
- $2,937,434
- Qualifying distributions
- $25,000
- Net investment income
- $372,591
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 July 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA W KELLER 28150 N ALMA SCHOOL PARKWAY, SCOTTSDALE, AZ 85262 | DIRECTOR | 0 | $0 |
| A PORTER WATERMAN JR 189 MINNOWBROOK ROAD, MILTON, VT 05468 | DIRECTOR | 0 | $0 |
| LEE ANN HARTLEY 1409 LADUE LANE, SARASOTA, FL 34231 | SECRETARY | 0 | $0 |
| JOHN MOORE 1800 GALLEON DRIVE, NAPLES, FL 34102 | TREASURER | 0 | $0 |
990-PF for the year ended July 31, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA W KELLER 28150 N ALMA SCHOOL PARKWAY, SCOTTSDALE, AZ 85262 | DIRECTOR | 0 | $0 |
| A PORTER WATERMAN JR 189 MINNOWBROOK ROAD, MILTON, VT 05468 | DIRECTOR | 0 | $0 |
| LEE ANN HARTLEY 1409 LADUE LANE, SARASOTA, FL 34231 | SECRETARY | 0 | $0 |
| JOHN MOORE 1800 GALLEON DRIVE, NAPLES, FL 34102 | TREASURER | 0 | $0 |
990-PF for the year ended July 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA W KELLER 28150 N ALMA SCHOOL PARKWAY, SCOTTSDALE, AZ 85262 | DIRECTOR | 0 | $0 |
| A PORTER WATERMAN JR 189 MINNOWBROOK ROAD, MILTON, VT 05468 | DIRECTOR | 0 | $0 |
| LEE ANN HARTLEY 1409 LADUE LANE, SARASOTA, FL 34231 | SECRETARY | 0 | $0 |
| JOHN MOORE 1800 GALLEON DRIVE, NAPLES, FL 34102 | TREASURER | 0 | $0 |
990-PF for the year ended July 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SANDRA W KELLER 28150 N ALMA SCHOOL PARKWAY, SCOTTSDALE, AZ 85262 | DIRECTOR | 0 | $0 |
| A PORTER WATERMAN JR 189 MINNOWBROOK ROAD, MILTON, VT 05468 | DIRECTOR | 0 | $0 |
| LEE ANN HARTLEY 1409 LADUE LANE, SARASOTA, FL 34231 | SECRETARY | 0 | $0 |
| JOHN MOORE 1800 GALLEON DRIVE, NAPLES, FL 34102 | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1800 GALLEON DR, NAPLES, FL 34102-7762
- Signed the 990-PF
- JOHN MOORE, TREASURER
- Phone
- (239) 261-0463
- Return prepared by
- SCOTTSDALE CPAS PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | 990-PF on file |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 22-3125086
- 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
- 1991
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,267,760
- Income (IRS master file)
- $719,619
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2026 | $372,591 | $75,808 | $1,267,760 | XML |
| 990-PF | July 2025 | $49,591 | $52,261 | $970,977 | XML |
| 990-PF | July 2024 | $27,264 | $80,510 | $980,806 | XML |
| 990-PF | July 2023 | $37,988 | $50,101 | $1,034,052 | XML |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 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 22-3125086).
Questions about WATERMAN FOUNDATION INC
- What is the EIN of WATERMAN FOUNDATION INC?
- The employer identification number (EIN) of WATERMAN FOUNDATION INC is 22-3125086.
- Is WATERMAN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to WATERMAN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WATERMAN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WATERMAN FOUNDATION INC due?
- The return for tax year 2026 (the year ending July 31, 2027) is due December 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WATERMAN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2026.
- Who are the officers and directors of WATERMAN FOUNDATION INC?
- The 990-PF for the year ended July 31, 2026 lists 4 people; 0 received compensation from the organization.
- How much revenue does WATERMAN FOUNDATION INC have?
- On its 990-PF for the year ended July 31, 2026 it reported revenue of $372,591, expenses of $75,808 and total assets of $1,267,760 at year end.
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