Nonprofit · EIN 42-6126467
HUBBELL-WATERMAN FOUNDATION
Tax-exempt · DAVENPORT, IA 52801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,348,844 | $2,295,533 | $53,311 | $38,589,699 | $0 | $38,589,699 |
| December 31, 2023 | 990-PF | $11,812,952 | $2,222,392 | $9,590,560 | $38,535,242 | $0 | $38,535,242 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $293,245
- Dividends
- $1,095,513
- Interest
- $241,065
- Net gain from sales of assets
- $528,910
- Other income
- $190,111
Expenses
- Grants and similar amounts paid
- $1,874,594
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,926,274
- Excise tax on investment income
- $25,969
Balance sheet and other
- Total assets, start of year
- $38,535,242
- Total assets, end of year
- $38,589,699
- Total liabilities, end of year
- $0
- Net assets, end of year
- $38,589,699
- Fair market value of assets
- $45,106,990
- Qualifying distributions
- $1,926,274
- Net investment income
- $2,062,510
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| C DANA WATERMAN III C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE/SECRETARY | 5 | $0 |
| ROBERT VP WATERMAN JR C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE/BOARD CHAIR | 2.5 | $0 |
| DAVID W LUNDY JR C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE/BOARD VICE CHAIR/GOV COMMITTEE | 2 | $0 |
| CHRISTOPHER M BERGLUND C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE/TREASURER/FINANCE COMMITTEE | 2 | $0 |
| SARI W BLUM C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE/GRANTS COMMITTEE CHAIR | 2.5 | $0 |
| MEGHAN W BAKER C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE | 1 | $0 |
| LYNN W BLUM C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE | 1 | $0 |
| LESLIE W BRYAN C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE | 1 | $0 |
| MELISSA B JACK C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE | 1 | $0 |
| PETER LL LUNDY C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE | 1 | $0 |
| COURTNEY B STIEFEL C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE | 1 | $0 |
| JENNIFER W WATERMAN C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE | 1 | $0 |
| LARNED A WATERMAN JR C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| C DANA WATERMAN III C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE/SECRETARY | 5 | $0 |
| ROBERT VP WATERMAN JR C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE/BOARD CHAIR | 2.5 | $0 |
| DAVID W LUNDY JR C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE/BOARD VICE CHAIR | 2 | $0 |
| CHRISTOPHER M BERGLUND C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE/TREASURER | 2 | $0 |
| SARI W BLAUM C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE/GRANTS COMMITTEE CHAIR | 2.5 | $0 |
| MEGHAN W BAKER C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE | 1 | $0 |
| LYNN W BLUM C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE | 1 | $0 |
| LESLIE W BRYAN C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE | 1 | $0 |
| MELISSA B JACK C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE | 1 | $0 |
| PETER LL LUNDY C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE | 1 | $0 |
| COURTNEY B STIEFEL C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE | 1 | $0 |
| JENNIFER W WATERMAN C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE | 1 | $0 |
| LARNED A WATERMAN JR C/O LANE WATERMAN LLP 220 N MAIN, STREET STE 600, DAVENPORT, IA 52801 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 220 N MAIN ST STE 600, DAVENPORT, IA 52801-1953
- In care of
- % WELLS FARGO BANK
- Signed the 990-PF
- ROBERT VP WATERMAN JR, CHAIRMAN
- Phone
- (563) 324-3246
- Website
- WWW.HUBBELLWATERMAN.ORG
- Return prepared by
- ROCK RIVER FAMILY OFFICE 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 | Not 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
- 42-6126467
- 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
- 1967
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $38,589,699
- Income (IRS master file)
- $6,986,940
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,348,844 | $2,295,533 | $38,589,699 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $11,812,952 | $2,222,392 | $38,535,242 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 42-6126467).
Questions about HUBBELL-WATERMAN FOUNDATION
- What is the EIN of HUBBELL-WATERMAN FOUNDATION?
- The employer identification number (EIN) of HUBBELL-WATERMAN FOUNDATION is 42-6126467.
- Is HUBBELL-WATERMAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to HUBBELL-WATERMAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HUBBELL-WATERMAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HUBBELL-WATERMAN FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HUBBELL-WATERMAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HUBBELL-WATERMAN FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
- How much revenue does HUBBELL-WATERMAN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,348,844, expenses of $2,295,533 and total assets of $38,589,699 at year end.
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