Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 58-6222005

TR U/W MARIAN W OTTLEY WATERTOWN

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$1.4M$1.3M2022$1.8M$1.3M2023$1M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of TR U/W MARIAN W OTTLEY WATERTOWN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$1,034,429$1,350,728-$316,299$15,105,197$0$15,105,197
May 31, 2024990-PF$1,833,252$1,252,140$581,112$15,204,413$0$15,204,413
May 31, 2023990-PF$1,445,698$1,273,783$171,915$14,670,823$0$14,670,823
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Dividends
$410,514
Net gain from sales of assets
$598,148
Other income
$25,767

Expenses

Grants and similar amounts paid
$1,100,500
Compensation of officers, directors and key employees
$145,667
Disbursements for charitable purposes
$1,189,894
Excise tax on investment income
$11,781

Balance sheet and other

Total assets, start of year
$15,204,413
Total assets, end of year
$15,105,197
Total liabilities, end of year
$0
Net assets, end of year
$15,105,197
Fair market value of assets
$20,045,259
Qualifying distributions
$1,189,894
Net investment income
$1,002,116

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$140,667
LINDA MERRIMAN
100 N MAIN ST MAC D4001-117, WINSTON SALEM, NC 27101
SECRETARY40$2,000
ANNE FITZGERALD
100 N MAIN ST MAC D4001-117, WINSTON SALEM, NC 27101
COMMITTEE MEMBER40$1,500
CRAIG W CZARSTY M D
100 N MAIN ST MAC D4001-117, WINSTON SALEM, NC 27101
COMMITTEE MEMBER40$1,500
990-PF for the year ended May 31, 2024: 4 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$134,659
LINDA MERRIMAN
100 N MAIN ST MAC D4001-117, WINSTON SALEM, NC 27101
SECRETARY40$2,000
ANNE FITZGERALD
100 N MAIN ST MAC D4001-117, WINSTON SALEM, NC 27101
COMMITTEE MEMBER40$1,000
CRAIG W CZARSTY M D
100 N MAIN ST MAC D4001-117, WINSTON SALEM, NC 27101
COMMITTEE MEMBER40$1,000
990-PF for the year ended May 31, 2023: 4 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST MAC D4001-117, WINSTON SALEM, NC 27101
TRUSTEE1$130,901
CRAIG W CZARSTY M D
100 N MAIN ST MAC D4001-117, WINSTON SALEM, NC 27101
COMMITTEE MEMBER40$3,000
ANNE FITZGERALD
100 N MAIN ST MAC D4001-117, WINSTON SALEM, NC 27101
COMMITTEE MEMBER40$700
LINDA MERRIMAN
100 N MAIN ST MAC D4001-117, WINSTON SALEM, NC 27101
SECRETARY40$700

Address and contacts

Address (IRS master file)
PO BOX 505, SAINT LOUIS, MO 63166-0505
In care of
% WACHOVIA BANK NA
Signed the 990-PF
-, TRUSTEE
Phone
(800) 352-3705
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
58-6222005
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
1975
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$15,105,197
Income (IRS master file)
$5,341,307

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$1,034,429$1,350,728$15,105,197XML
990-PFMay 2024$1,833,252$1,252,140$15,204,413XML
990-PFMay 2023$1,445,698$1,273,783$14,670,823XML
990-PFMay 2022–––IRS
990-PFMay 2021–––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 58-6222005).

Questions about TR U/W MARIAN W OTTLEY WATERTOWN

What is the EIN of TR U/W MARIAN W OTTLEY WATERTOWN?
The employer identification number (EIN) of TR U/W MARIAN W OTTLEY WATERTOWN is 58-6222005.
Is TR U/W MARIAN W OTTLEY WATERTOWN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
Are donations to TR U/W MARIAN W OTTLEY WATERTOWN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TR U/W MARIAN W OTTLEY WATERTOWN file?
Form 990-PF. Private foundations file every year.
When is the next return of TR U/W MARIAN W OTTLEY WATERTOWN due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TR U/W MARIAN W OTTLEY WATERTOWN last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of TR U/W MARIAN W OTTLEY WATERTOWN?
The 990-PF for the year ended May 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $140,667 (WELLS FARGO BANK N A, TRUSTEE).
How much revenue does TR U/W MARIAN W OTTLEY WATERTOWN have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $1,034,429, expenses of $1,350,728 and total assets of $15,105,197 at year end.

Other nonprofits in SAINT LOUIS

All nonprofits in SAINT LOUIS · Missouri