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Nonprofit · EIN 81-6856059

DAVID B WATERS CHARITABLE FOUNDATION

Tax-exempt · TULSA, OK 74101

Financials

$293K$846K2023$524K$684K2024$703K$705K2025
Revenue Expenses · by fiscal year end
Financials of DAVID B WATERS CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$702,595$705,217-$2,622$8,427,223$6,000$8,421,223
December 31, 2024990-PF$524,436$684,278-$159,842$8,425,229$0$8,425,229
December 31, 2023990-PF$292,883$846,239-$553,356$8,586,795$0$8,586,795
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$333,341
Net gain from sales of assets
$369,254

Expenses

Grants and similar amounts paid
$610,350
Compensation of officers, directors and key employees
$80,681
Disbursements for charitable purposes
$610,350
Excise tax on investment income
$8,573

Balance sheet and other

Total assets, start of year
$8,425,229
Total assets, end of year
$8,427,223
Total liabilities, end of year
$6,000
Net assets, end of year
$8,421,223
Fair market value of assets
$14,523,587
Qualifying distributions
$610,350
Net investment income
$702,512

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
THE TRUST COMPANY OF OKLAHOMA
PO BOX 3637, TULSA, OK 74105
TRUSTEE1$80,681
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
THE TRUST COMPANY OF OKLAHOMA
PO BOX 3637, TULSA, OK 74105
TRUSTEE1$71,798
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
THE TRUST COMPANY OF OKLAHOMA
PO BOX 3637, TULSA, OK 74105
TRUSTEE1$64,350

Address and contacts

Address (IRS master file)
PO BOX 3, TULSA, OK 74101-0003
In care of
% TRUST COMPANY OF OKLAHOMA TTEE
Signed the 990-PF
MELISSA TAYLOR, TRUSTEE
Phone
(918) 744-0553
Return prepared by
CRI ADVISORS 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
81-6856059
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
2017
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$8,427,223
Income (IRS master file)
$1,802,251

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$702,595$705,217$8,427,223IRS
990-PFDecember 2024$524,436$684,278$8,425,229IRS
990-PFDecember 2023$292,883$846,239$8,586,795XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 81-6856059).

Questions about DAVID B WATERS CHARITABLE FOUNDATION

What is the EIN of DAVID B WATERS CHARITABLE FOUNDATION?
The employer identification number (EIN) of DAVID B WATERS CHARITABLE FOUNDATION is 81-6856059.
Is DAVID B WATERS CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to DAVID B WATERS CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID B WATERS CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID B WATERS CHARITABLE FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DAVID B WATERS CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of DAVID B WATERS CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $80,681 (THE TRUST COMPANY OF OKLAHOMA, TRUSTEE).
How much revenue does DAVID B WATERS CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $702,595, expenses of $705,217 and total assets of $8,427,223 at year end.

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