John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby
John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby is a private foundation, based in Madison, WI. IRS filing data is available for 2020. As of 2020, the organization holds $70K in total assets. In 2020, it awarded 3 grants totaling $72K. Net investment income was $12K.
Key facts about John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby
In short: John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby gave $72K across 3 grants in 2020 (avg $24K), mostly in Minnesota. Source: 2020 IRS Form 990-PF.
- EIN
- 39-1869630
- Latest 990 filing
- Form 990-PF, 2020
- Annual giving (2020)
- $72,373
- Grants made (2020)
- 3
- Average grant
- $24,124
- Median grant
- $15,000
- Total assets
- $70,034
- Primary geography
- Minnesota (65% of itemized 2020 grant dollars)
Data from IRS Form 990-PF, 2020; updated October 2026.
Financial Overview
From 2020 IRS Form 990-PF · View filing
Total Assets
$70K
Annual Giving
$72K
Grant Count
3
Avg Grant Size
$24K
Under IRS private-foundation payout rules, John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby reported a distributable amount of $8K for 2020 — the minimum it must pay out in qualifying distributions.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2020 grant dollars across all 3 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2020 it made 3 grants totaling $72K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2020
The largest 2020 recipient was Mayo Clinic ($47K). Together the top 3 received $72K.
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mayo Clinic Rochester, MN | General Charitable Contribution | $47,373 |
| Wisconsin Dells High School Wisconsin Dells, WI | General Charitable Contribution | $15,000 |
| St Vincent De Paul Society Wisconsin Dells, WI | General Charitable Contribution | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2020 |
|---|---|
| Total Assets | $70,034 |
| Revenue | $13,122 |
| Expenses | $73,667 |
| Net Investment Income | $11,828 |
| Distributable Amount | $8,109 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- IRS filings on file for fiscal year 2020
Leadership & Key People
Officers and directors from IRS filings
John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby is led by John D. Waterman, President & Treasurer on the 2020 filing; none of the 3 officers listed in 2020 report compensation.
Officers on the 2020 filing
John D. Waterman
President & Treasurer
New on the 2020 filing
No compensation reported
John C. Mitby
Director
New on the 2020 filing
No compensation reported
Mary E. Waterman
Vice President & Secretary
New on the 2020 filing
No compensation reported
Data from IRS Form 990 filings, 2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby
How much does John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby give each year?
John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby gave $72K across 3 grants in 2020, according to its 2020 IRS Form 990-PF.
What is John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby's typical grant size?
John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby's median grant in 2020 was $15,000, and its average grant was $24,124, across 3 grants on its 2020 IRS Form 990-PF.
Where does John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby give grants?
John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby gives mostly in Minnesota: 65% of the grant dollars itemized on its 2020 IRS Form 990-PF went to recipients there. The next largest state was Wisconsin (35%). The most frequent recipient cities were Wisconsin Dells, WI (2 grants).
Does John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby give general operating support?
Yes: 100% of John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby's 2020 grants with a stated purpose (3 of 3) were for general or operating support, per its 2020 IRS Form 990-PF.
How large is John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby?
John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby reported $70K in total assets on its 2020 IRS Form 990-PF. Its revenue that year was $13K.
How much is John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2020, John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby's EIN?
John D and Mary E Waterman Charitable Foundation Inc C/O John Mitby's EIN (Employer Identification Number) is 39-1869630. IRS Form 990 filing data is available on this page for 2020.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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