Mary Waterhouse Trust

Private foundation · Grantmaker Oak Ridge, TN EIN: 62-6383063

Mary Waterhouse Trust is a private foundation, based in Oak Ridge, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $880K in total assets. In 2024, it awarded 3 grants totaling $192K. Net investment income was $110K.

Mary Waterhouse Trust at a glance

In short: Mary Waterhouse Trust gave $192K across 3 grants in 2024 (avg $64K), mostly in Tennessee. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$192,000
+74.5% vs 2023
Grants made (2024)
3
+0.0% vs 2023
Average grant
$64,000
+74.5% vs 2023
Median grant
$30,000
Total assets
$879,779
-9.4% vs 2023
Primary geography
Tennessee (78% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Mary Waterhouse Trust funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Providence Academy: $150KProvidence Academy$150KChildren's Organ Transplant Association: $30KChildren's Organ TransplantAssociation$30KRoark Pentecostal Holiness Church: $12KRoark Pentecostal HolinessChurch$12K

The largest 2024 recipient was Providence Academy ($150K). Together the top 3 received $192K.

Grant Size Distribution

12 grants across all recorded years

7<$50K2$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 7 grants of 12 (58%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2024 grant dollars across all 3 itemized grants.

Cities

EssieJohnson CityBloomingtonOak Ridge

How Mary Waterhouse Trust gives

  • Giving grew 75% from 2021 to 2024. Method
  • In 2024 it paid out 333% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K2 grants2020 2 grants2021 2 grants2022 3 grants2023 3 grants2024

From 2020 to 2024, annual grant giving ranged from $90K (2020) to $192K (2024). In 2024 it made 3 grants totaling $192K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Providence Academy Johnson City, TNProgram Supportprogram Support$150,000
Children's Organ Transplant Association Bloomington, INProgram Supportprogram Support$30,000
Roark Pentecostal Holiness Church Essie, KYProgram Supportprogram Support$12,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$879,779$120,300$200,066$192,0003$192,000$109,904$57,633
2023$970,605$59,951$118,334$110,0003$110,000$59,951$56,962
2022$1,029,750$33,937$128,039$115,0002$115,000$33,937$9,869
2021$1,124,543$106,074$124,091$110,0002$110,000$106,074$70,139
2020$1,143,229$52,142$102,048$90,0002—$52,142$62,793

Under IRS private-foundation payout rules, Mary Waterhouse Trust reported a distributable amount of $58K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Mary Waterhouse Trust is led by Robert W. Wilkinson, Trustee on every filing since 2020 — the only officer listed, and compensated.

Officers on the 2024 filing

  • Robert W. Wilkinson

    Trustee

    On filings since 2020

    1 hr/week

    $5K (2024)

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Robert W Wilkinson — Trustee: $5KRobert W WilkinsonTrustee$5K

The highest reported compensation on the 2024 filing was $5K, to Robert W Wilkinson (Trustee).

Frequently asked questions about Mary Waterhouse Trust

How much does Mary Waterhouse Trust give each year?

Mary Waterhouse Trust gave $192K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $110K across 3 grants.

What is Mary Waterhouse Trust's typical grant size?

Mary Waterhouse Trust's median grant in 2024 was $30,000, and its average grant was $64,000, across 3 grants on its 2024 IRS Form 990-PF.

Where does Mary Waterhouse Trust give grants?

Mary Waterhouse Trust gives mostly in Tennessee: 78% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Indiana (16%) and Kentucky (6%).

Does Mary Waterhouse Trust give general operating support?

Not in 2024: none of the 3 grants with a stated purpose on Mary Waterhouse Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Supportprogram Support" (3 grants).

How large is Mary Waterhouse Trust?

Mary Waterhouse Trust reported $880K in total assets on its 2024 IRS Form 990-PF. It paid out $192K in qualifying distributions that year, against a required minimum of $58K (roughly 5% of its investment assets).

What is Mary Waterhouse Trust's EIN?

Mary Waterhouse Trust's EIN (Employer Identification Number) is 62-6383063. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Mary Waterhouse Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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