Mary Waterhouse Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$880K
-9.4% YoY
Annual Giving
$192K
+74.5% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$64K
+74.5% YoY
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.
About Mary Waterhouse Trust
Based on IRS filings
Mary Waterhouse Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $879,779 | $970,605 | $1,029,750 |
| Revenue | $120,300 | $59,951 | $33,937 |
| Expenses | $200,066 | $118,334 | $128,039 |
| Qualifying Distributions | $192,000 | $110,000 | $115,000 |
| Net Investment Income | $109,904 | $59,951 | $33,937 |
| Distributable Amount | $57,633 | $56,962 | $9,869 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Providence Academy ($150,000), Children's Organ Transplant Association ($30,000), Roark Pentecostal Holiness Church ($12,000).
| Recipient | Purpose | Amount |
|---|---|---|
| PROVIDENCE ACADEMY JOHNSON CITY, TN | PROGRAM SUPPORTPROGRAM SUPPORT | $150,000 |
| ROARK PENTECOSTAL HOLINESS CHURCH ESSIE, KY | PROGRAM SUPPORTPROGRAM SUPPORT | $12,000 |
| CHILDREN'S ORGAN TRANSPLANT ASSOCIATION BLOOMINGTON, IN | PROGRAM SUPPORTPROGRAM SUPPORT | $30,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT W WILKINSON | TRUSTEE | 1 | $5,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Mary Waterhouse Trust?
Mary Waterhouse Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OAK RIDGE, TN. It holds $880K in total assets as of 2024.
How large is Mary Waterhouse Trust?
As of 2024, Mary Waterhouse Trust holds $880K in total assets with $120K in annual revenue. It awarded 3 grants totaling $192K in 2024.
Where does Mary Waterhouse Trust operate?
Mary Waterhouse Trust has awarded grants in Indiana, Kentucky, Tennessee.
What size grants does Mary Waterhouse Trust award?
In 2024, Mary Waterhouse Trust awarded 3 grants totaling $192K — an average of about $64K per grant, based on its IRS Form 990 filings.
How much is Mary Waterhouse Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Mary Waterhouse Trust reported a distributable amount of $58K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Mary Waterhouse Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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