TW Marian W Ottley-Watertown
TW Marian W Ottley-Watertown is a private foundation based in Saint Louis, Missouri. It makes grants to organizations, with 2025 grant dollars going primarily to recipients in Connecticut, as well as to recipients in South Carolina and New Jersey.
TW Marian W Ottley-Watertown at a glance
In short: TW Marian W Ottley-Watertown gave $1.1M across 19 grants in 2025 (avg $58K), mostly in Connecticut. 42% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,100,500
- +10.1% vs 2024
- Grants made (2025)
- 19
- +5.6% vs 2024
- Average grant
- $57,921
- +4.3% vs 2024
- Median grant
- $26,000
- Total assets
- $15,105,197
- -0.7% vs 2024
- New grantees (estimate)
- 42% first-time grantees (8 of 19, 2025; small sample)
- Primary geography
- Connecticut (90% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to TW Marian W Ottley-Watertown
- How to Apply
-
Submit a letter with the required information and materials.
- Contact
Application contact: Marian Ottley Watertown Trust
Mailing address: PO Box 817, Watertown, CT 06795
Phone: (800) 352-3705
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who TW Marian W Ottley-Watertown funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Waterbury Symphony Orchestra Inc ($200K). Together the top 10 received $961K.
Grant Size Distribution
97 grants across all recorded years
The most common grant size was under $50K: 52 grants of 97 (54%).
Geographic Focus
Where this funder awards grants
In 2025, 90% of grant dollars went to recipients in Connecticut, 9% to recipients in South Carolina, and 1% to recipients in New Jersey.
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
Cities
Is TW Marian W Ottley-Watertown open to new grantees?
42%
first-time grantees, 2025
In 2025, 8 of 19 grantees (42%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $70K; repeat grants $50K. How we count
Medians: $64K first-time, $25K repeat.
- 32% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $993K (2021) to $1.1M (2022). In 2025 it made 19 grants totaling $1.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Waterbury Symphony Orchestra Inc Waterbury, CT | General Operating | $200,000 |
| Railroad Museum of New England Inc Thomaston, CT | General Operating | $150,000 |
| Historical Society Inc Watertown Watertown, CT | General Operating | $133,000 |
| St John R C Church Corp of Watertown Watertown, CT | General Operating | $100,000 |
| St Johns Episcopal Church Florence, SC | General Operating | $100,000 |
| Connecticut Junior Republic Association Litchfield, CT | General Operating | $75,000 |
| Health Horizons International Foundation Bloomfield, CT | General Operating | $75,000 |
| Westover School Inc Middlebury, CT | General Operating | $52,000 |
| Southmayd Home Inc Waterbury, CT | General Operating | $50,000 |
| Seven Angels Theatre Inc Waterbury, CT | General Operating | $26,000 |
Ready to take the next step with TW Marian W Ottley-Watertown?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $15,105,197 | $1,034,429 | $1,350,728 | $1,100,500 | 19 | $1,189,894 | $847,548 | $1,094,972 |
| 2024 | $15,204,413 | $1,833,252 | $1,252,140 | $1,000,000 | 18 | $1,086,314 | $1,673,107 | $904,799 |
| 2023 | $14,670,823 | $1,445,698 | $1,273,783 | $1,045,000 | 21 | $1,140,741 | $1,311,445 | $1,617,112 |
| 2022 | $13,713,326 | $1,199,642 | $1,366,941 | $1,106,000 | 17 | $1,215,810 | $1,043,774 | $978,584 |
| 2021 | $13,859,442 | $1,214,304 | $1,193,637 | $993,000 | 22 | — | $1,063,622 | $885,802 |
Under IRS private-foundation payout rules, TW Marian W Ottley-Watertown reported a distributable amount of $1.1M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission is stated in the available information. Its grants support organizations working in areas including the arts, history, education, community health, youth development, and human services. For example, the Waterbury Symphony Orchestra says it provides symphony concerts and educational programs in the greater Waterbury area and surrounding region; the Railroad Museum of New England says it educates the public about the region’s railroad heritage through preservation and restoration. Health Horizons International Foundation describes its work as improving community health in the Dominican Republic, while the Boys and Girls Club of Greater Waterbury says it helps young people reach their potential as productive, responsible, and caring citizens.
Grantmaking
In filing year 2025, the foundation made 19 grants totaling $1,100,500. Awards ranged from $8,500 to $200,000, with a median grant of $26,000. The largest listed awards were $200,000 to Waterbury Symphony Orchestra, $150,000 to Railroad Museum of New England, $133,000 to Historical Society Inc Watertown, and $100,000 each to St John R C Church Corp of Watertown and St Johns Episcopal Church in Florence, South Carolina. Other listed awards included $75,000 each to Connecticut Junior Republic Association and Health Horizons International Foundation, and $52,000 to Westover School.
The foundation states that it does not restrict giving to preselected organizations. Applications are by letter. The cover letter is limited to two pages and must include basic and financial information, a list of board members, and a copy of the IRS determination letter.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Anne Fitzgerald and Craig W Czarsty M D as committee members, Linda Merriman as secretary, and Wells Fargo Bank N A as trustee.
TW Marian W Ottley-Watertown's 2025 filing lists 4 officers; all 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2021
1 hr/week
$131K (2021) → $141K (2025)
Anne Fitzgerald
Committee Member
On filings since 2021
40 hrs/week
$200 (2021) → $2K (2025)
Craig W. Czarsty M. D.
Committee Member
On filings since 2021
40 hrs/week
$200 (2021) → $2K (2025)
Linda Merriman
Secretary
On filings since 2021
40 hrs/week
$2K (2021) → $2K (2025)
Former officers (1)
- Former: M. Hemingway Merriman II (2021) — Committee Member
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $141K, to Wells Fargo Bank N a (Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about TW Marian W Ottley-Watertown
How much does TW Marian W Ottley-Watertown give each year?
TW Marian W Ottley-Watertown gave $1.1M across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.0M across 18 grants.
What is TW Marian W Ottley-Watertown's typical grant size?
TW Marian W Ottley-Watertown's median grant in 2025 was $26,000, and its average grant was $57,921, across 19 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from TW Marian W Ottley-Watertown that year got $70K on average.
Where does TW Marian W Ottley-Watertown give grants?
TW Marian W Ottley-Watertown gives mostly in Connecticut: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was South Carolina (9%). The most frequent recipient cities were Waterbury, CT (8 grants) and Watertown, CT (3 grants).
Does TW Marian W Ottley-Watertown give general operating support?
Yes: 100% of TW Marian W Ottley-Watertown's 2025 grants with a stated purpose (19 of 19) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are TW Marian W Ottley-Watertown's largest grantees?
TW Marian W Ottley-Watertown's largest 2025 grantees include Waterbury Symphony Orchestra Inc ($200,000), Railroad Museum of New England Inc ($150,000) and Historical Society Inc Watertown ($133,000), according to its 2025 IRS Form 990-PF. Together they received 44% of its itemized 2025 grant dollars.
How large is TW Marian W Ottley-Watertown?
TW Marian W Ottley-Watertown reported $15.1M in total assets on its 2025 IRS Form 990-PF. It paid out $1.2M in qualifying distributions that year, against a required minimum of $1.1M (roughly 5% of its investment assets).
What does TW Marian W Ottley-Watertown fund?
No foundation mission is stated in the available information. Its grants support organizations working in areas including the arts, history, education, community health, youth development, and human services. See mission & focus areas ↑
How do I apply for a grant from TW Marian W Ottley-Watertown?
Submit a letter with the required information and materials. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is TW Marian W Ottley-Watertown's EIN?
TW Marian W Ottley-Watertown's EIN (Employer Identification Number) is 58-6222005. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). TW Marian W Ottley-Watertown funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/tw-marian-w-ottley-watertown-morg_3f072f0d78824a58a15a3cba56890031
BibTeX
@misc{grantable_586222005_2026,
author = {{Grantable}},
title = {{TW Marian W Ottley-Watertown funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/tw-marian-w-ottley-watertown-morg_3f072f0d78824a58a15a3cba56890031},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from TW Marian W Ottley-Watertown'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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