Waterman Family Foundation

OAK PARK, CA EIN: 20-1027460

Waterman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OAK PARK, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 1 grants totaling $135K. Net investment income was $48K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.3M

-2.8% YoY

Annual Giving

$135K

Grant Count

1

Avg Grant Size

$135K

Under IRS private-foundation payout rules, Waterman Family Foundation reported a distributable amount of $127K for 2024 — the minimum it must pay out in qualifying distributions.

About Waterman Family Foundation

Based on IRS filings

Waterman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OAK PARK, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 1 grants totaling $135K. Net investment income was $48K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

CincinnatiSan Pedro

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$157K$315K$472K$629K20202021202220232024
Metric202420232022
Total Assets$2,303,346$2,370,650$2,425,460
Revenue$73,814$-24,840$75,335
Expenses$164,733$26,157$571,835
Qualifying Distributions$137,341$1,375$537,453
Net Investment Income$48,092$24,909$41,077
Distributable Amount$127,259$117,530$142,341

Giving Over Time

Total grant dollars and number of grants per year

$0$134K$268K$402K$536K1 grants20206 grants202123 grants20220 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

FIDELITY CHARITABLE GIFT…$135K

Grant Size Distribution

31 grants across all recorded years

27<$50K$50–100K4$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Fidelity Charitable Gift Fund ($135,078).

RecipientPurposeAmount
FIDELITY CHARITABLE GIFT FUND CINCINNATI, OHFUNDRAISING FOR THE ORGANIZATION.$135,078

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CARRIE GLICKSTEENV.P./ SECY.5
WENDY WATERMANV.P.5
ROBERT GLICKSTEENPRES./ TREAS.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Waterman Family Foundation?

Waterman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OAK PARK, CA. It holds $2.3M in total assets as of 2024.

How large is Waterman Family Foundation?

As of 2024, Waterman Family Foundation holds $2.3M in total assets with $74K in annual revenue. It awarded 1 grants totaling $135K in 2024.

Where does Waterman Family Foundation operate?

Waterman Family Foundation has awarded grants in California, Ohio.

What size grants does Waterman Family Foundation award?

In 2024, Waterman Family Foundation awarded 1 grants totaling $135K — an average of about $135K per grant, based on its IRS Form 990 filings.

How much is Waterman Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Waterman Family Foundation reported a distributable amount of $127K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Waterman Family Foundation's EIN?

Waterman Family Foundation's EIN (Employer Identification Number) is 20-1027460. IRS Form 990 filing data is available on this page for 2020–2024.

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

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