Waterman Family Foundation
- Assets
- $2.4m
- Revenue
- $75.3k
- Investments
- $2.4m
- Employees
- 0
- Location
- Oak Park, CA
- Founding
- 07/2004
- Data as of
- 12/2022
- EIN
- 20-1027460
Organization Overview
Waterman Family Foundation is located in Oak Park, CA. The organization was established in 2004. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Waterman Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Waterman Family Foundation generated $75.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (11.1%) each year. All expenses for the organization totaled $571.8k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Waterman Family Foundation has awarded 124 individual grants totaling $1,863,919. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Carrie Glicksteen V.p./ Secy. | 5 | $0 | |
Wendy Waterman V.P. | 5 | $0 | |
Robert Glicksteen Pres./ Treas. | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $63,775 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $11,560 |
| Capital Gain Net Income | $11,684 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $75,335 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $27 |
| Taxes | $5,998 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $35,457 |
| Contributions, gifts, grants paid | $536,378 |
| Total expenses and disbursements | $571,835 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $52,993 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $694,395 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,425,460 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Waterman Family Foundation has awarded $536,378 in support to 23 organizations.
| Grant Recipient | Amount |
|---|---|
FIDELITY CHARITABLE GIFT FUND PURPOSE: FUNDRAISING FOR THE ORGANIZATION | $10,451 |
FIDELITY CHARITABLE GIFT FUND PURPOSE: FUNDRAISING FOR THE ORGANIZATION. | $40,510 |
FIDELITY CHARITABLE GIFT FUND PURPOSE: FUNDRAISING FOR THE ORGANIZATION. | $16,502 |
FIDELITY CHARITABLE GIFT FUND PURPOSE: FUNDRAISING FOR THE ORGANIZATION. | $23,246 |
FIDELITY CHARITABLE GIFT FUND PURPOSE: FUNDRAISING FOR THE ORGANIZATION. | $18,047 |
FIDELITY CHARITABLE GIFT FUND PURPOSE: FUNDRAISING FOR THE ORGANIZATION. | $9,435 |