Anna R Waterman Trust U W 001018-01

Analysis

Anna R Waterman Trust U W 001018-01 is a registered charity in United States, based in Tulsa, OK. It received its IRS tax-exemption ruling in February 1973, 53 years ago. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Anna R Waterman Trust U W 001018-01 reported income of $176k and spending of $299k, spending 170% of what it took in. Across the 5 years on record, from December 2019 to December 2023, income grew from $173k to $176k (+1.7%), an average of +0.4% a year. The sharpest change came in the year to December 2021, when income rose by 361%. Over the whole period it spent 91% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Anna R Waterman Trust U W 001018-01 sits at the 50th percentile: it is larger than about 50% of them. Against every charity in United States with reported income it ranks in the 51st percentile, and in the 52nd percentile within OK. Charities of a similar size with the same main cause include New Palestine Band Boosters Association ($176k), Deep Sea Valkyries ($176k) and Timber Heritage Association ($176k).

Compensation of current officers, directors and key employees was $28k (9.4% of expenses). At year end it held assets of $5.4m against liabilities of $0, net assets of $5.4m.