Civic Intelligence

Richard Waterman Trust

990PF • Fiscal year 2017 • EIN 05-6040728

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 26, 2018

1285 Sweetwater Cove No 2103Naples, FL 34110

(401) 521-6791

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.11x

Higher debt load relative to assets than 60% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

1.14x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

50th percentile

3.3%

Higher net margin than 50% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$20,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

30th percentile

-1.9%

Faster asset growth than 30% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

58th percentile

8.7%

Faster revenue growth than 58% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,742,943

Down $33,460 (-1.9%) from 2016

Net Assets

Down

$1,542,943

Down $33,460 (-2.1%) from 2016

Liabilities

Flat

$200,000

Flat from 2016

Revenue

Up

$175,148

Up $14,037 (+8.7%) from 2016

Expenses

Down

$169,315

Down $4,761 (-2.7%) from 2016

Net Income

Up

$5,833

Up $18,798 (+145%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $2,084,562Liabilities 2011: $200,000Net Assets 2011: $1,884,5622011Assets 2012: $1,972,050Liabilities 2012: $200,000Net Assets 2012: $1,772,0502012Assets 2013: $1,917,294Liabilities 2013: $200,000Net Assets 2013: $1,717,2942013Assets 2014: $1,856,402Liabilities 2014: $200,000Net Assets 2014: $1,656,4022014Assets 2015: $1,825,954Liabilities 2015: $200,000Net Assets 2015: $1,625,9542015Assets 2016: $1,776,403Liabilities 2016: $200,000Net Assets 2016: $1,576,4032016Assets 2017: $1,742,943Liabilities 2017: $200,000Net Assets 2017: $1,542,9432017Assets 2018: $1,701,459Liabilities 2018: $200,000Net Assets 2018: $1,501,4592018Assets 2019: $1,660,972Liabilities 2019: $200,000Net Assets 2019: $1,460,9722019Assets 2020: $1,603,002Liabilities 2020: $175,000Net Assets 2020: $1,428,0022020Assets 2021: $1,572,263Liabilities 2021: $125,000Net Assets 2021: $1,447,2632021Assets 2022: $1,508,929Liabilities 2022: $100,000Net Assets 2022: $1,408,9292022Assets 2023: $1,494,052Liabilities 2023: $100,000Net Assets 2023: $1,394,0522023Assets 2024: $1,361,112Liabilities 2024: $0Net Assets 2024: $1,361,1122024

Highlighted filing

2017

Assets$1,742,943
Liabilities$200,000
Net Assets$1,542,943

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KExpenses 2011: $193,0112011Expenses 2012: $196,4722012Revenue 2013: $129,018Expenses 2013: $188,402Net Income 2013: -$59,3842013Revenue 2014: $167,608Expenses 2014: $187,649Net Income 2014: -$20,0412014Revenue 2015: $158,311Expenses 2015: $175,376Net Income 2015: -$17,0652015Revenue 2016: $161,111Expenses 2016: $174,076Net Income 2016: -$12,9652016Revenue 2017: $175,148Expenses 2017: $169,315Net Income 2017: $5,8332017Revenue 2018: $168,642Expenses 2018: $176,172Net Income 2018: -$7,5302018Revenue 2019: $127,036Expenses 2019: $151,294Net Income 2019: -$24,2582019Revenue 2020: $99,212Expenses 2020: $123,765Net Income 2020: -$24,5532020Revenue 2021: $168,813Expenses 2021: $115,494Net Income 2021: $53,3192021Revenue 2022: $103,595Expenses 2022: $126,558Net Income 2022: -$22,9632022Revenue 2023: $122,761Expenses 2023: $121,675Net Income 2023: $1,0862023Revenue 2024: $110,678Expenses 2024: $115,675Net Income 2024: -$4,9972024

Highlighted filing

2017

Revenue$175,148
Expenses$169,315
Net Income$5,833
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 26, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER D WATERMAN IIIPrincipal Manager-$20,000-$20,000
BYRON E WATERMANTrustee-$12,000-$12,000
PRISCILLA WATERMAN PAVELTrustee-$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
Richard Waterman Trust
EIN
05-6040728
Phone
4015216791
Address
1285 SWEETWATER COVE NO 2103, NAPLES, FL 34110

Signing Officer

Name
Walter D Waterman
Title
Principal Manager
Phone
4014676510
Signed
2018-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Batchelor Frechette Mccrory Michael & Co
Address
PO BOX 156, PROVIDENCE, RI 02901-0156
Preparer
Moshe Golden
Phone
4016216200
Raw XML AppendixShowing 400 of 406 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAINS DIVIDENDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WALTER D WATERMAN III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BYRON E WATERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PRISCILLA WATERMAN PAVEL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01285 SWEETWATER COVE UNIT 2103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1120 BELDEN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 295
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WATERTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WEST CORNWALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106795
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2067960295
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0159462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0161003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0151055
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0152595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0164595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0166729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0177206
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.096905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.100415
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.095181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.092578
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.092474
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.103876
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01645546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01504312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01603207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01777915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01802975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01705944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0148300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.484524
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0148300
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0148300
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0148300
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NA
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1NA
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2NA
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WALTER WATERMAN III
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01285 SWEETWATER COVE UNIT 2103
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NAPLES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0RI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04015216791
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt190000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PASTORAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MOUNT VERNON BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MOUNT VERNON LARGER PARISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0210 PLAINFIELD PIKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1HOWARD HILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FOSTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FOSTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002825
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102825
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0102000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt079194
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt079194
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt078629
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt075146
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt078590
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt078702
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt095031
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt095031
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0380173
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt069106
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt078629
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt075146
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt078590
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt078702
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0148300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt069106
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0475204
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0406098
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt039293
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT TO COST BASIS OF ASSETS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt115917
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt273
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115917
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt273
TaxesSchedule/TaxesDetail/Amt075
TaxesSchedule/TaxesDetail/CategoryTxt0IRS - ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt075
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER D WATERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRINCIPAL MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04014676510
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD WATERMAN TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O W WATERMAN III
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0056040728
ReturnHeader/Filer/PhoneNum04015216791
ReturnHeader/Filer/USAddress/AddressLine1Txt01285 SWEETWATER COVE NO 2103
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034110
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04D63BC85D49AB47BEB5B128D444DD2C5145CC284
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FC03F59578BBF2560BF225A9D91C8D320C43773E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.191.59.167
ReturnHeader/FilingSecurityInformation/IPDt02018-04-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:58:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050487888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BATCHELOR FRECHETTE MCCRORY MICHAEL & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 156
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0029010156
ReturnHeader/PreparerPersonGrp/PhoneNum04016216200

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.11$0.12$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.49$0.10$1.39$0.12$0.12$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.51$0.10$1.41$0.10$0.13$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.13$1.45$0.17$0.12$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.18$1.43$0.10$0.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.20$1.46$0.13$0.15$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.70$0.20$1.50$0.17$0.18$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.74$0.20$1.54$0.18$0.17$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.78$0.20$1.58$0.16$0.17$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.83$0.20$1.63$0.16$0.18$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.20$1.66$0.17$0.19$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.92$0.20$1.72$0.13$0.19$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.97$0.20$1.77$0.20
2011Detailed filing. Detailed filing data is available for this year.$2.08$0.20$1.88$0.19