Civic Intelligence

Mary Waterhouse Trust

990PF • Fiscal year 2011 • EIN 62-6383063

Jan 01, 2011 to Dec 31, 2011 • Filed on May 07, 2012

Organization Profile
PO Box 441537831-4415
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,268,439

Flat from 2011

Net Assets

$1,268,439

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$97,790

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,222,944Liabilities 2010: $0Net Assets 2010: $1,222,9442010Assets 2011: $1,268,439Liabilities 2011: $0Net Assets 2011: $1,268,4392011Assets 2011: $1,268,439Liabilities 2011: $12011Assets 2012: $1,212,121Liabilities 2012: $0Net Assets 2012: $1,212,1212012Assets 2013: $1,201,004Liabilities 2013: $0Net Assets 2013: $1,201,0042013Assets 2014: $1,228,948Liabilities 2014: $0Net Assets 2014: $1,228,9482014Assets 2015: $1,191,440Liabilities 2015: $0Net Assets 2015: $1,191,4402015Assets 2016: $1,222,333Liabilities 2016: $0Net Assets 2016: $1,222,3332016Assets 2017: $1,203,131Liabilities 2017: $0Net Assets 2017: $1,203,1312017Assets 2018: $1,216,804Liabilities 2018: $0Net Assets 2018: $1,216,8042018Assets 2019: $1,193,802Liabilities 2019: $0Net Assets 2019: $1,193,8022019Assets 2020: $1,143,229Liabilities 2020: $0Net Assets 2020: $1,143,2292020Assets 2021: $1,124,543Liabilities 2021: $0Net Assets 2021: $1,124,5432021Assets 2022: $1,029,750Liabilities 2022: $0Net Assets 2022: $1,029,7502022Assets 2023: $970,605Liabilities 2023: $0Net Assets 2023: $970,6052023Assets 2024: $879,779Liabilities 2024: $0Net Assets 2024: $879,7792024

Highlighted filing

2011

Assets$1,268,439
Liabilities$0
Net Assets$1,268,439
Open 2011 Filing

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $80,6192010Expenses 2011: $97,7902011Revenue 2011: $47,306Expenses 2011: $97,790Net Income 2011: -$50,4842011Expenses 2012: $116,9622012Revenue 2013: $72,687Expenses 2013: $82,696Net Income 2013: -$10,0092013Revenue 2014: $93,048Expenses 2014: $63,177Net Income 2014: $29,8712014Revenue 2015: $67,160Expenses 2015: $102,811Net Income 2015: -$35,6512015Revenue 2016: $75,494Expenses 2016: $43,505Net Income 2016: $31,9892016Revenue 2017: $79,155Expenses 2017: $96,058Net Income 2017: -$16,9032017Revenue 2018: $123,065Expenses 2018: $108,339Net Income 2018: $14,7262018Revenue 2019: $77,973Expenses 2019: $97,626Net Income 2019: -$19,6532019Revenue 2020: $52,142Expenses 2020: $102,048Net Income 2020: -$49,9062020Revenue 2021: $106,074Expenses 2021: $124,091Net Income 2021: -$18,0172021Revenue 2022: $33,937Expenses 2022: $128,039Net Income 2022: -$94,1022022Revenue 2023: $59,951Expenses 2023: $118,334Net Income 2023: -$58,3832023Revenue 2024: $120,300Expenses 2024: $200,066Net Income 2024: -$79,7662024

Highlighted filing

2011

Revenue-
Expenses$97,790
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 7, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT W WILKINSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantRIDGEVIEW PSYCHIATRIC HOSPITALPROGRAM SUPPORT-OAK RIDGE, TN, US$65,000
Paid GrantOAK RIDGE SCHOOLS SCHOLARSHIP FUNDPROGRAM SUPPORT-OAK RIDGE, TN, US$8,615
Paid GrantMETHODIST MEDICAL CENTER FOUNDATIONPROGRAM SUPPORT-OAK RIDGE, TN, US$2,000
Filing and Contact Details

Filer

EIN
62-6383063
Raw XML Appendix328 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount0880
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTANT
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
ExplnOfNonFilingWithAGStmt/Statement0PRIVATE FOUNDATIONS MAKING NO CHARITABLE SOLICITATIONS ARE NOT REQUIRED TO REGISTER WITH THE STATE OF TENNESSEE.
InvestmentsOtherSchedule2/InvestmentsOther/BookValue01270359
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV01280272
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount029323
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount017983
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount047306
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA047306
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0880
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm017983
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps075615
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss075615
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm029323
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss029323
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-50484
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0114483
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss010000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss017983
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome047306
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss011275
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps075615
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss097790
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome047306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses047306
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss022175
IRS990PF/BalanceSheets/CapitalStockBOY01222944
IRS990PF/BalanceSheets/CapitalStockEOY01268439
IRS990PF/BalanceSheets/CashBOY01428
IRS990PF/BalanceSheets/CashEOY0-1920
IRS990PF/BalanceSheets/CashEOYFMV0-1920
IRS990PF/BalanceSheets/InvestmentsOtherBOY01221516
IRS990PF/BalanceSheets/InvestmentsOtherEOY01270359
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV01280272
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY00
IRS990PF/BalanceSheets/RetainedEarningsEOY00
IRS990PF/BalanceSheets/TotalAssetsBOY01222944
IRS990PF/BalanceSheets/TotalAssetsEOY01268439
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01278352
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01222944
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01268439
IRS990PF/BalanceSheets/TotalNetAssetsBOY01222944
IRS990PF/BalanceSheets/TotalNetAssetsEOY01268439
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome017983
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis068500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis128000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-04-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-04-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0NEW INCOME FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1NEW INCOME FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss217983
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses217983
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice068500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice128000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice217983
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-50484
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0521
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases096500
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01268960
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01222944
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01268439
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted065232
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj065232
IRS990PF/DistributableAmount/DistributableAmountBeforeDed065232
IRS990PF/DistributableAmount/MinimumInvestmentReturn065705
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0473
IRS990PF/DistributableAmount/TotalTax0473
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0473
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0473
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0473
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0473
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01278352
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01334109
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances03913
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01330196
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable020012
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn065705
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01314097
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01334109
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ROBERT W WILKINSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 4415
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0OAK RIDGE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0378314415
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct060070
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets059597
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.045352
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.046864
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.063151
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.046412
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.047280
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.023053
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01314097
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101298332
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201223551
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301549761
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401816187
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501604991
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0473
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions075615
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1060845
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2077268
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3071927
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4085869
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5037000
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.226760
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions075142
IRS990PF/QualifyingDistributions/ExpensesAndContributions075615
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0473
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions075615
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ROBERT W WILKINSON TRUSTEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08654824928
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 4415
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0OAK RIDGE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0378314415
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG00
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0THE ORGANIZATION SHOULD SUBMIT IN WRITING THEIR REQUEST FOR ASSISTANCE. THE REQUEST SHOULD INCLUDE THEIR QUALIFICATION AS A TAX EXEMPT ENTITY UNDER IRS GUIDELINES.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0ROBERT W WILKINSON TRUSTEE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber08654824928
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10P O BOX 4415
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0OAK RIDGE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0TN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0378314415
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount18615
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount265000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10METHODIST MEDICAL CENTER FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11OAK RIDGE SCHOOLS SCHOLARSHIP FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12RIDGEVIEW PSYCHIATRIC HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10990 OAK RIDGE TURNPIKE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11304 NEW YORK AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12240 W TYRONE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0OAK RIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1OAK RIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2OAK RIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode037830
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode137830
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode237830
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear075615
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear011031
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1064584
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted065232
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions075615
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY054201
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear064584
LegalFeesSchedule/LegalFees/Amount010000
LegalFeesSchedule/LegalFees/Category0ATTORNEY
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome00
OtherDecreasesSchedule/OtherDecreases/Amount0188
OtherDecreasesSchedule/OtherDecreases/Amount1333
OtherDecreasesSchedule/OtherDecreases/Description0FOREIGN TAX WITHHELD ON INVESTMENTS
OtherDecreasesSchedule/OtherDecreases/Description1EXCISE TAX
OtherExpensesSchedule/OtherExpenses/Description0FILING FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks020
OtherIncreasesSchedule/OtherIncreases/Amount096500
OtherIncreasesSchedule/OtherIncreases/Description0SALE OF MUTUAL FUNDS (BASIS EQUAL TO FMV AT DATE OF SALE)
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount011275
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0626383063
ReturnHeader/Filer/Name/BusinessNameLine10MARY WATERHOUSE TRUST
ReturnHeader/Filer/NameControl0MARY
ReturnHeader/Filer/Phone08654824928
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 4415
ReturnHeader/Filer/USAddress/City0OAK RIDGE
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode0378314415
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-05-07
ReturnHeader/Officer/Name0ROBERT W WILKINSON
ReturnHeader/Officer/Phone08654824928
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-05-07
ReturnHeader/PreparerFirm/EIN0621132325
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WLC CERTIFIED PUBLIC ACCOUNTANTS PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 6274
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0OAK RIDGE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode037831
ReturnHeader/Preparer/Name0DAVID W CARR
ReturnHeader/Preparer/Phone08654822457
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-11T11:21:02-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,268,439
Liabilities
$0
Net assets
$1,268,439
Revenue
-
Expenses
$97,790
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.12$0.20$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.06$0.12$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.03$0.13$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.11$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.10$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.08$0.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.12$0.11$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.08$0.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.08$0.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.07$0.10$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.09$0.06$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.07$0.08$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.10
2011Summary only. Only limited summary data is available for this year.$1.27$0.00$0.05$0.10$0.05
2010Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.08