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Also known as: CHARITABLE FOUNDATION
Bernard E & Edith B Waterman Charitable Foundation is a private trust based in FORT MYERS, FL. The foundation received its IRS ruling in 1985. It holds total assets of $28.5M. Annual income is reported at $6.1M. According to available records, Bernard E & Edith B Waterman Charitable Foundation has made 3 grants totaling $4.7M, with a median grant of $1.6M. Annual giving has grown from $1.6M in 2022 to $3.1M in 2023. Individual grants have ranged from $1.6M to $1.6M, with an average award of $1.6M. Grant recipients are concentrated in Minnesota. Contributions to this foundation are tax-deductible.
Bernard E & Edith B Waterman Charitable Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 3 grants. Its grantmaking reaches organizations primarily in MN.
Bernard E & Edith B Waterman Charitable Foundation has distributed a total of $4.7M across 3 grants. The median grant size is $1.6M, with an average of $1.6M. Individual grants have ranged from $1.6M to $1.6M.
Bernard E & Edith B Waterman Charitable Foundation typically selects its grantees rather than accepting unsolicited proposals.
Bernard E & Edith B Waterman Charitable Foundation is headquartered in FORT MYERS, FL.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Lara Kunkler | TRUSTEE | $0 | $0 | $0 |
| Edith B Waterman | TRUSTEE | $0 | $0 | $0 |
Total Giving
$1.4M
Total Assets
$27.8M
Fair Market Value
$27M
Net Worth
$27.7M
Grants Paid
$1.4M
Contributions
$0
Net Investment Income
$1.1M
Distribution Amount
$1.4M
Total: $27.8M
Total Grants
3
Total Giving
$4.7M
Average Grant
$1.6M
Median Grant
$1.6M
Unique Recipients
1
Most Common Grant
$1.6M
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Mayo Clinic Department Of DevelopmentHEALTH CARE GRANT | Rochester, MN | $1.6M | 2023 |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
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