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Also known as: CHARITABLE FOUNDATION
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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. Total assets have grown from $8.4M in 2011 to $28.5M in 2024. The foundation is governed by 2 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2024. 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.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
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 | N/A |
| Edith B Waterman | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$28.5M
Fair Market Value
N/A
Net Worth
$28.4M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
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 |