Bernard E & Edith B Waterman is a private foundation focused on Philanthropy, based in FORT MYERS, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $28.5M in total assets. In 2025, it awarded 1 grants totaling $1.4M. Net investment income was $2.1M.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$28.5M
+2.6% YoY
Annual Giving
$1.4M
-0.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$1.4M
-0.4% YoY
Under IRS private-foundation payout rules, Bernard E & Edith B Waterman reported a distributable amount of $1.3M for 2025 — the minimum it must pay out in qualifying distributions.
About Bernard E & Edith B Waterman
Based on IRS filings
Bernard E & Edith B Waterman is a private foundation focused on Philanthropy, based in FORT MYERS, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $28.5M in total assets. In 2025, it awarded 1 grants totaling $1.4M. Net investment income was $2.1M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $28,533,240 | $27,817,527 | $28,173,488 |
| Revenue | $2,151,404 | $1,120,233 | $530,733 |
| Expenses | $1,458,047 | $1,409,508 | $1,570,067 |
| Qualifying Distributions | $1,400,000 | $1,405,341 | $1,567,600 |
| Net Investment Income | $2,109,173 | $1,133,985 | $528,266 |
| Distributable Amount | $1,340,157 | $1,352,621 | $1,405,341 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Mayo Clinic Department of Development ($1,400,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MAYO CLINIC DEPARTMENT OF DEVELOPMENT ROCHESTER, MN | HEALTH CARE GRANT | $1,400,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| EDITH B WATERMAN | TRUSTEE | 0.5 | — |
| LARA KUNKLER | TRUSTEE | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bernard E & Edith B Waterman?
Bernard E & Edith B Waterman is a private foundation focused on Philanthropy, based in FORT MYERS, FL. It holds $28.5M in total assets as of 2025.
How large is Bernard E & Edith B Waterman?
As of 2025, Bernard E & Edith B Waterman holds $28.5M in total assets with $2.2M in annual revenue. It awarded 1 grants totaling $1.4M in 2025.
Where does Bernard E & Edith B Waterman operate?
Bernard E & Edith B Waterman has awarded grants in Minnesota.
What size grants does Bernard E & Edith B Waterman award?
In 2025, Bernard E & Edith B Waterman awarded 1 grants totaling $1.4M — an average of about $1.4M per grant, based on its IRS Form 990 filings.
How much is Bernard E & Edith B Waterman required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Bernard E & Edith B Waterman reported a distributable amount of $1.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bernard E & Edith B Waterman's EIN?
Bernard E & Edith B Waterman's EIN (Employer Identification Number) is 22-3088264. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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