Bernard E & Edith B Waterman
Bernard E & Edith B Waterman is a private foundation focused on Philanthropy, based in Fort Myers, FL. IRS filing data is available from 2019 through 2026. As of 2026, the organization holds $27.2M in total assets. In 2026, it awarded 1 grant totaling $1.3M. Net investment income was $842K.
Bernard E & Edith B Waterman at a glance
In short: Bernard E & Edith B Waterman gave $1.3M across 1 grant in 2026 (avg $1.3M), mostly in Minnesota. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $1,292,778
- -7.7% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $1,292,778
- -7.7% vs 2025
- Median grant
- $1,292,778
- Total assets
- $27,194,400
- -4.7% vs 2025
- Primary geography
- Minnesota (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Bernard E & Edith B Waterman funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Mayo Clinic Department of Development ($1.3M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $1–5M range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Bernard E & Edith B Waterman gives
- Giving held roughly steady from 2023 to 2026 (−18%). Method
- In 2026 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2026, annual grant giving ranged from $1.3M (2026) to $1.6M (2022). In 2026 it made 1 grant totaling $1.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mayo Clinic Department of Development Rochester, MN | Health Care Grant | $1,292,778 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $27,194,400 | $99,598 | $1,429,237 | $1,292,778 | 1 | $1,292,778 | $841,815 | $1,391,404 |
| 2025 | $28,533,240 | $2,151,404 | $1,458,047 | $1,400,000 | 1 | $1,400,000 | $2,109,173 | $1,340,157 |
| 2024 | $27,817,527 | $1,120,233 | $1,409,508 | $1,405,341 | 1 | $1,405,341 | $1,133,985 | $1,352,621 |
| 2023 | $28,173,488 | $530,733 | $1,570,067 | $1,567,600 | 1 | $1,567,600 | $528,266 | $1,405,341 |
| 2022 | $29,120,484 | $172,392 | $1,580,896 | $1,578,950 | 1 | $1,578,950 | $170,446 | $1,567,600 |
| 2021 | $30,531,235 | $361,491 | $24,478 | — | — | — | $359,548 | $1,578,950 |
| 2019 | $29,298,690 | $941,293 | $8,547 | — | — | — | $784,627 | $1,437,265 |
Under IRS private-foundation payout rules, Bernard E & Edith B Waterman reported a distributable amount of $1.4M for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bernard E & Edith B Waterman's 2026 filing lists 2 officers; none of the 2 officers listed in 2026 report compensation.
Officers on the 2026 filing
Edith B. Waterman
Trustee
On filings since 2019
0.5 hrs/week
No compensation reported
Lara Kunkler
Trustee
On filings since 2019
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bernard E & Edith B Waterman
How much does Bernard E & Edith B Waterman give each year?
Bernard E & Edith B Waterman gave $1.3M across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $1.4M across 1 grant.
How large is Bernard E & Edith B Waterman?
Bernard E & Edith B Waterman reported $27.2M in total assets on its 2026 IRS Form 990-PF. It paid out $1.3M in qualifying distributions that year, against a required minimum of $1.4M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 $27.2M in total assets as of 2026.
Where does Bernard E & Edith B Waterman operate?
Bernard E & Edith B Waterman has awarded grants in Minnesota.
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 2019–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 19, 2020)
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 27, 2026)
- IRS filings on file for fiscal years 2021–2025
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Browse active grant opportunities in Bernard E & Edith B Waterman's focus areas in our free grants database
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