Before you apply to Bernard E & Edith B Waterman Charitable Foundation
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
Private Foundation
BERNARD E & EDITH B WATERMAN CHARITABLE FOUNDATION
BERNARD E & EDITH B WATERMAN CHARITABLE FOUNDATION is a Private Foundation headquartered in FORT MYERS, FL. Financial data from the 2026 filing: $100K revenue, $1.4M expenses, $27.2M total assets. IRS filings disclose 4 grants awarded by this foundation, totaling roughly $5.7M.
EIN: 223088264
FORT MYERS, FL
Latest filing: 2026
Total Revenue$100K
Total Expenses$1.4M
Total Assets$27.2M
Grants Given4
Grant Total$5.7M
Filing Years2021–2026
Sample Grants Given
MAYO CLINIC DEPARTMENT OF DEVELOPMENT
HEALTH CARE GRANT
$1,292,778
MAYO CLINIC DEPARTMENT OF DEVELOPMENT
HEALTH CARE GRANT
$1,400,000
MAYO CLINIC DEPARTMENT OF DEVELOPMENT
HEALTH CARE GRANT
$1,405,341
MAYO CLINIC DEPARTMENT OF DEVELOPMENT
HEALTH CARE GRANT
$1,567,600
Showing up to 5 of 4 total records — full history available with membership.
Officers & Directors
TRUSTEE
Edith B Waterman
TRUSTEE
Lara Kunkler
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2026 | $100K | $1.4M | $27.2M |
| 2025 | $2.2M | $1.5M | $28.5M |
| 2024 | $1.1M | $1.4M | $27.8M |
| 2023 | $531K | $1.6M | $28.2M |
| 2021 | $361K | $24K | $30.5M |
Between 2021 and 2026, reported annual revenue declined from $361K to $100K (-72%), with total assets most recently reported at $27.2M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in MN.
MN
Full geographic grant map with state-by-state breakdown available with membership.