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 2025 filing: $2.2M revenue, $1.5M expenses, $28.5M total assets. IRS filings disclose 3 grants awarded by this foundation, totaling roughly $4.4M.

EIN: 223088264 FORT MYERS, FL Latest filing: 2025

Total Revenue$2.2M

Total Expenses$1.5M

Total Assets$28.5M

Grants Given3

Grant Total$4.4M

Filing Years2020–2025

Sample Grants Given

MAYO CLINIC DEPARTMENT OF DEVELOPMENT

ROCHESTER, MN · 2024

HEALTH CARE GRANT

$1,400,000

MAYO CLINIC DEPARTMENT OF DEVELOPMENT

ROCHESTER, MN · 2023

HEALTH CARE GRANT

$1,405,341

MAYO CLINIC DEPARTMENT OF DEVELOPMENT

ROCHESTER, MN

HEALTH CARE GRANT

$1,567,600

Showing up to 5 of 3 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

HEALTH CARE GRANT

$4,372,941 3 grants

Financial Trends

Year	Revenue	Expenses	Assets
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
2020	$987K	$18K	$30.3M

Between 2020 and 2025, reported annual revenue grew from $987K to $2.2M (+118%), with total assets most recently reported at $28.5M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MN.

Full geographic grant map with state-by-state breakdown available with membership.

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