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Foundations / Florida

Bernard E & Edith B Waterman Charitable Foundation

Preselected recipients only Fort Myers, Florida · EIN 223088264

Bernard E & Edith B Waterman Charitable Foundation is a private foundation in Fort Myers, Florida. In tax year 2025 it gave $1.3 million in 1 grant; the typical grant was $1.3 million and the largest $1.3 million. It only gives to organizations it selects itself and does not accept unsolicited applications.

From its IRS Form 990-PF for tax year 2025.

Giving in 2025 was down from $1.4 million the year before.

0% of its 2025 grantees had not received a grant from it the year before, so most of its money goes to organizations it already funds.

Giving by year

Tax yearGrants paidNumber of grantsAssets
2023$1.4 million1$27.0 million
2024$1.4 million1$28.0 million
2025$1.3 million1$28.6 million

How to apply

Bernard E & Edith B Waterman Charitable Foundation says in its IRS filing that it only makes contributions to preselected organizations, so unsolicited applications are unlikely to be considered. Organizations it funds are usually invited.

IRS filings on ProPublica

What Bernard E & Edith B Waterman Charitable Foundation funds

Where it gives

All of its grants went to recipients in Minnesota.

StateGrantsAmount
Minnesota1$1.3 million

Grants paid in 2025

All 1 grants
RecipientPurposeAmount
Mayo Clinic Department of Development
Rochester, MN
Health care grant$1.3 million

Officers and trustees

As listed in Part VIII of the 2025 filing.

Questions people ask

Does Bernard E & Edith B Waterman Charitable Foundation accept grant applications?

No. Its IRS filing says it only makes contributions to preselected organizations.

How much does Bernard E & Edith B Waterman Charitable Foundation give?

$1.3 million in tax year 2025, across 1 grant, with a typical grant of $1.3 million.

Who runs Bernard E & Edith B Waterman Charitable Foundation?

Its 2025 filing lists Edith B Waterman (Trustee) and Lara Kunkler (Trustee).

What does Bernard E & Edith B Waterman Charitable Foundation fund?

Based on its grants, mainly health.

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