Private foundation

BERNARD E & EDITH B WATERMAN CHARITABLE FOUNDATION

FORT MYERS, FLEIN

Funds preselected organizations only4 grants on file · $6M · FY2022–2025IRS 990-PF · FY2025

Can I apply?

Funds preselected organizations only

The funder's latest Form 990-PF says it gives only to organizations it has already chosen and does not accept unsolicited requests. An introduction is usually the only route.

No public data found The return states a posture but gives no instructions.

Application policy: Funds preselected organizations only, as stated on the FY2025 return.

Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.

Year	Form	Revenue	Expenses	Giving	Assets	Net assets
FY2025	990-PF	$2,151,404	$1,458,047	$1,400,000	$28,533,240	$28,442,762
FY2024	990-PF	$1,120,233	$1,409,508	$1,405,341	$27,817,527	$27,749,405
FY2023	990-PF	$530,733	$1,570,067	$1,567,600	$28,173,488	$28,038,680
FY2022	990-PF	$172,392	$1,580,896	$1,578,950	$29,120,484	$29,078,014
FY2021	990-PF	$361,491	$24,478	$0	$30,531,235	$30,486,518
FY2020	990-PF	$986,667	$17,656	$0	$30,268,342	$30,149,505
FY2019	990-PF	$941,293	$8,547	$0	$29,298,690	$29,180,494
FY2018	990-PF	$4,858,312	$2,339	$0	$28,435,493	$28,247,748
FY2017	990-PF	$4,363,451	$9,842	$112	$23,563,644	$23,391,775

Recipient	Purpose	Amount	Year	Source
MAYO CLINIC DEPARTMENT OF DEVELOPMENTROCHESTER, MN	HEALTH CARE GRANT	$1,578,950	2022

Name	Title	Hours / week	Compensation
Edith B Waterman	TRUSTEE	0.50	$0
Lara Kunkler	TRUSTEE	0.50	$0

BERNARD E & EDITH B WATERMAN CHARITABLE FOUNDATION

Can I apply?

Financials

BERNARD E & EDITH B WATERMAN CHARITABLE FOUNDATION

Can I apply?

Financials

What they fund

Grants paid

Officers and directors