Bernard E & Edith B Waterman
FORT MYERS, FL EIN: 22-3088264
Financial Overview
From 2025 IRS Form 990-PF
Total Assets
$28.5M
+2.6% YoY
Annual Giving
$1.4M
-0.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$1.4M
-0.4% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $28,533,240 | $27,817,527 | $28,173,488 |
| Revenue | $2,151,404 | $1,120,233 | $530,733 |
| Expenses | $1,458,047 | $1,409,508 | $1,570,067 |
| Qualifying Distributions | $1,400,000 | $1,405,341 | $1,567,600 |
| Net Investment Income | $2,109,173 | $1,133,985 | $528,266 |
| Distributable Amount | $1,340,157 | $1,352,621 | $1,405,341 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Bernard E & Edith B Waterman fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| EDITH B WATERMAN | TRUSTEE | 0.5 | — |
| LARA KUNKLER | TRUSTEE | 0.5 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Minnesota $6.0M (100%)
States
Cities
Rochester
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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