The Florida State Capitol

Form 990-PFTax year 2025EIN 22-3088264

Bernard E & Edith B Waterman Charitable Foundation

A private foundation in Fort Myers, FL. Its return for tax year 2025 lists 1 grant and $1.3 million paid in grants.

Tax year 2025 (period ending Jun 30, 2026), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $1,292,778

    Grants listed
    1
    Assets, end of year
    $27,194,400
  • Tax year 2024

    $1,400,000

    Grants listed
    1
    Assets, end of year
    $28,533,240
  • Tax year 2023

    $1,405,341

    Grants listed
    1
    Assets, end of year
    $27,817,527
  • Tax year 2022

    $1,567,600

    Grants listed
    1
    Assets, end of year
    $28,173,488
  • Tax year 2021

    $1,578,950

    Grants listed
    1
    Assets, end of year
    $29,120,484
  • Tax year 2020

    $0

    Grants listed
    0
    Assets, end of year
    $30,531,235
  • Tax year 2019

    $0

    Grants listed
    0
    Assets, end of year
    $30,268,342
  • Tax year 2018

    $0

    Grants listed
    0
    Assets, end of year
    $29,298,690

Grants paid in 2025

1 grant, largest first

As listed on the return.

  1. Mayo Clinic Department of DevelopmentRochester, MN

    Health care grant

    $1,292,778

Where the money goes

By State

Grants to organizations with a US address, latest year.

  1. Minnesota1 grant $1,292,778

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Edith B WatermanTRUSTEE Hours 0.5Pay $0
  • Lara KunklerTRUSTEE Hours 0.5Pay $0

The return

More foundations

Other foundations in Florida

  1. I Could Do Great Things FoundationBoca Raton, FL 22 grants Accepts applications $1,292,000 giving
  2. The Philippe & Deborah Dauman FoundationPalm Beach, FL 22 grants Accepts applications $1,290,700 giving
  3. Purjes FoundationLongboat Key, FL 16 grants Preselected only $1,290,045 giving
  4. Harvey and Carol Massey Foundation IncOrlando, FL 14 grants Preselected only $1,289,500 giving
  5. The Jose Milton FoundationCoral Gables, FL 17 grants Preselected only $1,298,430 giving