Bernard E & Edith B Waterman | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Bernard E & Edith B Waterman. Data shown is extracted from Form 990-PF filings.
EIN: 22-3088264
Foundation Overview
Based in Fort Myers, FL, Bernard E & Edith B Waterman has awarded 4 grants totaling $5,951,891 to organizations in Minnesota. Individual grants range from $1,400,000 to $1,578,950, with a median award of $1,486,470.5.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
100% of all grants are concentrated in Minnesota, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Minnesota, funding concentrates in Rochester (100%).
Funding Trajectory
Declining funding trend with 11% decrease over 3 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Highly focused on healthcare with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Bernard E & Edith B Waterman's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Mayo Clinic Department Of Development | $1,400,000 | Rochester, MN, US | Health Care Grant | 2024 |
| Mayo Clinic Department Of Development | $1,405,341 | Rochester, MN, US | Health Care Grant | 2023 |
| Mayo Clinic Department Of Development | $1,567,600 | Rochester, MN, US | Health Care Grant | 2022 |
| Mayo Clinic Department Of Development | $1,578,950 | Rochester, MN, US | Health Care Grant | 2021 |
Foundations Similar to Bernard E & Edith B Waterman
Discover 5 foundations with comparable assets ($23,211,991-$32,251,062), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Jill And Jay Bernstein Family Foundation
EIN: 45-4081837 | 5 grants awarded |
$29,005,851
(≈ Similar) |
$1,887,689
median grant |
Palm Beach, FL
Same state |
|
|
Wayne C Kaufmann Charitable Foundation
EIN: 47-4611608 | 13 grants awarded |
$25,615,865
(≈ Similar) |
$995,000
median grant |
Bonita Springs, FL
Same state |
|
|
Vollmer Foundation Inc
EIN: 13-2620718 | 11 grants awarded |
$24,104,067
(≈ Similar) |
$951,290
median grant |
Miami, FL
Same state |
|
|
Hinda Foundation
EIN: 46-1869460 | 9 grants awarded |
$32,251,062
(≈ Similar) |
$1,100,000
median grant |
Bal Harbour, FL
Same state |
|
|
The Morby Family Charitable Foundation
EIN: 04-2943793 | 6 grants awarded |
$23,211,991
(≈ Similar) |
$1,160,384.5
median grant |
Key Largo, FL
Same state |
|
Related Foundation Resources in FL:
Contact Information
Official contact details for Bernard E & Edith B Waterman as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 22-3088264 |
| Website | N/A |
| Address | PO BOX 62610 Fort Myers, FL 33906-0610 |
Key People (2)
Board members, trustees, and key staff who oversee Bernard E & Edith B Waterman's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Edith B Waterman |
|---|---|
| Trustee | Lara Kunkler |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Bernard E & Edith B Waterman is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.