Bernard E & Edith B Waterman Charitable Foundation

Fort Myers, FL
Tax-exempt since March 1985
EIN: 22-3088264

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$1.12M (2024)

Expenses

$1.41M (2024)

Total Assets

$27.8M (2024)

Total Liabilities

$68.1k (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$1,120,233

Expenses

$1,409,508

Net Income

-$289,275

Net Assets

$27,749,405

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,136,430	> 100%
Sales of Assets	-$16,197
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,405,341	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,817,527
Total Liabilities	$68,122
Net Assets	$27,749,405

Compensation

Key Employees and Officers	Compensation	Other
Edith B Waterman (Trustee)	$0	$0
Lara Kunkler (Trustee)	$0	$0

990-PF

Filed on Oct. 29, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2023

Revenue

$530,733

Expenses

$1,570,067

Net Income

-$1,039,334

Net Assets

$28,038,680

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$530,733	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,567,600	99.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,173,488
Total Liabilities	$134,808
Net Assets	$28,038,680

Compensation

Key Employees and Officers	Compensation	Other
Edith B Waterman (Trustee)	$0	$0
Lara Kunkler (Trustee)	$0	$0

990-PF

Filed on Dec. 5, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending June
2022

Revenue

$172,392

Expenses

$1,580,896

Net Income

-$1,408,504

Net Assets

$29,078,014

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$172,375	100.0%
Sales of Assets	$17	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,578,950	99.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,120,484
Total Liabilities	$42,470
Net Assets	$29,078,014

Compensation

Key Employees and Officers	Compensation	Other
Edith B Waterman (Trustee)	$0	$0
Lara Kunkler (Trustee)	$0	$0

990-PF

Filed on Nov. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$361,491

Expenses

$24,478

Net Income

$337,013

Net Assets

$30,486,518

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$350,998	97.1%
Sales of Assets	$10,493	2.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,531,235
Total Liabilities	$44,717
Net Assets	$30,486,518

Compensation

Key Employees and Officers	Compensation	Other
Edith B Waterman (Trustee)	$0	$0
Lara Kunkler (Trustee)	$0	$0

990-PF

Filed on Nov. 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2020

Revenue

$986,667

Expenses

$17,656

Net Income

$969,011

Net Assets

$30,149,505

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$343,624	34.8%
Interest Revenue	$0
Dividends	$617,152	62.5%
Sales of Assets	$25,891	2.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,268,342
Total Liabilities	$118,837
Net Assets	$30,149,505

Compensation

Key Employees and Officers	Compensation	Other
Edith B Waterman (Trustee)	$0	$0
Lara Kunkler (Trustee)	$0	$0

990-PF

Filed on Oct. 30, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2019

Revenue

$941,293

Expenses

$8,547

Net Income

$932,746

Net Assets

$29,180,494

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$155,091	16.5%
Interest Revenue	$0
Dividends	$748,486	79.5%
Sales of Assets	$37,716	4.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,298,690
Total Liabilities	$118,196
Net Assets	$29,180,494

Compensation

Key Employees and Officers	Compensation	Other
Edith B Waterman (Trustee)	$0	$0
Lara Kunkler (Trustee)	$0	$0

990-PF

Filed on March 19, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$4,858,312

Expenses

$2,339

Net Income

$4,855,973

Net Assets

$28,247,748

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,348,377	89.5%
Interest Revenue	$0
Dividends	$575,882	11.9%
Sales of Assets	-$65,947
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$28,435,493
Total Liabilities	$187,745
Net Assets	$28,247,748

Compensation

Key Employees and Officers	Compensation	Other
Bernard E Waterman (Trustee)	$0	$0
Edith B Waterman (Trustee)	$0	$0
Lara Kunkler (Trustee)	$0	$0

990-PF

Filed on Oct. 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2017

Revenue

$4,363,451

Expenses

$9,842

Net Income

$4,353,609

Net Assets

$23,391,775

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,985,190	91.3%
Interest Revenue	$0
Dividends	$357,053	8.2%
Sales of Assets	$21,208	0.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112	1.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,563,644
Total Liabilities	$171,869
Net Assets	$23,391,775

Compensation

Key Employees and Officers	Compensation	Other
Bernard E Waterman (Trustee)	$0	$0
Edith B Waterman (Trustee)	$0	$0

990-PF

Filed on Nov. 2, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$2,153,906

Expenses

$8,565

Net Income

$2,145,341

Net Assets

$19,038,166

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,838,767	85.4%
Interest Revenue	$0
Dividends	$361,537	16.8%
Sales of Assets	-$46,398
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$532	6.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,153,049
Total Liabilities	$114,883
Net Assets	$19,038,166

Compensation

Key Employees and Officers	Compensation	Other
Bernard E Waterman (Trustee)	$0	$0
Edith B Waterman (Trustee)	$0	$0
Arthur H Miller (Trustee)	$0	$0

990-PF

Filed on Nov. 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$6,270,170

Expenses

$12,214,793

Net Income

-$5,944,623

Net Assets

$16,892,825

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,835,142	93.1%
Interest Revenue	$0
Dividends	$337,492	5.4%
Sales of Assets	$97,536	1.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,200,650	99.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,027,832
Total Liabilities	$135,007
Net Assets	$16,892,825

Compensation

Key Employees and Officers	Compensation	Other
Bernard E Waterman (Trustee)	$0	$0
Edith B Waterman (Trustee)	$0	$0
Arthur H Miller (Trustee)	$0	$0

990-PF

Filed on Feb. 1, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2014

Revenue

$12,316,750

Expenses

$4,318

Net Income

$12,312,432

Net Assets

$22,837,448

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,995,055	97.4%
Interest Revenue	$0
Dividends	$432,963	3.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$22,978,180
Total Liabilities	$140,732
Net Assets	$22,837,448

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$2,166,683

Expenses

$113,389

Net Income

$2,053,294

Net Assets

$10,525,016

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,000,000	92.3%
Interest Revenue	$0
Dividends	$166,088	7.7%
Sales of Assets	$595	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,600	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,525,016
Total Liabilities	$0
Net Assets	$10,525,016

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$2,795,543

Expenses

$120,595

Net Income

$2,674,948

Net Assets

$8,439,200

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,678,112	95.8%
Interest Revenue	$0
Dividends	$117,393	4.2%
Sales of Assets	$38	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$117,000	97.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,439,200
Total Liabilities	$0
Net Assets	$8,439,200

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Bernard E & Edith B Waterman Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.12M (2024)

Expenses $1.41M (2024)

Total Assets $27.8M (2024)

Total Liabilities $68.1k (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Revenue

$1.12M (2024)

Expenses

$1.41M (2024)

Total Assets

$27.8M (2024)

Total Liabilities

$68.1k (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

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2021

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2020

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2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

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2011

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2010

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2009

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2008

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2007

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2006

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2005

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2004

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2003

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2002