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Bernard E & Edith B Waterman Charitable Foundation

Organization summary

Type of Nonprofit

Designated as a 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.

Summary charts: organization finances over time

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
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

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
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

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
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

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
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

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
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

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
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

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
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

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
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

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
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

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
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

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
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

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
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

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
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

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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