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Nonprofit · EIN 22-3088264

BERNARD E & EDITH B WATERMAN CHARITABLE FOUNDATION

Tax-exempt · FORT MYERS, FL 33906

Financials

$1.1M$1.4M2023$2.2M$1.5M2024$100K$1.4M2025
Revenue Expenses · by fiscal year end
Financials of BERNARD E & EDITH B WATERMAN CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$99,598$1,429,237-$1,329,639$27,194,400$81,277$27,113,123
June 30, 2025990-PF$2,151,404$1,458,047$693,357$28,533,240$90,478$28,442,762
June 30, 2024990-PF$1,120,233$1,409,508-$289,275$27,817,527$68,122$27,749,405
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Dividends
$917,869
Net gain from sales of assets
-$818,271

Expenses

Grants and similar amounts paid
$1,292,778
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,292,778
Excise tax on investment income
$11,701

Balance sheet and other

Total assets, start of year
$28,533,240
Total assets, end of year
$27,194,400
Total liabilities, end of year
$81,277
Net assets, end of year
$27,113,123
Fair market value of assets
$28,641,184
Qualifying distributions
$1,292,778
Net investment income
$917,869

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
EDITH B WATERMAN
PO BOX 62610, FORT MYERS, FL 339060610
TRUSTEE0.5$0
LARA KUNKLER
PO BOX 62610, FORT MYERS, FL 339060610
TRUSTEE0.5$0
990-PF for the year ended June 30, 2025: 2 people
NameTitleHours / weekCompensation
EDITH B WATERMAN
PO BOX 62610, FORT MYERS, FL 339060610
TRUSTEE0.5$0
LARA KUNKLER
PO BOX 62610, FORT MYERS, FL 339060610
TRUSTEE0.5$0
990-PF for the year ended June 30, 2024: 2 people
NameTitleHours / weekCompensation
EDITH B WATERMAN
PO BOX 62610, FORT MYERS, FL 339060610
TRUSTEE0.5$0
LARA KUNKLER
PO BOX 62610, FORT MYERS, FL 339060610
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
PO BOX 62610, FORT MYERS, FL 33906-0610
Signed the 990-PF
EDITH B WATERMAN, TRUSTEE
Phone
(239) 841-1702
Return prepared by
CLIFTONLARSONALLEN LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
22-3088264
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1985
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$27,194,400
Income (IRS master file)
$3,756,252

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$99,598$1,429,237$27,194,400XML
990-PFJune 2025$2,151,404$1,458,047$28,533,240XML
990-PFJune 2024$1,120,233$1,409,508$27,817,527XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-3088264).

Questions about BERNARD E & EDITH B WATERMAN CHARITABLE FOUNDATION

What is the EIN of BERNARD E & EDITH B WATERMAN CHARITABLE FOUNDATION?
The employer identification number (EIN) of BERNARD E & EDITH B WATERMAN CHARITABLE FOUNDATION is 22-3088264.
Is BERNARD E & EDITH B WATERMAN CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to BERNARD E & EDITH B WATERMAN CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERNARD E & EDITH B WATERMAN CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BERNARD E & EDITH B WATERMAN CHARITABLE FOUNDATION due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BERNARD E & EDITH B WATERMAN CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2026.
Who are the officers and directors of BERNARD E & EDITH B WATERMAN CHARITABLE FOUNDATION?
The 990-PF for the year ended June 30, 2026 lists 2 people; 0 received compensation from the organization.
How much revenue does BERNARD E & EDITH B WATERMAN CHARITABLE FOUNDATION have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $99,598, expenses of $1,429,237 and total assets of $27,194,400 at year end.

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