Waterman Family Foundation
EIN 201027460Total Given 2016–2024
$2.2M
82 grants · $246K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $1K–$26K
grant size
6%
transactional · 3/48 multi-year
repeat
$2.6M
Assets (2024)
48
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
FIDELITY CHARITABLE GIFT FUND
Phone
(818) 288-6554
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $256K | $2.5M | $172K | 3 |
| 2017 | $385K | $2.4M | $201K | 46 |
| 2018 | $250K | $2.7M | $1.2M | 1 |
| 2019 | $190K | $3.0M | $106K | 1 |
| 2020 | $160K | $3.6M | $148K | 1 |
| 2021 | $302K | $3.6M | $294K | 6 |
| 2022 | $536K | $2.2M | $75K | 23 |
| 2023 | N/A | $2.6M | $-25K | N/A |
| 2024 | $135K | $2.6M | $74K | 1 |
Grant Size Distribution
Based on 82 grants on record
Minimum
$200
25th Pctl
$1K
Median
$5K
Average
$27K
75th Pctl
$26K
Maximum
$250K
Geographic Distribution
Officers & Directors
RG
Robert Glicksteen
President./ Treasurer
Leadership
CG
Carrie Glicksteen
V.P./ Secretary
Leadership
WW
Wendy Waterman
V.P
RG
Robert Glicksteen
President./ Treasurer
Leadership
CG
Carrie Glicksteen
V.P./ Secretary
Leadership
WW
Wendy Waterman
V.P
RG
Robert Glicksteen
President./ Treasurer
Leadership
CG
Carrie Glicksteen
V.P./ Secretary
Leadership
WW
Wendy Waterman
V.P
SW
Seymour Waterman
President
Leadership
RG
Robert Glicksteen
President./ Treasurer
Leadership
CG
Carrie Glicksteen
V.P./ Secretary
Leadership
WW
Wendy Waterman
V.P
SW
Seymour Waterman
President
Leadership
CG
Carrie Glicksteen
Vice President
Leadership
WW
Wendy Waterman
Vice President
Leadership
RG
Robert Glicksteen
Treasurer
Leadership
SW
Seymour Waterman
President
Leadership
CG
Carrie Glicksteen
Vice President
Leadership
WW
Wendy Waterman
Vice President
Leadership
RG
Robert Glicksteen
Treasurer
Leadership
SW
Seymour Waterman
President
Leadership
WW
Wendy Waterman
Vice President
Leadership
CG
Carrie Glicksteen
Vice President
Leadership
RG
Robert Glicksteen
Treasurer
Leadership
SW
Seymour Waterman
President
Leadership
CG
Carrie Glicksteen
Vice President
Leadership
WW
Wendy Waterman
Vice President
Leadership
RG
Robert Glicksteen
Treasurer
Leadership
SW
Seymour Waterman
President
Leadership
CG
Carrie Glicksteen
Vice President
Leadership
WW
Wendy Waterman
Vice President
Leadership
RG
Robert Glicksteen
Treasurer
Leadership
Grants Awarded (82 total)
| Purpose | ||||
|---|---|---|---|---|
| Temple Beth El | San Pedro, CA | $250,000 | FUNDRAISING FOR ORGANIZATION. | 2018 |
| Temple Beth El | San Pedro, CA | $250,000 | FUNDRAISING FOR ORGANIZATION. | 2016 |
| Temple Beth El | San Pedro, CA | $250,000 | FUNDRAISING FOR ORGANIZATION. | 2017 |
| Temple Beth El | San Pedro, CA | $190,000 | FUNDRAISING FOR ORGANIZATION. | 2019 |
| Temple Beth El | San Pedro, CA | $160,000 | FUNDRAISING FOR ORGANIZATION. | 2020 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $135,078 | FUNDRAISING FOR THE ORGANIZATION. | 2024 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $109,216 | FUNDRAISING FOR THE ORGANIZATION. | 2021 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $100,238 | FUNDRAISING FOR THE ORGANIZATION. | 2021 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $47,550 | FUNDRAISING FOR THE ORGANIZATION. | 2021 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $44,194 | FUNDRAISING FOR THE ORGANIZATION | 2022 |
| Fidelity Investment Charitable Gift | Cincinnati, OH | $43,394 | FUNDRAISING FOR THE ORGANIZATION | 2017 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $41,001 | FUNDRAISING FOR THE ORGANIZATION. | 2022 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $40,510 | FUNDRAISING FOR THE ORGANIZATION. | 2022 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $34,424 | FUNDRAISING FOR THE ORGANIZATION. | 2022 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $34,102 | FUNDRAISING FOR THE ORGANIZATION. | 2022 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $32,755 | FUNDRAISING FOR THE ORGANIZATION | 2022 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $32,024 | FUNDRAISING FOR THE ORGANIZATION. | 2022 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $31,799 | FUNDRAISING FOR THE ORGANIZATION. | 2021 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $30,423 | FUNDRAISING FOR THE ORGANIZATION | 2022 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $25,916 | FUNDRAISING FOR THE ORGANIZATION | 2022 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $25,874 | FUNDRAISING FOR THE ORGANIZATION. | 2022 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $25,450 | FUNDRAISING FOR THE ORGANIZATION. | 2022 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $23,246 | FUNDRAISING FOR THE ORGANIZATION. | 2022 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $18,962 | FUNDRAISING FOR THE ORGANIZATION. | 2022 |
| Fidelity Charitable Gift Fund | Cincinnati, OH | $18,047 | FUNDRAISING FOR THE ORGANIZATION. | 2022 |