Bernard E & Edith B Waterman
EIN 223088264Total Given 2022–2025
$6.0M
4 grants · $1.5M avg/year
based on 4 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$1.5M
typical big bets · $1.4M–$1.6M
grant size
100%
deep partner · 1/1 multi-year
repeat
$28.0M
Assets (2025)
1
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(239) 939-2020
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | N/A | $24.3M | $4.4M | N/A |
| 2018 | N/A | $28.6M | $4.9M | N/A |
| 2020 | N/A | $30.3M | $987K | N/A |
| 2021 | N/A | $33.0M | $361K | N/A |
| 2022 | $1.6M | $28.5M | $172K | 1 |
| 2023 | $1.6M | $27.2M | $531K | 1 |
| 2024 | $1.4M | $27.0M | $1.1M | 1 |
| 2025 | $1.4M | $28.0M | $2.2M | 1 |
Grant Size Distribution
Based on 4 grants on record
Minimum
$1.4M
25th Pctl
$1.4M
Median
$1.5M
Average
$1.5M
75th Pctl
$1.6M
Maximum
$1.6M
Geographic Distribution
Officers & Directors
Grants Awarded (4 total)
| Purpose | ||||
|---|---|---|---|---|
| Mayo Clinic Department of Development | Rochester, MN | $1,578,950 | HEALTH CARE GRANT | 2022 |
| Mayo Clinic Department of Development | Rochester, MN | $1,567,600 | HEALTH CARE GRANT | 2023 |
| Mayo Clinic Department of Development | Rochester, MN | $1,405,341 | HEALTH CARE GRANT | 2024 |
| Mayo Clinic Department of Development | Rochester, MN | $1,400,000 | HEALTH CARE GRANT | 2025 |