Waldman Family Charitable Trust

Nazareth, PA
Tax-exempt since July 1987
EIN: 23-6869549

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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

$606k (2024)

Expenses

$342k (2024)

Total Assets

$5.43M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 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 Dec.
2024

Revenue

$605,548

Expenses

$341,775

Net Income

$263,773

Net Assets

$5,433,896

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$37,991	6.3%
Sales of Assets	$567,550	93.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$336,013	98.3%
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	$5,433,896
Total Liabilities	$0
Net Assets	$5,433,896

Compensation

Key Employees and Officers	Compensation	Other
Bruce Waldman (Trustee)	$0	$0
Jessica Waldman (Trustee)	$0	$0
Mark Waldman (Trustee)	$0	$0

990-PF

Filed on May 7, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$457,103

Expenses

$370,712

Net Income

$86,391

Net Assets

$5,170,123

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$41,962	9.2%
Sales of Assets	$415,135	90.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$369,006	99.5%
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	$5,170,123
Total Liabilities	$0
Net Assets	$5,170,123

Compensation

Key Employees and Officers	Compensation	Other
Bruce Waldman (Trustee)	$0	$0
Jessica Waldman (Trustee)	$0	$0
Mark Waldman (Trustee)	$0	$0

990-PF

Filed on April 30, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$5,752

Expenses

$422,641

Net Income

-$416,889

Net Assets

$5,083,732

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,309	22.8%
Dividends	$45,895	> 100%
Sales of Assets	-$42,914
Other Income	$1,462	25.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$402,861	95.3%
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	$5,083,732
Total Liabilities	$0
Net Assets	$5,083,732

Compensation

Key Employees and Officers	Compensation	Other
Bruce Waldman (Trustee)	$0	$0
Jessica Waldman (Trustee)	$0	$0
Mark Waldman (Trustee)	$0	$0

990-PF

Filed on May 9, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$670,321

Expenses

$272,451

Net Income

$397,870

Net Assets

$5,500,621

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$850	0.1%
Dividends	$124,124	18.5%
Sales of Assets	$542,392	80.9%
Other Income	$2,955	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$269,650	99.0%
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	$5,500,621
Total Liabilities	$0
Net Assets	$5,500,621

Compensation

Key Employees and Officers	Compensation	Other
Bruce Waldman (Trustee)	$0	$0
Jessica Waldman (Trustee)	$0	$0
Mark Waldman (Trustee)	$0	$0

990-PF

Filed on May 13, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$263,943

Expenses

$264,144

Net Income

-$201

Net Assets

$5,102,750

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35	0.0%
Dividends	$84,244	31.9%
Sales of Assets	$179,664	68.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$262,556	99.4%
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	$5,102,751
Total Liabilities	$1
Net Assets	$5,102,750

Compensation

Key Employees and Officers	Compensation	Other
Bruce Waldman (Trustee)	$0	$0
Jessica Waldman (Trustee)	$0	$0
Mark Waldman (Trustee)	$0	$0

990-PF

Filed on May 13, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$595,202

Expenses

$265,450

Net Income

$329,752

Net Assets

$5,102,952

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,518	0.3%
Dividends	$96,716	16.2%
Sales of Assets	$496,585	83.4%
Other Income	$383	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$261,400	98.5%
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	$5,102,952
Total Liabilities	$0
Net Assets	$5,102,952

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2018

Revenue

$346,135

Expenses

$238,856

Net Income

$107,279

Net Assets

$4,773,708

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,357	0.4%
Dividends	$86,969	25.1%
Sales of Assets	$257,354	74.4%
Other Income	$455	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$235,803	98.7%
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	$4,773,708
Total Liabilities	$0
Net Assets	$4,773,708

Compensation

Key Employees and Officers	Compensation	Other
Bruce Waldman (Trustee)	$0	$0
Jessica Waldman (Trustee)	$0	$0
Mark Waldman (Trustee)	$0	$0

990-PF

Filed on May 15, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$216,360

Expenses

$250,562

Net Income

-$34,202

Net Assets

$4,662,299

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,055	2.3%
Dividends	$149,887	69.3%
Sales of Assets	$61,418	28.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$243,306	97.1%
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	$4,662,299
Total Liabilities	$0
Net Assets	$4,662,299

Compensation

Key Employees and Officers	Compensation	Other
Bruce Waldman (Trustee)	$0	$0
Jessica Waldman (Trustee)	$0	$0
Mark Waldman (Trustee)	$0	$0

990-PF

Filed on May 14, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$235,831

Expenses

$251,689

Net Income

-$15,858

Net Assets

$4,696,501

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$177,127	75.1%
Sales of Assets	$58,704	24.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$244,844	97.3%
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	$4,696,501
Total Liabilities	$0
Net Assets	$4,696,501

Compensation

Key Employees and Officers	Compensation	Other
Bruce Waldman (Trustee)	$0	$0
Jessica Waldman (Trustee)	$0	$0
Mark Waldman (Trustee)	$0	$0

990-PF

Filed on May 15, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$200,148

Expenses

$220,630

Net Income

-$20,482

Net Assets

$4,712,359

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$182,034	90.9%
Sales of Assets	$18,114	9.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$218,365	99.0%
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	$4,712,359
Total Liabilities	$0
Net Assets	$4,712,359

Compensation

Key Employees and Officers	Compensation	Other
Bruce Waldman (Trustee)	$0	$0
Jessica Waldman (Trustee)	$0	$0
Mark Waldman (Trustee)	$0	$0

990-PF

Filed on May 12, 2016

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

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Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$662,297

Expenses

$199,554

Net Income

$462,743

Net Assets

$4,732,841

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$134,592	20.3%
Sales of Assets	$527,705	79.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$197,127	98.8%
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	$4,732,841
Total Liabilities	$0
Net Assets	$4,732,841

Compensation

Key Employees and Officers	Compensation	Other
Bruce Waldman (Trustee)	$0	$0
Jessica Waldman (Trustee)	$0	$0
Mark Waldman (Trustee)	$0	$0

990-PF

Filed on Aug. 13, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$136,376

Expenses

$133,910

Net Income

$2,466

Net Assets

$4,270,098

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$107,268	78.7%
Sales of Assets	$28,653	21.0%
Other Income	$455	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,005	97.8%
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	$4,270,098
Total Liabilities	$0
Net Assets	$4,270,098

Compensation

Key Employees and Officers	Compensation	Other
Bruce Waldman (Trustee)	$0	$0
Jessica Waldman (Trustee)	$0	$0
Mark Waldman (Trustee)	$0	$0

990-PF

Filed on May 2, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$56,556

Expenses

$145,769

Net Income

-$89,213

Net Assets

$4,267,632

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,646	> 100%
Sales of Assets	$0
Other Income	$4,471	7.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,184	96.2%
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	$4,267,632
Total Liabilities	$0
Net Assets	$4,267,632

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$159,634

Expenses

$136,151

Net Income

$23,483

Net Assets

$4,356,845

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,677	63.1%
Sales of Assets	$58,177	36.4%
Other Income	$780	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,125	95.6%
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	$4,356,845
Total Liabilities	$0
Net Assets	$4,356,845

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

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

990-PF

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

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

PDF

PDF (2 of 3) PDF (3 of 3)

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Waldman Family Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $606k (2024)

Expenses $342k (2024)

Total Assets $5.43M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Revenue

$606k (2024)

Expenses

$342k (2024)

Total Assets

$5.43M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2013

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