Waldman Family Charitable Trust
The Waldman Family Charitable Trust is a private foundation established in 1986 and based in Nazareth, Pennsylvania. As a 501(c)(3) organization, it has been tax-exempt since July 1987. The trust operates as a family foundation focused on philanthropic giving across multiple sectors and geographic regions.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.4M
+5.1% YoY
Annual Giving
$334K
-9.0% YoY
Grant Count
89
+0.0% YoY
Avg Grant Size
$4K
-9.0% YoY
Under IRS private-foundation payout rules, Waldman Family Charitable Trust reported a distributable amount of $277K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust's giving priorities include:
- Education
- Health
- Human Services
- Agriculture, Fishing, and Forestry
The foundation provides unrestricted use funding to its grantees, allowing recipients flexibility in how they deploy grant resources.
Grantmaking
Notable grantees have included the Northampton Community College Foundation.
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Geographic Focus
Where this funder awards grants
The trust supports initiatives across multiple U.S. states and cities, including:
States: Arizona, California, Colorado, Connecticut, Delaware, Florida, Illinois, Indiana, Louisiana, Maryland, Minnesota, North Carolina, New Jersey, New York, Ohio, Pennsylvania, Washington
Notable Cities: New York, Chicago, Philadelphia, and various smaller communities
Primary focus areas include Pennsylvania, New York, and Colorado.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2023:
- Total Assets: $5,170,123 to $5,433,896
- Total Revenue: $457,103
- Total Expenses: $370,712
- Investment Income and Dividends: $41,968
- Number of Employees: 0
- Total Liabilities: $0
The foundation's assets are invested to generate income, with investment returns supporting its grantmaking activities.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,433,896 | $5,170,123 | $5,083,732 |
| Revenue | $605,548 | $457,103 | $5,752 |
| Expenses | $341,775 | $370,712 | $422,641 |
| Qualifying Distributions | $336,013 | $369,006 | $402,861 |
| Net Investment Income | $603,786 | $455,397 | $46,288 |
| Distributable Amount | $277,141 | $294,694 | $360,989 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Allentown Art Museum ($100,000), Aflfc Co Carole Rosenberg ($14,000), Lehigh Valley Hospital ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| A WOMAN'S PLACE DOYLESTOWN, PA | TO PROVIDE SHELTER FOR VICTIMS OF DV | $1,000 |
| AFLFC CO CAROLE ROSENBERG NEW YORK, NY | ARTISTIC AND EDUCATIONAL EXCHANGE | $14,000 |
| ALLENTOWN ART MUSEUM ALLENTOWN, PA | TO PROVIDE EDUCATION OF ART | $100,000 |
| ANIMAL OUTLOOK WASHINGTON, DC | ORGANIZATION TO END ANIMAL ABUSE | $1,000 |
| AXYS CHURCHHILL, MD | SUPPORT AWARENESS FOR X&Y CHROMOSOME | $3,000 |
| BIXBY SCHOOL BOULDER, CO | TO PROMOTE CRITICAL THINKING | $2,000 |
| BOULDER COMMUNITY HEALTH FOUNDATION BOULDER, CO | INDEPENDENT HEALTHCARE SYSTEM | $2,000 |
| BOULDER SHELTER FOR THE HOMELESS BOULDER, CO | PROVIDE SHELTER FOR THE HOMELESS | $500 |
| BUCKINGHAM FRIENDS SCHOOL LAHASKA, PA | PROVIDE SMALL SIZED EDUCATION CLASS | $7,000 |
| BUCKS COUNTY OPPORTUNITY COUNCIL DOYLESTOWN, PA | TO SUPPORT LOW INCOME FAMILIES | $500 |
Leadership & Key People
Leadership team and compensation from IRS filings
The trust is managed by three trustees who serve without compensation:
- Bruce Waldman
- Jessica Waldman
- Mark Waldman
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BRUCE WALDMAN | TRUSTEE | 0.75 | — |
| JESSICA WALDMAN | TRUSTEE | 0.5 | — |
| MARK WALDMAN | TRUSTEE | 0.75 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Waldman Family Charitable Trust fund?
The trust's giving priorities include: • Education • Health • Human Services • Agriculture, Fishing, and Forestry The foundation provides unrestricted use funding to its grantees, allowing recipients flexibility in how they deploy grant resources.
How do I apply for a grant from Waldman Family Charitable Trust?
**Grant Activity:** • Made 83 grants in 2023 • Typical grant awards range from $250 to $115,000 • Total giving in 2023: $334,250 **Recent Grant Examples (2023):** • Allentown Art Museum: $100,000 (Art Education) • Philadelphia Yearly Meeting of Friends / Buckingham Friends School: $11,000 (Education) • NORWESCAP Holding Company: $10,000 (Education and Housing Support) Notable grantees have included the Northampton Community College Foundation.
Where does Waldman Family Charitable Trust make grants?
The trust supports initiatives across multiple U.S. states and cities, including: **States:** Arizona, California, Colorado, Connecticut, Delaware, Florida, Illinois, Indiana, Louisiana, Maryland, Minnesota, North Carolina, New Jersey, New York, Ohio, Pennsylvania, Washington **Notable Cities:** New York, Chicago, Philadelphia, and various smaller communities Primary focus areas include Pennsylvania, New York, and Colorado.
What size grants does Waldman Family Charitable Trust award?
In 2024, Waldman Family Charitable Trust awarded 89 grants totaling $334K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Waldman Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Waldman Family Charitable Trust reported a distributable amount of $277K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Waldman Family Charitable Trust's EIN?
Waldman Family Charitable Trust's EIN (Employer Identification Number) is 23-6869549. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Waldman Family Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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