The Waldman Family Charitable Trust is a private foundation based in Nazareth, Pennsylvania. Its 2025 grants supported organizations working in areas including arts and education, health care, suicide prevention, disability services, food assistance, and community services.
Key facts about Waldman Family Charitable Trust
In short: Waldman Family Charitable Trust gave $282K across 91 grants in 2025 (avg $3K), mostly in Pennsylvania. 15% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 23-6869549
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $281,500
- Grants made (2025)
- 91
- Average grant
- $3,093
- Median grant
- $1,000
- New grantees (estimate)
- 15% first-time grantees (13 of 89, 2025)
- Total assets
- $5,749,789
- Primary geography
- Pennsylvania (60% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.7M
+5.8% YoY
Annual Giving
$282K
-15.8% YoY
Grant Count
91
+2.2% YoY
Avg Grant Size
$3K
-17.6% YoY
Under IRS private-foundation payout rules, Waldman Family Charitable Trust reported a distributable amount of $368K for 2025 — the minimum it must pay out in qualifying distributions.
Is Waldman Family Charitable Trust open to new grantees?
15%
first-time grantees, 2025
In 2025, 13 of 89 grantees (15%) were first-time recipients. First grants averaged $3K; repeat grants $3K. How we count
Medians: $2K first-time, $1K repeat.
- 83% of 2025 grantees were also funded in 2024. Method
- Giving fell 30% from 2022 to 2025. Method
- In 2025 it paid out 77% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the trust is available here. Its 2025 grants include support for organizations whose own missions span several fields. For example, the Allentown Art Museum says it collects, preserves, studies, and exhibits art to enrich residents’ lives; Lehigh Valley Hospital says it provides health care supported by education and research; and Samaritans of New York says it works to prevent suicide and save lives. Colorado Therapeutic Riding Center describes its work as promoting the well-being of people with disabilities through equine-assisted activities.
Grantmaking
The trust made 91 grants totaling $281,500 in 2025. Grants ranged from $250 to $35,000, with a median of $1,000. Recent larger awards included $35,000 each to the Allentown Art Museum and Northampton Community College Foundation, $15,000 to Beverly Hall Corp, and $14,500 to AFLFC Co Carole Rosenberg. Other 2025 grants included $10,000 to Lehigh Valley Hospital and Samaritans of New York, and $5,000 to Colorado Therapeutic Riding Center and Jazz Foundation of America.
How to Apply
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with Waldman Family Charitable Trust?
Geographic Focus
Where this funder awards grants
In 2025, Pennsylvania recipients received 60% of grant dollars, followed by New York at 15%, New Jersey at 8%, Colorado at 6%, and Maryland at 2%.
Grant Distribution by State
Share of 2025 grant dollars across all 91 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $261K (2020) to $401K (2022). In 2025 it made 91 grants totaling $282K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Allentown Art Museum ($35K). Together the top 10 received $122K.
Organizations only. It also paid 1 individual scholarship ($35,000), which are not listed by name.
Grant Size Distribution
449 grants across all recorded years
The most common grant size was under $50K: 444 grants of 449 (99%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Allentown Art Museum Allentown, PA | To Provide Education of Art | $35,000 |
| 1 individual scholarship Recipients not named | — | $35,000 |
| Beverly Hall Corp Quakertown, PA | Teaching of Divine Law to Students | $15,000 |
| Aflfc Co Carole Rosenberg New York, NY | Artistic and Educational Exchange | $14,500 |
| Buckingham Friends School Lahaska, PA | Provide Small Sized Education Class | $12,000 |
| Lehigh Valley Hospital Allentown, PA | Patient Care, Research and Education | $10,000 |
| Norwescap Phillipsburg, NJ | Support Education and Housing | $10,000 |
| Samaritans of New York Madison SQ Station, NY | Support 24-Hour Suicide Prevention | $10,000 |
| Colorado Therapeutic Riding Center Longmont, CO | To Provide Equine Assisted Therapy | $5,000 |
| Jazz Foundation of America New York, NY | Provide Jazz Musicians with Housing | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grant total | Number of grants |
|---|---|---|
| 2025 | $281,500 | 91 |
| 2024 | $334,250 | 89 |
| 2023 | $367,300 | 89 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,749,789 | $5,433,896 | $5,170,123 |
| Revenue | $611,218 | $605,548 | $457,103 |
| Expenses | $295,325 | $341,775 | $370,712 |
| Qualifying Distributions | $283,029 | $336,013 | $369,006 |
| Net Investment Income | $609,688 | $603,786 | $455,397 |
| Distributable Amount | $367,504 | $277,141 | $294,694 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bruce Waldman, Jessica Waldman, and Mark Waldman as trustees.
Waldman Family Charitable Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Bruce Waldman
Trustee
On filings since 2020
0.8 hrs/week
No compensation reported
Jessica Waldman
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Mark Waldman
Trustee
On filings since 2020
0.8 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 50 Sycamore Street, Nazareth, PA 18064
Phone: (610) 759-9550
Frequently asked questions about Waldman Family Charitable Trust
How much does Waldman Family Charitable Trust give each year?
Waldman Family Charitable Trust gave $282K across 91 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $334K across 89 grants.
What is Waldman Family Charitable Trust's typical grant size?
Waldman Family Charitable Trust's median grant in 2025 was $1,000, and its average grant was $3,093, across 91 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Waldman Family Charitable Trust that year got $3K on average.
Where does Waldman Family Charitable Trust give grants?
Waldman Family Charitable Trust gives mostly in Pennsylvania: 60% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (15%) and New Jersey (8%). The most frequent recipient cities were New York, NY (8 grants), Easton, PA (8 grants), Doylestown, PA (7 grants) and Allentown, PA (5 grants).
Does Waldman Family Charitable Trust give general operating support?
Occasionally: 1% of Waldman Family Charitable Trust's 2025 grants with a stated purpose (1 of 91) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Waldman Family Charitable Trust's largest grantees?
Waldman Family Charitable Trust's largest 2025 grantees include Allentown Art Museum ($35,000), Beverly Hall Corp ($15,000) and Aflfc Co Carole Rosenberg ($14,500), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($35,000), which are not listed by name. Together they received 23% of its itemized 2025 grant dollars.
How large is Waldman Family Charitable Trust?
Waldman Family Charitable Trust reported $5.7M in total assets on its 2025 IRS Form 990-PF. It paid out $283K in qualifying distributions that year, against a required minimum of $368K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Waldman Family Charitable Trust fund?
No mission statement for the trust is available here. Its 2025 grants include support for organizations whose own missions span several fields. See mission & focus areas ↑
How do I apply for a grant from Waldman Family Charitable Trust?
The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Waldman Family Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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