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
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.
Ready to take the next step with Waldman Family Charitable Trust?
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
No grants recorded for .
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 | — |
Related Funders
Similar funders by location and focus area
The Best Little Cat House in PA
HARRISBURG, PA
Assets
$281K
Grants
0
Total Given
—
The Irene P Sorbara Charitable Foundation
PITTSBURGH, PA
Assets
$2.5M
Grants
2
Total Given
$131K
Penn and Lisa Seiple Conservancy
SUNBURY, PA
Assets
$1.5M
Grants
0
Total Given
—
Daniel M Tabas Family Foundation
HAVERFORD, PA
Assets
$8.0M
Grants
9
Total Given
$86K
John Griner Charitable Trust
PITTSBURGH, PA
Assets
$394K
Grants
1
Total Given
$20K
Shaffer Family Charitable Trust
BETHLEHEM, PA
Assets
$7.1M
Grants
15
Total Given
$610K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Waldman Family Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities