Nonprofit · EIN 23-6869549
WALDMAN FAMILY CHARITABLE TRUST
Tax-exempt · NAZARETH, PA 18064
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $611,218 | $295,325 | $315,893 | $5,749,789 | $0 | $5,749,789 |
| December 31, 2024 | 990-PF | $605,548 | $341,775 | $263,773 | $5,433,896 | $0 | $5,433,896 |
| December 31, 2023 | 990-PF | $457,103 | $370,712 | $86,391 | $5,170,123 | $0 | $5,170,123 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $53,811
- Interest
- $815
- Net gain from sales of assets
- $556,592
Expenses
- Grants and similar amounts paid
- $281,500
- Disbursements for charitable purposes
- $283,029
- Excise tax on investment income
- $8,475
Balance sheet and other
- Total assets, start of year
- $5,433,896
- Total assets, end of year
- $5,749,789
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,749,789
- Fair market value of assets
- $8,522,484
- Qualifying distributions
- $283,029
- Net investment income
- $611,218
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE WALDMAN 1646 COUNTRY ROAD, 1646 COUNTRY ROAD, BETHLEHEM, PA 180155717 | TRUSTEE | 0.75 | $0 |
| JESSICA WALDMAN 4495 APPLE WAY, 4495 APPLE WAY, BOULDER, CO 80301 | TRUSTEE | 0.5 | $0 |
| MARK WALDMAN 6415 MEETINGHOUSE ROAD, 6415 MEETINGHOUSE ROAD, NEW HOPE, PA 18938 | TRUSTEE | 0.75 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE WALDMAN 1646 COUNTRY ROAD, 1646 COUNTRY ROAD, BETHLEHEM, PA 180155717 | TRUSTEE | 0.75 | $0 |
| JESSICA WALDMAN 380 HOPI PLACE, 380 HOPI PLACE, BOULDER, CO 80303 | TRUSTEE | 0.5 | $0 |
| MARK WALDMAN 6415 MEETINGHOUSE ROAD, 6415 MEETINGHOUSE ROAD, NEW HOPE, PA 18938 | TRUSTEE | 0.75 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE WALDMAN 1646 COUNTRY ROAD, 1646 COUNTRY ROAD, BETHLEHEM, PA 180155717 | TRUSTEE | 0.75 | $0 |
| JESSICA WALDMAN 380 HOPI PLACE, 380 HOPI PLACE, BOULDER, CO 80303 | TRUSTEE | 0.5 | $0 |
| MARK WALDMAN 6415 MEETINGHOUSE ROAD, 6415 MEETINGHOUSE ROAD, NEW HOPE, PA 18938 | TRUSTEE | 0.75 | $0 |
Address and contacts
- Address (IRS master file)
- 50 SYCAMORE ST, NAZARETH, PA 18064-1037
- Signed the 990-PF
- BRUCE WALDMAN, TRUSTEE
- Phone
- (610) 759-9550
- Return prepared by
- MILLERSEARLES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-6869549
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1987
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,749,789
- Income (IRS master file)
- $3,423,801
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $611,218 | $295,325 | $5,749,789 | IRS |
| 990-PF | December 2024 | $605,548 | $341,775 | $5,433,896 | IRS |
| 990-PF | December 2023 | $457,103 | $370,712 | $5,170,123 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-6869549).
Questions about WALDMAN FAMILY CHARITABLE TRUST
- What is the EIN of WALDMAN FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of WALDMAN FAMILY CHARITABLE TRUST is 23-6869549.
- Is WALDMAN FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to WALDMAN FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALDMAN FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALDMAN FAMILY CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALDMAN FAMILY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WALDMAN FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does WALDMAN FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $611,218, expenses of $295,325 and total assets of $5,749,789 at year end.
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