Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
WALDMAN FAMILY CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)50 SYCAMORE STREET PO BOX 112
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NAZARETH, PA18064
A Employer identification number

23-6869549
B Telephone number (see instructions)

C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,598,506J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 6 6  
4 Dividends and interest from securities... 41,962 41,962  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 415,135
b Gross sales price for all assets on line 6a 949,461
7 Capital gain net income (from Part IV, line 2)... 415,135
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 457,103 457,103  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,175 1,588   1,587
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
237 118   119
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,412 1,706   1,706
25 Contributions, gifts, grants paid....... 367,300 367,300
26 Total expenses and disbursements. Add lines 24 and 25 370,712 1,706   369,006
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 86,391
b Net investment income (if negative, enter -0-) 455,397
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 30,519 34,817 34,817
2 Savings and temporary cash investments......... 30,885 31,915 31,915
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,022,328 Click to see attachment
List of Attached Documents:
// Content
5,103,391 		5,531,774
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,083,732 5,170,123 5,598,506
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 5,083,732 5,170,123
29 Total net assets or fund balances (see instructions)..... 5,083,732 5,170,123
30 Total liabilities and net assets/fund balances (see instructions). 5,083,732 5,170,123
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,083,732
2
Enter amount from Part I, line 27a .....................
2
86,391
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,170,123
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,170,123
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a HERITAGE INS HLDGS INC COM P 2022-08-04 2023-07-28
b NACCO INDUSTRIES P 2021-01-05 2023-12-13
c NASDAQ INC P 2015-12-04 2023-07-06
d SECURITY NATL FIN A NEW P 2016-07-26 2023-12-04
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 132,071   75,790 56,281
b 224,405   183,523 40,882
c 435,440   201,475 233,965
d 157,545   73,538 84,007
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       56,281
b       40,882
c       233,965
d       84,007
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 415,135
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 56,281
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 6,330
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 6,330
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,330
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,957
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,957
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,627
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,627 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTRUSTEES Telephone no.right arrow (610) 759-9550

Located atright arrow50 SYCAMORE STREET PO BOX 11250 SYCAMORE STREET PO BOX 112NAZARETHPA ZIP+4right arrow18064
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
 
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BRUCE WALDMAN TRUSTEE
0.75 		0 0 0
1646 COUNTRY ROAD
1646 COUNTRY ROAD
BETHLEHEM,PA180155717
JESSICA WALDMAN TRUSTEE
0.50 		0 0 0
380 HOPI PLACE
380 HOPI PLACE
BOULDER,CO80303
MARK WALDMAN TRUSTEE
0.75 		0 0 0
6415 MEETINGHOUSE ROAD
6415 MEETINGHOUSE ROAD
NEW HOPE,PA18938
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,039,638
b
Average of monthly cash balances.......................
1b
72,522
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,112,160
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
6,112,160
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
91,682
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,020,478
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
301,024
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
301,024
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,330
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,330
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
294,694
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
294,694
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
294,694
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
369,006
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
369,006
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 294,694
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 353,897
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 369,006
a Applied to 2022, but not more than line 2a 353,897
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 15,109
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		279,585
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A WOMAN'S PLACE
A WOMAN'S PLACE
PO BOX 299
PO BOX 299
DOYLESTOWN,PA18901 		NONE PC TO PROVIDE SHELTER FOR VICTIMS OF DV 1,000

ACHIEVEMENT OF HUMAN POTENTIAL
INSTITUTE FOR THE ACHIEVEMENT OF HUMAN POTENTIAL
8801 STENTON AVE
8801 STENTON AVE
WYNDMOOR,PA19038 		NONE PC PROVIDE HELP TO CHILDREN 1,000

AFLFC CO CAROLE ROSENBERG
AFLFC C/O CAROLE ROSENBERG
4 WEST 43RD ST SUITE 304
4 WEST 43RD ST SUITE 304
NEW YORK,NY10036 		NONE PC ARTISTIC AND EDUCATIONAL EXCHANGE 14,300

ALLENTOWN ART MUSEUM
ALLENTOWN ART MUSEUM
31 N FIFTH STREET
31 N FIFTH STREET
ALLENTOWN,PA18101 		NONE PC TO PROVIDE EDUCATION OF ART 100,000

ANIMAL OUTLOOK
ANIMAL OUTLOOK
PO BOX 9773
PO BOX 9773
WASHINGTON,DC20016 		NONE PC ORGANIZATION TO END ANIMAL ABUSE 1,000

AXYS
AXYS
PO BOX 253
PO BOX 253
CHURCHHILL,MD21623 		NONE PC SUPPORT AWARENESS FOR X&Y CHROMOSOME 4,000

BIXBY SCHOOL
BIXBY SCHOOL
4760 TABLE MESA DRIVE
4760 TABLE MESA DRIVE
BOULDER,CO80305 		NONE PC TO PROMOTE CRITICAL THINKING 3,000

BOULDER COMMUNITY HEALTH FOUNDATION
BOULDER COMMUNITY HEALTH FOUNDATION
PO BOX 19320
PO BOX 19320
BOULDER,CO80308 		NONE PC INDEPENDENT HEALTHCARE SYSTEM 2,000

BOULDER SHELTER FOR THE HOMELESS
BOULDER SHELTER FOR THE HOMELESS
4869 BROADWAY STREET
4869 BROADWAY STREET
BOULDER,CO80304 		NONE PC PROVIDE SHELTER FOR THE HOMELESS 1,000

BUCKINGHAM FRIENDS SCHOOL
BUCKINGHAM FRIENDS SCHOOL
PO BOX 159
PO BOX 159
LAHASKA,PA18931 		NONE PC PROVIDE SMALL SIZED EDUCATION CLASS 11,000

BUCKS COUNTY CTR FOR PERFORMING ART
BUCKS COUNTY CTR FOR PERFORMING ARTS
PO BOX 199
PO BOX 199
CARVERSVILLE,PA18913 		NONE PC TO PROVIDE EDUCATIONAL CLASS THEATRE 250

BUCKS COUNTY OPPORTUNITY COUNCIL
BUCKS COUNTY OPPORTUNITY COUNCIL
100 DOYLE STREET
100 DOYLE STREET
DOYLESTOWN,PA18901 		NONE PC TO SUPPORT LOW INCOME FAMILIES 1,000

CAMELOT FOR CHILDREN
CAMELOT FOR CHILDREN
2354 W EMMAUS AVE
2354 W EMMAUS AVE
ALLENTOWN,PA18103 		NONE PC PROVIDE OPPORTUNITIES FOR CHILDREN 500

CARING HEARTS
CARING HEARTS
2693 LEHIGH STREET
2693 LEHIGH STREET
SLATINGTON,PA18080 		NONE PC TO PROVIDE HOUSING FOR HOMELESS 2,000

CENTER FOR CUBAN STUDIES
CENTER FOR CUBAN STUDIES
20 JAY STREET SUITE 301
20 JAY STREET SUITE 301
BROOKLYN,NY11201 		NONE PC ART AND LITERACY SERVICES 5,000

CHABAD OF HUNTERDON COUNTY
CHABAD OF HUNTERDON COUNTY
63 PAYNE ROAD
63 PAYNE ROAD
LEBANON,NJ08833 		NONE PC TEEN GROUPS AND CAMPS 4,000

CHILDREN'S HOSPITAL CO FOUNDATION
CHILDREN'S HOSPITAL COLORADO FOUNDATION
PO BOX 5585
PO BOX 5585
DENVER,CO80217 		NONE PC TO PROVIDE PEDIATRIC CARE 2,500

CHILDREN'S HOSPITAL PA FOUNDATION
CHILDREN'S HOSPITAL PHILADELPHIA FOUNDATION
PO BOX 781352
PO BOX 781352
PHILADELPHIA,PA191781352 		NONE PC TO PROVIDE PATIENT CARE FOR CHILDREN 1,000

CHILDRENS HOME OF EASTON
CHILDRENS HOME OF EASTON
2000 SOUTH 25TH STREET
2000 SOUTH 25TH STREET
EASTON,PA18042 		NONE PC PROVIDE HOUSING AND CARE FOR YOUTH 5,000

CLEVELAND CLINIC
CLEVELAND CLINIC
9500 EUCLID AVE DV3
9500 EUCLID AVE DV3
CLEVELAND,OH44195 		NONE PC PROVIDE CLINICAL AND HOSPITAL CARE 2,000

COLORADO THERAPEUTIC RIDING CENTER
COLORADO THERAPEUTIC RIDING CENTER
11968 MINERAL ROAD
11968 MINERAL ROAD
LONGMONT,CO80504 		NONE PC TO PROVIDE EQUINE ASSISTED THERAPY 5,000

COMMUNITY FOODBANK OF NEW JERSEY
COMMUNITY FOODBANK OF NEW JERSEY
PO BOX 1184
PO BOX 1184
PLEASANTVILLE,NJ08232 		NONE PC TO PROVIDE FOOD STATEWIDE 4,000

CONCORDIA CHAMBER PLAYERS
CONCORDIA CHAMBER PLAYERS
PO BOX 95
PO BOX 95
NEW HOPE,PA18938 		NONE PC TO COVER COSTS OF MUSICIANS IN AREA 4,000

COPPERBRIDGE FOUNDATION
COPPERBRIDGE FOUNDATION
373 NE 125TH ST LEVEL ONE
373 NE 125TH ST LEVEL ONE
NORTH MIAMI,FL33161 		NONE PC CULTURAL AND EDUCATIONAL EXCHANGE 2,500

COSTCO SCHOLARSHIP FUND
COSTCO SCHOLARSHIP FUND
15500 SE 30TH PL STE 200
15500 SE 30TH PL STE 200
BELLEVUE,WA98007 		NONE PC TO PROVIDE SCHOLARSHIPS TO STUDENTS 1,000

CSSH CODE BLUE PROJECT
CSSH CODE BLUE PROJECT
196 WEST ASHLAND STREET
196 WEST ASHLAND STREET
DOYLESTOWN,PA18901 		NONE PC PROVIDE HOMELESS OVERNIGHT SHELTER 1,000

CURE EPILEPSY
CITIZENS UNITED FOR RESEARCH IN EPILEPSY
PO BOX 10572
PO BOX 10572
CHICAGO,IL60610 		NONE PC TO FUND EPILEPSY RESEARCH 500

DANNY'S RIDE
DANNY'S RIDE
3246 BEAUFORT DR
3246 BEAUFORT DR
BETHLEHEM,PA18017 		NONE PC PROVIDE SUBSTANCE ABUSE SERVICES 500

DIABETES RESEARCH INSTITUTE
DIABETES RESEARCH INSTITUTE
200 S PARK ROAD STE 100
200 S PARK ROAD STE 100
HOLLYWOOD,FL33021 		NONE PC FUNDING DIABETES RESEARCH 2,500

DOCTORS WITHOUT BORDERS
DOCTORS WITHOUT BORDERS
PO BOX 5030
PO BOX 5030
HAGERSTOWN,MD21741 		NONE PC HUMANITARIAN EFFORS IN CRISIS AREAS 1,000

DOYLESTOWN COUNTY THEATRE
DOYLESTOWN COUNTY THEATRE
PO BOX 779
PO BOX 779
DOYLESTOWN,PA18901 		NONE PC PROVIDE UPKEEP FOR HISTORIC THEATRE 1,000

DOYLESTOWN HEALTH FOUNDATION
DOYLESTOWN HEALTH FOUNDATION
595 WEST STATE STREET
595 WEST STATE STREET
DOYLESTOWN,PA18901 		NONE PC IMPROVE PATIENT CARE WITH TECHNOLOGY 4,000

DRAMA CLUB
DRAMA CLUB
34-05 80TH ST SUITE 41
34-05 80TH ST SUITE 41
JACKSON HEIGHTS,NY11372 		NONE PC PROVIDE THEATRE-BASED THERAPY YOUTH 1,000

EARTH SCHOOL
EARTH SCHOOL
PO BOX 31
PO BOX 31
POINT PLEASANT,PA18950 		NONE PC NATURE CAMP FOR KIDS 500

EASTON CEMETERY
EASTON CEMETERY
401 N 7TH STREET
401 N 7TH STREET
EASTON,PA18042 		NONE PC MAINTAIN HISTORIC CEMETERY & CHAPEL 2,500

FAMILY CONNECTION OF EASTON
FAMILY CONNECTION OF EASTON
723 COAL STREET
723 COAL STREET
EASTON,PA18042 		NONE PC PROVIDE FOOD AND RESOURCES TO NEEDY 500

FISHERMAN'S MARK
FISHERMAN'S MARK
60 WILSON STREET
60 WILSON STREET
LAMBERTVILLE,NJ08530 		NONE PC PROVIDE RESOURCES LAMBERTVILLE AREA 1,000

FRACTURED ATLAS
FRACTURED ATLAS
756 WORTHINGTON MILL RD
756 WORTHINGTON MILL RD
NEWTON,PA18940 		NONE PC ASSIST ARTISTS ORGANIZATIONS 1,000

GLOBAL CITIZEN
GLOBAL CITIZEN
740 BROADWAY SUITE 400
740 BROADWAY SUITE 400
NEW YORK,NY10003 		NONE PC PROMOTE ADVOCACY END WORLD POVERTY 2,000

HARVEST OF HOPE PANTRY
HARVEST OF HOPE PANTRY
4830 PEARL STREET
4830 PEARL STREET
BOULDER,CO80301 		NONE PC TO PROVIDE FOOD PANTRY TO BOULDER CO 3,000

HEALTHNETWORK FOUNDATION
HEALTHNETWORK FOUNDATION
3550 LANDER RD SUITE 225
3550 LANDER RD SUITE 225
PEPPER PIKE,OH44124 		NONE PC TO PROVIDE FOR MEDICAL RESEARCH 1,000

HERITAGE CONSERVANCY
HERITAGE CONSERVANCY
85 OLD DUBLIN PIKE
85 OLD DUBLIN PIKE
DOYLESTOWN,PA18901 		NONE PC NATURAL RESOURCES PROTECTION 2,000

HILLSIDE SCHOOL
HILLSIDE SCHOOL
2697 BROOKSIDE ROAD
2697 BROOKSIDE ROAD
MACUNGIE,PA18062 		NONE PC PRIVATE SCHOOL STRUGGLING CHILDREN 3,000

HOSPITAL FOR SPECIAL SURGERY
HOSPITAL FOR SPECIAL SURGERY
PO BOX 21042
PO BOX 21042
NEW YORK,NY10087 		NONE PC SUPPORT RESEARCH, EXPANSION AND CARE 1,000

HUMANE FARMING
HUMANE FARMING
PO BOX 3577
PO BOX 3577
SAN RAFAEL,CA94912 		NONE PC PROVIDE REFUGE FOR ABUSED ANIMALS 1,000

INSTITUTE FOR BLADDER & PROSTATE
INSTITUTE FOR BLADDER & PROSTATE RESEARCH
360 E 72ND STREET A1212
360 E 72ND STREET A1212
NEW YORK,NY10021 		NONE PC RESEARCH BLADDER & PROSTATE ISSUES 2,500

ITHACA COLLEGE - EQUESTRIAN CLUB
ITHACA COLLEGE - EQUESTRIAN CLUB
953 DANBY ROAD
953 DANBY ROAD
ITHACA,NY14850 		NONE PC PROVIDE FUNDS FOR STUDENTS AT ITHACA 1,000

JAZZ FOUNDATION OF AMERICA
JAZZ FOUNDATION OF AMERICA
247 W 37TH ST ROOM 201A
247 W 37TH ST ROOM 201A
NEW YORK,NY10018 		NONE PC PROVIDE JAZZ MUSICIANS WITH HOUSING 9,000

JEWISH COMMUNITY CENTER OF BOULDER
JEWISH COMMUNITY CENTER OF BOULDER
6007 OREG AVENUE
6007 OREG AVENUE
BOULDER,CO80303 		NONE PC SUPPORTING A SUSTAINABLE FARM OF VEG 1,000

JEWISH FAMILY SERVICES
JEWISH FAMILY SERVICES
3201 S TAMARAC DRIVE
3201 S TAMARAC DRIVE
DENVER,CO80231 		NONE PC SUPPORT MENTAL HEALTH BOULDER AREA 1,500

LEHIGH VALLEY HOSPITAL
LEHIGH VALLEY HOSPITAL
PO BOX 1883
PO BOX 1883
ALLENTOWN,PA18105 		NONE PC PATIENT CARE, RESEARCH AND EDUCATION 10,000

LEHIGH VALLEY JUSTICE INSTITUTE
LEHIGH VALLEY JUSTICE INSTITUTE
100 N 3RD ST SUITE 504
100 N 3RD ST SUITE 504
EASTON,PA18042 		NONE PC TO PROMOTE A REIMAGED JUSTICE SYSTEM 1,500

MAI KALANI FOUNDATION
MAI KALANI FOUNDATION
PO BOX 978
PO BOX 978
SEDONA,AZ86339 		NONE PC TRAINING PROGRAMS FOR HEALTH & WELL 2,000

MAYO CLINIC JACKSONVILLE DEV OFFICE
MAYO CLINIC JACKSONVILLE DEVELOPMENT OFFICE
4500 SAN PABLO ROAD
4500 SAN PABLO ROAD
JACKSONVILLE,FL32224 		NONE PC RESEARCH LIFE CHANGING ADVANCEMENT 2,500

MEALS ON WHEELS
MEALS ON WHEELS
1302 N SHERMAN STREET
1302 N SHERMAN STREET
ALLENTOWN,PA18109 		NONE PC PROVIDE MEALS TO HOUSEBOUND PEOPLE 500

MEMORIAL SLOAN KETTERING
MEMORIAL SLOAN KETTERING
PO BOX 5028
PO BOX 5028
HAGERSTOWN,MD21741 		NONE PC CANCER RESEARCH 2,500

MORAVIAN ACADEMY
MORAVIAN ACADEMY
4313 GREEN POND ROAD
4313 GREEN POND ROAD
BETHLEHEM,PA18017 		NONE PC PRIVATE SCHOOL IN LEHIGH VALLEY AREA 2,000

MORAVIAN VILLAGE OF BETHLEHEM
MORAVIAN VILLAGE OF BETHLEHEM
561 E MARKET STREET
561 E MARKET STREET
BETHLEHEM,PA18018 		NONE PC ASSISTED LIVING CARE FOR SENIORS 1,000

NATURAL RESOURCE DEFENSE COUNCIL
NATURAL RESOURCE DEFENSE COUNCIL
40 W 20TH STREET
40 W 20TH STREET
NEW YORK,NY10011 		NONE PC TO HELP FIGHT FOR CLEAN AIR & WATER 2,000

NEW BETHANY MINISTRIES
NEW BETHANY MINISTRIES
333 W 4TH STREET
333 W 4TH STREET
BETHLEHEM,PA18015 		NONE PC PROVIDE MEALS, FOOD AND HOUSING 500

NEW JERSEY SEEDS
NEW JERSEY SEEDS
494 BROAD STREET STE 105
494 BROAD STREET STE 105
NEWARK,NJ07102 		NONE PC TEACHING PROGRAMS FOR LOW-INCOME 1,000

NORTHAMPTON COMM COLL FDN
NORTHAMPTON COMMUNITY COLLEGE FOUNDATION
3835 GREEN POND ROAD
3835 GREEN POND ROAD
BETHLEHEM,PA18020 		NONE PC PROVIDE SCHOLARSHIP AND GENERAL FUND 35,000

NORTHAMPTON COUNTY HISTORICAL
NORTHAMPTON COUNTY HISTORICAL AND GENEALOGICAL SOC
342 NORTHAMPTON STREET
342 NORTHAMPTON STREET
EASTON,PA18042 		NONE PC TO MAINTAIN LOCAL ART HISTORY 1,000

NORWESCAP
NORWESCAP
350 MARSHALL STREET
350 MARSHALL STREET
PHILLIPSBURG,NJ08865 		NONE PC SUPPORT EDUCATION AND HOUSING 10,000

NYUMBANI CHILDREN OF GOD RELIEF FD
NYUMBANI CHILDREN OF GOD RELIEF FUND INC
1001 PENNSYLVANIA AVE NW
1001 PENNSYLVANIA AVE NW
WASHINGTON,DC20004 		NONE PC CARE FOR CHIDREN WITH HIV / AIDS 1,000

PERKIOMEN SCHOOL
PERKIOMEN SCHOOL
200 SEMINARY STREET
200 SEMINARY STREET
PENNSBURG,PA18073 		NONE PC PROVIDE AID AND MAINTAIN FACILITY 2,500

PLANNED PARENTHOOD OF NE PA
PLANNED PARENTHOOD OF NE PENNSYLVANIA
610 LOUIS DRIVE 300
610 LOUIS DRIVE 300
WARMINISTER,PA18974 		NONE PC PROVIDE REPRODUCTIVE HEALTHCARE 500

PROJECT OF EASTON
PROJECT OF EASTON
320 FERRY STREET
320 FERRY STREET
EASTON,PA18042 		NONE PC PROVIDE FOOD AND EDUCATIONAL PROGRAM 1,000

ROLLING HARVEST
ROLLING HARVEST
PO BOX 693
PO BOX 693
NEW HOPE,PA18938 		NONE PC PROVIDE PRODUCTS TO LOW INCOME 2,000

SAFE HARBOR EASTON INC
SAFE HARBOR EASTON INC
536 BUSHKILL DRIVE
536 BUSHKILL DRIVE
EASTON,PA18042 		NONE PC TRANSITIONAL SHELTER FOR HOMELESS 1,000

SAMARITANS OF NEW YORK
SAMARITANS OF NEW YORK
PO BOX 1259
PO BOX 1259
MADISON SQ STATION,NY10159 		NONE PC SUPPORT 24-HOUR SUICIDE PREVENTION 10,000

SANDY CARUSO MEMORIAL NURSING SCHOL
SANDY CARUSO MEMORIAL NURSING SCHOLARSHIP
5459 WEYHILL FARM ROAD
5459 WEYHILL FARM ROAD
BETHLEHEM,PA18015 		NONE PC NURSING SCHOLARSHIPS AT ST LUKES 2,000

ST BALDRICK'S FOUNDATION
ST BALDRICK'S FOUNDATION
1333 S MAYFLOWER AVE
1333 S MAYFLOWER AVE
MONROVIA,CA91016 		NONE PC CHILDHOOD CANCER RESEARCH 2,500

STATE THEATRE
STATE THEATRE
453 NORTHAMPTON STREET
453 NORTHAMPTON STREET
EASTON,PA18042 		NONE PC MAINTENANCE AND UPKEEP OF THEATRE 1,000

THE FREE LIBRARY OF NY AND SOLEBURY
THE FREE LIBRARY OF NY AND SOLEBURY
93 W FERRY STREET
93 W FERRY STREET
NEW HOPE,PA18938 		NONE PC PROVIDE READING PROGRAM FOR CHILDREN 1,000

THE GEORGE SCHOOL
THE GEORGE SCHOOL
PO BOX 4438
PO BOX 4438
NEWTOWN,PA18940 		NONE PC TO PROVIDE CAMPUS SPEAKERS 4,000

THIRD STREET ALLIANCE
THIRD STREET ALLIANCE FOR WOMEN & CHILDREN
41 NORTH THIRD STREET
41 NORTH THIRD STREET
EASTON,PA18042 		NONE PC ASSIST WITH HOUSING KIDS IN CRISIS 1,000

TRENTON SOUP KITCHEN
TRENTON SOUP KITCHEN
PO BOX 872
PO BOX 872
TRENTON,NJ08605 		NONE PC SUPPORT KITCHEN AND EDUCATIONAL SVCS 1,000

TULANE UNIVERSITY
TULANE UNIVERSITY
PO BOX 61075
PO BOX 61075
NEW ORLEANS,LA70161 		NONE PC SCHOLARSHIPS RESEARCH STUDY PROGRAMS 1,000

UNITED FRIENDS SCHOOL
UNITED FRIENDS SCHOOL
1018 WEST BROAD STREET
1018 WEST BROAD STREET
QUAKERTOWN,PA18951 		NONE PC COMMUNITY PARTICIPATION INITIATIVES 1,000

UNITED NEGRO COLLEGE FUND
UNITED NEGRO COLLEGE FUND
1805 7TH STREET NW
1805 7TH STREET NW
WASHINGTON,DC20001 		NONE PC SCHOLARSHIPS FOR MINORITY GROUPS 1,000

VALLEY YOUTH HOUSE
VALLEY YOUTH HOUSE
3400 HIGH POINT BLVD
3400 HIGH POINT BLVD
BETHLEHEM,PA18017 		NONE PC PROVIDE SHELTER FOR SUBSTANCE ABUSE 2,500

VISITING NURSES ASSOC OF ST LUKES
VISITING NURSES ASSOC OF ST LUKES
801 OSTRUM STREET
801 OSTRUM STREET
BETHLEHEM,PA18017 		NONE PC HOME ASSISTANCE BY CERTIFIED NURSES 2,500

WORD UP COMMUNITY BOOKSHOP
WORD UP COMMUNITY BOOKSHOP
2113 AMSTERDAM AVE
2113 AMSTERDAM AVE
NEW YORK,NY10032 		NONE PC COVER EXPENSES FOR READING PROGRAMS 2,000

WRAPPING PRESENCE
WRAPPING PRESENCE
127 EAST COURT STREET
127 EAST COURT STREET
DOYLESTOWN,PA18901 		NONE PC COVER COSTS FOR GIFTS TO SENIORS 1,000

LEHIGH VALLEY ECONOMIC DEVELOPMENT
LEHIGH VALLEY ECONOMIC DEVELOPMENT
520 N NEW STREET
520 N NEW STREET
BETHLEHEM,PA18018 		NONE PC RETENTION OF EMPLOYERS IN THE LV 5,000

LEHIGH VALLEY ZOO
LEHIGH VALLEY ZOO
5150 GAME PRESERVE RD
5150 GAME PRESERVE RD
SCHNECKSVILLE,PA18078 		NONE PC WILDLIFE CONSERVACTION FACILITY 1,000

THOMAS JEFFERSON UNIVERSITY
THOMAS JEFFERSON UNIVERSITY
PO BOX 71331
PO BOX 71331
PHILADELPHIA,PA19176 		NONE PC PROGRAM TO SUPPORT DESIGN STUDENTS 25,000

WXPN MUSICIANS ON CALL
WXPN MUSICIANS ON CALL
223 TALLY HO DRIVE
223 TALLY HO DRIVE
AMBLER,PA19104 		NONE PC PROVIDE LIVE MUSIC FOR CHILDREN 250
Total .................................right arrow 3a 367,300
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 6  
4 Dividends and interest from securities ....     14 41,962  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 415,135  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   457,103  
13Total. Add line 12, columns (b), (d), and (e)..................
13
457,103
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
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Form 990-PF (2023)
Additional Data


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Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
WALDMAN FAMILY CHARITABLE TRUST
EIN:
23-6869549
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,175 1,588   1,587

TY 2023 InvestmentsCorpStockSchedule
Name:
WALDMAN FAMILY CHARITABLE TRUST
EIN:
23-6869549
Name of Stock End of Year Book Value End of Year Fair Market Value
AMCON DISTRIBUTING CO 201,173 570,346
AMERICAN EXPRESS CO 41,700 94,378
AMREP CORP 358,549 454,823
BIGLARI HOLDINGS INC CL B 871,507 989,580
FIRSTHAND TECH VALUE FD INC 325,071 14,250
GEORGIA CAPITAL PLC 258,817 502,176
HERITAGE INS HLDGS INC COM    
KEWEENAW LAND ASSOC LTD   34,515
LENDWAY INC NEW 121,522 69,150
LS STARRET CO A 431,908 605,000
MUELLER PAUL CO 23,652 40,600
NACCO INDUSTRIES 151,340 195,521
NASDAQ INC COM    
NATURAL ALTERNATIVES INC NEW 621,110 344,947
SECURITY NATL FIN A NEW 217,818 433,719
THE CONTAINER STORE GRP INC 650,741 314,640
UNITED NAT FOODS INC 273,966 568,050
US GLOBAL INVESTORS INC CL A 450,976 300,079
VK COMPANY LIMITED GDR REG S 103,541  

TY 2023 OtherExpensesSchedule
Name:
WALDMAN FAMILY CHARITABLE TRUST
EIN:
23-6869549
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
OFFICE EXPENSES 227 113   114
BANK FEES 10 5   5