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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
WALDMAN FOUNDATION
C/O PKF O'CONNOR DAVIES LLP
Number and street (or P.O. box number if mail is not delivered to street address)500 MAMARONECK AVENUE 301
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HARRISON, NY10528
A Employer identification number

26-1495686
B Telephone number (see instructions)

(914) 381-8900
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$44,712,186J Accounting method:
MODIFIED CASH
(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 5,568 5,568  
4 Dividends and interest from securities... 1,227,650 1,227,650  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 860,531
b Gross sales price for all assets on line 6a 23,655,053
7 Capital gain net income (from Part IV, line 2)... 860,531
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)....... Click to see attachment
List of Attached Documents:
// Content
56,601 0  
12 Total. Add lines 1 through 11........ 2,150,350 2,093,749  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,000 0   18,000
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
38,053 0   38,053
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
200,881 200,881   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
84,140 24,744   0
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
10,450 0   10,450
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 351,524 225,625   66,503
25 Contributions, gifts, grants paid....... 2,666,000 2,666,000
26 Total expenses and disbursements. Add lines 24 and 25 3,017,524 225,625   2,732,503
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -867,174
b Net investment income (if negative, enter -0-) 1,868,124
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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.............      
2 Savings and temporary cash investments......... 1,320,887 1,049,506 1,049,506
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) 1,362,004 Click to see attachment
List of Attached Documents:
// Content
2,049,347 		2,049,347
b Investments—corporate stock (attach schedule)....... 12,773,108 Click to see attachment
List of Attached Documents:
// Content
11,254,484 		11,254,484
c Investments—corporate bonds (attach schedule)....... 1,182,345 Click to see attachment
List of Attached Documents:
// Content
1,389,494 		1,389,494
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).......... 22,356,840 Click to see attachment
List of Attached Documents:
// Content
28,969,355 		28,969,355
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,385,000 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 43,380,184 44,712,186 44,712,186
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 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........... 43,380,184 44,712,186
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    
29 Total net assets or fund balances (see instructions)..... 43,380,184 44,712,186
30 Total liabilities and net assets/fund balances (see instructions). 43,380,184 44,712,186
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
43,380,184
2
Enter amount from Part I, line 27a .....................
2
-867,174
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,199,176
4
Add lines 1, 2, and 3 ..........................
4
44,712,186
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
44,712,186
Form 990-PF (2024)
Form 990-PF (2024)
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 SALE OF PUBLICLY TRADED SECURITIES P    
b
c
d
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 23,655,053   22,794,522 860,531
b
c
d
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       860,531
b
c
d
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 2 860,531
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  
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 25,967
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 0
3 Add lines 1 and 2........................... 3 25,967
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 25,967
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 20,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 5,967
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowNY
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 2024 or the taxable year beginning in 2024? 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 arrowPKF O'CONNOR DAVIES LLP Telephone no.right arrow (914) 381-8900

Located atright arrow500 MAMARONECK AVEHARRISONNY ZIP+4right arrow10528
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 2024, 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 (2024)
Form 990-PF (2024)
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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
 
No
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 2024? .............
1d
 
No
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
MELINDA HAMILTON DIRECTOR/SECRETARY
2.00 		6,000 0 0
C/O PKF OCONNOR DAVIES LLP 500
MAMARONECK AVE
HARRISON,NY10528
BARBARA DAVIS DIRECTOR/VICE PRESIDENT
2.00 		0 0 0
C/O PKF OCONNOR DAVIES LLP 500
MAMARONECK AVE
HARRISON,NY10528
PAUL LIBIN DIRECTOR/CHAIRMAN
2.00 		0 0 0
C/O PKF OCONNOR DAVIES LLP 500
MAMARONECK AVE
HARRISON,NY10528
ABRAHAM WOLF DIRECTOR/TREASURER
5.00 		6,000 0 0
C/O PKF OCONNOR DAVIES LLP 500
MAMARONECK AVE
HARRISON,NY10528
MICHAEL SALITAN DIRECTOR/VICE PRESIDENT
2.00 		6,000 0 0
C/O PKF OCONNOR DAVIES LLP 500
MAMARONECK AVE
HARRISON,NY10528
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 0
Form 990-PF (2024)
Form 990-PF (2024)
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
MORGAN STANLEY INVESTMENT ADVISORY FEES 200,881
1 NEW YORK PLAZA
NEW YORK,NY10004
Total number of others receiving over $50,000 for professional services.............right arrow0
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
43,030,170
b
Average of monthly cash balances.......................
1b
1,728,180
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
44,758,350
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
44,758,350
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
671,375
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
44,086,975
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,204,349
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
2,204,349
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
25,967
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
25,967
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,178,382
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,178,382
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,178,382
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
2,732,503
b
Program-related investments—total from Part VIII-B..................
1b
0
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
2,732,503
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,178,382
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,240,164
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,732,503
a Applied to 2023, but not more than line 2a 1,240,164
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 1,492,339
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		686,043
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) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ABINGDON THEATRE COMPANY

312 W 36TH ST
NEW YORK,NY10018 		N/A PC GENERAL 4,000

AHRC NYC FOUNDATION

83 MAIDEN LANE 11TH FLOOR
NEW YORK,NY10038 		N/A PC GENERAL 20,000

AMERICAN FRIENDS OF MAGEN DAVID

352 7TH AVE
NEW YORK,NY10001 		N/A PC GENERAL 5,000

ARS NOVA THEATER I

C/O LOEB LOEB LLP 345 PARK AVE
NEW YORK,NY10154 		N/A PC GENERAL 5,000

BAIS YAAKOV OF BOSTON INC

PO BOX 351004
BRIGHTON,MA02135 		N/A PC GENERAL 7,000

BROADWAY CARES-EQUITY FIGHTS AIDS

165 W 46TH ST
NEW YORK,NY10036 		N/A PC GENERAL 10,000

CHABAD SHUL OF CLOSTER INC

41 KING PLACE SUITE 1F
CLOSTER,NJ07624 		N/A PC GENERAL 11,000

CIRCLE IN THE SQUARE THEATRE SCHOOL

1633 BROADWAY
NEW YORK,NY10019 		N/A PC GENERAL 696,000

DOVI'S PLAYHOUSE FOR CHILDREN WITH SPECIAL NEEDS

PO BOX 290524
NEW YORK,NY11229 		N/A PC GENERAL 5,000

ENTERTAINMENT COMMUNITY FUND (FORMERLY THE ACTORS FUND)

729 SEVENTH AVENUE 10TH FLOOR
NEW YORK,NY10019 		N/A PC GENERAL 1,696,000

EPISCOPAL ACTORS GUILD

1 EAST 29TH ST
NEW YORK,NY10016 		N/A PC GENERAL 20,000

FOLKSBIENE YIDDISH THEATRE

36 BATTERY PL
NEW YORK,NY10280 		N/A PC GENERAL 10,000

HUSKY HALFWAY HOUSE FOUNDATION

121130 S 4180 RD
EUFAULA,OK74432 		N/A PC GENERAL 20,000

KHAL TIFERES YOSEF IMAD

53 PARSONS ST
BRIGHTON,MA02135 		N/A PC GENERAL 10,000

LEAGUE OF PROFESSIONAL THEATRE WOMEN

520 8TH AVE
NEW YORK,NY10018 		N/A PC GENERAL 5,000

PROJECTS WITH CARE INC

C/O SUTHERLAND ASBILL BRENNAN LLP
1114 AVE OF THE AMERICAS 40TH FLOOR
NEW YORK,NY10036 		N/A PC GENERAL 25,000

PROSPECT THEATER COMPANY

520 EIGHTH AVE 3RD FLR STE 307
NEW YORK,NY10018 		N/A PC GENERAL 5,000

RESONANCE ENSEMBLE THEATRE

PO BOX 771 TIMES SQUARE STATION
NEW YORK,NY10108 		N/A PC GENERAL 5,000

SPCA OF WESTCHESTER

590 N STATE RD
NEW YORK,NY10510 		N/A PC GENERAL 50,000

THE IRISH REPERTORY THEATER COMPANY

132 W 22ND ST
NEW YORK,NY10011 		N/A PC GENERAL 15,000

THE TWELFTH NIGHT CLUB

55 W 92ND ST 6E
NEW YORK,NY10025 		N/A PC GENERAL 5,000

TORAH ACADEMY INC

11 WILLISTON RD
BROOKLINE,MA02445 		N/A PC GENERAL 25,000

YESHIVA OHR YISRAEL

27 COLWELL AVE
BRIGHTON,MA02135 		N/A PC GENERAL 7,000

YOUNG ISRAEL OF ABERDEEN CONGREGATION BET TEFILAH

479 LLOYD ROAD
ABERDEEN,NJ07747 		N/A PC GENERAL 5,000
Total .................................right arrow 3a 2,666,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 5,568  
4 Dividends and interest from securities ....     14 1,227,650  
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 ............ 		    18 860,531  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSETTLEMENT INCOME 		    01 56,601  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,150,350 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,150,350
(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 (2024)
Form 990-PF (2024)
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
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
WALDMAN FOUNDATION
 
C/O PKF O'CONNOR DAVIES LLP
EIN:
26-1495686
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKKEEPING AND TAX PREPARATION FEES 38,053 0   38,053

TY 2024 AppliedToPriorYearElection
Name:
WALDMAN FOUNDATION
 
C/O PKF O'CONNOR DAVIES LLP
EIN:
26-1495686
Election:
THE FOUNDATION IS MAKING AN ELECTION UNDER SECTION 53.4942(A)-3(D)2 TO TREAT THE CURRENT YEAR DISTRIBUTION AS MADE OUT OF UNDISTRIBUTED INCOME FOR 2014.

TY 2024 InvestmentsCorpBondsSchedule
Name:
WALDMAN FOUNDATION
 
C/O PKF O'CONNOR DAVIES LLP
EIN:
26-1495686
Name of Bond End of Year Book Value End of Year Fair Market Value
ACCENTURE CAPITAL INC 4.050% DUE 10/4/29 44,664 44,664
AMGEN INC 2.450% DUE 2/21/30 23,868 23,868
APPLE INC 3.350%DUE 8/8/32 28,411 28,411
ASTRAZENECA FINANCE LLC 4.850%2/26/29 24,050 24,050
ASTRAZENECA PLC 1.375% DUE 8/6/30 33,309 33,309
AT&T INC 1.700% DUE 3/25/26 50,158 50,158
AT&T INC 2.250% DUE 2/1/32 14,891 14,891
BANJ OF AMERICA CORP FXD TO 112027 VAR THRAFTR 6.204% DUE 11/10/28 31,062 31,062
BANK OF AMERICA CORP FXD TO 032026 VAR THRAFTR DUE 3/11/27 50,105 50,105
BANK OF AMERICA CORP FXD TO 102025 VAR THRAFTR 1.197% DUE 10/24/26 50,519 50,519
BHP BILLITON FINANCE USA LTD 5.00% DUE 9/30/43 28,190 28,190
BLACKROCK INC 1.900% DUE 1/28/31 31,194 31,194
BP CAPITAL MARKETS AMERICA INC 3.588% DUE 4/14/27 19,555 19,555
BP CAPITAL MARKETS AMERICA INC 5.227% DUE 11/17/34 37,446 37,446
CITIGROUP INC FXD TO 062026 VAR THRAFTR 1.4620% DUE 6/9/27 66,648 66,648
CITIGROUP INC FXD TO 112031 VAR THRAFTR 2.5200% DUE 11/3/32 22,512 22,512
CITIGROUP INC FXD TO 112032 VAR THRAFTR 6.270% DUE 11/17/33 30,397 30,397
COMCAST CORP 5.250% DUE 02/13/34 14,998 14,998
COMCAST CORP 5.500% DUE 11/15/32 29,696 29,696
CONOCOPHILLIPS 6.500% DUE 2/1/39 31,710 31,710
CVS HEALTH CORP 5.400% DUE 6/1/29 21,026 21,026
EQUINOR ASA 2.375% DUE 5/22/30 31,964 31,964
EQUINOR ASA 3.125% DUE 4/6/30 8,302 8,302
GOLDMAN SACHS GROUP INC/THE FX D TO 032026 VAR THRAFTR 1.431% DUE 3/9/27 49,919 49,919
GOLDMAN SACHS GROUP INC/THE FX D TO 052028 VAR THRAFTR 4.223% DUE 5/1/29 30,161 30,161
GOLDMAN SACHS GROUP INC/THE FX D TO 072031 VAR THRAFTR 2.383% DUE 7/21/32 12,517 12,517
GOLDMAN SACHS GROUP INC/THE FX D TO 102026 VAR THRAFTR 1.948% DUE 10/21/27 49,335 49,335
INTEL CORP 5.700% DUE 2/10/53 27,456 27,456
JPMORGAN CHASE & CO FXD TO 042026 VAR THRAFTR 1.5780% DUE 4/22/27 32,636 32,636
JPMORGAN CHASE & CO FXD TO 042051 VAR THRAFTR 3.328% DUE 4/22/52 30,195 30,195
JPMORGAN CHASE & CO FXD TO 092026 VAR THRAFTR 1.4700% DUE 9/22/27 32,166 32,166
JPMORGAN CHASE & CO FXD TO 112031 VAR THRAFTR 2.545% DUE 11/8/32 27,842 27,842
LOWE'S COS INC 5.625% DUE 4/15/53 28,921 28,921
NEXTERA ENERGY CAPITAL HOLDINGS INC 4.625% DUE 7/15/27 28,965 28,965
ORACLE CORP 1.650% DUE 3/25/26 35,674 35,674
ORACLE CORP 2.950% DUE 4/1/30 16,267 16,267
ORACLE CORP 6.250% DUE 11/9/32 31,814 31,814
PHILIP MORRIS INTERNATIONAL INC 4.875% 2/13/29 36,988 36,988
PHILIP MORRIS INTERNATIONAL INC 5.250% 2/13/34 36,631 36,631
SHELL FINANCE US INC 2.750% DUE 4/6/30 46,917 46,917
UNITEDHEALTH GROUP INC 5.300% DUE 2/15/30 29,486 29,486
US BANCORP FXD TO 012032 VAR THRAFTR 2.677% DUE 1/27/33 51,494 51,494
VERIZON COMMUNICATIONS INC 4.329% DUE 09/21/28 29,435 29,435

TY 2024 InvestmentsCorpStockSchedule
Name:
WALDMAN FOUNDATION
 
C/O PKF O'CONNOR DAVIES LLP
EIN:
26-1495686
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO (MMM) 125 SHARES 16,136 16,136
A O SMITH CORP (AOS) 494 SHARES 33,696 33,696
ABBOTT LABORATORIES (ABT) 466 SHARES 52,709 52,709
ABBVIE INC COM (ABBV) 425 SHARES 75,523 75,523
ACCENTURE PLC IRELAND CL A (ACN) 82.838 SHARES 29,142 29,142
AGILENT TECHNOLOGIES (A) 177 SHARES 23,778 23,778
AIA GROUP LTD SPON ADR (AAGIY) 1824 SHARES 52,880 52,880
AIB GROUP PLC-UNSP ADR (AIBGY)2437 SHARES 26,900 26,900
AIR LIQUIDE ADR (AIQUY) 2,931 SHARES 95,252 95,252
AIRBNB INC CL A (ABNB) 341 SHARES 44,811 44,811
AKAMAI TECHNOLOGIES INC (AKAM) 284 SHARES 27,165 27,165
ALBANY INTL A NEW (AIN) 196 SHARES 15,675 15,675
ALBEMARLE CORPORATION (ALB) 215 SHARES 18,507 18,507
ALIBABA GROUP HLDG LTD (BABA) 39.006 SHARES 3,307 3,307
ALLEGION PUB LTD CO (ALLE) 71.094 SHARES 9,291 9,291
ALPHABET INC CL A (GOOGL) 626 SHARES 118,502 118,502
ALPHABET INC CL C (GOOG) 507 SHARES 96,553 96,553
AMADEUS IT GROUP S.A ADR (AMADY) 772 SHARES 54,519 54,519
AMAZON COM INC (AMZN) 1,219 SHARES 267,436 267,436
AMEREN CORP (HLDG CO) (AEE) 107 SHARES 9,538 9,538
AMERICAN ELEC PWR CO INC (AEP) 101 SHARES 9,315 9,315
AMERICAN EXPRESS CO (AXP) 98.526 SHARES 29,242 29,242
AMGEN INC (AMGN) 64.016 SHARES 16,685 16,685
AMPHENOL CORP NEW CL A (APH) 165 SHARES 11,459 11,459
ANALOG DEVICES INC (ADI) 132 SHARES 28,045 28,045
ANSYS INC (ANSS) 95.168 SHARES 32,103 32,103
AON PLC CL A (AON) 60.668 SHARES 21,790 21,790
APPLE INC (AAPL) 643 SHARES 161,020 161,020
APPLIED MATERIALS INC (AMAT) 78.431 SHARES 12,755 12,755
APPLOVIN CORP (APP) 23.353 SHARES 7,562 7,562
ARCHROCK INC (AROC) 2,089 SHARES 51,995 51,995
ARES MANAGEMENT CORP CL A (ARES) 245 SHARES 43,372 43,372
ARISTA NETWORKS INC (ANET) 206 SHARES 22,769 22,769
ARROW ELECTRONICS (ARW) 219 SHARES 24,773 24,773
ASTRAZENECA PLC ADR (AZN) 198 SHARES 12,973 12,973
AT&T INC (T) 1,157 SHARES 26,345 26,345
AUTOMATIC DATA PROCESSING INC (ADP) 89.390 SHARES 26,167 26,167
AUTONATION INC (AN) 93.914 SHARES 15,950 15,950
AUTOZONE INC (AZO) 10.673 SHARES 34,175 34,175
AVALONBAY COMM INC (AVB) 42.616 SHARES 9,374 9,374
AVERY DENNISON CORPORATION (AVY) 48.494 SHARES 9,075 9,075
BANK OF AMERICA CORP (BAC) 841 SHARES 36,962 36,962
BANK OF NEW YORK MELLON CORP (BK) 296 SHARES 22,742 22,742
BECTON DICKINSON & CO (BDX) 29.839 SHARES 6,770 6,770
BERKSHIRE HATHAWAY CL-B NEW (BRK'B) 37.884 SHARES 17,172 17,172
BIO RAD LAB A (BIO) 99.663 SHARES 32,740 32,740
BLACKROCK INC (BLK) 22.753 SHARES 23,324 23,324
BLACKSTONE INC (BX) 177 SHARES 30,518 30,518
BLOCK INC CL A (SQ) 36.905 SHARES 3,137 3,137
BLUE OWL CAPITAL INC (OWL) 820 SHARES 19,073 19,073
BOOKING HOLDINGS INC (BKNG) 3.234 SHARES 16,068 16,068
BOOZ ALLEN HAMILTON HLDG CL-A (BAH) 44.726 SHARES 5,756 5,756
BORG WARNER INC (BWA) 675 SHARES 21,458 21,458
BOX,INC. CL A (BOX) 1124 SHARES 35,518 35,518
BRISTOL MYERS SQUIBB CO (BMY) 403 SHARES 22,794 22,794
BROADCOM INC (AVGO) 395 SHARES 91,577 91,577
BUILDERS FIRSTSOURCE INC (BLDR) 65.480 SHARES 9,359 9,359
BXP INC (BXP) 405 SHARES 30,116 30,116
CABOT CORP (CBT) 297 SHARES 27,119 27,119
CADENCE DESIGN SYSTEM (CDNS) 165 SHARES 49,576 49,576
CANADIAN NATL RAILWAY CO (CNI) 579 SHARES 58,774 58,774
CANADIAN NATURAL RESOURCES LTD (CNQ) 402 SHARES 12,410 12,410
CAPGEMINI S E UNSPONSORED ADR (CGEMY) 1875 SHARES 60,863 60,863
CARLSBERG AS (CABGY) 2,249 SHARES 43,095 43,095
CARRIER GLOBAL CORPORATION (CARR) 236 SHARES 16,109 16,109
CBRE GROUP INC CL A (CBRE) 425 SHARES 55,798 55,798
CENCORA INC (COR) 123 SHARES 27,636 27,636
CENOVUS ENERGY INC COM (CVE) 1,061 SHARES 16,074 16,074
CENTENE CORPORATION (CNC) 446 SHARES 27,019 27,019
CENTERPOINT ENERGY INC (CNP) 513 SHARES 16,277 16,277
CF INDUSTRIES HOLDINGS,INC (CF) 491 SHARES 41,892 41,892
CHARLES RIVER LABS INTL INC (CRL) 170 SHARES 31,382 31,382
CHECK POINT SOFTWARE TECH LTD (CHKP) 203 SHARES 37,900 37,900
CHEVRON CORP (CVX) 226 SHARES 32,734 32,734
CHIPOTLE MEXICAN GRILL INC COM (CMG) 653 SHARES 39,376 39,376
CHUBB LTD (CB) 140 SHARES 38,682 38,682
CIRRUS LOGIC INC (CRUS) 303 SHARES 30,173 30,173
CISCO SYS INC (CSCO) 563 SHARES 33,330 33,330
CME GROUP INC (CME) 101 SHARES 23,455 23,455
CMS ENERGY CP (CMS) 95.390 SHARES 6,358 6,358
COCA COLA CO (KO)671 SHARES 41,776 41,776
COCA-COLA EUROPACIFIC PARTNERS (CCEP) 129 SHARES 9,908 9,908
COMCAST CORP (NEW) CLASS A (CMCSA) 857 SHARES 32,163 32,163
COMPAGNIE DE ST GOBAIN UNSP (CODYY) 2,746 SHARES 48,736 48,736
COMPAGNIE FIN RICHEMONTAG ADR (CFRUY) 5,074 SHARES 77,211 77,211
COMPASS GROUP PLC SPD ADR (CMPGY) 3,145 SHARES 104,851 104,851
CONMED CORP (CNMD) 351 SHARES 24,022 24,022
CONOCOPHILLIPS (COP) 377 SHARES 37,387 37,387
COPT DEFENSE PROPERTIES SH BEN (CDP) 719 SHARES 22,253 22,253
CORPAY INC (CPAY) 70.323 SHARES 23,799 23,799
CRH PLC (CRH) 294 SHARES 27,201 27,201
CSX CORP (CSX) 302 SHARES 9,746 9,746
CUMMINS INC (CMI) 27.604 SHARES 9,623 9,623
D R HORTON INC (DHI) 353 SHARES 49,356 49,356
DAIKIN INDS LTD UNSPON ADR (DKILY) 3,888 SHARES 46,162 46,162
DANAHER CORPORATION (DHR) 222 SHARES 50,960 50,960
DARDEN RESTAURANTS (DRI) 174 SHARES 32,484 32,484
DATADOG INC CL A (DDOG) 174 SHARES 24,863 24,863
DBS GROUP HOLDINGS LTD SP (DBSDY) 323 SHARES 41,406 41,406
DEERE & CO (DE) 29.015 SHARES 12,294 12,294
DELL TECHNOLOGIES INC CL C (DELL) 140 SHARES 16,134 16,134
DELTA AIR LINES INC NEW (DAL) 256 SHARES 15,488 15,488
DENSO CORP LTD ADR (DNZOY) 2,980 SHARES 41,991 41,991
DEUTSCHE BOERSE AG UNSPON ADR (DBOEY) 3,839 SHARES 88,408 88,408
DIAMONDBACK ENERGY INC (FANG) 169 SHARES 27,687 27,687
DIODES INC (DIOD) 252 SHARES 15,541 15,541
DISCOVER FINCL SVCS (DFS) 166 SHARES 28,756 28,756
DOORDASH INC CL A (DASH) 109 SHARES 18,285 18,285
DTE ENERGY COMPANY (DTE) 53.223 SHARES 6,427 6,427
DYNATRACE INC (DT) 750 SHARES 40,763 40,763
EASTMAN CHEMICAL COMPANY (EMN) 284 SHARES 25,935 25,935
EATON CORP PLC SHS (ETN) 29.014 SHARES 9,629 9,629
EBAY INC (EBAY) 154 SHARES 9,540 9,540
ECOLAB INC (ECL) 111 SHARES 26,010 26,010
EDWARD LIFESCIENCES CORP (EW) 52.874 SHARES 3,914 3,914
ELI LILLY & CO (LLY) 51.224 SHARES 39,545 39,545
EMERSON ELECTRIC CO (EMR) 150 SHARES 18,590 18,590
ENGIE SPONS ADR (ENGIY) 3,148 SHARES 49,908 49,908
ENI SPA AMER DEP RCPT (E) 1,409 SHARES 38,550 38,550
ENTERGY CORP NEW (ETR) 216 SHARES 16,377 16,377
EOG RESOURCES INC (EOG) 137 SHARES 16,793 16,793
ESSILORLUXOTTICA ADR (ESLOY) 382 SHARES 46,597 46,597
EXPERIAN GP LTD ADR (EXPGY) 1,828 SHARES 78,869 78,869
EXXON MOBIL CORP (XOM) 337 SHARES 36,251 36,251
FAIR ISAAC & CO INC (FICO) 5.024 SHARES 10,002 10,002
FIDELITY NATL INFORMATION SE (FIS) 355 SHARES 28,673 28,673
FIRSTCASH HLDGS INC (FCFS) 217 SHARES 22,481 22,481
FIRSTENERGY CORP (FE) 474 SHARES 18,856 18,856
FLEXTRONICS INTL LTD (FLEX) 578 SHARES 22,189 22,189
FORMFACTOR INC (FORM) 492 SHARES 21,648 21,648
FORTIVE CORP (FTV) 486 SHARES 36,450 36,450
GALLAGHER ARTHUR J & CO (AJG) 223 SHARES 63,299 63,299
GATX CORP (GATX) 323 SHARES 50,052 50,052
GE AEROSPACE NEW (GE) 158 SHARES 26,353 26,353
GENERAL MILLS INC (GIS) 203 SHARES 12,945 12,945
GENL DYNAMICS CORP (GD) 71.171 SHARES 18,753 18,753
GENUINE PARTS CO (GPC) 51.790 SHARES 6,047 6,047
GOLDMAN SACHS GRP INC (GS) 62.687 SHARES 35,896 35,896
HDFC BANK LTD ADR (HDB) 498 SHARES 31,802 31,802
HEWLETT PACKARD ENTERPRISE (HPE) 560 SHARES 11,956 11,956
HEXCEL CORP NEW (HXL) 477 SHARES 29,908 29,908
HITACHI 10 COM NEW ADR (HTHIY) 1861 SHARES 93,240 93,240
HOLOGIC INC (HOLX) 680 SHARES 49,021 49,021
HOME DEPOT INC (HD) 172 SHARES 66,906 66,906
HONEYWELL INTL INC (HON) 303 SHARES 68,445 68,445
HOULIHAN LOKEY INC CL A (HLI) 303.048 SHARES 52,627 52,627
HUBSPOT, INC. (HUBS) 11.272 SHARES 7,854 7,854
HUMANA INC (HUM) 12.893 SHARES 3,271 3,271
HUNTINGTON BANCSHARES (HBAN) 1,461 SHARES 23,770 23,770
HUNTINGTON INGALLS INDUSTRIES (HII) 100 SHARES 18,897 18,897
ILL TOOL WORKS INC (ITW) 72.909 SHARES 18,487 18,487
ING GROEP NV ADR (ING) 2,893 SHARES 45,333 45,333
INSPERITY INC COM (NSP) 297 SHARES 23,020 23,020
INTERCONTINENTAL EXCHANGE INC (ICE) 62.695 SHARES 9,342 9,342
INTESA SANPAOLO S.P.A. ADR (ISNPY) 1,911 SHARES 45,866 45,866
INTL BUSINESS MACHINES CORP (IBM) 206 SHARES 45,285 45,285
INTUIT INC (INTU) 152 SHARES 95,532 95,532
INTUITIVE SURGICAL INC (ISRG) 119 SHARES 62,113 62,113
JACOBS SOLUTIONS INC (J) 121 SHARES 16,168 16,168
JOHNSON & JOHNSON (JNJ) 385 SHARES 55,679 55,679
JPMORGAN CHASE & CO (JPM) 641 SHARES 153,654 153,654
KBR INC (KBR) 169 SHARES 9,790 9,790
KENVUE INC (KVUE) 957 SHARES 20,432 20,432
KEYSIGHT TECHNOLOGIES INC (KEYS) 96.817 SHARES 15,552 15,552
KINROSS GOLD CORP NEW (KGC) 1,356 SHARES 12,570 12,570
KKR & CO INC CL A (KKR) 689 SHARES 101,910 101,910
KLA CORPORATION (KLAC) 73.020 SHARES 46,011 46,011
KYOCERA CP ADR (KYOCY) 1,393 SHARES 13,965 13,965
LAM RESEARCH CORPORATION (LRCX) 273 SHARES 19,719 19,719
LEIDOS HLDGS INC (LDOS) 121 SHARES 17,431 17,431
LENNAR CORPORATION (LEN) 95.025 SHARES 12,959 12,959
LINDE PLC (LIN) 131 SHARES 54,846 54,846
LOCKHEED MARTIN CORP (LMT) 31.875 SHARES 15,489 15,489
LONDON STK EXCHANGE GROUP ADR (LNSTY) 1,119 SHARES 39,538 39,538
LPL FINL HLDGS INC COM (LPLA)102 SHARES 33,304 33,304
LVMH MOET HENNESSY LOUIS VUITT (LVMUY) 238 SHARES 31,324 31,324
MARATHON PETROLEUM CORP (MPC) 128 SHARES 17,856 17,856
MARSH & MCLENNAN COS INC (MMC) 139 SHARES 29,525 29,525
MARVELL TECHNOLOGY GROUP LTD (MRVL) 679 SHARES 74,996 74,996
MASCO CORP (MAS) 124 SHARES 8,999 8,999
MASTERCARD INC CL A (MA) 103 SHARES 54,237 54,237
MC DONALDS CORP (MCD) 158 SHARES 45,803 45,803
MCKESSON CORP (MCK) 70.116 SHARES 39,960 39,960
MEDTRONIC PLC SHS (MDT) 202 SHARES 16,136 16,136
MERCADOLIBRE INC (MELI) 8.436 SHARES 14,345 14,345
MERCK & CO INC NEW COM (MRK) 199 SHARES 19,797 19,797
MERCK KGAA SPD ADR (MKKGY) 1,791 SHARES 51,891 51,891
META PLATFORMS INC CL A (META) 179 SHARES 104,806 104,806
MGM RESORTS INTERNATIONAL (MGM) 183 SHARES 6,341 6,341
MICHELIN COMPAGNIE GENERALE DE (MGDDY) 2,062 SHARES 33,949 33,949
MICROCHIP TECHNOLOGY INC (MCHP) 229 SHARES 13,133 13,133
MICRON TECH INC (MU) 264 SHARES 22,218 22,218
MICROSOFT CORP (MSFT) 691 SHARES 291,257 291,257
MIDDLEBY CORP DEL (MIDD) 231 SHARES 31,289 31,289
MITSUBISHI ELECTRIC ADR (MIELY) 1,276 SHARES 43,633 43,633
MONDELEZ INTL INC COM (MDLZ) 309 SHARES 18,457 18,457
MONOLITHIC PWR SYSTEMS INC (MPWR) 115 SHARES 68,046 68,046
MOOG INC CL A (MOG'A) 252 SHARES 49,604 49,604
MORGAN STANLEY (MS) 422 SHARES 53,054 53,054
MSCI INC COM (MSCI) 56.037 SHARES 33,623 33,623
MTU AERO ENGINES AG (MTUAY) 282 SHARES 47,014 47,014
MYRIAD GENETIC INC (MYGN) 1,065 SHARES 14,601 14,601
NATERA INC COM (NTRA) 20.013 SHARES 3,168 3,168
NESTLE SPON ADR REP REG SHR (NSRGY) 779 SHARES 64,366 64,366
NETEASE.COM INC ADS (NTES) 272 SHARES 24,265 24,265
NETFLIX INC (NFLX) 61.049 SHARES 54,414 54,414
NEXTERA ENERGY INC (NEE) 272 SHARES 19,500 19,500
NICE LTD ADR (NICE) 73.546 SHARES 12,491 12,491
NORFOLK SOUTHERN CORP (NSC) 109 SHARES 25,582 25,582
NORTHROP GRUMMAN CP(HLDG CO) (NOC) 42.175 SHARES 19,792 19,792
NOVARTIS AG ADR (NVS) 386 SHARES 37,562 37,562
NOVO NORDISK A/S ADR (NVO) 534 SHARES 45,935 45,935
NVIDIA CORPORATION (NVDA) 2,273 SHARES 305,241 305,241
NXP SEMICONDUCTORS NV (NXPI) 42.618 SHARES 8,858 8,858
OMNICOM GROUP (OMC) 191 SHARES 16,434 16,434
ON SEMICONDUCTOR CORP (ON) 417 SHARES 26,292 26,292
ORACLE CORP (ORCL) 431 SHARES 71,822 71,822
PACKAGING CORP AMER (PKG) 54.326 SHARES 12,230 12,230
PALO ALTO NETWORKS INC (PANW) 64.540 SHARES 11,744 11,744
PAPA JOHNS INTL INC (PZZA) 548 SHARES 22,506 22,506
PARKER HANNIFIN CORP (PH) 47.317 SHARES 30,095 30,095
PAYPAL HLDGS INC COM (PYPL) 155 SHARES 13,229 13,229
PENN ENTERTAINMENT INC (PENN) 687 SHARES 13,616 13,616
PEPSICO INC NC (PEP) 81.860 SHARES 12,448 12,448
PERNOD RICARD SA ADR (PRNDY) 1,807 SHARES 40,791 40,791
PHILIP MORRIS INTL INC (PM) 303 SHARES 36,466 36,466
PHILLIPS 66 COM (PSX) 59.450 SHARES 6,773 6,773
PNC FINL SVCS GP (PNC) 125 SHARES 24,106 24,106
PPG INDUSTRIES INC (PPG) 108 SHARES 12,901 12,901
PPL CORPORATION (PPL) 494 SHARES 16,035 16,035
PROCTER & GAMBLE (PG) 225 SHARES 37,721 37,721
PROGRESSIVE CORP OHIO (PGR) 272 SHARES 65,174 65,174
PROLOGIS INC COM (PLD) 57.365 SHARES 6,063 6,063
PUBLIC SERVICE ENTERPRISE GP (PEG) 107 SHARES 9,040 9,040
PUBLIC STORAGE (PSA) 28.814 SHARES 8,628 8,628
QIAGEN NV NEW (QGEN) 1,231 SHARES 54,816 54,816
QUALCOMM INC (QCOM) 41.427 SHARES 6,364 6,364
QUANTA SERVICES INC (PWR) 41.427 SHARES 13,199 13,199
RAYMOND JAMES FINCL INC (RJF) 299 SHARES 46,444 46,444
REGENERON PHARMACEUTICALS INC (REGN) 4.555 SHARES 3,245 3,245
REINSURANCE GROUP OF AMERICA (RGA) 216 SHARES 46,144 46,144
RELX PLC SPONSORED ADR (RELX) 1,067 SHARES 48,463 48,463
REPUBLIC SERVICES INC (RSG) 167 SHARES 33,597 33,597
RIO TINTO PLC SPON ADR (RIO) 535 SHARES 31,463 31,463
ROBERT HALF INC (RHI) 179 SHARES 12,612 12,612
ROCHE HOLDINGS ADR (RHHBY) 2,349 SHARES 81,933 81,933
RYANAIR HLDGS PLC ADR (RYAAY) 1,083 SHARES 47,208 47,208
RYDER SYSTEMS INC (R) 298 SHARES 46,744 46,744
SALESFORCE INC (CRM) 46.272 SHARES 15,470 15,470
SANOFI ADR (SNY) 68.371 SHARES 3,298 3,298
SAP AG (SAP) 441 SHARES 108,579 108,579
SBA COMMUNICATNS CORP NEW CL A (SBAC) 144 SHARES 29,347 29,347
SCHLUMBERGER LTD (SLB) 612 SHARES 23,464 23,464
SCHNEIDER ELEC SA UNSP ADR (SBGSY) 2,324 SHARES 115,944 115,944
SERVICENOW INC (NOW) 105 SHARES 111,313 111,313
SEVEN & I HLDGS CO LTD ADR (SVNDY) 2,002 SHARES 31,682 31,682
SHIN ETSU CHEM CO LTD ADR (SHECY) 2,366 SHARES 39,865 39,865
SHOPIFY INC (SHOP) 92.638 SHARES 9,850 9,850
SMC CORP JAPAN SPONSORED ADR (SMCAY) 1,683 SHARES 33,293 33,293
SMURFIT WESTROCK LTD (SW) 301 SHARES 16,212 16,212
SNAP-ON INC (SNA) 126 SHARES 42,774 42,774
SONOCO PRODUCTS CO (SON) 508 SHARES 24,816 24,816
SONY GROUP CORPORATION ADR (SONY) 2,065 SHARES 43,695 43,695
SOUTHERN CO (SO) 226 SHARES 18,604 18,604
SPOTIFY TECHNOLOGY SA (SPOT) 51.026 SHARES 22,828 22,828
STARBUCKS CORP WASHINGTON (SBUX) 113 SHARES 10,311 10,311
SUMITOMO MITSUI FINL GROUP INC (SMFG) 2,835 SHARES 41,079 41,079
SUNCOR ENERGY INC (SU) 919 SHARES 32,790 32,790
SYNOPSYS INC (SNPS) 6.522 SHARES 3,166 3,166
SYSCO CORP (SYY) 413 SHARES 31,578 31,578
TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 434 SHARES 85,711 85,711
TECK RESOURCES LTD (TECK) 358 SHARES 14,510 14,510
TELEDYNE TECH INC (TDY) 90.456 SHARES 41,983 41,983
TENCENT HLDGS LTD UNSPON ADR (TCEHY) 594 SHARES 31,589 31,589
TERUMO CORP ADR UNSPONS ADR (TRUMY) 2,317 SHARES 45,142 45,142
TESCO PLC ADR (TSCDY) 2,259 SHARES 31,260 31,260
TESLA INC (TSLA) 154 SHARES 62,191 62,191
TEXAS INSTRUMENTS (TXN) 65.558 SHARES 12,293 12,293
THE CIGNA GROUP (CI) 11.720 SHARES 3,236 3,236
THERMO FISHER SCIENTIFIC (TMO) 63.418 SHARES 32,992 32,992
TJX COS INC NEW (TJX) 160 SHARES 19,330 19,330
T-MOBILE US INC COM (TMUS) 82.174 SHARES 18,138 18,138
TORONTO DOM BK NEW (TD) 599 SHARES 31,891 31,891
TRADE DESK INC CLASS A (TTD) 173 SHARES 20,333 20,333
TRANE TECHNOLOGIES PLC (TT) 86.716 SHARES 32,029 32,029
TRANSDIGM GROUP INC (TDG) 17.380 SHARES 22,025 22,025
TRIMBLE INC (TRMB) 184 SHARES 13,001 13,001
UBER TECHNOLOGIES INC (UBER) 1,035 SHARES 62,431 62,431
UBS GROUP AG SHS (UBS) 2,444 SHARES 74,102 74,102
UNION PACIFIC CORP (UNP) 130 SHARES 29,645 29,645
UNITED AIRLINES HLDGS INC (UAL) 168 SHARES 16,313 16,313
UNITED RENTALS INC (URI) 18.235 SHARES 12,845 12,845
UNITEDHEALTH GP INC (UNH) 161 SHARES 81,443 81,443
US FOODS HOLDING CORP (USFD) 382 SHARES 25,770 25,770
VALERO ENERGY CP DELA NEW (VLO) 143 SHARES 17,530 17,530
VALMONT INDUSTRIES (VMI) 94.686 SHARES 29,037 29,037
VERALTO CORP (VLTO) 335 SHARES 34,120 34,120
VERISK ANALYTICS INC COM (VRSK) 128 SHARES 35,255 35,255
VERTIV HOLDINGS LLC CL A (VRT) 75.818 SHARES 8,614 8,614
VISA INC CL A (V) 299 SHARES 94,496 94,496
W W GRAINGER INC (GWW) 6.008 SHARES 6,333 6,333
WABTEC CORP (WAB) 99.622 SHARES 18,887 18,887
WALMART INC (WMT) 660 SHARES 59,631 59,631
WALT DISNEY CO HLDG CO (DIS) 350 SHARES 38,973 38,973
WASTE MGMT INC (DELA) (WM) 80.567 SHARES 16,258 16,258
WEBSTER FINCL CORP (WBS) 537 SHARES 29,653 29,653
WEC ENERGY GROUP INC COM (WEC) 394 SHARES 37,052 37,052
WELLS FARGO & CO NEW (WFC) 775 SHARES 54,436 54,436
WEST PHARMACEUTICAL SVCS INC (WST) 139 SHARES 45,531 45,531
WEX INC COM (WEX) 162 SHARES 28,402 28,402
WINTRUST FIN CORP (WTFC) 229 SHARES 28,559 28,559
WOODWARD INC COM (WWD) 237 SHARES 39,442 39,442
WORKDAY INC CL A (WDAY) 147 SHARES 37,930 37,930
ZURICH INSURANCE GRP LTD ADR (ZURVY) 1,812 SHARES 53,865 53,865

TY 2024 InvestmentsGovtObligationsSch
Name:
WALDMAN FOUNDATION
 
C/O PKF O'CONNOR DAVIES LLP
EIN:
26-1495686
US Government Securities - End of Year Book Value:

2,049,347
US Government Securities - End of Year Fair Market Value:

2,049,347
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
WALDMAN FOUNDATION
 
C/O PKF O'CONNOR DAVIES LLP
EIN:
26-1495686
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALLSPRING MNGD ACCT CORBLD CP (WFCPX) FMV 1,047,594 1,047,594
APOLLO DEBT BDC - CLASS I ESC FMV 1,105,729 1,105,729
DOUBLELINE TOTAL RETURN I (DBLTX) FMV 2,035,115 2,035,115
FEDERATED HERMES CORP BD STRGY (FCSPX) FMV 165,213 165,213
FEDERATED HERMES HI YLD STRGY (FHYSX) FMV 32,643 32,643
FEDERATED HERMES INTL BD STRGY (FIBPX) FMV 62,478 62,478
FEDERATED HERMES MTG STRATEGY (FMBPX) FMV 1,111,160 1,111,160
GOLDENTREE SELECT LTD FMV 471,497 471,497
GQG PARTNERS EMRG MKTS EQ INS (GQGIX) FMV 857,958 857,958
HP/MILLENNIUM INT'L II LTD FMV 13,976 13,976
IRONWOOD INTER LTD ADV FMV 914,559 914,559
ISHARES 7-10 YR TREASRY BD ETF (IEF) FMV 3,007,768 3,007,768
ISHARES CORE MSCI EMERGING (IEMG) FMV 871,186 871,186
ISHARES CORE MSCI INT DEVP MAR (IDEV) FMV 2,573,449 2,573,449
JPMORGAN MORTGAGE-BACKED SEC I (OMBIX) FMV 2,046,230 2,046,230
PARTNERS GROUP PE - I ESC FMV 1,564,492 1,564,492
POMONA INVESTMENT FUND I ESC FMV 670,361 670,361
SEG PARTNERS OFFSH CLASS I FMV 466,230 466,230
STARBOARD VALUE OPP FD LTD FMV 510,828 510,828
VANGUARD GROWTH ETF (VUG) FMV 5,076,322 5,076,322
VANGUARD SHORT-TERM CORPORATE (VCSH) FMV 878,003 878,003
VANGUARD VALUE ETF INDEX (VTV) FMV 3,486,564 3,486,564

TY 2024 OtherAssetsSchedule
Name:
WALDMAN FOUNDATION
 
C/O PKF O'CONNOR DAVIES LLP
EIN:
26-1495686
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVESTMENTS MADE IN ADVANCE 4,385,000    


TY 2024 OtherExpensesSchedule
Name:
WALDMAN FOUNDATION
 
C/O PKF O'CONNOR DAVIES LLP
EIN:
26-1495686
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 4,700 0   4,700
FILING FEE 750 0   750
ADMINISTRATION 5,000 0   5,000


TY 2024 OtherIncomeSchedule2
Name:
WALDMAN FOUNDATION
 
C/O PKF O'CONNOR DAVIES LLP
EIN:
26-1495686
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SETTLEMENT INCOME 56,601   56,601


TY 2024 OtherIncreasesSchedule
Name:
WALDMAN FOUNDATION
 
C/O PKF O'CONNOR DAVIES LLP
EIN:
26-1495686
Description Amount
UNREALIZED GAIN ON INVESTMENTS 2,199,176


TY 2024 OtherProfessionalFeesSchedule
Name:
WALDMAN FOUNDATION
 
C/O PKF O'CONNOR DAVIES LLP
EIN:
26-1495686
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 200,881 200,881   0


TY 2024 TaxesSchedule
Name:
WALDMAN FOUNDATION
 
C/O PKF O'CONNOR DAVIES LLP
EIN:
26-1495686
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES PAID 59,396 0   0
FOREIGN TAXES PAID 24,744 24,744   0