Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
HARRISON
State or province
NY
Country  
ZIP or foreign postal code
10528
A Employer identification number

26-1495686
B Telephone number (see instructions)

9143818900
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$47,824,618J 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 .................
3 Interest on savings and temporary cash investments 8,996 8,996  
4 Dividends and interest from securities... 1,259,435 1,259,435  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 545,800
b Gross sales price for all assets on line 6a 17,856,564
7 Capital gain net income (from Part IV, line 2)... 545,800
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
80,859 0  
12 Total. Add lines 1 through 11........ 1,895,090 1,814,231  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 16,000 0   16,000
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
32,698 0   32,698
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
200,626 200,626   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
47,811 16,844   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 343 0   343
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.......... 307,928 217,470   59,491
25 Contributions, gifts, grants paid....... 2,803,000 2,803,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 3,110,928 217,470   2,862,491
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,215,838
b Net investment income (if negative, enter -0-) 1,596,761
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 1,049,506 699,345 699,345
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,049,347 Click to see attachment
List of Attached Documents:
// Content
2,045,056 		2,045,056
b Investments—corporate stock (attach schedule)....... 11,254,484 Click to see attachment
List of Attached Documents:
// Content
9,940,726 		9,940,726
c Investments—corporate bonds (attach schedule)....... 1,389,494 Click to see attachment
List of Attached Documents:
// Content
1,606,460 		1,606,460
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 28,969,355 Click to see attachment
List of Attached Documents:
// Content
33,533,031 		33,533,031
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 44,712,186 47,824,618 47,824,618
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 44,712,186 47,824,618
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 44,712,186 47,824,618
30 Total liabilities and net assets/fund balances (see instructions). 44,712,186 47,824,618
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
44,712,186
2
Enter amount from Part I, line 27a .....................
2
-1,215,838
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
4,328,270
4
Add lines 1, 2, and 3 ..........................
4
47,824,618
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
47,824,618
Form 990-PF (2025)
Form 990-PF (2025)
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 17,856,564   17,310,764 545,800
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       545,800
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 2 545,800
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 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 22,195
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 22,195
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 22,195
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 25,000
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 25,000
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 2,805
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax2,805 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
NY
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofPKF O'CONNOR DAVIES LLP Telephone no. (914) 381-8900

Located at500 MAMARONECK AVEHARRISONNY ZIP+410528
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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 		4,000 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 - PASSED ON 6/27/25
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
HARRIET GOLDEN DIRECTOR/CHAIRMAN
2.00 		0 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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 200,626
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
44,879,644
b
Average of monthly cash balances.......................
1b
1,192,435
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
46,072,079
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
46,072,079
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
691,081
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
45,380,998
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,269,050
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,269,050
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
22,195
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
22,195
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,246,855
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,246,855
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
2,246,855
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, line 26, column (d) ..........
1a
2,862,491
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
2,862,491
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 2,246,855
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 686,043
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 2,862,491
a Applied to 2024, but not more than line 2a 686,043
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 2025 distributable amount..... 2,176,448
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		70,407
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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   GENERAL 4,000

AHRC NYC FOUNDATION

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

AMERICAN FRIENDS OF MAGEN DAVID

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

ARS NOVA THEATER I

C/O LOEB LOEB LLP 345 PARK AVE
NEW YORK,NY10154 		N/A   GENERAL 3,000

BAIS YAAKOV OF BOSTON INC

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

BROADWAY CARES-EQUITY FIGHTS AIDS

165 W 46TH ST SUITE 1300
NEW YORK,NY10036 		N/A   GENERAL 10,000

CAPE COD SHAKESPEARE FESTIVAL IN CHATHAM

PO BOX 314
CHATHAM,MA02633 		N/A   GENERAL 2,000

CHABAD SHUL OF CLOSTER INC

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

CIRCLE IN THE SQUARE THEATRE SCHOOL

1633 BROADWAY
NEW YORK,NY10019 		N/A   GENERAL 731,000

DOVI'S PLAYHOUSE FOR CHILDREN WITH SPECIAL NEEDS

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

EPISCOPAL ACTORS' GUILD

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

FOLKSBIENE YIDDISH THEATRE

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

HUSKY HALFWAY HOUSE FOUNDATION

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

KHAL TIFERES YOSEF IMAD

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

LEAGUE OF PROFESSIONAL THEATRE WOMEN

520 8TH AVE
NEW YORK,NY10018 		N/A   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   GENERAL 25,000

PROSPECT THEATER COMPANY

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

RESONANCE ENSEMBLE THEATRE

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

SPCA OF WESTCHESTER

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

THE ACTORS FUND OF AMERICA

729 7TH AVE FL 10
NEW YORK,NY10019 		N/A   GENERAL 1,796,000

THE IRISH REPERTORY THEATER COMPANY

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

THE RESIDENT ACTING COMPANY INC

187 CHRYSTIE ST APT 15
NEW YORK,NY10002 		N/A   GENERAL 2,000

TORAH ACADEMY INC

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

TRANSPORT GROUP

520 8TH AVE RM 305
NEW YORK,NY10018 		N/A   GENERAL 2,000

TWELFTH NIGHT CLUB

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

YESHIVA OHR YISRAEL

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

YOUNG ISRAEL OF ABERDEEN CONGREGATION BET TEFILAH

479 LLOYD ROAD
ABERDEEN,NJ07747 		N/A   GENERAL 5,000
Total ................................. 3a 2,803,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 8,996  
4 Dividends and interest from securities ....     14 1,259,435  
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 ............ 		    18 545,800  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSETTLEMENT INCOME 		    01 80,859  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,895,090 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,895,090
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 32,698 0   32,698

TY 2025 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.

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 ExpenditureResponsibilityStmt
Name:
WALDMAN FOUNDATION
 
C/O PKF O'CONNOR DAVIES LLP
EIN:
26-1495686
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
CAPE COD SHAKESPEARE FESTIVAL IN CHATHAM
  		PO BOX 314
CHATHAM,MA02633 		2025-08-04 2,000 GENERAL OPERATING SUPPORT 2,000 NONE 3/19/26    

TY 2025 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 48,000 SHARES 48,161 48,161
AMGEN INC 28,000 SHARES 26,141 26,141
ASTRAZENECA PLC 36,000 SHARES 32,027 32,027
AT&T INC 73,000 SHARES 70,512 70,512
BANK OF AMERICA CORP FXD TO 032026 VAR THRAFTR 1.6580% 90,000 SHARES 90,688 90,688
BHP BILLITON FINANCE USA LTD 37,000 SHARES 35,365 35,365
BLACKROCK INC 39,000 SHARES 35,070 35,070
BP CAPITAL MARKETS AMERICA INC 64,000 SHARES 65,348 65,348
CHEVRON USA INC 103,000 SHARES 105,334 105,334
CITIGROUP INC FXD TO 062026 VAR THRAFTR 1.4620% 73,000 SHARES 72,166 72,166
CITIGROUP INC FXD TO 112031 VAR THRAFTR 2.5200% 28,000 SHARES 25,115 25,115
CITIGROUP INC FXD TO 112032 VAR THRAFTR 6.27% 37,000 SHARES 40,341 40,341
COMCAST CORP 48,000 SHARES 50,487 50,487
CONOCOPHILLIPS 36,000 SHARES 40,520 40,520
EQUINOR ASA 23,000 SHARES 21,433 21,433
GOLDMAN SACHS GROUP INC/THE FX D TO 032026 VAR THRAFTR 1.431% 55,000 SHARES 54,720 54,720
GOLDMAN SACHS GROUP INC/THE FX D TO 072031 VAR THRAFTR 2.383% 16,000 SHARES 14,345 14,345
GOLDMAN SACHS GROUP INC/THE FX D TO 102026 VAR THRAFTR 1.948% 55,000 SHARES 54,073 54,073
GOLDMAN SACHS GROUP INC/THE FX D TO 102034 VAR THRAFTR 5.016% 37,000 SHARES 37,262 37,262
INTEL CORP 36,000 SHARES 33,696 33,696
JOHNSON & JOHNSON 13,000 SHARES 13,399 13,399
JPMORGAN CHASE & CO FXD TO 042026 VAR THRAFTR 1.5780% 34,000 SHARES 33,747 33,747
JPMORGAN CHASE & CO FXD TO 042051 VAR THRAFTR 3.3280% 57,000 SHARES 40,549 40,549
JPMORGAN CHASE & CO FXD TO 092026 VAR THRAFTR 1.4700% 35,000 SHARES 34,363 34,363
JPMORGAN CHASE & CO FXD TO 112031 VAR THRAFTR 2.545% 35,000 SHARES 31,621 31,621
LOCKHEED MARTIN CORP 9,000 SHARES 9,093 9,093
LOWE'S COS INC 37,000 SHARES 35,958 35,958
META PLATFORMS INC 30,000 SHARES 30,159 30,159
NEXTERA ENERGY CAPITAL HOLDINGS INC 38,000 SHARES 39,003 39,003
ORACLE CORP 92,000 SHARES 92,012 92,012
PHILIP MORRIS INTERNATIONAL INC 77,000 SHARES 79,239 79,239
SHELL FINANCE US INC 44,000 SHARES 43,319 43,319
UNITEDHEALTH GROUP INC 37,000 SHARES 38,578 38,578
US BANCORP FXD TO 012032 VAR THRAFTR 2.677% 63,000 SHARES 56,891 56,891
VERIZON COMMUNICATIONS INC 37,000 SHARES 37,620 37,620
WALMART INC 37,000 SHARES 38,105 38,105

TY 2025 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) 137 SHARES 21,934 21,934
A O SMITH CORP (AOS) 279 SHARES 18,660 18,660
ABBOTT LABORATORIES (ABT) 256 SHARES 32,074 32,074
ABBVIE INC COM (ABBV) 312 SHARES 71,289 71,289
ACCENTURE PLC IRELAND CL A (ACN) 51.491 SHARES 13,815 13,815
ADVANCED MICRO DEVICES (AMD) 70.177 SHARES 15,029 15,029
AIA GROUP LTD SPON ADR (AIGY) 1,622 SHARES 68,243 68,243
AIR LIQUIDE ADR (AIQUY) 2,492 SHARES 93,809 93,809
AKAMAI TECHNOLOGIES INC (AKAM) 158 SHARES 13,786 13,786
ALBANY INTL A NEW (AIN) 133 SHARES 6,743 6,743
ALBEMARLE CORPORATION (ALB) 120 SHARES 16,973 16,973
ALIBABA GROUP HLDG LTD (BABA) 113 SHARES 16,564 16,564
ALLEGION PUB LTD CO (ALLE) 71.094 SHARES 11,320 11,320
ALLSTATE CORP (ALL) 71.763 SHARES 14,937 14,937
ALNYLAM PHARMACEUTICALS INC (ALNY) 23.233 SHARES 9,239 9,239
ALPHABET INC CL A (GOOGL) 127 SHARES 39,751 39,751
ALPHABET INC CL C (GOOG) 348 SHARES 109,202 109,202
ALTRIA GROUP INC (MO) 349 SHARES 20,123 20,123
AMADEUS IT GROUP SA ADR (AMADY) 729 SHARES 53,802 53,802
AMAZON COM INC (AMZN) 471 SHARES 108,716 108,716
AMEREN CORP HLDG CO (AEE) 120 SHARES 11,983 11,983
AMERICAN ELEC PWR CO INC (AEP) 124 SHARES 14,298 14,298
AMERICAN EXPRESS CO (AXP) 143 SHARES 52,903 52,903
AMPHENOL CORP NEW CL A (APH) 100 SHARES 13,514 13,514
ANALOG DEVICES INC (ADI) 152 SHARES 41,222 41,222
AON PLC CL A (AON) 66.873 SHARES 23,598 23,598
APOLLO GLOBAL MGMT INC CL A (APO) 159 SHARES 23,017 23,017
APPLE INC (AAPL) 520 SHARES 141,367 141,367
APPLIED MATERIALS INC (AMAT) 113 SHARES 29,040 29,040
APPLLOVIN CORP (APP) 28.374 SHARES 19,119 19,119
APTIV PLC (APTV) 144 SHARES 10,957 10,957
ARCHROCK INC (AROC) 923 SHARES 24,016 24,016
ARROW ELECTRONICS INC (ARW) 125 SHARES 13,773 13,773
ASTRAZENECA PLC ADR (AZN) 347 SHARES 31,900 31,900
AT&T INC (T) 1247 SHARES 30,975 30,975
AUTOMATIC DATA PROCESSING INC (ADP) 75.261 SHARES 19,359 19,359
AUTONATION INC (AN) 48.246 SHARES 9,962 9,962
AUTOZONE INC (AZO) 5.204 SHARES 17,649 17,649
AVALONBAY COMM INC (AVB) 42.616 SHARES 7,727 7,727
AVANTOR INC (AVTR) 900 SHARES 10,314 10,314
AVERY DENNISON CORP (AVY) 63.365 SHARES 11,525 11,525
BANK OF AMERICA CORP (BAC) 841 SHARES 46,255 46,255
BANK OF NEW YORK MELLON CORP (BK) 330 SHARES 38,310 38,310
BEIERSDORF AG UNSPONS ADR (BDRFY) 1,640 SHARES 36,088 36,088
BERKSHIRE HATHAWAY CL B (BRKB) 13.837 SHARES 6,955 6,955
BIO RAD LAB A (BIO) 54.925 SHARES 16,642 16,642
BLACKROCK INC (BLK) 22.753 SHARES 24,353 24,353
BLUE OWL CAPITAL INC (OWL) 676.000 SHARES 10,099 10,099
BNP PARIBAS SA ADR REPSTG (BNPQY) 1,411.000 SHARES 66,941 66,941
BOOKING HOLDINGS INC (BKNG) 6.144 SHARES 32,903 32,903
BORG WARNER INC (BWA) 384.000 SHARES 17,303 17,303
BOX INC CL A (BOX) 627.000 SHARES 18,754 18,754
BRISTOL MYERS SQUIBB CO (BMY) 249.000 SHARES 13,431 13,431
BRITISH AMER TOB SPON ADR (BTI) 1,224.000 SHARES 69,303 69,303
BROADCOM INC (AVGO) 380.000 SHARES 131,518 131,518
BXP INC (BXP) 230.000 SHARES 15,520 15,520
CABOT CORP (CBT) 183.000 SHARES 12,129 12,129
CACI INTERNATIONAL INC CL A (CACI) 29.452 SHARES 15,692 15,692
CANADIAN NATURAL RESOURCES LTD (CNQ) 309.000 SHARES 10,460 10,460
CAPGEMINI SE UNSPONSORED ADR (CGEMY) 1677.000 SHARES 55,844 55,844
CAPITAL ONE FINANCIAL CORP (COF) 102.000 SHARES 24,721 24,721
CARLSBERG AS (CABGY) 1691.000 SHARES 44,416 44,416
CARVANA CO CL A (CVNA) 38.479 SHARES 16,239 16,239
CBRE GROUP INC CL A (CBRE) 231.000 SHARES 37,142 37,142
CELSIUS INC (CELH) 32.783 SHARES 9,691 9,691
CENCORA INC (COR) 99.883 SHARES 33,735 33,735
CENOVUS ENERGY INC COM (CVE) 614.000 SHARES 10,389 10,389
CENTENE CORPORATION (CNC) 244.000 SHARES 10,041 10,041
CENTERPOINT ENERGY INC (CNP) 486.000 SHARES 18,633 18,633
CF INDUSTRIES HOLDINGS INC (CF) 276.000 SHARES 21,346 21,346
CH ROBINSON WORLDWIDE INC (CHRW) 112.000 SHARES 18,005 18,005
CHARLES RIVER LABS INTL INC (CRL) 97.529 SHARES 19,455 19,455
CHARLES SCHWAB NEW (SCHW) 337.000 SHARES 33,670 33,670
CHECK POINT SOFTWARE TECH LTD (CHKP) 263.000 SHARES 48,802 48,802
CHEVRON CORP (CVX) 216.000 SHARES 32,921 32,921
CHUBB LTD (CB) 134.000 SHARES 41,824 41,824
CIENA CORP NEW (CIEN) 42.706 SHARES 9,988 9,988
CIRRUS LOGIC INC (CRUS) 170.000 SHARES 20,145 20,145
CISCO SYS INC (CSCO) 523.000 SHARES 40,287 40,287
CLOUDFLARE INC CL A (NET) 88.117 SHARES 17,372 17,372
CME GROUP INC (CME) 101.000 SHARES 27,581 27,581
CMS ENERGY CP (CMS) 97.334 SHARES 6,807 6,807
COCA COLA CO (KO) 803.002 SHARES 56,138 56,138
COCA-COLA EUROPACIFIC PARTNERS (CCEP) 148.000 SHARES 13,424 13,424
COMCAST CORP CLASS A (CMCSA) 838.000 SHARES 25,048 25,048
COMPAGNIE DE ST GOBAIN UNSP (CODYY) 2651.000 SHARES 54,149 54,149
COMPAGNIE FIN RICHEMONT ADR (CFRUY) 4584.000 SHARES 99,551 99,551
COMPASS GROUP PLC SPON ADR (CMPGY) 2629.000 SHARES 83,594 83,594
CONMED CORP (CNMD) 187.000 SHARES 7,592 7,592
CONOCOPHILLIPS (COP) 484.000 SHARES 45,307 45,307
COPT DEFENSE PROPERTIES SH BEN (CDP) 361.000 SHARES 10,036 10,036
CORPAY INC (CPAY) 54.667 SHARES 16,451 16,451
CRH PLC (CRH) 332.000 SHARES 41,434 41,434
CROWDSTRIKE HLDGS INC CL A (CRWD) 21.426 SHARES 10,044 10,044
CSX CORP (CSX) 421 SHARES 15,261 15,261
CUMMINS INC (CMI) 59.267 SHARES 30,253 30,253
D R HORTON INC (DHI) 151.000 SHARES 21,749 21,749
DAIKIN INDS LTD UNSPON ADR (DKILY) 3533.000 SHARES 45,261 45,261
DANAHER CORP (DHR) 49.530 SHARES 11,338 11,338
DARDEN RESTAURANTS INC (DRI) 95.083 SHARES 17,497 17,497
DBS GROUP HOLDINGS LTD SP (DBSDY) 323.000 SHARES 56,623 56,623
DEERE & CO (DE) 14.552 SHARES 6,775 6,775
DELL TECHNOLOGIES INC CL C (DELL) 171.000 SHARES 21,525 21,525
DENSO CORP LTD ADR (DNZOY) 2748.000 SHARES 37,834 37,834
DEUTSCHE BOERSE AG UNSPON ADR (DBOEY) 2211.000 SHARES 58,090 58,090
DIAMONDBACK ENERGY INC (FANG) 172.000 SHARES 25,857 25,857
DOORDASH INC CL A (DASH) 30.736 SHARES 6,961 6,961
DTE ENERGY CO (DTE) 53.223 SHARES 6,865 6,865
EAST WEST BANCORP (EWBC) 153.000 SHARES 17,196 17,196
EASTMAN CHEMICAL CO (EMN) 167.000 SHARES 10,660 10,660
EBAY INC (EBAY) 154.000 SHARES 13,413 13,413
ELI LILLY & CO (LLY) 36.391 SHARES 39,109 39,109
EMERSON ELECTRIC CO (EMR) 155.000 SHARES 20,572 20,572
ENGIE SPON ADR (ENGIY) 2845.000 SHARES 74,880 74,880
ENI SPA ADR (E) 1409.000 SHARES 53,457 53,457
ENTERGY CORP (ETR) 424 SHARES 39,190 39,190
EXPERIAN PLC ADR (EXPGY) 1384.000 SHARES 62,604 62,604
EXXON MOBIL CORP (XOM) 367.000 SHARES 44,165 44,165
FEDEX CORP (FDX) 74.097 SHARES 21,404 21,404
FIRSTCASH HOLDINGS INC (FCFS) 121.000 SHARES 19,285 19,285
FIRSTENERGY CORP (FE) 612.000 SHARES 27,399 27,399
FLEXTRONICS INTL LTD (FLEX) 306.000 SHARES 18,489 18,489
FORMFACTOR INC (FORM) 351.000 SHARES 19,579 19,579
FREEPORT-MCMORAN CL B (FCX) 273.000 SHARES 13,866 13,866
FUJIFILM HOLDINGS CORP ADR (FUJIY) 3047.000 SHARES 32,502 32,502
GALLAGHER ARTHUR J & CO (AJG) 42.292 SHARES 10,945 10,945
GATX CORP (GATX) 136.000 SHARES 23,066 23,066
GE AEROSPACE (GE) 82.040 SHARES 25,271 25,271
GE VERNOVA INC (GEV) 43.017 SHARES 28,115 28,115
GENERAL DYNAMICS CORP (GD) 146.000 SHARES 49,152 49,152
GILEAD SCIENCES INC (GILD) 484 SHARES 59,406 59,406
GOLDMAN SACHS GRP INC (GS) 64.808 SHARES 56,966 56,966
HEXCEL CORP NEW (HXL) 254.000 SHARES 18,771 18,771
HIMS & HERS HEALTH INC (HIMS) 203.000 SHARES 6,591 6,591
HITACHI LTD ADR (HTHIY) 3374.000 SHARES 105,518 105,518
HOLOGIC INC (HOLX) 264.000 SHARES 19,665 19,665
HOME DEPOT INC (HD) 121.000 SHARES 41,636 41,636
HONEYWELL INTL INC (HON) 247 SHARES 48,187 48,187
HOULIHAN LOKEY INC CL A (HLI) 118.000 SHARES 20,554 20,554
HOYA CORP SPON ADR (HCPJY) 280.000 SHARES 42,309 42,309
HUBBELL INC (HUBB) 44.843 SHARES 19,915 19,915
HUNTINGTON BANCSHARES INC (HBAN) 1559.000 SHARES 27,049 27,049
HUNTINGTON INGALLS INDUSTRIES INC (HII) 85.532 SHARES 29,087 29,087
ILL TOOL WORKS INC (ITW) 72.909 SHARES 17,957 17,957
ING GROEP NV ADR (ING) 2769.000 SHARES 77,532 77,532
INSMED INC (INSM) 158.000 SHARES 27,498 27,498
INSPERITY INC COM (NSP) 197.000 SHARES 7,628 7,628
INTERCONTINENTAL EXCHANGE INC (ICE) 146 SHARES 23,646 23,646
INTESA SANPAOLO S.P.A. ADR (ISNPY) 1442.000 SHARES 60,166 60,166
INTL BUSINESS MACHINES CORP (IBM) 212.000 SHARES 62,797 62,797
INTUIT INC (INTU) 20.705 SHARES 13,715 13,715
INTUITIVE SURGICAL INC (ISRG) 12.403 SHARES 7,025 7,025
IQVIA HOLDINGS INC (IQV) 102.000 SHARES 22,992 22,992
JACOBS SOLUTIONS INC (J) 109.000 SHARES 14,438 14,438
JOHNSON & JOHNSON (JNJ) 409.002 SHARES 84,643 84,643
JPMORGAN CHASE & CO (JPM) 555.000 SHARES 178,832 178,832
KEYSIGHT TECHNOLOGIES INC (KEYS) 95.801 SHARES 19,466 19,466
KINROSS GOLD CORP NEW (KGC) 1572.000 SHARES 44,268 44,268
KLA CORPORATION (KLAC) 23.814 SHARES 28,936 28,936
L3HARRIS TECHNOLOGIES INC (LHX) 108.000 SHARES 31,706 31,706
LABCORP HOLDINGS INC (LH) 40.214 SHARES 10,089 10,089
LAM RESEARCH CORPORATION (LRCX) 141.000 SHARES 24,136 24,136
LEIDOS HOLDINGS INC (LDOS) 84.570 SHARES 15,256 15,256
LINDE PLC (LIN) 47.356 SHARES 20,192 20,192
LONDON STOCK EXCHANGE GRP ADR (LSEG) 1119.000 SHARES 33,684 33,684
LPL FINANCIAL HOLDINGS INC (LPLA) 89.082 SHARES 31,817 31,817
LULULEMON ATHLETICA INC (LULU) 50.391 SHARES 10,472 10,472
LVMH MOET HENNESSY LOUIS VUITT ADR (LVMUY) 238.000 SHARES 36,058 36,058
MARATHON PETROLEUM CORP (MPC) 170.000 SHARES 27,647 27,647
MARSH & MCLENNAN COS INC (MMC) 94.720 SHARES 17,572 17,572
MASTERCARD INC CL A (MA) 95.761 SHARES 54,668 54,668
MCDONALDS CORP (MCD) 132.000 SHARES 40,343 40,343
MCKESSON CORP (MCK) 49.354 SHARES 40,485 40,485
MDU RES GROUP INC (MDU) 867.000 SHARES 16,924 16,924
MEDTRONIC PLC SHS (MDT) 443.001 SHARES 42,555 42,555
MERCADOLIBRE INC (MELI) 5.058 SHARES 10,188 10,188
MERCK & CO INC NEW (MRK) 215.000 SHARES 22,631 22,631
MERCK KGAA SP ADR (MKKGY) 1641.000 SHARES 47,258 47,258
META PLATFORMS INC CL A (META) 118.000 SHARES 77,891 77,891
MICHELIN COMPAGNIE GENERALE DE ADR (MGDDY) 1804.000 SHARES 29,990 29,990
MICROCHIP TECHNOLOGY INC (MCHP) 432.000 SHARES 27,527 27,527
MICRON TECHNOLOGY INC (MU) 137.000 SHARES 39,101 39,101
MICROSOFT CORP (MSFT) 474 SHARES 229,236 229,236
MIDDLEBY CORP DEL (MIDD) 129.000 SHARES 19,178 19,178
MITSUBISHI ELECTRIC ADR (MIELY) 1227.000 SHARES 71,783 71,783
MONDELEZ INTL INC COM (MDLZ) 309.000 SHARES 16,633 16,633
MONOLITHIC PWR SYSTEMS INC (MPWR) 19.251 SHARES 17,448 17,448
MOOG INC CL A (MOGA) 108.000 SHARES 26,303 26,303
MORGAN STANLEY (MS) 389.000 SHARES 69,059 69,059
MTU AERO ENGINES AG (MTUAY) 116.000 SHARES 24,202 24,202
NATERA INC COM (NTRA) 87.221 SHARES 19,981 19,981
NATWEST GROUP PLC ADR (NWG) 4285.000 SHARES 74,988 74,988
NESTLE SPON ADR REP REG SHR (NSRGY) 431.000 SHARES 42,836 42,836
NETEASE.COM INC ADS (NTES) 275.000 SHARES 37,846 37,846
NETFLIX INC (NFLX) 148.000 SHARES 13,876 13,876
NEWMONT CORPORATION (NEM) 304.000 SHARES 30,354 30,354
NEXTERA ENERGY INC (NEE) 127.000 SHARES 10,196 10,196
NORTHROP GRUMMAN CP HLDG CO (NOC) 30.156 SHARES 17,195 17,195
NOVARTIS AG ADR (NVS) 523.000 SHARES 72,106 72,106
NOVO NORDISK A/S ADR (NVO) 679.000 SHARES 34,548 34,548
NRG ENERGY INC (NRG) 61.287 SHARES 9,759 9,759
NVIDIA CORP (NVDA) 1306 SHARES 243,569 243,569
NXP SEMICONDUCTORS NV (NXPI) - 143.000 SHARES 31,040 31,040
OLD DOMINION FREIGHT LINE (ODFL) 101 SHARES 15,837 15,837
ON SEMICONDUCTOR CORP (ON) 300.000 SHARES 16,245 16,245
ORACLE CORP (ORCL) 182.000 SHARES 35,474 35,474
PACKAGING CORP AMER (PKG) 54.326 SHARES 11,204 11,204
PALANTIR TECHNOLOGIES INC CL A (PLTR) - 164.000 SHARES 29,151 29,151
PALO ALTO NETWORKS INC (PANW) 18.284 SHARES 3,368 3,368
PAPA JOHNS INTL INC (PZZA) 257.000 SHARES 9,892 9,892
PARKER HANNIFIN CORP (PH) 47.317 SHARES 41,590 41,590
PENN ENTERTAINMENT INC (PENN) 391.000 SHARES 5,767 5,767
PEPSICO INC (PEP) 81.860 SHARES 11,749 11,749
PERNOD RICARD SA ADR (PRNDY) 2222.000 SHARES 38,154 38,154
PHILIP MORRIS INTL INC (PM) 440 SHARES 70,576 70,576
PNC FINL SVCS GP INC (PNC) 125.000 SHARES 26,091 26,091
PPL CORPORATION (PPL) 678.000 SHARES 23,744 23,744
PROCTER & GAMBLE (PG) 281.000 SHARES 40,270 40,270
PROLOGIS INC COM (PLD) 83.073 SHARES 10,605 10,605
PUBLIC STORAGE (PSA) 28.814 SHARES 7,477 7,477
QIAGEN NV (QGEN) 960.000 SHARES 43,171 43,171
QUALCOMM INC (QCOM) 56.566 SHARES 9,676 9,676
QUANTA SERVICES INC (PWR) 26.585 SHARES 11,220 11,220
QUEST DIAGNOSTICS INC (DGX) 124.000 SHARES 21,518 21,518
RAYMOND JAMES FINL INC (RJF) 164.000 SHARES 26,337 26,337
REINSURANCE GROUP OF AMERICA (RGA) 123.000 SHARES 25,026 25,026
RELIANCE INC (RS) 49.284 SHARES 14,237 14,237
RELX PLC SPONSORED ADR (RELX) 1136.000 SHARES 45,917 45,917
REPUBLIC SERVICES INC (RSG) 89.539 SHARES 18,976 18,976
RIO TINTO PLC SPON ADR (RIO) 535.000 SHARES 42,816 42,816
ROBINHOOD MKTS INC CL A (HOOD) 171.000 SHARES 19,340 19,340
ROBLOX CORP CL A (RBLX) 131.000 SHARES 10,615 10,615
ROCHE HOLDING ADR (RHHBY) 2023.000 SHARES 104,326 104,326
ROLLS ROYCE HOLDINGS PLC ADR (RYCEY) 4480.000 SHARES 69,297 69,297
RTX CORP (RTX) 77.864 SHARES 14,280 14,280
RYANAIR HOLDINGS PLC ADR (RYAAY) 994.000 SHARES 71,757 71,757
RYDER SYSTEM INC (R) 127.000 SHARES 24,307 24,307
SALESFORCE INC (CRM) 55.054 SHARES 14,584 14,584
SAP AG ADR (SAP) 322.000 SHARES 78,217 78,217
SBA COMMUNICATIONS CORP CL A (SBAC) 79.345 SHARES 15,348 15,348
SCHNEIDER ELECTRIC SE ADR (SBGSY) 1814.000 SHARES 100,089 100,089
SEA LTD ADR (SE) 86.684 SHARES 11,058 11,058
SERVICENOW INC (NOW) 44.677 SHARES 6,844 6,844
SEVEN & I HOLDINGS CO LTD ADR (SVNDY) 3583.000 SHARES 51,445 51,445
SHIN ETSU CHEM CO LTD ADR (SHECY) 2936.000 SHARES 45,637 45,637
SHOPIFY INC CL A (SHOP) 141.000 SHARES 22,697 22,697
SLB LTD (SLB) 270.000 SHARES 10,363 10,363
SNAP INC CL A (SNAP) 69.160 SHARES 23,833 23,833
SNOWFLAKE INC CL A (SNOW) 25.737 SHARES 5,646 5,646
SOFI TECHNOLOGIES INC (SOFI) 583.000 SHARES 15,263 15,263
SONOCO PRODUCTS CO (SON) 285.000 SHARES 12,437 12,437
SONY GROUP CORPORATION ADR (SONY) 2115.000 SHARES 54,144 54,144
SOUTHERN CO (SO) 232.000 SHARES 20,230 20,230
STEEL DYNAMICS INC (STLD) 91.824 SHARES 15,560 15,560
SUMITOMO MITSUI FIN GROUP INC ADR (SMFG) 3339.000 SHARES 64,543 64,543
SUZUKI MOTOR CORP ADR (SZKMY) 635.000 SHARES 37,830 37,830
SYNOPSYS INC (SNPS) 17.630 SHARES 8,281 8,281
SYSCO CORP (SYY) 282.000 SHARES 20,781 20,781
T MOBILE US INC (TMUS) 96.893 SHARES 19,673 19,673
TAIWAN SEMICONDUCTOR MFG CO ADR (TSM) 398.000 SHARES 120,948 120,948
TE CONNECTIVITY PLC (TEL) 89.108 SHARES 20,273 20,273
TELEDYNE TECHNOLOGIES INC (TDY) 52.348 SHARES 26,736 26,736
TENCENT HOLDINGS LTD ADR (TCEHY) 594.000 SHARES 45,471 45,471
TENET HEALTHCARE CORP (THC) 65.003 SHARES 12,917 12,917
TERUMO CORP ADR (TRUMY) 2317.000 SHARES 33,555 33,555
TESCO PLC ADR (TSCDY) 2259.000 SHARES 40,271 40,271
TESLA INC (TSLA) 160.000 SHARES 71,955 71,955
TEXAS INSTRUMENTS INC (TXN) 52.610 SHARES 9,127 9,127
TIX CORP (TIX) 160.000 SHARES 24,578 24,578
TORONTO DOMINION BANK ADR (TD) 559.000 SHARES 52,658 52,658
TOTALENERGIES SE ADR (TTE) 676.000 SHARES 44,103 44,103
TRANE TECHNOLOGIES PLC (TT) 63.889 SHARES 24,866 24,866
TRIMBLE INC (TRMB) 128 SHARES 10,029 10,029
UBER TECHNOLOGIES INC (UBER) 434.000 SHARES 35,462 35,462
UBS GROUP AG ADR (UBS) 1978.000 SHARES 91,601 91,601
UNION PACIFIC CORP (UNP) 90.902 SHARES 21,027 21,027
UNITED AIRLINES HOLDINGS INC (UAL) 124.000 SHARES 13,866 13,866
UNITED RENTALS INC (URI) 33.789 SHARES 27,346 27,346
UNITEDHEALTH GROUP INC (UNH) 143.000 SHARES 47,206 47,206
US FOODS HOLDING CORP (USFD) 452.000 SHARES 34,045 34,045
VALERO ENERGY CP DEL NEW (VLO) 110.000 SHARES 17,907 17,907
VALMONT INDUSTRIES INC (VMI) 53.956 SHARES 21,708 21,708
VISA INC CL A (V) 89.585 SHARES 31,418 31,418
VISTRA CORP (VST) 42.072 SHARES 6,787 6,787
WABTEC CORP (WAB) 67.464 SHARES 14,400 14,400
WALMART INC (WMT) 713.000 SHARES 79,435 79,435
WALT DISNEY CO (DIS) 523.000 SHARES 59,502 59,502
WASTE MGMT INC DELA (WM) 92.225 SHARES 20,263 20,263
WEBSTER FINL CORP (WBS) 290.000 SHARES 18,253 18,253
WEC ENERGY GROUP INC COM (WEC) 226.000 SHARES 23,834 23,834
WELLS FARGO & CO NEW (WFC) 725.000 SHARES 67,570 67,570
WELLTOWER INC (WELL) 42.764 SHARES 7,937 7,937
WESTERN DIGITAL CORP (WDC) 59.667 SHARES 10,279 10,279
WEX INC COM (WEX) 91.569 SHARES 13,642 13,642
WINTRUST FIN CORP (WTFC) 130.000 SHARES 18,176 18,176
WOODWARD INC COM (WWD) 127.000 SHARES 38,394 38,394
ZURICH INSURANCE GRP LTD ADR (ZURVY) 1744.000 SHARES 66,236 66,236

TY 2025 InvestmentsGovtObligationsSch
Name:
WALDMAN FOUNDATION
 
C/O PKF O'CONNOR DAVIES LLP
EIN:
26-1495686
US Government Securities - End of Year Book Value:

2,045,056
US Government Securities - End of Year Fair Market Value:

2,045,056
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 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) 80,713.149 SHARES FMV 1,380,195 1,380,195
APOLLO DEBT BDC - CLASS I 48,791.028 SHARES FMV 1,192,364 1,192,364
DOUBLELINE TOTAL RETURN I (DBLTX) 249,491.192 SHARES FMV 2,225,461 2,225,461
FEDERATED HERMES CORP BD STRGY (FCSPX) 14,982.000 SHARES FMV 153,715 153,715
FEDERATED HERMES HI YLD STRGY (FHYSX) 5,833 SHARES FMV 69,588 69,588
FEDERATED HERMES INTL BD STRGY (FIBPX) 6,606 SHARES FMV 84,293 84,293
FEDERATED HERMES MTG STRATEGY (FMBPX) 91,671.000 SHARES FMV 784,704 784,704
GOLDENTREE SELECT LTD. FMV 510,246 510,246
GQG PARTNERS EMRG MKTS EQ INS (GQGIX) 66,221.535 SHARES FMV 1,178,743 1,178,743
HP/MILLENNIUM INT'L II LTD FMV 44,731 44,731
IRONWOOD INTER LTD ADV FMV 1,024,055 1,024,055
ISHARES 7-10 YR TREASRY BD ETF (IEF) 33,034 SHARES FMV 3,176,549 3,176,549
ISHARES CORE MSCI EMERGING (IEMG) 19,403 SHARES FMV 1,304,270 1,304,270
ISHARES CORE MSCI INT DEVP MAR (IDEV) 43,416 SHARES FMV 3,580,952 3,580,952
JPMORGAN MORTGAGE-BACKED SECS (JMTG) 43,105 SHARES FMV 2,200,941 2,200,941
PARTNERS GROUP PE - I 737,268.615 SHARES FMV 1,704,491 1,704,491
POMONA INVESTMENT FUND I 43,819.316 SHARES FMV 717,405 717,405
SEG PARTNERS OFFSH CLASS I FMV 448,907 448,907
STARBOARD VALUE OPP FD LTD FMV 505,705 505,705
VANGUARD EXTENDED MKT ETF (VXF) 2,395 SHARES FMV 500,842 500,842
VANGUARD GROWTH ETF (VUG) 10,591 SHARES FMV 5,166,925 5,166,925
VANGUARD S&P 500 ETF (VOO) 6,268 SHARES FMV 3,930,851 3,930,851
VANGUARD VALUE ETF INDEX (VTV) 8,624 SHARES FMV 1,647,098 1,647,098

TY 2025 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
STATE FILING FEE 750 0   750
ADMINISTRATION 5,000 0   5,000


TY 2025 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 80,859   80,859


TY 2025 OtherIncreasesSchedule
Name:
WALDMAN FOUNDATION
 
C/O PKF O'CONNOR DAVIES LLP
EIN:
26-1495686
Description Amount
UNREALIZED GAIN ON INVESTMENTS 4,328,270


TY 2025 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 200,626 200,626   0


TY 2025 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 30,967 0   0
FOREIGN TAXES PAID 16,844 16,844   0