Willard De Forest P Udeed Res Trust

EIN 23-6227943 • Pittsburgh, PA

PO Box 185Pittsburgh, PA 15230-0185

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

-7.0%

Higher net margin than 29% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

$20,180

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 37.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

-0.5%

Faster asset growth than 40% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

138%

Faster revenue growth than 91% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets43rd percentile

Assets

Down

$805,022

Down $3,826 (-0.5%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

Down

$805,022

Down $3,826 (-0.5%) from 2023

Operations

Liabilities / Revenue44th percentile Net Margin29th percentile

Revenue

$54,546

Up $31,631 (+138%) from 2023

Expenses

Down

$58,384

Down $4,385 (-7.0%) from 2023

Net Income

-$3,838

Up $36,016 (+90%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$805,022

Liabilities$0

Net Assets$805,022

Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$54,546

Expenses$58,384

Net Income-$3,838

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $805,022
Liabilities: $0
Net assets: $805,022
Revenue: $54,546
Expenses: $58,384
Net income: -$3,838

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$8.05	$0.00	$8.05	$0.55	$0.58	$0.04
2023Detailed filing. Detailed filing data is available for this year.	$8.09	$0.00	$8.09	$0.23	$0.63	$0.40
2022Detailed filing. Detailed filing data is available for this year.	$8.49	$0.00	$8.49	$0.82	$0.77	$0.06
2021Detailed filing. Detailed filing data is available for this year.	$8.43	$0.00	$8.43	$0.79	$0.62	$0.17
2020Detailed filing. Detailed filing data is available for this year.	$8.26	$0.00	$8.26	$0.36	$0.56	$0.20

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Mar 18, 2025
Return Version: 2024v5.0

Compensation and Service Providers

Top Officer Pay69th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BNY MELLON N A	Trustee	-	$20,180	-	$20,180

Filing and Contact Details

Filer

Filer Name: Willard De Forest P Udeed Res Trust
EIN: 23-6227943
Phone: 8888055689
Address: PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name: Michael Stagis
Title: Vice President
Phone: 8888055689
Signed: 2025-03-18
Discuss with paid preparer: Yes

Preparer

Firm: Pwc US Tax Llp
Address: 301 GRANT STREET, PITTSBURGH, PA 15219
Preparer: Daniel Waltman
Phone: 4123556000

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	38204
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	46276
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	48153
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	1877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	6223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	17120
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	586
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	644
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	3407
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	1877
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	1530
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	24573
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	6223
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	17120
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	586
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	644
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	46276
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	26103
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	27980
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	1
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	ROUNDING
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	656
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	13
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	MUTUAL FUND TIMING ADJ
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8888055689
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WILLARD DE FOREST P UDEED RES TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	WILL
ReturnHeader/Filer/EIN	0	236227943
ReturnHeader/Filer/PhoneNum	0	8888055689
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 185
ReturnHeader/Filer/USAddress/CityNm	0	PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	PA
ReturnHeader/Filer/USAddress/ZIPCd	0	152300185
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	301 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	15219
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4123556000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-03-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DANIEL WALTMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2025-05-06T14:01:27-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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