Civic Intelligence

Wallace-Ferree Memorial Foundation

990PF • Fiscal year 2020 • EIN 23-7046794

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 28, 2021

Organization Profile
243 Twin Hills DrivePittsburgh, PA 15216

(412) 341-5574

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

9th percentile

-119%

Higher net margin than 9% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

35th percentile

-4.3%

Faster asset growth than 35% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

24th percentile

-47%

Faster revenue growth than 24% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$80,313

Down $3,626 (-4.3%) from 2019

Net Assets

Down

$80,313

Down $3,626 (-4.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin9th percentile

Revenue

Down

$3,058

Down $2,693 (-47%) from 2019

Expenses

Up

$6,684

Up $410 (+6.5%) from 2019

Net Income

Down

-$3,626

Down $3,103 (-593%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2012: $115,978Liabilities 2012: $0Net Assets 2012: $115,9782012Assets 2013: $108,195Liabilities 2013: $0Net Assets 2013: $108,1952013Assets 2014: $103,985Liabilities 2014: $0Net Assets 2014: $103,9852014Assets 2015: $99,367Liabilities 2015: $0Net Assets 2015: $99,3672015Assets 2016: $94,953Liabilities 2016: $0Net Assets 2016: $94,9532016Assets 2017: $91,558Liabilities 2017: $0Net Assets 2017: $91,5582017Assets 2018: $84,462Liabilities 2018: $0Net Assets 2018: $84,4622018Assets 2019: $83,939Liabilities 2019: $0Net Assets 2019: $83,9392019Assets 2020: $80,313Liabilities 2020: $0Net Assets 2020: $80,3132020Assets 2021: $74,964Liabilities 2021: $0Net Assets 2021: $74,9642021Assets 2022: $72,030Liabilities 2022: $0Net Assets 2022: $72,0302022Assets 2023: $68,775Liabilities 2023: $0Net Assets 2023: $68,7752023Assets 2024: $65,660Liabilities 2024: $0Net Assets 2024: $65,6602024

Highlighted filing

2020

Assets$80,313
Liabilities$0
Net Assets$80,313
Open 2020 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10K$5.0K$0-$5.0K-$10KExpenses 2012: $9,7042012Revenue 2013: $0Expenses 2013: $7,783Net Income 2013: -$7,7832013Revenue 2014: $2,501Expenses 2014: $6,711Net Income 2014: -$4,2102014Revenue 2015: $2,562Expenses 2015: $7,180Net Income 2015: -$4,6182015Revenue 2016: $2,283Expenses 2016: $6,697Net Income 2016: -$4,4142016Revenue 2017: $3,234Expenses 2017: $6,629Net Income 2017: -$3,3952017Revenue 2018: -$406Expenses 2018: $6,690Net Income 2018: -$7,0962018Revenue 2019: $5,751Expenses 2019: $6,274Net Income 2019: -$5232019Revenue 2020: $3,058Expenses 2020: $6,684Net Income 2020: -$3,6262020Revenue 2021: $2,738Expenses 2021: $8,087Net Income 2021: -$5,3492021Revenue 2022: $2,149Expenses 2022: $5,083Net Income 2022: -$2,9342022Revenue 2023: $2,678Expenses 2023: $5,933Net Income 2023: -$3,2552023Revenue 2024: $2,768Expenses 2024: $5,883Net Income 2024: -$3,1152024

Highlighted filing

2020

Revenue$3,058
Expenses$6,684
Net Income-$3,626
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 28, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beverly W WillnerDirector-$0--
Elizabeth W SchofieldDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wallace Ferree Memorial Foundation
EIN
23-7046794
Phone
4123415574
Address
243 Twin Hills Drive, Pittsburgh, PA 15216

Signing Officer

Name
Beverly W Willner
Title
Trustee
Phone
4123415574
Signed
2021-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Robert Thomas Kurp CPA
Address
PO Box 293, Murrysville, PA 15668
Preparer
Robert T Kurp CPA
Phone
4125593226
Raw XML Appendix311 raw XML fields

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

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt01060
AccountingFeesSchedule/AccountingFeesDetail/Amt01060
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Robert T. Kurp, CPA
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01060
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm015000 Units - Cumberland County PA Municipal 4.00 2033-01-01
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15000 Units - Allegheny Cty PA Sanitary Auth 5.00 2022-12-01
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm220000 Units - Sto Rox School District 3.00 2022-12-15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3400 Units - First Internet 6 Perferred 6.00 2029-06-30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4220 Units - Merchants Bancorp 7 Preferred 7.00 2024-04-01
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt015003
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15310
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt220093
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt310000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt45500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt016173
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15450
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt220769
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt310302
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt45997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt020771
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt021046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0942 shares of American Funds Tax Advantaged Growth
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt02833
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0225
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03058
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03058
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt01060
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01060
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01060
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01699
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0225
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05550
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05550
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt02833
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02833
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02833
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3626
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt015360
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0225
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01924
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt074
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt074
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt074
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt02833
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt01134
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05550
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01134
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06684
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03058
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03058
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt01134
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01134
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt110000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0364 Sh - American Funds Tax-Aware Conservative
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc110000 Units McKeesport PA Area School District
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0225
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3626
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt080313
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt083939
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt080313
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04160
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04160
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04160
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04187
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt027
IRS990PF/DistributableAmountGrp/TotalTaxAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt027
IRS990PF/FMVAssetsEOYAmt083373
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt083939
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt080313
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01668
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02986
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02986
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt066187
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt055906
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt058691
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt015506
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt020771
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt021046
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0578
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0650
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0650
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt083939
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt080313
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt083373
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt083939
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt080313
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt083939
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt080313
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt085010
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02326
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt082684
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01275
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04187
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt083735
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt085010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Beverly W Willner
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Elizabeth W Schofield
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0243 Twin Hills Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1313 Queensberry Circle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Pittsburgh
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Pittsburgh
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd015216
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd115243
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt05550
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05550
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt05550
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0The Foundation makes only unsolicited contributions to preselected charitable organizations.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Beverly W Willner
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0243 Twin Hills Drive
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Pittsburgh
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015216
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04123415574
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The Foundation Distributes funds only to Preselected Charities
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0The Childrens Institute of Pittsbur
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Mt Lebanon Police Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2The Volunteer Fire Company of Mt Le
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Disabled American Veterans
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4The Salvation Army
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Bower Hill Community Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6St Judes Childrens Research Hospita
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Animal Rescue League
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01405 Shady Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1555 Washington Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2555 Washington Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31000 Liberty Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4700 Bell Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5Mt Lebanon Boulevard
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6501 St Jude Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt76620 Hamilton Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Pittsburgh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Pittsburgh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Pittsburgh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Pittsburgh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Carnegie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Pittsburgh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Memphis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Pittsburgh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd115228
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd215228
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd315222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd415106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd515228
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd638105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd715206
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05550
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04160
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04160
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0440
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01830
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01390
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0440
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01390
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01830
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0440
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt074
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Service Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt074
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt074
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Beverly W Willner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum04123415574
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wallace Ferree Memorial Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0237046794
ReturnHeader/Filer/PhoneNum04123415574
ReturnHeader/Filer/USAddress/AddressLine1Txt0243 Twin Hills Drive
ReturnHeader/Filer/USAddress/CityNm0Pittsburgh
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015216
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robert Thomas Kurp CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 293
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Murrysville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015668
ReturnHeader/PreparerPersonGrp/PhoneNum04125593226
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert T Kurp CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-29T12:06:05-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Beverly W Willner
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Trustee
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,313
Liabilities
$0
Net assets
$80,313
Revenue
$3,058
Expenses
$6,684
Net income
-$3,626
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.03$0.06$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.03$0.06$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.02$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.03$0.08$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.03$0.07$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.06$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.00$0.07$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.03$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.02$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.03$0.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.03$0.07$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.00$0.08$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.10