Willard De Forest P Udeed Res Trust

PITTSBURGH, PA EIN: 23-6227943

Willard De Forest P Udeed Res Trust is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $805K in total assets. In 2024, it awarded 1 grants totaling $38K. Net investment income was $42K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$805K

-0.5% YoY

Annual Giving

$38K

-11.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$38K

-11.6% YoY

Under IRS private-foundation payout rules, Willard De Forest P Udeed Res Trust reported a distributable amount of $48K for 2024 — the minimum it must pay out in qualifying distributions.

About Willard De Forest P Udeed Res Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $225K (100%)

States

Pennsylvania

Cities

Philadelphia

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$805,022	$808,848	$849,225
Revenue	$54,546	$22,915	$82,381
Expenses	$58,384	$62,769	$76,539
Qualifying Distributions	$46,276	$50,642	$63,351
Net Investment Income	$41,782	$11,775	$70,764
Distributable Amount	$48,153	$44,419	$46,231

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Pennsylvania ($38,204).

Recipient	Purpose	Amount
UNIVERSITY OF PENNSYLVANIA PHILADELPHIA, PA	GENERAL OPERATING	$38,204

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BNY MELLON N A	TRUSTEE	1	$20,180

Frequently Asked Questions

How large is Willard De Forest P Udeed Res Trust?

As of 2024, Willard De Forest P Udeed Res Trust holds $805K in total assets with $55K in annual revenue. It awarded 1 grants totaling $38K in 2024.

Where does Willard De Forest P Udeed Res Trust operate?

Willard De Forest P Udeed Res Trust has awarded grants in Pennsylvania.

What size grants does Willard De Forest P Udeed Res Trust award?

In 2024, Willard De Forest P Udeed Res Trust awarded 1 grants totaling $38K — an average of about $38K per grant, based on its IRS Form 990 filings.

How much is Willard De Forest P Udeed Res Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Willard De Forest P Udeed Res Trust reported a distributable amount of $48K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Willard De Forest P Udeed Res Trust's EIN?

Willard De Forest P Udeed Res Trust's EIN (Employer Identification Number) is 23-6227943. IRS Form 990 filing data is available on this page for 2020–2024.