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Nonprofit · EIN 99-0424467

ROBERT AND JUDITH FERREE FOUNDATION

Tax-exempt · VALENCIA, PA 16059

Financials

$501K$02023$703K$101K2024$61K$89K2025
Revenue Expenses · by fiscal year end
Financials of ROBERT AND JUDITH FERREE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$61,291$89,316-$28,025$668,578$0$668,578
December 31, 2024990-PF$703,185$100,540$602,645$696,603$0$696,603
December 31, 2023990-PF$501,215$0$501,215$93,958$0$93,958
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$6,500
Dividends
$24,946
Net gain from sales of assets
$29,845

Expenses

Grants and similar amounts paid
$82,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$82,000
Excise tax on investment income
$750

Balance sheet and other

Total assets, start of year
$696,603
Total assets, end of year
$668,578
Total liabilities, end of year
$0
Net assets, end of year
$668,578
Fair market value of assets
$1,047,786
Qualifying distributions
$82,000
Net investment income
$54,791

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ROBERT A FERREE
4848 ROUTE 8 UNIT 2, ALLISON PARK, PA 15101
TRUSTEE1$0
JUDITH L FERREE
4848 ROUTE 8 UNIT 2, ALLISON PARK, PA 15101
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
ROBERT A FERREE
4848 ROUTE 8 UNIT 2, ALLISON PARK, PA 15101
TRUSTEE1$0
JUDITH L FERREE
4848 ROUTE 8 UNIT 2, ALLISON PARK, PA 15101
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
ROBERT A FERREE
4848 ROUTE 8 UNIT 2, ALLISON PARK, PA 15101
TRUSTEE1$0
JUDITH L FERREE
4848 ROUTE 8 UNIT 2, ALLISON PARK, PA 15101
TRUSTEE1$0

Address and contacts

Address (IRS master file)
250 LOGAN RD, VALENCIA, PA 16059-3434
In care of
% ROBERT FERREE
Signed the 990-PF
ROBERT FERREE, TRUSTEE
Phone
(724) 443-9000
Return prepared by
CHERRY BEKAERT ADVISORY LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
99-0424467
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2024
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$668,578
Income (IRS master file)
$89,446

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$61,291$89,316$668,578XML
990-PFDecember 2024$703,185$100,540$696,603IRS
990-PFDecember 2023$501,215$0$93,958XML

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 99-0424467).

Questions about ROBERT AND JUDITH FERREE FOUNDATION

What is the EIN of ROBERT AND JUDITH FERREE FOUNDATION?
The employer identification number (EIN) of ROBERT AND JUDITH FERREE FOUNDATION is 99-0424467.
Is ROBERT AND JUDITH FERREE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to ROBERT AND JUDITH FERREE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT AND JUDITH FERREE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT AND JUDITH FERREE FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT AND JUDITH FERREE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of ROBERT AND JUDITH FERREE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does ROBERT AND JUDITH FERREE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $61,291, expenses of $89,316 and total assets of $668,578 at year end.

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