Wallace O Refke Irrev Tua

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501(c)(3) charity; gifts are tax-deductible.
$11K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: 990-PF Part VIII

Before you give

FY2025 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $31K a year · 39% of revenue · last 6 filings
A surplus in 3 of the last 6 filings.
990-PF Pt I · 6 filings
Pay to officers and key staff
$11K
to officers and key staff · 19% of spending
Pay to officers and key staff is 19% of spending.
990-PF Part VIII
8.4 mo
of spending, in cash
8.4 months of spending in cash.
990-PF Pt II · Ln 1–2 · Pt I · Ln 26
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
990-PF Pt II · Ln 23
Revenue
$146K
-4% vs prior year
Spent
$56K
Net assets
$857K
By yearFY2020–FY2025
Revenue
$146K
FY2025▼ -4%
Tap a bar for its year
Revenue by fiscal year
FY2020$41K
FY2021$98K
FY2022$23K
FY2023$20K
FY2024$153K
FY2025$146K
Expenses
$56K
FY2025▲ +22%
Tap a bar for its year
Expenses by fiscal year
FY2020$46K
FY2021$48K
FY2022$52K
FY2023$46K
FY2024$45K
FY2025$56K
Net assets
$857K
FY2025▲ +16%
Tap a bar for its year
Net assets by fiscal year
FY2020$633K
FY2021$682K
FY2022$655K
FY2023$629K
FY2024$736K
FY2025$857K

From the FY2025 Form 990 · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 70% · $39K Operating & administrative 30% · $17K

Form 990-PF Part I, lines 24–26. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990-PF; $11K paid to officers and key staff (990-PF Part VIII).

990-PF Part VIII · reportable compensation
$10,770990-PF Pt VIII

Compensation history total reportable pay by year · 2 named individuals · 990-PF Part VIII

NameFY2025FY2024
PNC Bank N A$10,770—
PNC Bank NA—$10,288

Total reportable compensation (Form 990-PF Part VIII column (c) / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Wallace O Refke Irrev Tua executive salaries →

Programs and updates

A private foundation based in Pittsburgh, PA.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 1 grant · $39K · 2025–2025
Manistee County LibraryFY2025$38,886

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$39K
Median grantPart XV$39K
Largest grantPart XV$39K

By the numbers

The FY2025 990-PF, line by line.

1The main four
Money in
$146K
Investment income$137K
Other income$8K
Money out
$56K
Grants paid$39K
Running costs$17K
Owns and owes
$857K
net assets
Cash and savings$39K
Total assets$857K
Liabilities$0
People
1
listed
Paid1
2In more detail
Revenue in detail
Investment income$137K
Other income$8K
Total revenue$146K
Assets in detailEnd of year
Cash and savings together$39K
Total assets$857K
Liabilities$0
Net assets$857K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS May 8, 2026 $146K$56K$90K$857K 990 PDF
FY2024Filed with the IRS Apr 24, 2025 $153K$45K$107K$736K 990 PDF
FY2023Filed with the IRS Apr 25, 2024 $20K$46K−$26K$629K 990 PDF
FY2022Filed with the IRS May 3, 2023 $23K$52K−$29K$655K 990 PDF
FY2021Filed with the IRS Jun 30, 2022 $98K$48K$50K$682K 990 PDF
FY2020Filed with the IRS Apr 22, 2021 $41K$46K−$5K$633K 990 PDF

Schedules filed Part IV

G · Fundraising L · Interested persons R · Related orgs

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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