Residuary Trust Uw Mildred P Wark
Residuary Trust Uw Mildred P Wark is a private foundation, based in Old Forge, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 3 grants totaling $57K. Net investment income was $51K.
Residuary Trust Uw Mildred P Wark at a glance
In short: Residuary Trust Uw Mildred P Wark gave $57K across 3 grants in 2025 (avg $19K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $57,000
- +3.6% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $19,000
- +3.6% vs 2024
- Median grant
- $11,400
- Total assets
- $1,053,056
- -2.6% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Residuary Trust Uw Mildred P Wark funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Niccolls Memorial Church ($34K). Together the top 3 received $57K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 14 grants of 15 (93%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Residuary Trust Uw Mildred P Wark gives
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $42K (2020) to $114K (2021). In 2025 it made 3 grants totaling $57K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Niccolls Memorial Church Old Forge, NY | Operational Support | $34,200 |
| Old Forge Cemetery Association Old Forge, NY | Operational Support | $11,400 |
| Home Aide Service of Central ADK Old Forge, NY | Operational Support | $11,400 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,053,056 | $51,109 | $74,387 | $57,000 | 3 | $57,000 | $51,109 | $55,239 |
| 2024 | $1,081,364 | $43,863 | $85,384 | $55,000 | 3 | $55,000 | $49,499 | $54,531 |
| 2023 | $1,122,885 | $47,478 | $55,671 | $52,000 | 3 | $53,139 | $47,478 | $52,341 |
| 2022 | $1,131,078 | $49,069 | $71,168 | $56,000 | 3 | $56,000 | $49,069 | $55,018 |
| 2021 | $1,151,265 | $61,775 | $125,833 | $113,979 | 3 | $113,979 | $61,775 | $61,614 |
| 2020 | $1,215,323 | $46,855 | $55,113 | $41,681 | 3 | — | $46,855 | $59,126 |
Under IRS private-foundation payout rules, Residuary Trust Uw Mildred P Wark reported a distributable amount of $55K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Residuary Trust Uw Mildred P Wark is led by Mary Ann Lum Nelson, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2025 filing
Mary Ann Lum Nelson
Trustee
On filings since 2020
1 hr/week
$3K (2020) → $3K (2025)
Former officers (1)
- Former: James C. Foley (2020–2024) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $3K, to Mary Ann Lum Nelson (Trustee).
Frequently asked questions about Residuary Trust Uw Mildred P Wark
How much does Residuary Trust Uw Mildred P Wark give each year?
Residuary Trust Uw Mildred P Wark gave $57K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $55K across 3 grants.
What is Residuary Trust Uw Mildred P Wark's typical grant size?
Residuary Trust Uw Mildred P Wark's median grant in 2025 was $11,400, and its average grant was $19,000, across 3 grants on its 2025 IRS Form 990-PF.
Where does Residuary Trust Uw Mildred P Wark give grants?
Residuary Trust Uw Mildred P Wark gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Old Forge, NY (3 grants).
Does Residuary Trust Uw Mildred P Wark give general operating support?
Yes: 100% of Residuary Trust Uw Mildred P Wark's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Residuary Trust Uw Mildred P Wark?
Residuary Trust Uw Mildred P Wark reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $57K in qualifying distributions that year, against a required minimum of $55K (roughly 5% of its investment assets).
What is Residuary Trust Uw Mildred P Wark's EIN?
Residuary Trust Uw Mildred P Wark's EIN (Employer Identification Number) is 56-6594822. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 19, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
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