Residuary Trust Uw Mildred P Wark

OLD FORGE, NY EIN: 56-6594822

Residuary Trust Uw Mildred P Wark is a private foundation, based in OLD FORGE, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 3 grants totaling $55K. Net investment income was $49K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

-3.7% YoY

Annual Giving

$55K

+5.8% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$18K

+5.8% YoY

About Residuary Trust Uw Mildred P Wark

Based on IRS filings

Residuary Trust Uw Mildred P Wark is a private foundation, based in OLD FORGE, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 3 grants totaling $55K. Net investment income was $49K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Old Forge

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$35K$69K$104K$138K20202021202220232024
Metric202420232022
Total Assets$1,081,364$1,122,885$1,131,078
Revenue$43,863$47,478$49,069
Expenses$85,384$55,671$71,168
Qualifying Distributions$55,000$53,139$56,000
Net Investment Income$49,499$47,478$49,069
Distributable Amount$54,531$52,341$55,018

Giving Over Time

Total grant dollars and number of grants per year

$0$28K$57K$85K$114K3 grants20203 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

NICCOLLS MEMORIAL CHURCH$33KOLD FORGE CEMETERY ASSOC…$11KHOME AIDE SERVICE OF CEN…$11K

Grant Size Distribution

15 grants across all recorded years

14<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JAMES C FOLEYTrustee$3KMARY ANN LUM NELSONTrustee$3K

From 2024 filing

NameTitleHoursCompensation
JAMES C FOLEYTrustee1$2,732
MARY ANN LUM NELSONTrustee1$2,732

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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