Specific Trust Uw Mildred Wark
SPECIFIC TRUST UW MILDRED WARK is a private foundation based in Old Forge, New York. Its 2025 filing lists 15 grants totaling $18,000, all to recipients in New York, for operational support.
Key facts about Specific Trust Uw Mildred Wark
In short: Specific Trust Uw Mildred Wark gave $18K across 15 grants in 2025 (avg $1K), mostly in New York. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 16-6524848
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $18,000
- Grants made (2025)
- 15
- Average grant
- $1,200
- Median grant
- $1,102
- New grantees (estimate)
- 0% first-time grantees (0 of 15, 2025)
- Total assets
- $327,630
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds; it states that it makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$328K
-0.1% YoY
Annual Giving
$18K
+0.0% YoY
Grant Count
15
-6.3% YoY
Avg Grant Size
$1K
+6.7% YoY
Under IRS private-foundation payout rules, Specific Trust Uw Mildred Wark reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.
Is Specific Trust Uw Mildred Wark open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 15 grantees (0%) were first-time recipients. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+9%). Method
- In 2025 it paid out 112% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Grantmaking
In 2025, the foundation gave 15 grants totaling $18,000. Grant amounts ranged from $662 to $2,426, with a median of $1,102. Among its largest grants were $2,426 to Niccolls Memorial Church, $1,895 to Old Forge Cemetery Association, $1,764 each to Town of Webb Scholarship Fund and Town of Webb Health Center Fund, and $1,323 to Old Forge Library. The filing describes these grants as operational support.
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Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in New York. Listed recipients include organizations in Old Forge and Lake Placid.
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $17K (2022) to $33K (2021). In 2025 it made 15 grants totaling $18K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Niccolls Memorial Church ($2K). Together the top 10 received $14K.
Grant Size Distribution
76 grants across all recorded years
The most common grant size was under $50K: 76 grants of 76 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Niccolls Memorial Church Old Forge, NY | operational support | $2,426 |
| Old Forge Cemetery Association Old Forge, NY | operational support | $1,895 |
| Town of Webb Scholarship Fund Old Forge, NY | Operational Support | $1,764 |
| Town of Webb Health Center Fund Old Forge, NY | operational support | $1,764 |
| Old Forge Library Old Forge, NY | operational support | $1,323 |
| Viewart Guild of Old Forge Old Forge, NY | operational support | $1,102 |
| Old Forge Ambulance Fund Old Forge, NY | operational support | $1,102 |
| Community Transportation Service Old Forge, NY | operational support | $1,102 |
| Old Forge Order of Eastern Star Old Forge, NY | operational support | $884 |
| North Woods Lodge 849 F Am Old Forge, NY | operational support | $884 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $327,630 | $24,041 | $24,387 | $18,000 |
| 2024 | $327,976 | $15,732 | $29,264 | $18,000 |
| 2023 | $343,508 | $14,907 | $18,865 | $16,500 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $327,630 | $327,976 | $343,508 |
| Revenue | $24,041 | $15,732 | $14,907 |
| Expenses | $24,387 | $29,264 | $18,865 |
| Qualifying Distributions | $18,000 | $18,000 | $16,831 |
| Net Investment Income | $24,041 | $15,732 | $14,907 |
| Distributable Amount | $16,008 | $15,884 | $15,117 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 30, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Leadership team and compensation from IRS filings
Mary Ann Lum Nelson is listed as a trustee on the 2025 filing.
Specific Trust Uw Mildred Wark is led by Mary Ann Lum Nelson, Trustee on every filing since 2021 — the only officer listed, and compensated.
Officers on the 2025 filing
Mary Ann Lum Nelson
Trustee
On filings since 2021
0.5 hrs/week
$899 (2021) → $813 (2025)
Former officers (1)
- Former: James C. Foley (2021–2024) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $813, to Mary Ann Lum Nelson (Trustee).
Contact
Mailing address: PO Box 276, Old Forge, NY 13420
Phone: (518) 369-8603
Frequently asked questions about Specific Trust Uw Mildred Wark
How much does Specific Trust Uw Mildred Wark give each year?
Specific Trust Uw Mildred Wark gave $18K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $18K across 16 grants.
What is Specific Trust Uw Mildred Wark's typical grant size?
Specific Trust Uw Mildred Wark's median grant in 2025 was $1,102, and its average grant was $1,200, across 15 grants on its 2025 IRS Form 990-PF.
Where does Specific Trust Uw Mildred Wark give grants?
Specific Trust Uw Mildred 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 (12 grants) and Potsdam, NY (2 grants).
Does Specific Trust Uw Mildred Wark give general operating support?
Yes: 100% of Specific Trust Uw Mildred Wark's 2025 grants with a stated purpose (15 of 15) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Specific Trust Uw Mildred Wark's largest grantees?
Specific Trust Uw Mildred Wark's largest 2025 grantees include Niccolls Memorial Church ($2,426), Old Forge Cemetery Association ($1,895) and Town of Webb Scholarship Fund ($1,764), according to its 2025 IRS Form 990-PF. Together they received 34% of its itemized 2025 grant dollars.
How large is Specific Trust Uw Mildred Wark?
Specific Trust Uw Mildred Wark reported $328K in total assets on its 2025 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets).
How do I apply for a grant from Specific Trust Uw Mildred Wark?
The foundation does not accept unsolicited requests for funds; it states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Specific Trust Uw Mildred Wark's EIN?
Specific Trust Uw Mildred Wark's EIN (Employer Identification Number) is 16-6524848. IRS Form 990 filing data is available on this page for 2021–2025.
Does Specific Trust Uw Mildred Wark accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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