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Mildred P Wark Residuary Tr Uw

Nelson Mary Ann Lum Et Al Ttee
  • Old Forge, NY
  • EIN: 56-6594822

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$43.9k (2024)

Expenses
$85.4k (2024)

Total Assets
$1.08M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2019 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$43,863
Expenses
$85,384
Net Income
-$41,521
Net Assets
$1,081,364
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $49,499
> 100%
Sales of Assets -$5,636
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $55,000
64.4%
Compensation of Officers* $5,464
6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,081,364
Total Liabilities $0
Net Assets $1,081,364
Compensation
Key Employees and Officers Compensation Other
James C Foley (Trustee) $2,732 $0
Mary Ann Lum Nelson (Trustee) $2,732 $0

Document Links

990-PF
Filed on May 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML
View Filing (2 of 2)

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,478
Expenses
$55,671
Net Income
-$8,193
Net Assets
$1,122,885
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $45,528
95.9%
Sales of Assets $1,950
4.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,139
95.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,122,885
Total Liabilities $0
Net Assets $1,122,885
Compensation
Key Employees and Officers Compensation Other
James C Foley (Trustee) $0 $0
Mary Ann Lum Nelson (Trustee) $0 $0

Document Links

990-PF
Filed on May 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$49,069
Expenses
$71,168
Net Income
-$22,099
Net Assets
$1,131,078
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $43,212
88.1%
Sales of Assets $5,857
11.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $56,000
78.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,131,078
Total Liabilities $0
Net Assets $1,131,078
Compensation
Key Employees and Officers Compensation Other
James C Foley (Trustee) $0 $0
Mary Ann Lum Nelson (Trustee) $0 $0

Document Links

990-PF
Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$61,775
Expenses
$125,833
Net Income
-$64,058
Net Assets
$1,151,265
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $49,510
80.1%
Sales of Assets $12,265
19.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $113,979
90.6%
Compensation of Officers* $5,684
4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,151,265
Total Liabilities $0
Net Assets $1,151,265
Compensation
Key Employees and Officers Compensation Other
James C Foley (Trustee) $2,842 $0
Mary Ann Lum Nelson (Trustee) $2,842 $0

Document Links

990-PF
Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$46,855
Expenses
$55,113
Net Income
-$8,258
Net Assets
$1,215,322
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $46,855
100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,681
75.6%
Compensation of Officers* $5,684
10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,215,323
Total Liabilities $1
Net Assets $1,215,322
Compensation
Key Employees and Officers Compensation Other
James C Foley (Trustee) $2,842 $0
Mary Ann Lum Nelson (Trustee) $2,842 $0

Document Links

990-PF
Filed on Oct. 19, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$49,982
Expenses
$52,319
Net Income
-$2,337
Net Assets
$1,223,581
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $47,365
94.8%
Sales of Assets $2,617
5.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,729
79.8%
Compensation of Officers* $5,690
10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,223,581
Total Liabilities $0
Net Assets $1,223,581

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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