Nonprofit · EIN 16-6524848
SPECIFIC TRUST U W MILDRED P WARK
Also known as NELSON MARY ANN & J FOLEY TTEES
Tax-exempt · OLD FORGE, NY 13420
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $24,041 | $24,387 | -$346 | $327,630 | $0 | $327,630 |
| December 31, 2024 | 990-PF (amended) | $15,732 | $29,264 | -$13,532 | $327,976 | $0 | $327,976 |
| December 31, 2023 | 990-PF (amended) | $14,907 | $18,865 | -$3,958 | $343,508 | $0 | $343,508 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $12,597
- Net gain from sales of assets
- $11,444
Expenses
- Grants and similar amounts paid
- $18,000
- Compensation of officers, directors and key employees
- $813
- Disbursements for charitable purposes
- $18,000
- Excise tax on investment income
- $334
Balance sheet and other
- Total assets, start of year
- $327,976
- Total assets, end of year
- $327,630
- Total liabilities, end of year
- $0
- Net assets, end of year
- $327,630
- Fair market value of assets
- $331,620
- Qualifying distributions
- $18,000
- Net investment income
- $24,041
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY ANN LUM NELSON PO BOX 276, OLD FORGE, NY 13420 | Trustee | 0.5 | $813 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES C FOLEY SOUTH SHORE ROAD, OLD FORGE, NY 13420 | Trustee | 0.5 | $746 |
| MARY ANN LUM NELSON PO BOX 276, OLD FORGE, NY 13420 | Trustee | 0.5 | $746 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES C FOLEY SOUTH SHORE ROAD, OLD FORGE, NY 13420 | Trustee | 0.5 | $0 |
| MARY ANN LUM NELSON PO BOX 276, OLD FORGE, NY 13420 | Trustee | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 276, OLD FORGE, NY 13420-0276
- Signed the 990-PF
- MARY ANN LUM NELSON, Trustee
- Phone
- (518) 369-8603
- Return prepared by
- GABRIELE BOTTINI & ASSOCIATES LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 16-6524848
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $327,630
- Income (IRS master file)
- $24,041
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $24,041 | $24,387 | $327,630 | IRS |
| 990-PF | December 2024 | $15,732 | $29,264 | $327,976 | IRS |
| 990-PF | December 2023 | $14,907 | $18,865 | $343,508 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 16-6524848).
Questions about SPECIFIC TRUST U W MILDRED P WARK
- What is the EIN of SPECIFIC TRUST U W MILDRED P WARK?
- The employer identification number (EIN) of SPECIFIC TRUST U W MILDRED P WARK is 16-6524848.
- Is SPECIFIC TRUST U W MILDRED P WARK tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to SPECIFIC TRUST U W MILDRED P WARK tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SPECIFIC TRUST U W MILDRED P WARK file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SPECIFIC TRUST U W MILDRED P WARK due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SPECIFIC TRUST U W MILDRED P WARK last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SPECIFIC TRUST U W MILDRED P WARK?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $813 (MARY ANN LUM NELSON, Trustee).
- How much revenue does SPECIFIC TRUST U W MILDRED P WARK have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $24,041, expenses of $24,387 and total assets of $327,630 at year end.
Other nonprofits in OLD FORGE
- ADIRONDACK LEAGUE CLUB EIN 15-0227290 · last filed 990 for 2024
- OLD FORGE VOLUNTEER AMBULANCE CORPS INC EIN 20-5680571 · last filed 990 for 2024
- THE ARTS GUILD OF OLD FORGE INC EIN 16-1001728 · last filed 990 for 2024
- MARK SEVEN DEAF FOUNDATION INC EIN 52-1158675 · last filed 990 for 2024
- NORTHEASTERN LOGGERS ASSN INC EIN 15-0561931 · last filed 990 for 2024
- OLD FORGE LIBRARY EIN 15-0582657 · last filed 990 for 2025
- OLD FORGE VOLUNTEER FIRE DEPARTMENT INC EIN 27-4705476 · last filed 990 for 2025
- CENTRAL ADIRONDACK PARTNERSHIP FOR THE 21ST CENTURY INC EIN 16-1611972 · last filed 990 for 2024
All nonprofits in OLD FORGE · New York · Philanthropy, voluntarism and grantmaking foundations