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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 56-6594822

MILDRED P WARK RESIDUARY TR UW

Also known as NELSON MARY ANN LUM ET AL TTEE

Tax-exempt · OLD FORGE, NY 13420

Financials

$51K$74K2025
Revenue Expenses · by fiscal year end
Financials of MILDRED P WARK RESIDUARY TR UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$51,109$74,387-$23,278$1,053,056$0$1,053,056
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$49,112
Net gain from sales of assets
$1,997

Expenses

Grants and similar amounts paid
$57,000
Compensation of officers, directors and key employees
$2,970
Disbursements for charitable purposes
$57,000
Excise tax on investment income
$710

Balance sheet and other

Total assets, start of year
$1,081,364
Total assets, end of year
$1,053,056
Total liabilities, end of year
$0
Net assets, end of year
$1,053,056
Fair market value of assets
$1,137,889
Qualifying distributions
$57,000
Net investment income
$51,109

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.

NameTitleHours / weekCompensation
MARY ANN LUM NELSON
2219 GENESEE STREET, UTICA, NY 13501
Trustee1$2,970

Address and contacts

Address (IRS master file)
PO BOX 276, OLD FORGE, NY 13420-0276
In care of
% FOLEY FRYE & FOLEY
Signed the 990-PF
MARY ANN LUM NELSON, Trustee
Phone
(518) 369-3956
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
56-6594822
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,053,056
Income (IRS master file)
$114,518

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$47,478$55,671$1,122,885IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about MILDRED P WARK RESIDUARY TR UW

What is the EIN of MILDRED P WARK RESIDUARY TR UW?
The employer identification number (EIN) of MILDRED P WARK RESIDUARY TR UW is 56-6594822.
Is MILDRED P WARK RESIDUARY TR UW tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does MILDRED P WARK RESIDUARY TR UW file?
Form 990-PF. Private foundations file every year.
When is the next return of MILDRED P WARK RESIDUARY TR UW 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 MILDRED P WARK RESIDUARY TR UW 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 MILDRED P WARK RESIDUARY TR UW?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,970 (MARY ANN LUM NELSON, Trustee).
How much revenue does MILDRED P WARK RESIDUARY TR UW have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $51,109, expenses of $74,387 and total assets of $1,053,056 at year end.

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