AUMdb

Specific Trust U W Mildred P Wark

EIN 166524848 · 501(c)(3) · Private foundation · Old Forge, NY · recognized 2021

Assets
$319K
Revenue
$15.7K
Expenses
$29.3K
Investment income
$15.7K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
James C Foley Trustee $746 $0
Mary Ann Lum Nelson Trustee $746 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $319K $15.7K $29.3K 990 990PF · obj 202511349349102141 IRS ↗
12/31/2023 $313K $14.9K $18.9K 990 990PF · obj 202540309349100709 IRS ↗