Private foundation (trust)EIN 016085692Est. 1995-01

ROSE M CLARK TRUST

CAMDEN, ME 04843

Total Assets

$4.8M

FY 2024

Annual Giving

$196K

FY 2024

Grants Made

3

FY 2024

Avg Grant

$65K

FY 2024

Grant Range

$65K–$65K

Typical

Deadlines

Applications

Programs & Activities

Program 1

In accordance with the decedent's will, the trust distributes annual net income in 3 equal amounts to each of the following charitable organizations: 1)pen bay medical center, now part of the mainehealth organization, for general, unrestricted funding of the hospital facility located in rockport, maine. 2)pine tree society, inc., for general, unrestricted support of the organization. 3)regional school unit 40, for the purpose of awarding post-secondary education scholarships to residents of waldoboro, maine.

Focus Areas

Z99Z

Financial Snapshot

2024 filing

Total Revenue

$395K

Total Expenses

$224K

Qualifying Distributions

$209K

Distributable Amount

$214K

Min. Investment Return

$219K

Undistributed Income

$8K

Payout rate 98%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.98%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $200K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

15 grants

PEN BAY MEDICAL CENTERMAINEHEALTH
$307K
5 grants
PINE TREE SOCIETY INC
$307K
5 grants
REGIONAL SCHOOL UNIT 40
$307K
5 grants

Grant Size Distribution

15 grants

<$10K
$10–50K
$50–250K
15
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Maine
$920K
100% of total

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ROSE M CLARK TRUST — Grants, Financials & Contact | Grantivo