Capel Trust Fbo Montgomery Hospital

SAINT LOUIS, MO EIN: 51-0160511

Capel Trust Fbo Montgomery Hospital is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 1 grants totaling $94K. Net investment income was $273K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.0M

+9.3% YoY

Annual Giving

$94K

-6.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$94K

-6.0% YoY

Under IRS private-foundation payout rules, Capel Trust Fbo Montgomery Hospital reported a distributable amount of $113K for 2024 — the minimum it must pay out in qualifying distributions.

About Capel Trust Fbo Montgomery Hospital

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $514K (100%)

States

North Carolina

Cities

Pinehurst

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,974,480	$1,806,150	$1,713,997
Revenue	$300,706	$227,084	$20,270
Expenses	$133,833	$133,098	$149,760
Qualifying Distributions	$102,834	$108,408	$123,625
Net Investment Income	$272,994	$201,617	$44,321
Distributable Amount	$113,159	$104,089	$110,514

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First Health of the Carolinas ($94,000).

Recipient	Purpose	Amount
FIRST HEALTH OF THE CAROLINAS PINEHURST, NC	GENERAL OPERATING	$94,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
WELLS FARGO BANK N A	TRUSTEE	1	$30,930

Frequently Asked Questions

How large is Capel Trust Fbo Montgomery Hospital?

As of 2024, Capel Trust Fbo Montgomery Hospital holds $2.0M in total assets with $301K in annual revenue. It awarded 1 grants totaling $94K in 2024.

Where does Capel Trust Fbo Montgomery Hospital operate?

Capel Trust Fbo Montgomery Hospital has awarded grants in North Carolina.

What size grants does Capel Trust Fbo Montgomery Hospital award?

In 2024, Capel Trust Fbo Montgomery Hospital awarded 1 grants totaling $94K — an average of about $94K per grant, based on its IRS Form 990 filings.

How much is Capel Trust Fbo Montgomery Hospital required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Capel Trust Fbo Montgomery Hospital reported a distributable amount of $113K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Capel Trust Fbo Montgomery Hospital's EIN?

Capel Trust Fbo Montgomery Hospital's EIN (Employer Identification Number) is 51-0160511. IRS Form 990 filing data is available on this page for 2020–2024.