G R Ralston Montgomery Trust
G R Ralston Montgomery Trust is a private foundation focused on Philanthropy, based in Pittsburgh, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $508K in total assets. In 2025, it awarded 3 grants totaling $23K. Net investment income was $50K.
G R Ralston Montgomery Trust at a glance
In short: G R Ralston Montgomery Trust gave $23K across 3 grants in 2025 (avg $8K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $22,963
- -4.5% vs 2024
- Grants made (2025)
- 3
- +50.0% vs 2024
- Average grant
- $7,654
- -36.3% vs 2024
- Median grant
- $8,611
- Total assets
- $508,070
- +5.3% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who G R Ralston Montgomery Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was YWCA Tricounty Area ($11K). Together the top 3 received $23K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 9 grants of 10 (90%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How G R Ralston Montgomery Trust gives
- Giving fell 72% from 2022 to 2025. Method
- In 2025 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $16K (2021) to $83K (2022). In 2025 it made 3 grants totaling $23K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| YWCA Tricounty Area Pottstown, PA | General Support | $11,482 |
| Montgomery Hospital Philadelphia, PA | General Support | $8,611 |
| Albert Einstein Healthcare Network Philadelphia, PA | General Support | $2,870 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $508,070 | $55,787 | $30,414 | $22,963 | 3 | $24,335 | $50,040 | $28,843 |
| 2024 | $482,539 | $23,127 | $30,812 | $24,050 | 2 | $25,359 | $17,596 | $27,816 |
| 2023 | $490,573 | $-1,592 | $31,237 | $25,156 | 2 | $25,756 | $8,554 | $25,530 |
| 2022 | $522,449 | $20,975 | $98,287 | $83,394 | 2 | $91,254 | $15,113 | $59,805 |
| 2021 | $566,411 | $55,860 | $37,070 | $15,868 | 1 | $30,180 | $47,638 | $31,852 |
| 2020 | $547,836 | $3,820 | $31,621 | $19,223 | 2 | — | $8,420 | $27,914 |
| 2019 | $576,742 | $161,955 | $33,923 | $27,514 | 2 | — | $156,920 | $27,462 |
Under IRS private-foundation payout rules, G R Ralston Montgomery Trust reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
G R Ralston Montgomery Trust's only listed officer is PNC Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
PNC Bank N A
Trustee
On filings since 2019
1 hr/week
$6K (2019) → $7K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $7K, to PNC Bank N a (Trustee).
Frequently asked questions about G R Ralston Montgomery Trust
How much does G R Ralston Montgomery Trust give each year?
G R Ralston Montgomery Trust gave $23K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $24K across 2 grants.
What is G R Ralston Montgomery Trust's typical grant size?
G R Ralston Montgomery Trust's median grant in 2025 was $8,611, and its average grant was $7,654, across 3 grants on its 2025 IRS Form 990-PF.
Where does G R Ralston Montgomery Trust give grants?
G R Ralston Montgomery Trust gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Philadelphia, PA (2 grants).
Does G R Ralston Montgomery Trust give general operating support?
Yes: 100% of G R Ralston Montgomery Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is G R Ralston Montgomery Trust?
G R Ralston Montgomery Trust reported $508K in total assets on its 2025 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $29K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is G R Ralston Montgomery Trust?
G R Ralston Montgomery Trust is a private foundation focused on Philanthropy, based in Pittsburgh, PA. It holds $508K in total assets as of 2025.
What is G R Ralston Montgomery Trust's EIN?
G R Ralston Montgomery Trust's EIN (Employer Identification Number) is 23-6249271. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 16, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 1, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
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Figures come from G R Ralston Montgomery Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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