Lois E Miltenberger Irrevocable Charitable T

Private foundation · Grantmaker Oakland, MD EIN: 41-6601057

Lois E Miltenberger Irrevocable Charitable T is a private foundation, based in Oakland, MD. IRS filing data is available for 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 6 grants totaling $225K. Net investment income was $221K.

Lois E Miltenberger Irrevocable Charitable T at a glance

In short: Lois E Miltenberger Irrevocable Charitable T gave $225K across 6 grants in 2025 (avg $38K), top state West Virginia. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$225,000
Grants made (2025)
6
Average grant
$37,500
Median grant
$16,875
Total assets
$1,808,109
Primary geography
West Virginia (47% 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 Lois E Miltenberger Irrevocable Charitable T funds

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

West Virginia University Foundation Inc: $106KWest Virginia UniversityFoundation Inc$106KAllegany College of MD Foundation Inc: $68KAllegany College of MDFoundation Inc$68KUnion Rescue Mission of Western Maryland: $17KUnion Rescue Mission ofWestern Maryland$17KSalvation Army: $17KSalvation Army$17KWestern Maryland Health System Foundatio: $11KWestern Maryland Health SystemFoundatio$11KOur Lady of the Mountain Roman Catholic: $7KOur Lady of the Mountain RomanCatholic$7K

The largest 2025 recipient was West Virginia University Foundation Inc ($106K). Together the top 6 received $225K.

Grant Size Distribution

6 grants across all recorded years

4<$50K1$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 6 (67%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

CumberlandBrookhavenMorgantown

How Lois E Miltenberger Irrevocable Charitable T gives

  • In 2025 it paid out 199% of its IRS minimum distribution (the 5% rule). 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

$0$100K$200K$300K6 grants2025

In 2025 it made 6 grants totaling $225K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
West Virginia University Foundation Inc Morgantown, WVContribution$105,750
Allegany College of MD Foundation Inc Cumberland, MDContribution$67,500
Union Rescue Mission of Western Maryland Cumberland, MDContribution$16,875
Salvation Army Brookhaven, GAContribution$16,875
Western Maryland Health System Foundatio Cumberland, MDContribution$11,250
Our Lady of the Mountain Roman Catholic Cumberland, MDContribution$6,750
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$1,808,109$2,010,142$227,033$225,0006$225,000$221,234$113,171

Under IRS private-foundation payout rules, Lois E Miltenberger Irrevocable Charitable T reported a distributable amount of $113K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Lois E Miltenberger Irrevocable Charitable T's only listed officer is First United Bank Trust, Trustee on the 2025 filing (compensated).

Officers on the 2025 filing

  • First United Bank Trust

    Trustee

    New on the 2025 filing

    $1K (2025)

Data from IRS Form 990 filings, 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

First United Bank Trust — Trustee: $1KFirst United Bank TrustTrustee$1K

The highest reported compensation on the 2025 filing was $1K, to First United Bank Trust (Trustee).

Frequently asked questions about Lois E Miltenberger Irrevocable Charitable T

How much does Lois E Miltenberger Irrevocable Charitable T give each year?

Lois E Miltenberger Irrevocable Charitable T gave $225K across 6 grants in 2025, according to its 2025 IRS Form 990-PF.

What is Lois E Miltenberger Irrevocable Charitable T's typical grant size?

Lois E Miltenberger Irrevocable Charitable T's median grant in 2025 was $16,875, and its average grant was $37,500, across 6 grants on its 2025 IRS Form 990-PF.

Where does Lois E Miltenberger Irrevocable Charitable T give grants?

Lois E Miltenberger Irrevocable Charitable T's top state is West Virginia, with 47% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Maryland (46%) and Georgia (8%). The most frequent recipient cities were Cumberland, MD (4 grants).

Does Lois E Miltenberger Irrevocable Charitable T give general operating support?

Not in 2025: none of the 6 grants with a stated purpose on Lois E Miltenberger Irrevocable Charitable T's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Contribution" (6 grants).

Who are Lois E Miltenberger Irrevocable Charitable T's largest grantees?

Lois E Miltenberger Irrevocable Charitable T's largest 2025 grantees include West Virginia University Foundation Inc ($105,750), Allegany College of MD Foundation Inc ($67,500) and Union Rescue Mission of Western Maryland ($16,875), according to its 2025 IRS Form 990-PF. Together they received 85% of its itemized 2025 grant dollars.

How large is Lois E Miltenberger Irrevocable Charitable T?

Lois E Miltenberger Irrevocable Charitable T reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $225K in qualifying distributions that year, against a required minimum of $113K (roughly 5% of its investment assets).

What is Lois E Miltenberger Irrevocable Charitable T's EIN?

Lois E Miltenberger Irrevocable Charitable T's EIN (Employer Identification Number) is 41-6601057. IRS Form 990 filing data is available on this page for 2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Lois E Miltenberger Irrevocable Charitable T'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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