Lois E Miltenberger Irrevocable Charitable T
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.
Key facts about Lois E Miltenberger Irrevocable Charitable T
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.
- EIN
- 41-6601057
- Latest 990 filing
- Form 990-PF, 2025
- 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)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.8M
Annual Giving
$225K
Grant Count
6
Avg Grant Size
$38K
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.
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.
Ready to take the next step with Lois E Miltenberger Irrevocable Charitable T?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 6 grants totaling $225K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
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
The most common grant size was under $50K: 4 grants of 6 (67%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| West Virginia University Foundation Inc Morgantown, WV | Contribution | $105,750 |
| Allegany College of MD Foundation Inc Cumberland, MD | Contribution | $67,500 |
| Union Rescue Mission of Western Maryland Cumberland, MD | Contribution | $16,875 |
| Salvation Army Brookhaven, GA | Contribution | $16,875 |
| Western Maryland Health System Foundatio Cumberland, MD | Contribution | $11,250 |
| Our Lady of the Mountain Roman Catholic Cumberland, MD | Contribution | $6,750 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 |
|---|---|
| Total Assets | $1,808,109 |
| Revenue | $2,010,142 |
| Expenses | $227,033 |
| Qualifying Distributions | $225,000 |
| Net Investment Income | $221,234 |
| Distributable Amount | $113,171 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
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
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.
Here's the math on researching Lois E Miltenberger Irrevocable Charitable T by hand.
Explore Open Grants
Browse active grant opportunities in Lois E Miltenberger Irrevocable Charitable T's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Frank B Enslow Foundation 2405
Huntington, WV
Assets
$335K
Grants
1
Total Given
$21K
Wheeling Hospital Inc
Wheeling, WV
Wheeling Hospital, Inc. is a Catholic hospital that serves as a health ministry, providing compassionate care to people of all faiths in a loving, spiritual environment. God gives us the responsibility to carry out his mission of healing and to promote the well-being of our employees and our community.
Assets
$291.5M
Grants
3
Total Given
$107K
Capital Area Development Corporation of West Virginia
Charleston, WV
Capital Area Development Corporation of West Virginia dba Charleston Area Alliance serves as a catalyst for change for Charleston, Kanawha County, and the surrounding area, leading with innovative and collaborative approaches to shape a prosperous economy that fosters growth and attracts people and investment. We are a community and economic development organization that connects businesses, entrepreneurs and young talent with the resources needed to succeed. Our strategic initiatives stimulate job creation, attract new industries, bolster the region's economic resilience, and support energetic and effective local efforts to renew our capital city as strong and vibrant.
Assets
$14.5M
Grants
3
Total Given
$3.9M
United Health Foundation Inc
Bridgeport, WV
United Health Foundation is a not-for-profit corporation formed to provide support to United Hospital Center, Inc. UHC to improve health status for the residents of North Central West Virginia through contributions and exempt activities.
Assets
$15.8M
Grants
3
Total Given
$363K
Eugene E Myers 1993 Testamentary Foundation
Chicago, IL
Assets
$6.9M
Grants
4
Total Given
$341K
The Jean J and Laurence S Delynn Foundation
Chicago, IL
Assets
$26.3M
Grants
5
Total Given
$1.1M
West Virginia Medical Professionals
Mount Clare, WV
To provide assistance, guidance and monitoring for physicians, physician assistants & podiatrists with potentially impairing health conditions.
Assets
$849K
Grants
5
Total Given
$63K
Raymond Brooks Vanscoy
Fairmont, WV
Assets
$4.1M
Grants
5
Total Given
$228K
American Orchid Society Inc
Coral Gables, FL
The mission of the American Orchid Society is to promote and support the passion for orchids through education, conservation and research.
Assets
$6.8M
Grants
5
Total Given
$35K
TC Energy Foundation
Houston, TX
The TC Energy Foundation supported charities in safety, education, the environment, and resilient communities, but it ceased grantmaking after distributing its assets in 2023. Its 2023 grants totaled $1.29 million across seven recipients, with no typical grant size established; it states that it funds only preselected organizations and does not accept unsolicited requests.
Assets
—
Grants
7
Total Given
$1.3M
American Breast Cancer Foundation Inc
Columbia, MD
NONE
Assets
$3.8M
Grants
9
Total Given
$108K
Pallottine Foundation of Buckhannon
Huntington, WV
The Pallottine Foundation of Buckhannon funds health-related programs and nonprofit capacity building, including work on wellness, food insecurity, substance use, and spiritual care. Its 2025 grants ranged from $3,175 to $12,800, with a median of $6,500; its current annual cycle offers up to $20,000 for nonprofits serving Barbour, Lewis, Randolph, Upshur, and Webster counties in West Virginia. The current website describes an application cycle, although a 2023 filing said it did not accept unsolicited requests.
Assets
$6.4M
Grants
18
Total Given
$117K
More Funders in Maryland
Lois E Miltenberger Irrevocable Charitable T down — hundreds of funders to go?