Montague Wm L UA HTFD Hosp Etal
Montague Wm L UA HTFD Hosp Etal is a private foundation focused on Health, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $4.5M in total assets. In 2025, it awarded 3 grants totaling $230K. Net investment income was $440K.
Montague Wm L UA HTFD Hosp Etal at a glance
In short: Montague Wm L UA HTFD Hosp Etal gave $230K across 3 grants in 2025 (avg $77K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $229,845
- +6.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $76,615
- +6.0% vs 2024
- Median grant
- $76,615
- Total assets
- $4,487,650
- +4.0% vs 2024
- Primary geography
- Connecticut (67% 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 Montague Wm L UA HTFD Hosp Etal funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Hartford Hospital ($77K). Together the top 3 received $230K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was in the $50–100K range: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Montague Wm L UA HTFD Hosp Etal gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 99% 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 $161K (2023) to $245K (2022). In 2025 it made 3 grants totaling $230K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hartford Hospital Hartford, CT | Unrestricted General | $76,615 |
| The Salvation Army West Nyack, NY | Unrestricted General | $76,615 |
| CCMC -Connecticut Children's Medical Ctr Hartford, CT | Unrestricted General | $76,615 |
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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 | $4,487,650 | $482,780 | $309,953 | $229,845 | 3 | $253,596 | $439,799 | $256,175 |
| 2024 | $4,313,390 | $433,627 | $280,625 | $216,864 | 3 | $239,195 | $389,102 | $240,337 |
| 2023 | $4,164,939 | $110,991 | $216,790 | $161,165 | 3 | $181,159 | $70,767 | $219,597 |
| 2022 | $4,272,367 | $-102,569 | $322,761 | $245,025 | 3 | $265,587 | $49,471 | $225,508 |
| 2021 | $4,697,853 | $937,954 | $281,093 | $213,684 | 3 | $236,159 | $892,880 | $252,098 |
| 2020 | $4,007,115 | $343,518 | $271,968 | $213,699 | 3 | — | $309,307 | $215,227 |
| 2019 | $3,948,622 | $236,682 | $221,844 | $171,084 | 3 | — | $215,236 | $208,682 |
Under IRS private-foundation payout rules, Montague Wm L UA HTFD Hosp Etal reported a distributable amount of $256K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Montague Wm L UA HTFD Hosp Etal's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$46K (2019) → $58K (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 $58K, to Bank of America (Trustee).
Frequently asked questions about Montague Wm L UA HTFD Hosp Etal
How much does Montague Wm L UA HTFD Hosp Etal give each year?
Montague Wm L UA HTFD Hosp Etal gave $230K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $217K across 3 grants.
What is Montague Wm L UA HTFD Hosp Etal's typical grant size?
Montague Wm L UA HTFD Hosp Etal's median grant in 2025 was $76,615, and its average grant was $76,615, across 3 grants on its 2025 IRS Form 990-PF.
Where does Montague Wm L UA HTFD Hosp Etal give grants?
Montague Wm L UA HTFD Hosp Etal gives mostly in Connecticut: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (33%). The most frequent recipient cities were Hartford, CT (2 grants).
Does Montague Wm L UA HTFD Hosp Etal give general operating support?
Yes: 100% of Montague Wm L UA HTFD Hosp Etal'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 Montague Wm L UA HTFD Hosp Etal?
Montague Wm L UA HTFD Hosp Etal reported $4.5M in total assets on its 2025 IRS Form 990-PF. It paid out $254K in qualifying distributions that year, against a required minimum of $256K (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 Montague Wm L UA HTFD Hosp Etal?
Montague Wm L UA HTFD Hosp Etal is a private foundation focused on Health, based in Dallas, TX. It holds $4.5M in total assets as of 2025.
What is Montague Wm L UA HTFD Hosp Etal's EIN?
Montague Wm L UA HTFD Hosp Etal's EIN (Employer Identification Number) is 06-6165874. 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
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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