Montague Wm L Ua Htfd Hosp Etal is a private foundation focused on Health, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.3M in total assets. In 2024, it awarded 3 grants totaling $217K. Net investment income was $389K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.3M
+3.6% YoY
Annual Giving
$217K
+34.6% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$72K
+34.6% YoY
Under IRS private-foundation payout rules, Montague Wm L Ua Htfd Hosp Etal reported a distributable amount of $240K for 2024 — the minimum it must pay out in qualifying distributions.
About Montague Wm L Ua Htfd Hosp Etal
Based on IRS filings
Montague Wm L Ua Htfd Hosp Etal is a private foundation focused on Health, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.3M in total assets. In 2024, it awarded 3 grants totaling $217K. Net investment income was $389K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,313,390 | $4,164,939 | $4,272,367 |
| Revenue | $433,627 | $110,991 | $-102,569 |
| Expenses | $280,625 | $216,790 | $322,761 |
| Qualifying Distributions | $239,195 | $181,159 | $265,587 |
| Net Investment Income | $389,102 | $70,767 | $49,471 |
| Distributable Amount | $240,337 | $219,597 | $225,508 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Hartford Hospital ($72,288), The Salvation Army ($72,288), Ccmc -connecticut Children's Medical Ctr ($72,288).
| Recipient | Purpose | Amount |
|---|---|---|
| HARTFORD HOSPITAL HARTFORD, CT | UNRESTRICTED GENERAL | $72,288 |
| THE SALVATION ARMY WEST NYACK, NY | UNRESTRICTED GENERAL | $72,288 |
| CCMC -CONNECTICUT CHILDREN'S MEDICAL CTR HARTFORD, CT | UNRESTRICTED GENERAL | $72,288 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $54,577 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 $4.3M in total assets as of 2024.
How large is Montague Wm L Ua Htfd Hosp Etal?
As of 2024, Montague Wm L Ua Htfd Hosp Etal holds $4.3M in total assets with $434K in annual revenue. It awarded 3 grants totaling $217K in 2024.
Where does Montague Wm L Ua Htfd Hosp Etal operate?
Montague Wm L Ua Htfd Hosp Etal has awarded grants in Connecticut, New York.
What size grants does Montague Wm L Ua Htfd Hosp Etal award?
In 2024, Montague Wm L Ua Htfd Hosp Etal awarded 3 grants totaling $217K — an average of about $72K per grant, based on its IRS Form 990 filings.
How much is Montague Wm L Ua Htfd Hosp Etal required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Montague Wm L Ua Htfd Hosp Etal reported a distributable amount of $240K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.