Monterey County Medical Trust Fund is a private foundation focused on Health, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $680K in total assets. In 2024, it awarded 1 grants totaling $35K. Net investment income was $24K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$680K
-1.4% YoY
Annual Giving
$35K
-2.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$35K
-2.8% YoY
Under IRS private-foundation payout rules, Monterey County Medical Trust Fund reported a distributable amount of $40K for 2024 — the minimum it must pay out in qualifying distributions.
About Monterey County Medical Trust Fund
Based on IRS filings
Monterey County Medical Trust Fund is a private foundation focused on Health, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $680K in total assets. In 2024, it awarded 1 grants totaling $35K. Net investment income was $24K.
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 | $679,544 | $689,520 | $719,702 |
| Revenue | $35,262 | $20,894 | $-873 |
| Expenses | $48,214 | $48,048 | $62,288 |
| Qualifying Distributions | $37,457 | $38,136 | $50,344 |
| Net Investment Income | $23,992 | $12,316 | $16,765 |
| Distributable Amount | $39,916 | $37,036 | $39,783 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Monterey County Medical Society ($35,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MONTEREY COUNTY MEDICAL SOCIETY SANTA CRUZ, CA | GENERAL OPERATING | $35,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A | TRUSTEE | 1 | $11,624 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Monterey County Medical Trust Fund?
Monterey County Medical Trust Fund is a private foundation focused on Health, based in SAINT LOUIS, MO. It holds $680K in total assets as of 2024.
How large is Monterey County Medical Trust Fund?
As of 2024, Monterey County Medical Trust Fund holds $680K in total assets with $35K in annual revenue. It awarded 1 grants totaling $35K in 2024.
Where does Monterey County Medical Trust Fund operate?
Monterey County Medical Trust Fund has awarded grants in California.
What size grants does Monterey County Medical Trust Fund award?
In 2024, Monterey County Medical Trust Fund awarded 1 grants totaling $35K — an average of about $35K per grant, based on its IRS Form 990 filings.
How much is Monterey County Medical Trust Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Monterey County Medical Trust Fund reported a distributable amount of $40K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Monterey County Medical Trust Fund's EIN?
Monterey County Medical Trust Fund's EIN (Employer Identification Number) is 94-6099463. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Monterey County Medical Trust Fund's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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