Montgomery D S Uw H Lehman Ed Fd
Montgomery D S Uw H Lehman Ed Fd is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 1 grants totaling $73K. Net investment income was $134K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.6M
+3.3% YoY
Annual Giving
$73K
+35.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$73K
+35.3% YoY
About Montgomery D S Uw H Lehman Ed Fd
Based on IRS filings
Montgomery D S Uw H Lehman Ed Fd is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 1 grants totaling $73K. Net investment income was $134K.
Ready to take the next step with Montgomery D S Uw H Lehman Ed Fd?
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 | $1,555,403 | $1,505,312 | $1,541,746 |
| Revenue | $153,282 | $45,107 | $-40,080 |
| Expenses | $101,601 | $80,921 | $121,826 |
| Qualifying Distributions | $83,005 | $64,760 | $97,139 |
| Net Investment Income | $133,613 | $24,199 | $13,910 |
| Distributable Amount | $86,248 | $78,872 | $80,697 |
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
No grants recorded for .
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 | $24,962 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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