Montgomery D S Uw H Lehman Ed FD
Montgomery D S Uw H Lehman Ed FD is a private foundation focused on Philanthropy, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 1 grant totaling $96K. Net investment income was $149K.
Montgomery D S Uw H Lehman Ed FD at a glance
In short: Montgomery D S Uw H Lehman Ed FD gave $96K across 1 grant in 2025 (avg $96K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $96,312
- +32.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $96,312
- +32.8% vs 2024
- Median grant
- $96,312
- Total assets
- $1,592,118
- +2.4% vs 2024
- Primary geography
- New York (100% 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 Montgomery D S Uw H Lehman Ed FD funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was NAACP Legal Defense & Education Fund ($96K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Montgomery D S Uw H Lehman Ed FD gives
- Giving held roughly steady from 2022 to 2025 (+14%). Method
- In 2025 it paid out 121% of its IRS minimum distribution (the 5% rule). 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 $54K (2023) to $96K (2025). In 2025 it made 1 grant totaling $96K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| NAACP Legal Defense & Education Fund New York, NY | Unrestricted General | $96,312 |
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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 | $1,592,118 | $168,015 | $131,781 | $96,312 | 1 | $110,027 | $148,982 | $90,583 |
| 2024 | $1,555,403 | $153,282 | $101,601 | $72,520 | 1 | $83,005 | $133,613 | $86,248 |
| 2023 | $1,505,312 | $45,107 | $80,921 | $53,615 | 1 | $64,760 | $24,199 | $78,872 |
| 2022 | $1,541,746 | $-40,080 | $121,826 | $84,766 | 1 | $97,139 | $13,910 | $80,697 |
| 2021 | $1,703,690 | $347,252 | $106,364 | $74,829 | 1 | $85,998 | $326,477 | $90,624 |
| 2020 | $1,461,040 | $106,609 | $97,948 | $71,387 | 1 | — | $90,858 | $77,846 |
| 2019 | $1,452,272 | $80,151 | $87,626 | $59,894 | 1 | — | $69,174 | $75,914 |
Under IRS private-foundation payout rules, Montgomery D S Uw H Lehman Ed FD reported a distributable amount of $91K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Montgomery D S Uw H Lehman Ed FD'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
$22K (2019) → $26K (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 $26K, to Bank of America (Trustee).
Frequently asked questions about Montgomery D S Uw H Lehman Ed FD
How much does Montgomery D S Uw H Lehman Ed FD give each year?
Montgomery D S Uw H Lehman Ed FD gave $96K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $73K across 1 grant.
How large is Montgomery D S Uw H Lehman Ed FD?
Montgomery D S Uw H Lehman Ed FD reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $110K in qualifying distributions that year, against a required minimum of $91K (roughly 5% of its investment assets).
What is Montgomery D S Uw H Lehman Ed FD?
Montgomery D S Uw H Lehman Ed FD is a private foundation focused on Philanthropy, based in Dallas, TX. It holds $1.6M in total assets as of 2025.
Where does Montgomery D S Uw H Lehman Ed FD operate?
Montgomery D S Uw H Lehman Ed FD has awarded grants in New York.
What is Montgomery D S Uw H Lehman Ed FD's EIN?
Montgomery D S Uw H Lehman Ed FD's EIN (Employer Identification Number) is 06-6268488. 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 April 9, 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 26, 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 27, 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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