Montgomery Isabel Testamentary Tru

MILWAUKEE, WI EIN: 42-6504685

Montgomery Isabel Testamentary Tru is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. In 2024, it awarded 1 grants totaling $13K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$13K

-4.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$13K

-4.3% YoY

About Montgomery Isabel Testamentary Tru

Based on IRS filings

Montgomery Isabel Testamentary Tru is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. In 2024, it awarded 1 grants totaling $13K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

IOWA CITY

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1201920202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$8K$11K$15K1 grants20191 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

LONGFELLOW ELEMENTARY SC…$13K

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Longfellow Elementary School ($12,905).

RecipientPurposeAmount
LONGFELLOW ELEMENTARY SCHOOL IOWA CITY, IAGENERAL OPERATING$12,905

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

US BANK N ATRUSTEE$5K

From 2024 filing

NameTitleHoursCompensation
US BANK N ATRUSTEE1$5,195

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Montgomery Isabel Testamentary Tru?

Montgomery Isabel Testamentary Tru is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds — in total assets as of 2024.

Where does Montgomery Isabel Testamentary Tru operate?

Montgomery Isabel Testamentary Tru has awarded grants in Iowa.

What size grants does Montgomery Isabel Testamentary Tru award?

In 2024, Montgomery Isabel Testamentary Tru awarded 1 grants totaling $13K — an average of about $13K per grant, based on its IRS Form 990 filings.

What is Montgomery Isabel Testamentary Tru's EIN?

Montgomery Isabel Testamentary Tru's EIN (Employer Identification Number) is 42-6504685. IRS Form 990 filing data is available on this page for 2019–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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