Montgomery Mildred R - Char Trust
Montgomery Mildred R - Char Trust is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 9 grants totaling $126K. Net investment income was $172K.
Montgomery Mildred R - Char Trust at a glance
In short: Montgomery Mildred R - Char Trust gave $126K across 9 grants in 2025 (avg $14K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $126,028
- +5.0% vs 2024
- Grants made (2025)
- 9
- +0.0% vs 2024
- Average grant
- $14,003
- +5.0% vs 2024
- Median grant
- $7,007
- Total assets
- $2,580,143
- +0.9% vs 2024
- Primary geography
- Pennsylvania (89% 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 Mildred R - Char Trust funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Memorial Church of the Good Shepherd ($49K). Together the top 9 received $126K.
Grant Size Distribution
46 grants across all recorded years
The most common grant size was under $50K: 44 grants of 46 (96%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Montgomery Mildred R - Char Trust gives
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 106% 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 2020 to 2025, annual grant giving ranged from $113K (2023) to $145K (2022). In 2025 it made 9 grants totaling $126K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Memorial Church of the Good Shepherd Philadelphia, PA | General Operating | $49,013 |
| The Philadelphia Orchestra Assn Philadelphia, PA | General Operating | $20,984 |
| Philadelphia Museum of Art Philadelphia, PA | General Operating | $13,989 |
| American Cancer Society Hagerstown, MD | General Operating | $7,007 |
| American Heart Association St Petersburg, FL | General Operating | $7,007 |
| Pa Academy of Fine Arts Philadelphia, PA | General Operating | $7,007 |
| University of Pennsylvania Philadelphia, PA | General Operating | $7,007 |
| Montgomery County SPCA Conshohocken, PA | General Operating | $7,007 |
| Indep Natl Historic Park Philadelphia, PA | General Operating | $7,007 |
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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 | $2,580,143 | $202,679 | $179,038 | $126,028 | 9 | $145,618 | $171,845 | $137,371 |
| 2024 | $2,556,223 | $213,877 | $157,990 | $120,036 | 9 | $133,408 | $192,907 | $132,285 |
| 2023 | $2,500,416 | $221,229 | $145,133 | $112,749 | 9 | $124,512 | $199,849 | $121,694 |
| 2022 | $2,425,167 | $160,017 | $188,154 | $145,328 | 10 | $158,061 | $137,126 | $128,238 |
| 2021 | $2,453,786 | $346,798 | $177,982 | $140,848 | 9 | $154,514 | $323,271 | $145,320 |
| 2020 | $2,285,090 | $100,242 | $161,072 | $132,570 | 9 | — | $80,866 | $125,050 |
Under IRS private-foundation payout rules, Montgomery Mildred R - Char Trust reported a distributable amount of $137K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Montgomery Mildred R - Char Trust's only listed officer is BNY Mellon N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
BNY Mellon N A
Trustee
On filings since 2020
1 hr/week
$26K (2020) → $49K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $49K, to BNY Mellon N a (Trustee).
Frequently asked questions about Montgomery Mildred R - Char Trust
How much does Montgomery Mildred R - Char Trust give each year?
Montgomery Mildred R - Char Trust gave $126K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $120K across 9 grants.
What is Montgomery Mildred R - Char Trust's typical grant size?
Montgomery Mildred R - Char Trust's median grant in 2025 was $7,007, and its average grant was $14,003, across 9 grants on its 2025 IRS Form 990-PF.
Where does Montgomery Mildred R - Char Trust give grants?
Montgomery Mildred R - Char Trust gives mostly in Pennsylvania: 89% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Maryland (6%) and Florida (6%). The most frequent recipient cities were Philadelphia, PA (6 grants).
Does Montgomery Mildred R - Char Trust give general operating support?
Yes: 100% of Montgomery Mildred R - Char Trust's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Montgomery Mildred R - Char Trust's largest grantees?
Montgomery Mildred R - Char Trust's largest 2025 grantees include Memorial Church of the Good Shepherd ($49,013), The Philadelphia Orchestra Assn ($20,984) and Philadelphia Museum of Art ($13,989), according to its 2025 IRS Form 990-PF. Together they received 67% of its itemized 2025 grant dollars.
How large is Montgomery Mildred R - Char Trust?
Montgomery Mildred R - Char Trust reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $146K in qualifying distributions that year, against a required minimum of $137K (roughly 5% of its investment assets).
What is Montgomery Mildred R - Char Trust's EIN?
Montgomery Mildred R - Char Trust's EIN (Employer Identification Number) is 23-7688031. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
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