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 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 9 grants totaling $120K. Net investment income was $193K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.6M
+2.2% YoY
Annual Giving
$120K
+6.5% YoY
Grant Count
9
+0.0% YoY
Avg Grant Size
$13K
+6.5% YoY
Under IRS private-foundation payout rules, Montgomery Mildred R - Char Trust reported a distributable amount of $132K for 2024 — the minimum it must pay out in qualifying distributions.
About Montgomery Mildred R - Char Trust
Based on IRS filings
Montgomery Mildred R - Char Trust is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 9 grants totaling $120K. Net investment income was $193K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,556,223 | $2,500,416 | $2,425,167 |
| Revenue | $213,877 | $221,229 | $160,017 |
| Expenses | $157,990 | $145,133 | $188,154 |
| Qualifying Distributions | $133,408 | $124,512 | $158,061 |
| Net Investment Income | $192,907 | $199,849 | $137,126 |
| Distributable Amount | $132,285 | $121,694 | $128,238 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
46 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Memorial Church of the Good Shepherd ($46,668), The Philadelphia Orchestra Assn ($20,004), Philadelphia Museum of Art ($13,332).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN CANCER SOCIETY HAGERSTOWN, MD | GENERAL OPERATING | $6,672 |
| AMERICAN HEART ASSOCIATION ST PETERSBURG, FL | GENERAL OPERATING | $6,672 |
| PA ACADEMY OF FINE ARTS PHILADELPHIA, PA | GENERAL OPERATING | $6,672 |
| THE PHILADELPHIA ORCHESTRA ASSN PHILADELPHIA, PA | GENERAL OPERATING | $20,004 |
| UNIVERSITY OF PENNSYLVANIA PHILADELPHIA, PA | GENERAL OPERATING | $6,672 |
| MEMORIAL CHURCH OF THE GOOD SHEPHERD PHILADELPHIA, PA | GENERAL OPERATING | $46,668 |
| PHILADELPHIA MUSEUM OF ART PHILADELPHIA, PA | GENERAL OPERATING | $13,332 |
| MONTGOMERY COUNTY SPCA CONSHOHOCKEN, PA | GENERAL OPERATING | $6,672 |
| INDEP NATL HISTORIC PARK PHILADELPHIA, PA | GENERAL OPERATING | $6,672 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BNY MELLON N A | TRUSTEE | 1 | $33,430 |
Frequently Asked Questions
How large is Montgomery Mildred R - Char Trust?
As of 2024, Montgomery Mildred R - Char Trust holds $2.6M in total assets with $214K in annual revenue. It awarded 9 grants totaling $120K in 2024.
Where does Montgomery Mildred R - Char Trust operate?
Montgomery Mildred R - Char Trust has awarded grants in Florida, Maryland, Oklahoma, Pennsylvania, Texas.
What size grants does Montgomery Mildred R - Char Trust award?
In 2024, Montgomery Mildred R - Char Trust awarded 9 grants totaling $120K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Montgomery Mildred R - Char Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Montgomery Mildred R - Char Trust reported a distributable amount of $132K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Montgomery Mildred R - Char Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.