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
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.
Ready to take the next step with Montgomery Mildred R - Char Trust?
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
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 |
|---|---|---|---|
| BNY MELLON N A | TRUSTEE | 1 | $33,430 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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