Patrick Wilson Library Trust FBO Montgomery
Patrick Wilson Library Trust FBO Montgomery is a private foundation, based in Birmingham, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 1 grant totaling $115K. Net investment income was $164K.
Key facts about Patrick Wilson Library Trust FBO Montgomery
In short: Patrick Wilson Library Trust FBO Montgomery gave $115K across 1 grant in 2025 (avg $115K), mostly in Tennessee. Source: 2025 IRS Form 990-PF.
- EIN
- 62-6183771
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $115,300
- Grants made (2025)
- 1
- Average grant
- $115,300
- Median grant
- $115,300
- Total assets
- $1,888,243
- Primary geography
- Tennessee (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.9M
+2.0% YoY
Annual Giving
$115K
+16.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$115K
+16.1% YoY
Under IRS private-foundation payout rules, Patrick Wilson Library Trust FBO Montgomery reported a distributable amount of $128K for 2025 — the minimum it must pay out in qualifying distributions.
How Patrick Wilson Library Trust FBO Montgomery gives
- Giving held roughly steady from 2022 to 2025 (+4%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Patrick Wilson Library Trust FBO Montgomery?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $99K (2024) to $116K (2023). In 2025 it made 1 grant totaling $115K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Montgomery Bell Academy ($115K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 5 (80%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Montgomery Bell Academy Nashville, TN | General Operating | $115,300 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,888,243 | $1,852,085 | $1,777,393 |
| Revenue | $188,505 | $204,625 | $100,441 |
| Expenses | $149,547 | $129,750 | $142,779 |
| Qualifying Distributions | $121,845 | $105,647 | $121,681 |
| Net Investment Income | $164,381 | $181,401 | $76,958 |
| Distributable Amount | $127,746 | $121,544 | $111,373 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 18, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 23, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Patrick Wilson Library Trust FBO Montgomery's only listed officer is Regions Bank, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2020
1 hr/week
$24K (2020) → $28K (2025)
Former officers (1)
- Former: Regions Bank Trust Dept (2021–2023) — Trustee
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 $28K, to Regions Bank (Trustee).
Frequently asked questions about Patrick Wilson Library Trust FBO Montgomery
How much does Patrick Wilson Library Trust FBO Montgomery give each year?
Patrick Wilson Library Trust FBO Montgomery gave $115K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $99K across 1 grant.
How large is Patrick Wilson Library Trust FBO Montgomery?
Patrick Wilson Library Trust FBO Montgomery reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $122K in qualifying distributions that year, against a required minimum of $128K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Patrick Wilson Library Trust FBO Montgomery operate?
Patrick Wilson Library Trust FBO Montgomery has awarded grants in Tennessee.
What is Patrick Wilson Library Trust FBO Montgomery's EIN?
Patrick Wilson Library Trust FBO Montgomery's EIN (Employer Identification Number) is 62-6183771. 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.
Here's the math on researching Patrick Wilson Library Trust FBO Montgomery by hand.
Explore Open Grants
Browse active grant opportunities in Patrick Wilson Library Trust FBO Montgomery's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Gause Foundation
Nashville, TN
The Gause Foundation funds a varied range of charitable organizations, including churches, arts and educational institutions, and groups working on food access and environmental protection. Its 2025 grants ranged from $200 to $20,500, with a median of $1,000; most funding went to Tennessee, followed by Georgia. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$406K
Grants
75
Total Given
$123K
Dudley & Walter Morgan Foundation
Nashville, TN
Assets
$534K
Grants
7
Total Given
$30K
The Warren and Sallie Williamson
Greenville, AL
The foundation’s 2024 grants supported organizations working in community development, education, child welfare, care for older adults, and the arts, primarily in Alabama, with grants also made in Georgia, Tennessee, Texas, and Maryland. Grants ranged from $2,000 to $25,000, with a median of $5,000. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$2.4M
Grants
16
Total Given
$145K
The Sam Schubert Foundation
Louisville, KY
The Sam Schubert Foundation supports charitable, educational, legal-aid, and community organizations, primarily in Kentucky, with 2025 grants also going to Texas, Tennessee, and South Carolina. Its 16 grants ranged from $35 to $25,000, with a median of $5,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$3.4M
Grants
16
Total Given
$135K
Angel Corps
Nashville, TN
ANGEL CORPS supports organizations serving underserved communities where Southern Land Company has development projects, especially those benefiting women and children; its 2024 grants went almost entirely to Tennessee. Grants ranged from $1,000 to $250,000, with a median of $2,050. It does not describe an open unsolicited application process: local Southern Land Company employees nominate organizations, and those selected by the board receive a request form.
Assets
$8K
Grants
20
Total Given
$382K
Mary Jane Hillard Jones Foundation Inc
Tampa, FL
Assets
$363K
Grants
2
Total Given
$27K
Triangle Community Foundation Inc
Durham, NC
The foundation supports nonprofits in cultural arts, education and youth, nonprofit capacity building, and sustainable communities, with grants also benefiting fields such as health, conservation, and human services. Its 2025 grants had a median of $20,000 and ranged from about $5,000 to $1.39 million; it primarily serves Durham, Orange, Wake, and Chatham Counties in North Carolina. It accepts applications for competitive discretionary programs during open grant cycles; donor-advised fund grants are also made.
Assets
$335.8M
Grants
599
Total Given
$26.7M
Albert R & Louise C Gillespie
Naples, FL
The foundation supports Christian ministries, missions and evangelism, education, and public policy organizations. In 2025, it awarded 20 grants of $100–$33,500 (median $1,700), with most funding going to recipients in Florida, followed by Washington, DC; it accepts contributions only to preselected organizations and does not accept unsolicited requests.
Assets
$2.5M
Grants
20
Total Given
$133K
Nicholson Foundation Inc
Nashville, TN
Assets
—
Grants
22
Total Given
$166K
Sreyas Foundation
Wilson, WY
The foundation funds a varied mix of wildlife education and appreciation, education, community improvement, health care, and health research. In 2024, grants ranged from $500 to $57,694, with a median of $1,000; recipients were mainly in Arizona and Wyoming, with some funding in Tennessee, Texas, and Washington, DC. It accepts written applications and does not restrict giving to preselected organizations; the filing lists no deadline.
Assets
$1.7M
Grants
18
Total Given
$130K
The Cartinhour-Woods Foundation Inc
Chattanooga, TN
The Cartinhour-Woods Foundation supports schools, religious organizations, community-support groups, and arts and environmental organizations. Its 2025 grants ranged from $1,000 to $39,000, with a median of $5,000, and 80% of grant dollars went to Tennessee, with additional giving in New York and Virginia. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$5.6M
Grants
31
Total Given
$264K
Gustaf Westfeldt McIlhenny Family Founda
Boca Grande, FL
The foundation funds community, conservation, education, health, arts and culture, and public safety organizations, with a focus on traditional values and the southern United States. Its 2024 grants ranged from $179 to $270,000, with a median of $6,000; most funding went to Louisiana. It requires an online pre-qualification form before a full application, so unsolicited requests are accepted through this process.
Assets
$20.3M
Grants
75
Total Given
$1.2M
More Funders in Alabama
Patrick Wilson Library Trust FBO Montgomery down — hundreds of funders to go?