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 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 1 grants totaling $99K. Net investment income was $181K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.9M
+4.2% YoY
Annual Giving
$99K
-14.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$99K
-14.2% YoY
Under IRS private-foundation payout rules, Patrick Wilson Library Trust Fbo Montgomery reported a distributable amount of $122K for 2024 — the minimum it must pay out in qualifying distributions.
About Patrick Wilson Library Trust Fbo Montgomery
Based on IRS filings
Patrick Wilson Library Trust Fbo Montgomery is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 1 grants totaling $99K. Net investment income was $181K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,852,085 | $1,777,393 | $1,819,820 |
| Revenue | $204,625 | $100,441 | $74,419 |
| Expenses | $129,750 | $142,779 | $144,202 |
| Qualifying Distributions | $105,647 | $121,681 | $117,329 |
| Net Investment Income | $181,401 | $76,958 | $53,021 |
| Distributable Amount | $121,544 | $111,373 | $115,746 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Montgomery Bell Academy ($99,305).
| Recipient | Purpose | Amount |
|---|---|---|
| MONTGOMERY BELL ACADEMY NASHVILLE, TN | GENERAL OPERATING | $99,305 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE | 1 | $26,712 |
Frequently Asked Questions
How large is Patrick Wilson Library Trust Fbo Montgomery?
As of 2024, Patrick Wilson Library Trust Fbo Montgomery holds $1.9M in total assets with $205K in annual revenue. It awarded 1 grants totaling $99K in 2024.
Where does Patrick Wilson Library Trust Fbo Montgomery operate?
Patrick Wilson Library Trust Fbo Montgomery has awarded grants in Tennessee.
What size grants does Patrick Wilson Library Trust Fbo Montgomery award?
In 2024, Patrick Wilson Library Trust Fbo Montgomery awarded 1 grants totaling $99K — an average of about $99K per grant, based on its IRS Form 990 filings.
How much is Patrick Wilson Library Trust Fbo Montgomery required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Patrick Wilson Library Trust Fbo Montgomery reported a distributable amount of $122K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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