Patrick Wilson Library Trust Fbo Montgomery

BIRMINGHAM, AL EIN: 62-6183771

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Tennessee $541K (100%)

States

Tennessee

Cities

Nashville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.