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.
Patrick Wilson Library Trust FBO Montgomery at a glance
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.
- Annual giving (2025)
- $115,300
- +16.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $115,300
- +16.1% vs 2024
- Median grant
- $115,300
- Total assets
- $1,888,243
- +2.0% vs 2024
- Primary geography
- Tennessee (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Patrick Wilson Library Trust FBO Montgomery funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Montgomery Bell Academy Nashville, TN | General Operating | $115,300 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,888,243 | $188,505 | $149,547 | $115,300 | 1 | $121,845 | $164,381 | $127,746 |
| 2024 | $1,852,085 | $204,625 | $129,750 | $99,305 | 1 | $105,647 | $181,401 | $121,544 |
| 2023 | $1,777,393 | $100,441 | $142,779 | $115,746 | 1 | $121,681 | $76,958 | $111,373 |
| 2022 | $1,819,820 | $74,419 | $144,202 | $111,196 | 1 | $117,329 | $53,021 | $115,746 |
| 2021 | $1,889,797 | $288,680 | $140,829 | $107,744 | 1 | $114,385 | $265,026 | $129,204 |
| 2020 | $1,741,856 | $149,698 | $133,760 | $107,337 | 1 | — | $129,876 | $107,744 |
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.
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.
Data update history
(7)
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
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