W Earl & Minnie R Montgomery TW FBO Beula
W Earl & Minnie R Montgomery TW FBO Beula is a private foundation, based in Buffalo, NY. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $396K in total assets. In 2025, it awarded 2 grants totaling $18K. Net investment income was $39K.
Key facts about W Earl & Minnie R Montgomery TW FBO Beula
In short: W Earl & Minnie R Montgomery TW FBO Beula gave $18K across 2 grants in 2025 (avg $9K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- EIN
- 23-7912187
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $17,872
- Grants made (2025)
- 2
- Average grant
- $8,936
- Median grant
- $8,936
- Total assets
- $395,771
- Primary geography
- Pennsylvania (80% 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
$396K
+3.6% YoY
Annual Giving
$18K
+4.2% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$9K
+4.2% YoY
Under IRS private-foundation payout rules, W Earl & Minnie R Montgomery TW FBO Beula reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.
How W Earl & Minnie R Montgomery TW FBO Beula gives
- In 2025 it paid out 115% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2024 to 2025, annual grant giving ranged from $17K (2024) to $18K (2025). In 2025 it made 2 grants totaling $18K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was St Pauls United Methodist Church ($14K). Together the top 2 received $18K.
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Pauls United Methodist Church Red Lion, PA | General Support | $14,298 |
| Ocklawaha United Methodist Church Ocklawaha, FL | General Support | $3,574 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 |
|---|---|---|
| Total Assets | $395,771 | $381,895 |
| Revenue | $42,508 | $30,012 |
| Expenses | $28,631 | $25,998 |
| Qualifying Distributions | $23,637 | $22,710 |
| Net Investment Income | $39,067 | $26,656 |
| Distributable Amount | $20,496 | $21,315 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2024 (received by the IRS November 18, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
Leadership & Key People
Officers and directors from IRS filings
W Earl & Minnie R Montgomery TW FBO Beula's only listed officer is M T Trust Company, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
M T Trust Company
Trustee
New on the 2025 filing
1 hr/week
$8K (2025)
Former officers (1)
- Former: Manufacturers And Traders Trust Com (2024) — Trustee
Data from IRS Form 990 filings, 2024–2025. "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 $8K, to M T Trust Company (Trustee).
Frequently asked questions about W Earl & Minnie R Montgomery TW FBO Beula
How much does W Earl & Minnie R Montgomery TW FBO Beula give each year?
W Earl & Minnie R Montgomery TW FBO Beula gave $18K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 2 grants.
How large is W Earl & Minnie R Montgomery TW FBO Beula?
W Earl & Minnie R Montgomery TW FBO Beula reported $396K in total assets on its 2025 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $20K (roughly 5% of its investment assets).
Where does W Earl & Minnie R Montgomery TW FBO Beula operate?
W Earl & Minnie R Montgomery TW FBO Beula has awarded grants in Florida, Pennsylvania.
What is W Earl & Minnie R Montgomery TW FBO Beula's EIN?
W Earl & Minnie R Montgomery TW FBO Beula's EIN (Employer Identification Number) is 23-7912187. IRS Form 990 filing data is available on this page for 2024–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching W Earl & Minnie R Montgomery TW FBO Beula by hand.
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