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.
W Earl & Minnie R Montgomery TW FBO Beula at a glance
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.
- Annual giving (2025)
- $17,872
- +4.2% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $8,936
- +4.2% vs 2024
- Median grant
- $8,936
- Total assets
- $395,771
- +3.6% vs 2024
- Primary geography
- Pennsylvania (80% 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 W Earl & Minnie R Montgomery TW FBO Beula funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
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.
Giving History
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.
Grants by year
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 |
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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 | $395,771 | $42,508 | $28,631 | $17,872 | 2 | $23,637 | $39,067 | $20,496 |
| 2024 | $381,895 | $30,012 | $25,998 | $17,159 | 2 | $22,710 | $26,656 | $21,315 |
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.
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.
Data update history
(2)
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)
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