Montgomery S Fbo Univ Pa 4947 Tuw
EIN 236215526 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2018–2023
$96K
5 grants · $16K avg/year
based on 6 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$20K
typical small grants · $18K–$20K
grant size
100%
deep partner · 1/1 multi-year
repeat
$410K
Assets (2023)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(888) 730-4933
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $18K | $377K | $24K | 1 |
| 2020 | $18K | $460K | $28K | 1 |
| 2021 | $20K | $487K | $42K | 1 |
| 2022 | $22K | $385K | $20K | 1 |
| 2023 | $20K | $410K | $10K | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$18K
25th Pctl
$18K
Median
$20K
Average
$19K
75th Pctl
$20K
Maximum
$22K
Geographic Distribution
Officers & Directors
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WN
Wells Fargo Bank NA
Trustee
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| University of Pennsylvania | Philadelphia, PA | $21,500 | GENERAL OPERATING | 2022 |
| University of Pennsylvania | Philadelphia, PA | $19,537 | GENERAL OPERATING | 2021 |
| University of Pennsylvania | Philadelphia, PA | $19,500 | GENERAL OPERATING | 2023 |
| University of Pennsylvania | Philadelphia, PA | $18,000 | GENERAL OPERATING | 2020 |
| University of Pennsylvania | Philadelphia, PA | $17,900 | GENERAL OPERATING | 2018 |