Montgomery Mildred R - Char Trust
EIN 237688031
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
$650K
46 grants · $108K avg/year
based on 6 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$8K
typical small grants · $7K–$15K
grant size
92%
deep partner · 11/12 multi-year
repeat
$2.6M
Assets (2023)
12
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(215) 553-3643
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $119K | $2.4M | $198K | 9 |
| 2020 | $133K | $2.9M | $100K | 9 |
| 2021 | $141K | $3.1M | $347K | 9 |
| 2022 | $145K | $2.5M | $160K | 10 |
| 2023 | $113K | $2.6M | $221K | 9 |
Grant Size Distribution
Based on 46 grants on record
Minimum
$2K
25th Pctl
$7K
Median
$8K
Average
$14K
75th Pctl
$15K
Maximum
$56K
Geographic Distribution
Officers & Directors
BA
Bny Mellon N a
4 yrs
Trustee
BA
Bny Mellon N a
4 yrs
Trustee
BA
Bny Mellon N a
4 yrs
Trustee
BA
Bny Mellon N a
4 yrs
Trustee
BN
BNY Mellon NA
Trustee
Grants Awarded (46 total)
| Purpose | ||||
|---|---|---|---|---|
| Memorial Church of the Good Shepherd | Philadelphia, PA | $56,500 | GENERAL OPERATING | 2022 |
| Memorial Church of the Good Shepherd | Philadelphia, PA | $54,759 | GENERAL OPERATING | 2021 |
| Memorial Church of the Good Shepherd | Philadelphia, PA | $51,540 | GENERAL OPERATING | 2020 |
| Memorial Church of the Good Shepherd | Philadelphia, PA | $46,225 | GENERAL OPERATING PURPOSES | 2018 |
| Memorial Church of the Good Shepherd | Philadelphia, PA | $43,835 | GENERAL OPERATING | 2023 |
| The Philadelphia Orchestra Assn | Philadelphia, PA | $24,219 | GENERAL OPERATING | 2022 |
| The Philadelphia Orchestra Assn | Philadelphia, PA | $23,472 | GENERAL OPERATING | 2021 |
| The Philadelphia Orchestra Assn | Philadelphia, PA | $22,092 | GENERAL OPERATING | 2020 |
| The Philadelphia Orchestra Assn | Philadelphia, PA | $19,814 | GENERAL OPERATING PURPOSES | 2018 |
| The Philadelphia Orchestra Assn | Philadelphia, PA | $18,789 | GENERAL OPERATING | 2023 |
| Philadelphia Museum of Art | Philadelphia, PA | $16,141 | GENERAL OPERATING | 2022 |
| Philadelphia Museum of Art | Philadelphia, PA | $15,643 | GENERAL OPERATING | 2021 |
| Philadelphia Museum of Art | Philadelphia, PA | $14,724 | GENERAL OPERATING | 2020 |
| Philadelphia Museum of Art | Philadelphia, PA | $13,205 | GENERAL OPERATING PURPOSES | 2018 |
| Philadelphia Museum of Art | Philadelphia, PA | $12,523 | GENERAL OPERATING | 2023 |
| American Heart Association | Dallas, TX | $8,078 | GENERAL OPERATING | 2022 |
| Pa Academy of Fine Arts | Philadelphia, PA | $8,078 | GENERAL OPERATING | 2022 |
| University of Pennsylvania | Philadelphia, PA | $8,078 | GENERAL OPERATING | 2022 |
| Montgomery County Spca | Conshohocken, PA | $8,078 | GENERAL OPERATING | 2022 |
| Indep Natl Historic Park | Philadelphia, PA | $8,078 | GENERAL OPERATING | 2022 |
| American Heart Association | Dallas, TX | $7,829 | GENERAL OPERATING | 2021 |
| Pa Academy of Fine Arts | Philadelphia, PA | $7,829 | GENERAL OPERATING | 2021 |
| University of Pennsylvania | Philadelphia, PA | $7,829 | GENERAL OPERATING | 2021 |
| Montgomery County Spca | Conshohocken, PA | $7,829 | GENERAL OPERATING | 2021 |
| American Cancer Society | Oklahoma City, OK | $7,829 | GENERAL OPERATING | 2021 |