Montgomery Isabel Testamentary Tru
EIN 426504685 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 2016–2023
$105K
7 grants · $13K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$15K
typical small grants · $15K–$15K
grant size
100%
deep partner · 1/1 multi-year
repeat
$317K
Assets (2023)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(319) 356-9147
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $16K | $329K | $10K | 1 |
| 2017 | $15K | $352K | $18K | 1 |
| 2018 | $15K | $316K | $19K | 1 |
| 2020 | $15K | $354K | $15K | 1 |
| 2021 | $15K | $373K | $74K | 1 |
| 2022 | $15K | $297K | $-3K | 1 |
| 2023 | $13K | $317K | $3K | 1 |
Grant Size Distribution
Based on 7 grants on record
Minimum
$13K
25th Pctl
$15K
Median
$15K
Average
$15K
75th Pctl
$15K
Maximum
$16K
Geographic Distribution
Officers & Directors
UA
Us Bank N a
4 yrs
Trustee
UA
Us Bank N a
4 yrs
Trustee
UA
Us Bank N a
4 yrs
Trustee
UA
Us Bank N a
4 yrs
Trustee
UB
Us Bank
3 yrs
Trustee
UB
Us Bank
3 yrs
Trustee
UB
Us Bank
3 yrs
Trustee
Grants Awarded (7 total)
| Purpose | ||||
|---|---|---|---|---|
| Longfellow Elementary School | Iowa City, IA | $15,925 | GENERAL OPERATING | 2016 |
| Longfellow Elementary School | Iowa City, IA | $15,312 | GENERAL OPERATING | 2018 |
| Longfellow Elementary School | Iowa City, IA | $15,242 | GENERAL OPERATING | 2020 |
| Longfellow Elementary School | Iowa City, IA | $15,019 | GENERAL OPERATING | 2017 |
| Longfellow Elementary School | Iowa City, IA | $14,979 | GENERAL OPERATING | 2022 |
| Longfellow Elementary School | Iowa City, IA | $14,752 | GENERAL OPERATING | 2021 |
| Longfellow Elementary School | Iowa City, IA | $13,483 | GENERAL OPERATING | 2023 |
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