Capel Trust Fbo Montgomery Hospital
EIN 510160511
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). This foundation may have filed its
final return or ceased operations — verify before investing time in an application.
Total Given 2016–2023
$728K
7 grants · $91K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$105K
typical big bets · $100K–$106K
grant size
100%
deep partner · 1/1 multi-year
repeat
$2.2M
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 |
|---|---|---|---|---|
| 2016 | $106K | $2.2M | $831K | 1 |
| 2017 | $95K | $2.4M | $103K | 1 |
| 2018 | $107K | $2.1M | $145K | 1 |
| 2020 | $105K | $2.4M | $63K | 1 |
| 2021 | $100K | $2.6M | $149K | 1 |
| 2022 | $115K | $2.0M | $20K | 1 |
| 2023 | $100K | $2.2M | $227K | 1 |
Grant Size Distribution
Based on 7 grants on record
Minimum
$95K
25th Pctl
$100K
Median
$105K
Average
$104K
75th Pctl
$106K
Maximum
$115K
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
WB
Wells Fargo Bank
2 yrs
Trustee
WB
Wells Fargo Bank
2 yrs
Trustee
Grants Awarded (7 total)
| Purpose | ||||
|---|---|---|---|---|
| First Health of the Carolinas | Pinehurst, NC | $115,000 | GENERAL OPERATING | 2022 |
| First Health of the Carolinas | Pinehurst, NC | $107,000 | GENERAL OPERATING | 2018 |
| First Health of the Carolinas | Pinehurst, NC | $105,963 | CONTRIBUTION | 2016 |
| First Health of the Carolinas | Pinehurst, NC | $105,000 | GENERAL OPERATING | 2020 |
| First Health of the Carolinas | Pinehurst, NC | $100,000 | GENERAL OPERATING | 2021 |
| First Health of the Carolinas | Pinehurst, NC | $100,000 | GENERAL OPERATING | 2023 |
| First Health of the Carolinas | Pinehurst, NC | $95,000 | GENERAL SUPPORT GRANT | 2017 |