Montgomery Mildred R - Char Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Montgomery Mildred R - Char Trust. Data shown is extracted from Form 990-PF filings.

EIN: 23-7688031

Foundation Overview

Based in Pittsburgh, PA, Montgomery Mildred R - Char Trust has awarded 75 grants totaling $1,053,798 to organizations in Maryland, Texas and 3 other states across the US. Individual grants range from $2,014 to $56,500, with a median award of $8,078.

Latest Tax Year
2023
Total Giving (all years)
$1,053,798
Total Assets
$2,619,172
Median Grant (all grants)
$8,078

Latest Form 990-PF Snapshot

Total Grants
18
Median Grant
$6,267
% Median Grant Decline
-22% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: N/A

0 of 18 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
Pennsylvania

75% of all grants are concentrated in Pennsylvania, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Pennsylvania, funding concentrates in Philadelphia (86%), Conshohocken (14%).

Funding Trajectory
-5%

Stable funding levels with 5% change over 5 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

Loading geographic data...
Loading chart...
Loading chart...
Loading chart...

Grants & Funding

Analyzing past grantees provides valuable insights into Montgomery Mildred R - Char Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
American Cancer Society $6,267 Hagerstown, MD, US General Operating 2023
American Heart Association $6,267 Dallas, TX, US General Operating 2023
Pa Academy Of Fine Arts $6,267 Philadelphia, PA, US General Operating 2023
The Philadelphia Orchestra Assn $18,789 Philadelphia, PA, US General Operating 2023
University Of Pennsylvania $6,267 Philadelphia, PA, US General Operating 2023
Memorial Church Of The Good Shepherd $43,835 Philadelphia, PA, US General Operating 2023
Philadelphia Museum Of Art $12,523 Philadelphia, PA, US General Operating 2023
Montgomery County Spca $6,267 Conshohocken, PA, US General Operating 2023
Indep Natl Historic Park $6,267 Philadelphia, PA, US General Operating 2023
American Cancer Society $6,267 Hagerstown, MD, US General Operating 2023
American Heart Association $6,267 Dallas, TX, US General Operating 2023
Pa Academy Of Fine Arts $6,267 Philadelphia, PA, US General Operating 2023
The Philadelphia Orchestra Assn $18,789 Philadelphia, PA, US General Operating 2023
University Of Pennsylvania $6,267 Philadelphia, PA, US General Operating 2023
Memorial Church Of The Good Shepherd $43,835 Philadelphia, PA, US General Operating 2023
Philadelphia Museum Of Art $12,523 Philadelphia, PA, US General Operating 2023
Montgomery County Spca $6,267 Conshohocken, PA, US General Operating 2023
Indep Natl Historic Park $6,267 Philadelphia, PA, US General Operating 2023
American Cancer Society $6,064 Hagerstown, MD, US General Operating 2022
American Heart Association $8,078 Dallas, TX, US General Operating 2022
Pa Academy Of Fine Arts $8,078 Philadelphia, PA, US General Operating 2022
The Philadelphia Orchestra Assn $24,219 Philadelphia, PA, US General Operating 2022
University Of Pennsylvania $8,078 Philadelphia, PA, US General Operating 2022
Memorial Church Of The Good Shepherd $56,500 Philadelphia, PA, US General Operating 2022
Philadelphia Museum Of Art $16,141 Philadelphia, PA, US General Operating 2022
Montgomery County Spca $8,078 Conshohocken, PA, US General Operating 2022
American Cancer Society $2,014 Hagerstown, MD, US General Operating 2022
Indep Natl Historic Park $8,078 Philadelphia, PA, US General Operating 2022
American Cancer Society $6,064 Hagerstown, MD, US General Operating 2022
American Heart Association $8,078 Dallas, TX, US General Operating 2022
Pa Academy Of Fine Arts $8,078 Philadelphia, PA, US General Operating 2022
The Philadelphia Orchestra Assn $24,219 Philadelphia, PA, US General Operating 2022
University Of Pennsylvania $8,078 Philadelphia, PA, US General Operating 2022
Memorial Church Of The Good Shepherd $56,500 Philadelphia, PA, US General Operating 2022
Philadelphia Museum Of Art $16,141 Philadelphia, PA, US General Operating 2022
Montgomery County Spca $8,078 Conshohocken, PA, US General Operating 2022
American Cancer Society $2,014 Hagerstown, MD, US General Operating 2022
Indep Natl Historic Park $8,078 Philadelphia, PA, US General Operating 2022
American Cancer Society $6,064 Hagerstown, MD, US General Operating 2022
American Heart Association $8,078 Dallas, TX, US General Operating 2022
Pa Academy Of Fine Arts $8,078 Philadelphia, PA, US General Operating 2022
The Philadelphia Orchestra Assn $24,219 Philadelphia, PA, US General Operating 2022
University Of Pennsylvania $8,078 Philadelphia, PA, US General Operating 2022
Memorial Church Of The Good Shepherd $56,500 Philadelphia, PA, US General Operating 2022
Philadelphia Museum Of Art $16,141 Philadelphia, PA, US General Operating 2022
Montgomery County Spca $8,078 Conshohocken, PA, US General Operating 2022
American Cancer Society $2,014 Hagerstown, MD, US General Operating 2022
Indep Natl Historic Park $8,078 Philadelphia, PA, US General Operating 2022
American Heart Association $7,829 Dallas, TX, US General Operating 2021
Pa Academy Of Fine Arts $7,829 Philadelphia, PA, US General Operating 2021
The Philadelphia Orchestra Assn $23,472 Philadelphia, PA, US General Operating 2021
University Of Pennsylvania $7,829 Philadelphia, PA, US General Operating 2021
Memorial Church Of The Good Shepherd $54,759 Philadelphia, PA, US General Operating 2021
Philadelphia Museum Of Art $15,643 Philadelphia, PA, US General Operating 2021
Montgomery County Spca $7,829 Conshohocken, PA, US General Operating 2021
American Cancer Society $7,829 Oklahoma City, OK, US General Operating 2021
Indep Natl Historic Park $7,829 Philadelphia, PA, US General Operating 2021
Pa Academy Of Fine Arts $7,369 Philadelphia, PA, US General Operating 2020
American Heart Association $7,369 St Petersburg, FL, US General Operating 2020
The Philadelphia Orchestra Assn $22,092 Philadelphia, PA, US General Operating 2020
University Of Pennsylvania $7,369 Philadelphia, PA, US General Operating Purposes 2020
Memorial Church Of The Good Shepherd $51,540 Philadelphia, PA, US General Operating 2020
Philadelphia Museum Of Art $14,724 Philadelphia, PA, US General Operating 2020
Montgomery County Spca $7,369 Conshohocken, PA, US General Operating 2020
American Cancer Society $7,369 Oklahoma City, OK, US General Operating 2020
Indep Natl Historic Park $7,369 Philadelphia, PA, US General Operating 2020
Pa Academy Of Fine Arts $6,609 Philadelphia, PA, US General Operating Purposes 2018
American Heart Association $6,609 St Petersburg, FL, US General Operating Purposes 2018
The Philadelphia Orchestra Assn $19,814 Philadelphia, PA, US General Operating Purposes 2018
University Of Pennsylvania $6,609 Philadelphia, PA, US General Operating Purposes 2018
Memorial Church Of The Good Shepherd $46,225 Philadelphia, PA, US General Operating Purposes 2018
Philadelphia Museum Of Art $13,205 Philadelphia, PA, US General Operating Purposes 2018
Montgomery County Spca $6,609 Conshohocken, PA, US General Operating Purposes 2018
American Cancer Society $6,609 Oklahoma City, OK, US General Operating Purposes 2018
Indep Natl Historic Park $6,609 Philadelphia, PA, US General Operating Purposes 2018

Foundations Similar to Montgomery Mildred R - Char Trust

Discover 5 foundations with comparable assets ($2,610,614-$2,643,026), similar grant patterns, and geographic focus in PA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 25-6103340 | 55 grants awarded
$2,625,837
(≈ Similar)
$15,400
median grant
Pittsburgh, PA
Same state
100%
Excellent match

EIN: 81-3739110 | 564 grants awarded
$2,612,060
(≈ Similar)
$4,500
median grant
Philadelphia, PA
Same state
100%
Excellent match

EIN: 23-7023865 | 101 grants awarded
$2,610,614
(≈ Similar)
$10,000
median grant
Sharon, PA
Same state
100%
Excellent match

EIN: 87-4098738 | 30 grants awarded
$2,632,264
(≈ Similar)
$5,000
median grant
Elizabethtown, PA
Same state
100%
Excellent match

EIN: 25-6761168 | 68 grants awarded
$2,643,026
(≈ Similar)
$10,000
median grant
Emmaus, PA
Same state
100%
Excellent match

Contact Information

Official contact details for Montgomery Mildred R - Char Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 23-7688031
Website N/A
Address PO BOX 185 Pittsburgh, PA 15230-0185

Key People (1)

Board members, trustees, and key staff who oversee Montgomery Mildred R - Char Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Bny Mellon N A

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Montgomery Mildred R - Char Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.