Private Foundation

MONTGOMERY MILDRED R - CHAR TRUST

MONTGOMERY MILDRED R - CHAR TRUST is a Private Foundation headquartered in PITTSBURGH, PA. Financial data from the 2025 filing: $203K revenue, $179K expenses, $2.6M total assets. IRS filings disclose 64 grants awarded by this foundation, totaling roughly $896K.

EIN: 237688031 PITTSBURGH, PA Latest filing: 2025
Total Revenue$203K
Total Expenses$179K
Total Assets$2.6M
Grants Given64
Grant Total$896K
Filing Years2021–2025

Sample Grants Given

MEMORIAL CHURCH OF THE GOOD SHEPHERD
PHILADELPHIA, PA · 2025
GENERAL OPERATING
$49,013
THE PHILADELPHIA ORCHESTRA ASSN
PHILADELPHIA, PA · 2025
GENERAL OPERATING
$20,984
PHILADELPHIA MUSEUM OF ART
PHILADELPHIA, PA · 2025
GENERAL OPERATING
$13,989
PA ACADEMY OF FINE ARTS
PHILADELPHIA, PA · 2025
GENERAL OPERATING
$7,007
UNIVERSITY OF PENNSYLVANIA
PHILADELPHIA, PA · 2025
GENERAL OPERATING
$7,007

Showing up to 5 of 64 total records — full history available with membership.

Officers & Directors

TRUSTEE Bny Mellon N A

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING
$770,190 54 grants
GENERAL OPERATING PURPOSES
$126,267 10 grants

Financial Trends

Year Revenue Expenses Assets
2025 $203K $179K $2.6M
2024 $214K $158K $2.6M
2023 $221K $145K $2.5M
2022 $160K $188K $2.4M
2021 $347K $178K $2.5M

Between 2021 and 2025, reported annual revenue declined from $347K to $203K (-42%), with total assets most recently reported at $2.6M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in FL, MD, OK, PA, TX.

FLMDOKPATX

Full geographic grant map with state-by-state breakdown available with membership.

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