Private foundation (trust)EIN 426504685Est. 2006-01
MONTGOMERY ISABEL TESTAMENTARY TRU
MILWAUKEE, WI 532010634
Total Assets
$317K
FY 2023
Annual Giving
$13K
FY 2023
Grants Made
1
FY 2023
Avg Grant
$13K
FY 2023
Grant Range
$13K–$13K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$3K
Total Expenses
$20K
Qualifying Distributions
$15K
Distributable Amount
$15K
Min. Investment Return
$15K
Undistributed Income
$13K
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
5 grants
Grant Size Distribution
5 grants
Geographic Focus
1 states
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