Funder DirectoryPATRICK WILSON LIBRARY TRUST FBO MONTGOMERY
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Private foundation (trust)EIN 626183771Est. 1987-03

PATRICK WILSON LIBRARY TRUST FBO MONTGOMERY

BIRMINGHAM, AL 35202

Total Assets

$2.3M

FY 2023

Annual Giving

$116K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$116K

FY 2023

Grant Range

$116K–$116K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$100K

Total Expenses

$143K

Qualifying Distributions

$122K

Distributable Amount

$111K

Min. Investment Return

$112K

Undistributed Income

$99K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $116K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

5 grants

MONTGOMERY BELL ACADEMY
$526K
5 grants

Grant Size Distribution

5 grants

<$10K
$10–50K
$50–250K
5
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Tennessee
$526K
100% of total

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PATRICK WILSON LIBRARY TRUST FBO MONTGOMERY — Grants, Financials & Contact | Grantivo