Private Foundation · WI · Private Independent Foundations
Isabel Montgomery Tr Uw
Milwaukee, WI · EIN 426504685 · Website (ProPublica) ↗ · 990s on ProPublica ↗
Assets
$290K
Total Giving
$58K
Grants on File
4
Average Grant
$15K
Giving Radius
Where Isabel Montgomery Tr Uw Has Given
Section I
How to Apply
No application guidelines on file — check the foundation's website directly.
On Unsolicited Proposals no
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Iowa City, IA | $15K | 2020 |
| Iowa City, IA | $15K | 2021 |
| Iowa City, IA | $15K | 2022 |
| Iowa City, IA | $13K | 2023 |
4 grants total
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2023 | $298K | $15K | $3K | $20K |
| 2022 | $315K | $15K | $-3,308 | $23K |
| 2021 | $342K | $17K | $74K | $22K |
| 2020 | $291K | $16K | $15K | $21K |
| 2019 | $296K | $16K | $9K | $21K |
| 2015 | $336K | $17K | $7K | $23K |
| 2014 | $343K | $18K | $24K | $24K |
| 2013 | $343K | $18K | $42K | $23K |
| 2012 | $323K | $18K | $13K | $22K |
| 2011 | $333K | $18K | $26K | $22K |
Section VII
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