SUSAN KEIM MONTGOMERY CHARITABLE TRUST

SUSAN KEIM MONTGOMERY CHARITABLE TRUST · GetFunded

Financials

Giving

$21.4K

FY2025 · qualifying distributions

Total assets

$361K

FY2025 · end of year

Revenue

$26.2K

FY2025

Expenses

$28.6K

FY2025

Giving by year

Total assets by year

Year	Form	Revenue	Expenses	Giving	Assets	Net assets
FY2025	990-PF	$26,161	$28,561	$21,385	$360,783

Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.

Grants paid

7 on file

Recipient	Purpose	Amount	Year	Source
UNIVERSITY OF PENNSYLVANIAPHILADELPHIA, PA	GENERAL OPERATING	$21,500	2022

Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.

Officers and directors

Name	Title	Hours / week	Compensation
Wells Fargo Bank N A	TRUSTEE	1	$7,444

From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.

SUSAN KEIM MONTGOMERY CHARITABLE TRUST

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What its returns show

SUSAN KEIM MONTGOMERY CHARITABLE TRUST

Can I apply?

What its returns show

Financials

What they fund

Grants paid

Officers and directors