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· Private foundation

Montgomery Mildred R - Char Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$126k
Granted FY2025still arriving
9
Grants FY2025still arriving
3
States reached
$49k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2025.

Religion$349kArts & Culture$299kHealth$100kEducation$50kAnimals$50kRecreation & Sports$50k
02FY2025 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k6 grants · $42k
  • $10k–50k3 grants · $84k
$7,007
Median grant
3
States reached
$2.6M
Total assets
Largest grants
RecipientAmount
MEMORIAL CHURCH OF THE GOOD SHEPHERD$49,013
THE PHILADELPHIA ORCHESTRA ASSN$20,984
PHILADELPHIA MUSEUM OF ART$13,989
PA ACADEMY OF FINE ARTS$7,007
AMERICAN HEART ASSOCIATION$7,007
UNIVERSITY OF PENNSYLVANIA$7,007
MONTGOMERY COUNTY SPCA$7,007
INDEP NATL HISTORIC PARK$7,007
AMERICAN CANCER SOCIETY$7,007
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY18–25) land where the poverty rate runs at 20%, against an area that typically sits at 12%. 93% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%MONTGOMERY COUNTY SPCA: $8k → 7%MEMORIAL CHURCH OF THE GOOD SHEPHERD: $57k → 22%AMERICAN HEART ASSOCIATION: $8k → 14%AMERICAN CANCER SOCIETY: $8k → 16%MONTGOMERY COUNTY SPCA: $8k → 7%MEMORIAL CHURCH OF THE GOOD SHEPHERD: $55k → 22%AMERICAN HEART ASSOCIATION: $8k → 14%AMERICAN CANCER SOCIETY: $7k → 16%MONTGOMERY COUNTY SPCA: $7k → 7%MEMORIAL CHURCH OF THE GOOD SHEPHERD: $52k → 22%AMERICAN HEART ASSOCIATION: $6k → 14%AMERICAN CANCER SOCIETY: $7k → 16%MONTGOMERY COUNTY SPCA: $7k → 7%MEMORIAL CHURCH OF THE GOOD SHEPHERD: $49k → 22%MONTGOMERY COUNTY SPCA: $7k → 7%MEMORIAL CHURCH OF THE GOOD SHEPHERD: $47k → 22%MONTGOMERY COUNTY SPCA: $7k → 7%MEMORIAL CHURCH OF THE GOOD SHEPHERD: $46k → 22%MONTGOMERY COUNTY SPCA: $6k → 7%MEMORIAL CHURCH OF THE GOOD SHEPHERD: $44k → 22%PA ACADEMY OF FINE ARTS: $8k → 22%PA ACADEMY OF FINE ARTS: $8k → 22%PA ACADEMY OF FINE ARTS: $7k → 22%PA ACADEMY OF FINE ARTS: $7k → 22%PA ACADEMY OF FINE ARTS: $7k → 22%PA ACADEMY OF FINE ARTS: $7k → 22%PA ACADEMY OF FINE ARTS: $6k → 22%UNIVERSITY OF PENNSYLVANIA: $8k → 22%UNIVERSITY OF PENNSYLVANIA: $8k → 22%UNIVERSITY OF PENNSYLVANIA: $7k → 22%UNIVERSITY OF PENNSYLVANIA: $7k → 22%UNIVERSITY OF PENNSYLVANIA: $7k → 22%UNIVERSITY OF PENNSYLVANIA: $7k → 22%UNIVERSITY OF PENNSYLVANIA: $6k → 22%THE PHILADELPHIA ORCHESTRA ASSN: $24k → 22%THE PHILADELPHIA ORCHESTRA ASSN: $23k → 22%THE PHILADELPHIA ORCHESTRA ASSN: $22k → 22%THE PHILADELPHIA ORCHESTRA ASSN: $21k → 22%THE PHILADELPHIA ORCHESTRA ASSN: $20k → 22%THE PHILADELPHIA ORCHESTRA ASSN: $20k → 22%THE PHILADELPHIA ORCHESTRA ASSN: $19k → 22%INDEP NATL HISTORIC PARK: $8k → 22%INDEP NATL HISTORIC PARK: $8k → 22%INDEP NATL HISTORIC PARK: $7k → 22%INDEP NATL HISTORIC PARK: $7k → 22%INDEP NATL HISTORIC PARK: $7k → 22%INDEP NATL HISTORIC PARK: $7k → 22%INDEP NATL HISTORIC PARK: $6k → 22%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

100%of every dollar goes to organizations it has funded before.
$847k · 9 repeat orgs$0 to everyone else

9 repeat relationships: 8 still active in FY2025, 1 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

9
0

Total granted

$847k
$0

Still filing today

56%
0%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’18’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’20’21’22’23’24’25
Arts & CultureHealthAnimalsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • PHILADELPHIA ORCHESTRA ASSOCIATION
    7× · 2018–2025 · $149k · revenue +59%
  • PM
    PHILADELPHIA MUSEUM OF ART
    7× · 2018–2025 · $100k · revenue +28%
  • MC
    Montgomery County Society for the Prevention of Cruelty to Animals
    7× · 2018–2025 · $50k · revenue +219%

Funded once

    How this is measured

    Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

    04Its field
    04the grantee network

    6 grantees tracked through their own filings, 2017–2025.

    Each grant beside the grantee’s revenue from every source, year by year.

    How this is measured

    Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 6 of the 10 grantees resolved in that span have returns of their own we could reconcile.

    Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

    0
    Load-bearing (≥25% of a budget)
    1
    Early backer (in before they grew)
    6/6
    Grantees still filing
    5/6
    Grew since first funded

    Where the money sits, by cause and then by grantee

    MEMORIAL CHURCH OF THE GOOD SHEPERD: $348,540 · OtherMEMORIAL CHURCH OF THE GOOD SHEPERDINDEP NATL HISTORIC PARK: $49,831 · OtherINDEP NATL HISTORIC PARKPA ACADEMY OF FINE ARTS: $49,831 · OtherPA ACADEMY OF FINE ARTSAMERICAN CANCER SOCIETY: $21,807 · OtherPHILADELPHIA ORCHESTRA ASSOCIATION: $149,374 · Arts & CulturePHILADELPHIA ORCHESTRA ASSOCIAT…PHILADELPHIA MUSEUM OF ART: $99,557 · Arts & CulturePHILADELPHIA MUSEUM OF ARTAmerican Heart Association Inc: $49,831 · HealthAmerican …AMERICAN CANCER SOCIETY INC: $28,024 · HealthAMERICAN …Montgomery County Society for the Prevention of Cruelty to Animals: $49,831 · AnimalsTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $49,831 · Education
    Other$470,009Arts & Culture$248,931Health$77,855Animals$49,831Education$49,831

    Each grantee by its size and the funder’s share of it; top left is load-bearing

    25%50%75%100%$100Mgrantee revenue →↑ funder's share of their budgetPHILADELPHIA ORCHESTRA ASSOCIATION: $149,374 over 7y, 0.1% of budgetPHILADELPHIA MUSEUM OF ART: $99,557 over 7y, 0.0% of budgetMontgomery County Society for the Prevention of Cruelty to Animals: $49,831 over 7y, 0.3% of budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $49,831 over 7y, 0.0% of budgetAmerican Heart Association Inc: $49,831 over 7y, 0.0% of budgetAMERICAN CANCER SOCIETY INC: $28,024 over 4y, 0.0% of budget
    Grantee by grantee: a decade per organization, before and after funding

    A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

    • Who funds PHILADELPHIA ORCHESTRA ASSOCIATION ↗
    • Who funds PHILADELPHIA MUSEUM OF ART ↗
    • Who funds Montgomery County Society for the Prevention of Cruelty to Animals ↗
    • Who funds TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ↗
    • Who funds American Heart Association Inc ↗
    • Who funds AMERICAN CANCER SOCIETY INC ↗

    How much its grantees rely on government

    Each dot is one organization Montgomery Mildred R - Char Trust funds: left to right is the share of its income from government, bottom to top the share from Montgomery Mildred R - Char Trust. Bigger dots raise more.

    2024
    ’20’21’22’23’24’25
    no gov · 00%0%1%3%5%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →
      no gov moneyreceives it· size = income
      0get no government money at all
      0rely on government for over half their income
      ⤢ axis zoomed · 0–10%
      typical government reliance, FY20–25
      How this is measured
      Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

      On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 10 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

      How this is measured
      Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

      Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

      Source object · view filing

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