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Iowa · Nonprofit

EW Montgomery Trusteeship

EW Montgomery Trusteeship (Iowa) receives grants from 1 organization whose IRS filings report $25,461 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($25,461). 0 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$167k
Funders on record
1
Grants received
$25k
Net assets
$1.0M
0/1 repeat funderspeak grant-dependency 20%
01What it does

What EW Montgomery Trusteeship does

Mission

Public library serving the residents of the City of Jewell, Iowa, population 1,215 people and the residents of Hamilton County, Iowa, population of 15,673 people.

As stated on its FY2025 Form 990.

Program

  1. The Montgomery Memorial Library had a circulation of 10,892 physical items and 3,662 downloadable items. There are 807 registered users of the library. There were a total of 96 library programs for children, young adults, and adults. There were a total of 1,371 people who attended these programs. There was a total of 8,135 people who used the library and there were 8 people who utilized curbside pickups and there were 26 people who utilized delivery to patrons.

    $110,346 spentof which $102,213 as grants$1,595 earned by the program
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $110,346.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($125k) Expenses 100 ($89k) Net assets 100 ($523k)2018 Revenue 85 ($106k) Expenses 99 ($88k) Net assets 97 ($507k)2019 Revenue 78 ($98k) Expenses 110 ($98k) Net assets 103 ($541k)2020 Revenue 91 ($114k) Expenses 108 ($96k) Net assets 103 ($538k)2021 Revenue 92 ($115k) Expenses 103 ($91k) Net assets 115 ($604k)2022 Revenue 95 ($119k) Expenses 116 ($103k) Net assets 108 ($568k)2023 Revenue 113 ($141k) Expenses 117 ($104k) Net assets 173 ($906k)2024 Revenue 130 ($162k) Expenses 122 ($108k) Net assets 182 ($955k)2025 Revenue 133 ($167k) Expenses 124 ($110k) Net assets 193 ($1.0M)
'17'18'19'20'21'22'23'24'25
Revenue (133)Expenses (124)Net assets (193)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $568k to $906k (+60%).

$523k
$507k
$541k
$538k
$604k
$568k
$906k
$955k
$1.0M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 58% · 2018 72% · 2019 82% · 2020 73% · 2021 79% · 2022 78% · 2023 65% · 2024 61% · 2025 59%. Grants only. Government contracts and fees sit inside program revenue.

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 9 reported years ran a deficit.

$36k
’17
$19k
’18
−$175
’19
$18k
’20
$23k
’21
$15k
’22
$37k
’23
$54k
’24
$56k
’25
8.3
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

'17'18'19'20'21'22'23'24'25
Listed444444444
Joined·+0+1+0+0+0+0+0+0
No longer listed·01000000
03Who funds it

Who funds it, year by year

Grant support over time, funder by funder — shade shows the grant size each year.

Funder
'17
total
funders
1

1 of 1 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 100% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of EW Montgomery Trusteeship’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

100% of EW Montgomery Trusteeship's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Too little is directly attributable to place on a map.

Funder states come from each funder’s own filing. $25k arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Organizations like EW Montgomery Trusteeship

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Iowa

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

100% of spending goes to programs.

Program 100%Management 0%Fundraising 0%

Governance

3
board members
100%
independent
–Conflict-of-interest policy–Whistleblower policy–Document retention✓Board reviewed the 990–Audited financials

Public support

74%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

IA

Screen this organization

A dated, signed PDF of the compliance screen for EW Montgomery Trusteeship: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds EW Montgomery Trusteeship?
EW Montgomery Trusteeship (Iowa) receives grants from 1 organization whose IRS filings report $25,461 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($25,461). 0 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does EW Montgomery Trusteeship have?
IRS filings report 1 organization giving $25,461 in grants to EW Montgomery Trusteeship.
Who is the largest funder of EW Montgomery Trusteeship?
FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $25,461 in grants. The full list of funders is on this page.
How can an organization like EW Montgomery Trusteeship find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Iowa. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds EW Montgomery Trusteeship →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing