G R Ralston Montgomery Trust

Pittsburgh, PA
EIN: 23-6249271

Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$23,127

Expenses

$30,812

Net Income

-$7,685

Net Assets

$482,539

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,696	63.5%
Sales of Assets	$8,431	36.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,359	82.3%
Compensation of Officers*	$6,545	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$482,539
Total Liabilities	$0
Net Assets	$482,539

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$6,545	$0

990-PF

Filed on April 10, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

-$1,592

Expenses

$31,237

Net Income

-$32,829

Net Assets

$490,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,334
Sales of Assets	-$16,166
Other Income	$240

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,756	82.5%
Compensation of Officers*	$6,004	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$490,573
Total Liabilities	$0
Net Assets	$490,573

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$6,004	$0

990-PF

Filed on April 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$20,975

Expenses

$98,287

Net Income

-$77,312

Net Assets

$522,449

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,379	63.8%
Sales of Assets	$7,596	36.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,254	92.8%
Compensation of Officers*	$6,247	6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$522,449
Total Liabilities	$0
Net Assets	$522,449

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$6,247	$0

990-PF

Filed on May 3, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$55,860

Expenses

$37,070

Net Income

$18,790

Net Assets

$566,411

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,454	27.7%
Sales of Assets	$39,074	69.9%
Other Income	$1,332	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,180	81.4%
Compensation of Officers*	$7,494	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$566,411
Total Liabilities	$0
Net Assets	$566,411

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$7,494	$0

990-PF

Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$3,820

Expenses

$31,621

Net Income

-$27,801

Net Assets

$547,835

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,822	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,080	73.0%
Compensation of Officers*	$6,529	20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$547,836
Total Liabilities	$1
Net Assets	$547,835

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$6,529	$0

990-PF

Filed on Nov. 1, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$161,955

Expenses

$33,923

Net Income

$128,032

Net Assets

$576,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,601	8.4%
Sales of Assets	$148,354	91.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,074	82.8%
Compensation of Officers*	$5,595	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$576,742
Total Liabilities	$1
Net Assets	$576,741

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$5,595	$0

990-PF

Filed on March 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$42,653

Expenses

$28,081

Net Income

$14,572

Net Assets

$448,711

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,742	22.8%
Sales of Assets	$32,911	77.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,304	79.4%
Compensation of Officers*	$5,099	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$448,711
Total Liabilities	$0
Net Assets	$448,711

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$5,099	$0

990-PF

Filed on April 16, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$40,064

Expenses

$29,049

Net Income

$11,015

Net Assets

$434,139

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,028	22.5%
Sales of Assets	$30,722	76.7%
Other Income	$314	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,578	84.6%
Compensation of Officers*	$4,841	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$434,139
Total Liabilities	$0
Net Assets	$434,139

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$4,841	$0

990-PF

Filed on March 31, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$26,770

Expenses

$29,374

Net Income

-$2,604

Net Assets

$423,124

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,896	29.5%
Sales of Assets	$18,874	70.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,952	84.9%
Compensation of Officers*	$4,444	15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$423,124
Total Liabilities	$0
Net Assets	$423,124

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$4,444	$0

990-PF

Filed on April 4, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$37,066

Expenses

$29,902

Net Income

$7,164

Net Assets

$425,729

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,062	21.8%
Sales of Assets	$29,004	78.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,101	80.6%
Compensation of Officers*	$4,770	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$425,729
Total Liabilities	$0
Net Assets	$425,729

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$4,770	$0

990-PF

Filed on Nov. 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$49,613

Expenses

$26,889

Net Income

$22,724

Net Assets

$418,566

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,058	20.3%
Sales of Assets	$39,531	79.7%
Other Income	$24	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,258	82.8%
Compensation of Officers*	$4,660	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$418,566
Total Liabilities	$0
Net Assets	$418,566

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$4,660	$0

990-PF

Filed on April 25, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$18,460

Expenses

$24,252

Net Income

-$5,792

Net Assets

$404,698

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,880	37.3%
Sales of Assets	$11,462	62.1%
Other Income	$118	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,893	86.1%
Compensation of Officers*	$3,732	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$404,698
Total Liabilities	$0
Net Assets	$404,698

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$3,732	$0

990-PF

Filed on April 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$11,758

Expenses

$24,842

Net Income

-$13,084

Net Assets

$410,490

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,247	70.1%
Sales of Assets	$3,511	29.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,980	84.5%
Compensation of Officers*	$3,400	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$410,490
Total Liabilities	$0
Net Assets	$410,490

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$23,274

Expenses

$21,237

Net Income

$2,037

Net Assets

$423,574

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,530	36.7%
Sales of Assets	$14,744	63.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,647	92.5%
Compensation of Officers*	$1,653	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$423,575
Total Liabilities	$1
Net Assets	$423,574

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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G R Ralston Montgomery Trust

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005