Gregory Hugh Montgomery Jr Foundation for Ultimate logo

Gregory Hugh Montgomery Jr Foundation for Ultimate

Public charity · Grantmaker Naples, FL EIN: 85-3240296 Website

To support efforts to raise awareness about mental illness, bring aid to those afflicted and foster a community for the family and friends on their never ending quest for Ultimate Growth.

Key facts about Gregory Hugh Montgomery Jr Foundation for Ultimate

In short: Gregory Hugh Montgomery Jr Foundation for Ultimate gave $75K across 2 grants in 2025 (avg $38K), mostly in Michigan. Source: 2025 IRS Form 990.

EIN
85-3240296
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$75,000
Grants made (2025)
2
Average grant
$37,500
Median grant
$37,500
Total assets
$191,315
Primary geography
Michigan (67% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$191K

+14.7% YoY

Annual Giving

$75K

-6.3% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$38K

-6.3% YoY

How Gregory Hugh Montgomery Jr Foundation for Ultimate gives

  • Giving held roughly steady from 2022 to 2025 (−14%). Method

From the foundation's IRS Form 990 filings. Methodology.

About Gregory Hugh Montgomery Jr Foundation for Ultimate

Based on IRS filings

Gregory Hugh Montgomery Jr Foundation for Ultimate is a public charity focused on Mental Health & Crisis Intervention, based in Naples, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $191K in total assets. In 2025, it awarded 2 grants totaling $75K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 2 itemized 2025 grant dollars.

Cities

East LansingLittle SilverNaplesLong Branch

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K0 grants20201 grants20213 grants20223 grants20232 grants20242 grants2025

From 2021 to 2025, annual grant giving ranged from $25K (2021) to $87K (2022). In 2025 it made 2 grants totaling $75K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Michigan State Spartan Fund: $50KMichigan State Spartan Fund$50KRed Bank Regional High School: $25KRed Bank Regional High School$25K

The largest 2025 recipient was Michigan State Spartan Fund ($50K). Together the top 2 received $75K.

Grant Size Distribution

11 grants across all recorded years

7<$50K4$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 7 grants of 11 (64%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Michigan State Spartan Fund East Lansing, MIStudent Athlete Mental Wellness Fund$50,000
Red Bank Regional High School Little Silver, NJStudent Athlete Mental Wellness Fund$25,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
$0$100K$200K$300K202020212022202320242025
Metric202520242023
Total Assets$191,315$166,868$173,442
Revenue$184,188$142,018$151,029
Expenses$159,741$148,592$135,880
Net Investment Income———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2025 (received by the IRS July 2, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Gregory Hugh Montgomery Jr Foundation for Ultimate is led by Margot Moran, President on every filing since 2020; 1 of 5 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Margot Moran

    President

    On filings since 2020

    20 hrs/week

    $6K (2021) → $18K (2025)

  • Thomas J Moran V

    Director of Marketing

    On filings since 2020

    5 hrs/week

    $1K (2021) → $0 (2025)

  • Charles S Montgomery

    Director

    On filings since 2020

    No compensation reported

  • Anne C Connell

    Secretary

    On filings since 2020

    No compensation reported

  • Gregory H Montgomery Sr.

    Treasurer

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Margot Moran — President: $18KMargot MoranPresident$18K

The highest reported compensation on the 2025 filing was $18K, to Margot Moran (President).

Frequently asked questions about Gregory Hugh Montgomery Jr Foundation for Ultimate

How much does Gregory Hugh Montgomery Jr Foundation for Ultimate give each year?

Gregory Hugh Montgomery Jr Foundation for Ultimate gave $75K across 2 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $80K across 2 grants.

How large is Gregory Hugh Montgomery Jr Foundation for Ultimate?

Gregory Hugh Montgomery Jr Foundation for Ultimate reported $191K in total assets on its 2025 IRS Form 990. Its revenue that year was $184K.

What is Gregory Hugh Montgomery Jr Foundation for Ultimate?

Gregory Hugh Montgomery Jr Foundation for Ultimate is a public charity focused on Mental Health & Crisis Intervention, based in Naples, FL. It holds $191K in total assets as of 2025.

Where does Gregory Hugh Montgomery Jr Foundation for Ultimate operate?

Gregory Hugh Montgomery Jr Foundation for Ultimate has awarded grants in Florida, Michigan, New Jersey.

What is Gregory Hugh Montgomery Jr Foundation for Ultimate's EIN?

Gregory Hugh Montgomery Jr Foundation for Ultimate's EIN (Employer Identification Number) is 85-3240296. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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