Johnny & Alma Montgomery Family
Johnny & Alma Montgomery Family is a private foundation, based in Belton, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $59K in total assets. In 2025, it awarded 1 grant totaling $4K. Net investment income was $5K.
Key facts about Johnny & Alma Montgomery Family
In short: Johnny & Alma Montgomery Family gave $4K across 1 grant in 2025 (avg $4K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- EIN
- 74-2969132
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $3,692
- Grants made (2025)
- 1
- Average grant
- $3,692
- Median grant
- $3,692
- Total assets
- $59,158
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$59K
+3.9% YoY
Annual Giving
$4K
-66.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$4K
-66.4% YoY
Under IRS private-foundation payout rules, Johnny & Alma Montgomery Family reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.
How Johnny & Alma Montgomery Family gives
- Giving fell 26% from 2022 to 2025. Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $4K (2025) to $15K (2019). In 2025 it made 1 grant totaling $4K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Tamra Learning Academy ($4K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Tamra Learning Academy Temple, TX | Education | $3,692 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $59,158 | $56,932 | $56,955 |
| Revenue | $8,603 | $8,037 | $3,165 |
| Expenses | $6,377 | $11,706 | $300 |
| Qualifying Distributions | $3,692 | $11,000 | — |
| Net Investment Income | $4,904 | $5,348 | $2,865 |
| Distributable Amount | $3,928 | $3,682 | $3,187 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS August 27, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Johnny & Alma Montgomery Family is led by Alma C. Montgomery, President since 2020 (on filings since 2019); none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Alma C. Montgomery
President
Vice President Secretary → President, 2020
On filings since 2019
No compensation reported
Mark Montgomery
Vice President
On filings since 2019
No compensation reported
Michael A. Montgomery
Vice President Treasurer
On filings since 2019
No compensation reported
Michelle Wright
Vice President
On filings since 2019
No compensation reported
Former officers (1)
- Former: Johnny L. Montgomery (2019) — President
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Johnny & Alma Montgomery Family
How much does Johnny & Alma Montgomery Family give each year?
Johnny & Alma Montgomery Family gave $4K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 1 grant.
How large is Johnny & Alma Montgomery Family?
Johnny & Alma Montgomery Family reported $59K in total assets on its 2025 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Johnny & Alma Montgomery Family operate?
Johnny & Alma Montgomery Family has awarded grants in Texas.
What is Johnny & Alma Montgomery Family's EIN?
Johnny & Alma Montgomery Family's EIN (Employer Identification Number) is 74-2969132. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Johnny & Alma Montgomery Family by hand.
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