Montgomerie Foundation

Private foundation · Grantmaker New York, NY EIN: 13-4195642

Montgomerie Foundation is a private foundation, based in New York, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $75K in total assets. In 2025, it awarded 6 grants totaling $11K. Net investment income was $9K.

Key facts about Montgomerie Foundation

In short: Montgomerie Foundation gave $11K across 6 grants in 2025 (avg $2K), top state New York. Source: 2025 IRS Form 990-PF.

EIN
13-4195642
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$10,500
Grants made (2025)
6
Average grant
$1,750
Median grant
$1,250
Total assets
$75,381
Primary geography
New York (48% 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

$75K

-5.7% YoY

Annual Giving

$11K

-12.5% YoY

Grant Count

6

-14.3% YoY

Avg Grant Size

$2K

+2.1% YoY

Under IRS private-foundation payout rules, Montgomerie Foundation reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.

How Montgomerie Foundation gives

  • Giving grew 250% from 2022 to 2025. Method
  • In 2025 it paid out 145% of its IRS minimum distribution (the 5% rule). 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

4states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

New YorkPlantationBayboroCoconut CreekLake WorthMill NeckTallahasseeOld WestburyTallshasseeWest Palm BeachPhiladelphiaWoodbury

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K5 grants2019 5 grants2020 5 grants2021 1 grant2022 7 grants2023 7 grants2024 6 grants2025

From 2019 to 2025, annual grant giving ranged from $3K (2022) to $15K (2023). In 2025 it made 6 grants totaling $11K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Grace Institute: $5KGrace Institute$5KJordan Kronen Fund: $2KJordan Kronen Fund$2KSuper School Inc: $2KSuper School Inc$2KHeartworks Foundation: $1KHeartworks Foundation$1KUca Scholarship Fund: $1KUca Scholarship Fund$1KNuca of Floridaasjmsf: $500Nuca of Floridaasjmsf$500

The largest 2025 recipient was Grace Institute ($5K). Together the top 6 received $11K.

Grant Size Distribution

26 grants across all recorded years

26<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 26 grants of 26 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Grace Institute New York, NYGeneral Operating Purposes$5,000
Jordan Kronen Fund West Palm Beach, FLGeneral Operating Purposes$1,500
Super School Inc Plantation, FLGeneral Operating Purposes$1,500
Heartworks Foundation Bayboro, NCGeneral Operating Purposes$1,000
Uca Scholarship Fund Lake Worth, FLGeneral Operating Purposes$1,000
Nuca of Floridaasjmsf Tallahassee, FLGeneral Operating Purposes$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$75,381$79,968$88,015
Revenue$8,582$6,629$7,260
Expenses$13,169$14,676$17,660
Qualifying Distributions$13,004$14,504$17,504
Net Investment Income$8,508$6,557$7,195
Distributable Amount$8,998$8,851$7,928

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 16, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS March 9, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 13, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 31, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 18, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 15, 2024)

Leadership & Key People

Officers and directors from IRS filings

Montgomerie Foundation is led by Russell E. Montgomerie, President & Director on every filing since 2019; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Russell E. Montgomerie

    President & Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Patricia Montgomerie

    Chairman & Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Lauren Waldo

    Secretary & Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Robert B. Deans III

    Treasurer & Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Robert Montgomerie

    Vice President & Director

    On filings since 2019

    1 hr/week

    No compensation reported

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 Montgomerie Foundation

How much does Montgomerie Foundation give each year?

Montgomerie Foundation gave $11K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $12K across 7 grants.

What is Montgomerie Foundation's typical grant size?

Montgomerie Foundation's median grant in 2025 was $1,250, and its average grant was $1,750, across 6 grants on its 2025 IRS Form 990-PF.

Where does Montgomerie Foundation give grants?

Montgomerie Foundation's top state is New York, with 48% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Florida (43%) and North Carolina (10%).

Does Montgomerie Foundation give general operating support?

Yes: 100% of Montgomerie Foundation's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Montgomerie Foundation's largest grantees?

Montgomerie Foundation's largest 2025 grantees include Grace Institute ($5,000), Jordan Kronen Fund ($1,500) and Super School Inc ($1,500), according to its 2025 IRS Form 990-PF. Together they received 76% of its itemized 2025 grant dollars.

How large is Montgomerie Foundation?

Montgomerie Foundation reported $75K in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).

What is Montgomerie Foundation's EIN?

Montgomerie Foundation's EIN (Employer Identification Number) is 13-4195642. 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.

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