Montgomerie Foundation
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.
Montgomerie Foundation at a glance
In short: Montgomerie Foundation gave $11K across 6 grants in 2025 (avg $2K), top state New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $10,500
- -12.5% vs 2024
- Grants made (2025)
- 6
- -14.3% vs 2024
- Average grant
- $1,750
- +2.1% vs 2024
- Median grant
- $1,250
- Total assets
- $75,381
- -5.7% vs 2024
- Primary geography
- New York (48% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Montgomerie Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Grace Institute ($5K). Together the top 6 received $11K.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 26 grants of 26 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $3K (2022) to $15K (2023). In 2025 it made 6 grants totaling $11K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Grace Institute New York, NY | General Operating Purposes | $5,000 |
| Jordan Kronen Fund West Palm Beach, FL | General Operating Purposes | $1,500 |
| Super School Inc Plantation, FL | General Operating Purposes | $1,500 |
| Heartworks Foundation Bayboro, NC | General Operating Purposes | $1,000 |
| Uca Scholarship Fund Lake Worth, FL | General Operating Purposes | $1,000 |
| Nuca of Floridaasjmsf Tallahassee, FL | General Operating Purposes | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $75,381 | $8,582 | $13,169 | $10,500 | 6 | $13,004 | $8,508 | $8,998 |
| 2024 | $79,968 | $6,629 | $14,676 | $12,000 | 7 | $14,504 | $6,557 | $8,851 |
| 2023 | $88,015 | $7,260 | $17,660 | $15,000 | 7 | $17,504 | $7,195 | $7,928 |
| 2022 | $98,415 | $6,626 | $5,776 | $3,000 | 1 | $5,304 | $6,561 | $7,812 |
| 2021 | $97,565 | $29,362 | $10,729 | $8,500 | 5 | $10,579 | $29,293 | $8,219 |
| 2020 | $78,932 | $5,894 | $9,942 | $7,500 | 5 | — | $5,837 | $7,055 |
| 2019 | $82,729 | $16,610 | $10,186 | $7,500 | 5 | — | $16,184 | $6,623 |
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.
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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 16, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 31, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 18, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 15, 2024)
Live grants for the work Montgomerie Foundation funds
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