Montgomerie Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $80K in total assets. In 2024, it awarded 7 grants totaling $12K. Net investment income was $7K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$80K
-9.1% YoY
Annual Giving
$12K
-20.0% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$2K
-20.0% YoY
About Montgomerie Foundation
Based on IRS filings
Montgomerie Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $80K in total assets. In 2024, it awarded 7 grants totaling $12K. Net investment income was $7K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $79,968 | $88,015 | $98,415 |
| Revenue | $6,629 | $7,260 | $6,626 |
| Expenses | $14,676 | $17,660 | $5,776 |
| Qualifying Distributions | $14,504 | $17,504 | $5,304 |
| Net Investment Income | $6,557 | $7,195 | $6,561 |
| Distributable Amount | $8,851 | $7,928 | $7,812 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PATRICIA MONTGOMERIE | CHAIRMAN/DIRECTOR | 1 | — |
| RUSSELL E MONTGOMERIE | PRESIDENT/DIRECTOR | 1 | — |
| ROBERT MONTGOMERIE | VICE PRESIDENT/DIRECTOR | 1 | — |
| ROBERT B DEANS III | TREASURER/DIRECTOR | 1 | — |
| LAUREN WALDO | SECRETARY/DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Total Given
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Total Given
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Ramsleg Foundation
BRIGHTWATERS, NY
Assets
$543
Grants
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Total Given
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Druckenmiller Foundation
NEW YORK, NY
Assets
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Grants
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Total Given
$135.7M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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