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
Under IRS private-foundation payout rules, Montgomerie Foundation reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Grace Institute ($5,000), Old Westbury Gardens ($2,000), Super School Inc ($1,500).
| Recipient | Purpose | Amount |
|---|---|---|
| GRACE INSTITUTE NEW YORK, NY | GENERAL OPERATING PURPOSES | $5,000 |
| HEARTWORKS FOUNDATION BAYBORO, NC | GENERAL OPERATING PURPOSES | $1,000 |
| OLD WESTBURY GARDENS OLD WESTBURY, NY | GENERAL OPERATING PURPOSES | $2,000 |
| SUPER SCHOOL INC PLANTATION, FL | GENERAL OPERATING PURPOSES | $1,500 |
| UCA SCHOLARSHIP FUND LAKE WORTH, FL | GENERAL OPERATING PURPOSES | $1,000 |
| UUCFNUCA OF FLORIDA TALLAHASSEE, FL | GENERAL OPERATING PURPOSES | $500 |
| JORDAN KRONEN FUND WEST PALM BEACH, FL | GENERAL OPERATING PURPOSES | $1,000 |
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
Frequently Asked Questions
What is Montgomerie Foundation?
Montgomerie Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. It holds $80K in total assets as of 2024.
How large is Montgomerie Foundation?
As of 2024, Montgomerie Foundation holds $80K in total assets with $7K in annual revenue. It awarded 7 grants totaling $12K in 2024.
Where does Montgomerie Foundation operate?
Montgomerie Foundation has awarded grants in Florida, North Carolina, New York, Pennsylvania.
What size grants does Montgomerie Foundation award?
In 2024, Montgomerie Foundation awarded 7 grants totaling $12K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Montgomerie Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Montgomerie Foundation reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Montgomerie Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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