Montgomery Foundation II Inc
Montgomery Foundation II Inc is a private foundation, based in Atlanta, GA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.1M in total assets. In 2025, it made $9K in qualifying distributions. Net investment income was $168K.
Key facts about Montgomery Foundation II Inc
- EIN
- 27-4036345
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $3,110,745
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.1M
+5.4% YoY
Revenue
$179K
+144.2% YoY
Qualifying Distributions
$9K
+7.4% YoY
Expenses
$19K
-32.0% YoY
Under IRS private-foundation payout rules, Montgomery Foundation II Inc reported a distributable amount of $142K for 2025 — the minimum it must pay out in qualifying distributions.
How Montgomery Foundation II Inc gives
- In 2025 it paid out 6% 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
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2022, annual grant giving ranged from $500K (2021) to $1.6M (2022). In 2022 it made 1 grant totaling $1.6M.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was in the $500K–1M range: 1 grant of 2 (50%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,110,745 | $2,950,951 | $2,905,445 |
| Revenue | $178,592 | $73,146 | $1,017,346 |
| Expenses | $18,798 | $27,640 | $98,495 |
| Qualifying Distributions | $8,565 | $7,973 | $49,247 |
| Net Investment Income | $168,359 | $84,142 | $968,098 |
| Distributable Amount | $141,971 | $130,360 | $163,856 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 3, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Montgomery Foundation II Inc is led by Nancy T. Montgomery, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Nancy T. Montgomery
President
On filings since 2020
1 hr/week
No compensation reported
Harry Morgan
Treasurer
On filings since 2020
No compensation reported
Laura L. Wartner
Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Montgomery Foundation II Inc
How large is Montgomery Foundation II Inc?
Montgomery Foundation II Inc reported $3.1M in total assets on its 2025 IRS Form 990-PF. It paid out $9K in qualifying distributions that year, against a required minimum of $142K (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 Montgomery Foundation II Inc operate?
Montgomery Foundation II Inc has awarded grants in Georgia.
What is Montgomery Foundation II Inc's EIN?
Montgomery Foundation II Inc's EIN (Employer Identification Number) is 27-4036345. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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