Montgomery Foundation Ii Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATLANTA, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it made $8K in qualifying distributions. Net investment income was $84K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.0M
+1.6% YoY
Revenue
$73K
-92.8% YoY
Qualifying Distributions
$8K
-83.8% YoY
Expenses
$28K
-71.9% YoY
Under IRS private-foundation payout rules, Montgomery Foundation Ii Inc reported a distributable amount of $130K for 2024 — the minimum it must pay out in qualifying distributions.
About Montgomery Foundation Ii Inc
Based on IRS filings
Montgomery Foundation Ii Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATLANTA, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it made $8K in qualifying distributions. Net investment income was $84K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,950,951 | $2,905,445 | $3,916,001 |
| Revenue | $73,146 | $1,017,346 | $164,115 |
| Expenses | $27,640 | $98,495 | $1,636,374 |
| Qualifying Distributions | $7,973 | $49,247 | $1,599,905 |
| Net Investment Income | $84,142 | $968,098 | $147,646 |
| Distributable Amount | $130,360 | $163,856 | $220,332 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NANCY T MONTGOMERY | President | 1 | — |
| LAURA L WARTNER | Secretary | — | — |
| HARRY MORGAN | Treasurer | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Montgomery Foundation Ii Inc?
Montgomery Foundation Ii Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ATLANTA, GA. It holds $3.0M in total assets as of 2024.
How large is Montgomery Foundation Ii Inc?
As of 2024, Montgomery Foundation Ii Inc holds $3.0M in total assets with $73K in annual revenue.
Where does Montgomery Foundation Ii Inc operate?
Montgomery Foundation Ii Inc has awarded grants in Georgia.
How much is Montgomery Foundation Ii Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Montgomery Foundation Ii Inc reported a distributable amount of $130K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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