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
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 .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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