Montgomery Foundation
The Montgomery Foundation is a public charity based in Coshocton, Ohio, formed in 1952. Its stated purpose is to provide grants to nonprofit entities for goals that include enhancing Coshocton County’s natural beauty, preserving and restoring its historical heritage, developing human and economic resources, and encouraging entrepreneurship.
Montgomery Foundation at a glance
- Total assets
- $21,385,804
- +8.7% vs 2023
- Revenue (2024)
- $1,350,502
- +68.8% vs 2023
- Net investment income (2024)
- $1,338,385
- +368.9% vs 2023
- Expenses (2024)
- $693,649
- -0.8% vs 2023
- Latest 990 filing
- Form 990 filing, 2024 View filing
Data from IRS Form 990 filing, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Montgomery Foundation
- Contact
Mailing address: 365 N Whitewoman Street, Coshocton, OH 43812-1088
Phone: (740) 622-2696
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Montgomery Foundation funds
How this funder distributes its grants
Grant Size Distribution
57 grants across all recorded years
The most common grant size was under $50K: 48 grants of 57 (84%).
Geographic Focus
Where this funder awards grants
The foundation’s stated mission names Coshocton County. Its listed 2023 grants went to organizations in Coshocton and Zanesville, Ohio.
Grant Distribution by State
States
Cities
Is Montgomery Foundation open to new grantees?
50%
first-time grantees, 2023
In 2023, 10 of 20 grantees (50%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $15K; repeat grants $29K. How we count
Medians: $13K first-time, $10K repeat.
- 35% of 2023 grantees were also funded in 2022. Method
- Giving grew 54% from 2020 to 2023. Method
- In 2023 it paid out 160% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $286K (2020) to $511K (2021). In 2023 it made 20 grants totaling $441K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Roscoe Village Foundation Coshocton, OH | Restoration of Historical Site | $169,545 |
| Genesis Healthcare System Zanesville, OH | Capital Project | $50,000 |
| Nihofcamp Invention North Canton, OH | Program Support | $45,000 |
| Ohio Dyslexia Center Fresno, OH | Capital Projects | $25,000 |
| The Salvation Army Coshocton, OH | Capital Project | $24,110 |
| Coshocton County Commissioners Coshocton, OH | Land Purchase | $20,000 |
| Dollars for Scholars Coshocton, OH | Program Support | $20,000 |
| Village of Warsaw Warsaw, OH | Playground Equipment | $18,740 |
| Riverview Local School District Warsaw, OH | Computers/Playground Equip | $13,500 |
| Coshocton County Agricultural Socie Coshocton, OH | Capital Project | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $21,385,804 | $1,350,502 | $693,649 | — | — | — | $1,338,385 | — |
| 2023 | $19,671,353 | $800,121 | $699,412 | $440,506 | 20 | $1,466,932 | $285,436 | $914,008 |
| 2022 | $17,670,402 | $318,164 | $709,731 | $426,821 | 14 | $497,753 | $269,562 | $971,725 |
| 2021 | $17,441,268 | $2,073,301 | $801,216 | $510,524 | 13 | $584,204 | $1,871,233 | $975,318 |
| 2020 | $16,169,183 | $178,878 | $554,447 | $285,508 | 10 | — | $245,528 | $844,348 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s stated mission is “to provide grants to non-profit entities with the goal to enhance Coshocton County’s natural beauty, preserve and restore its historical heritage, develop its human economic resources, and encourage its entrepreneurial spirit.”
Its 2023 grants included support for Genesis Healthcare System, whose mission is to help community members achieve optimal health and well-being through compassionate, exceptional, and affordable healthcare services. The foundation also supported Kids America Inc, whose mission is to provide an affordable health, education, and fitness facility for Coshocton County and the surrounding area. These are the grantees’ stated missions.
Grantmaking
In 2023, the foundation gave $440,506 through 20 grants, an average of about $22,025 per grant. The 2024 filing lists a grant count of zero. Notable 2023 grants included $50,000 to Genesis Healthcare System in Zanesville, Ohio, and $8,000 to Kids America Inc in Coshocton, Ohio.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Linda M Scott as President/Ex; Michael Manning, J Scott Montgomery, Joseph S Montgomery, and David Shutt as trustees; Kandy Sampsel as Treasurer; Jennifer Thompson as Secretary; and Rhoda Warnock as Vice President.
Montgomery Foundation is led by Linda M. Scott, President & Executive since 2022 (on filings since 2020); 1 of 8 officers listed in 2024 is compensated.
Officers on the 2024 filing
Linda M. Scott
President & Executive
President, Trustee & Administrator Di → President & Executive, 2022
On filings since 2020
25 hrs/week
$64K (2020) → $42K (2024)
J. Scott Montgomery
Trustee
Lifetime Trustee → Trustee, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
Joseph S. Montgomery
Trustee
Lifetime Trustee → Trustee, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
Michael Manning
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
David Shutt
Trustee
On filings since 2022
0.5 hrs/week
No compensation reported
Jennifer Thompson
Secretary
Trustee → Secretary, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Kandy Sampsel
Tresurer
Trustee → Treasurer & Trustee, 2021
Treasurer & Trustee → Tresurer, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
Rhoda Warnock
Vice President
On filings since 2022
0.5 hrs/week
No compensation reported
Former officers (4)
- Former: Robert Mauch (2020–2023) — Secretary
- Former: Rhoda Crown (2020–2021) — Vice President & Trustee
- Former: Daniel Shutt (2021) — Trustee
- Former: Randy Kreuter (2020) — Treasurer & Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $42K, to Linda M Scott (President/Ex).
Frequently asked questions about Montgomery Foundation
How large is Montgomery Foundation?
Montgomery Foundation reported $21.4M in total assets on its 2024 IRS Form 990 filing. Its revenue that year was $1.4M.
What does Montgomery Foundation fund?
The foundation’s stated mission is “to provide grants to non-profit entities with the goal to enhance Coshocton County’s natural beauty, preserve and restore its historical heritage, develop its human economic resources, and encourage its entrepreneurial spirit.” See mission & focus areas ↑
How do I apply for a grant from Montgomery Foundation?
Montgomery Foundation has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
Where does Montgomery Foundation make grants?
The foundation’s stated mission names Coshocton County. Its listed 2023 grants went to organizations in Coshocton and Zanesville, Ohio.
What is Montgomery Foundation's EIN?
Montgomery Foundation's EIN (Employer Identification Number) is 23-7165768. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Montgomery Foundation down — hundreds of funders to go?