Montgomery H & M Scholarship Fund is a private foundation focused on Education, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $841K in total assets. In 2024, it awarded 1 grants totaling $48K. Net investment income was $92K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$841K
+4.9% YoY
Annual Giving
$48K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$48K
+0.0% YoY
Under IRS private-foundation payout rules, Montgomery H & M Scholarship Fund reported a distributable amount of $49K for 2024 — the minimum it must pay out in qualifying distributions.
About Montgomery H & M Scholarship Fund
Based on IRS filings
Montgomery H & M Scholarship Fund is a private foundation focused on Education, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $841K in total assets. In 2024, it awarded 1 grants totaling $48K. Net investment income was $92K.
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 | $841,059 | $801,989 | $766,331 |
| Revenue | $105,713 | $99,862 | $12,994 |
| Expenses | $66,950 | $63,747 | $77,233 |
| Qualifying Distributions | $50,637 | $50,487 | $62,500 |
| Net Investment Income | $91,654 | $85,869 | $9,691 |
| Distributable Amount | $48,537 | $44,720 | $48,217 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Creighton University ($48,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CREIGHTON UNIVERSITY OMAHA, NE | GENERAL OPERATING | $48,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A | TRUSTEE | 1 | $15,350 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Montgomery H & M Scholarship Fund?
Montgomery H & M Scholarship Fund is a private foundation focused on Education, based in SAINT LOUIS, MO. It holds $841K in total assets as of 2024.
How large is Montgomery H & M Scholarship Fund?
As of 2024, Montgomery H & M Scholarship Fund holds $841K in total assets with $106K in annual revenue. It awarded 1 grants totaling $48K in 2024.
Where does Montgomery H & M Scholarship Fund operate?
Montgomery H & M Scholarship Fund has awarded grants in Nebraska.
What size grants does Montgomery H & M Scholarship Fund award?
In 2024, Montgomery H & M Scholarship Fund awarded 1 grants totaling $48K — an average of about $48K per grant, based on its IRS Form 990 filings.
How much is Montgomery H & M Scholarship Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Montgomery H & M Scholarship Fund reported a distributable amount of $49K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Montgomery H & M Scholarship Fund's EIN?
Montgomery H & M Scholarship Fund's EIN (Employer Identification Number) is 47-6134571. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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