Montgomery H & M Scholarship Fund
Montgomery H & M Scholarship Fund is a private foundation focused on Education, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $828K in total assets. In 2025, it awarded 1 grant totaling $54K. Net investment income was $33K.
Montgomery H & M Scholarship Fund at a glance
In short: Montgomery H & M Scholarship Fund gave $54K across 1 grant in 2025 (avg $54K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $54,000
- +12.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $54,000
- +12.5% vs 2024
- Median grant
- $54,000
- Total assets
- $828,227
- -1.5% vs 2024
- Primary geography
- Nebraska (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Montgomery H & M Scholarship Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Creighton University ($54K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Montgomery H & M Scholarship Fund gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 89% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $40K (2019) to $60K (2022). In 2025 it made 1 grant totaling $54K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Creighton University Omaha, NE | General Operating | $54,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $828,227 | $48,195 | $73,320 | $54,000 | 1 | $56,788 | $33,017 | $63,721 |
| 2024 | $841,059 | $105,713 | $66,950 | $48,000 | 1 | $50,637 | $91,654 | $48,537 |
| 2023 | $801,989 | $99,862 | $63,747 | $48,000 | 1 | $50,487 | $85,869 | $44,720 |
| 2022 | $766,331 | $12,994 | $77,233 | $60,000 | 1 | $62,500 | $9,691 | $48,217 |
| 2021 | $830,730 | $87,394 | $71,585 | $52,000 | 1 | $54,637 | $72,059 | $54,279 |
| 2020 | $815,044 | $95,048 | $55,742 | $40,000 | 1 | — | $81,761 | $45,552 |
| 2019 | $775,356 | $42,501 | $57,332 | $40,000 | 1 | — | $29,151 | $45,416 |
Under IRS private-foundation payout rules, Montgomery H & M Scholarship Fund reported a distributable amount of $64K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Montgomery H & M Scholarship Fund's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2019
1 hr/week
$14K (2019) → $16K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $16K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Montgomery H & M Scholarship Fund
How much does Montgomery H & M Scholarship Fund give each year?
Montgomery H & M Scholarship Fund gave $54K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $48K across 1 grant.
How large is Montgomery H & M Scholarship Fund?
Montgomery H & M Scholarship Fund reported $828K in total assets on its 2025 IRS Form 990-PF. It paid out $57K in qualifying distributions that year, against a required minimum of $64K (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.
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 $828K in total assets as of 2025.
Where does Montgomery H & M Scholarship Fund operate?
Montgomery H & M Scholarship Fund has awarded grants in Nebraska.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
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