Montgomery Inn Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $17K in total assets. In 2024, it awarded 2 grants totaling $100K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$17K
+9.1% YoY
Annual Giving
$100K
+33.3% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$50K
-33.3% YoY
Under IRS private-foundation payout rules, Montgomery Inn Foundation reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.
About Montgomery Inn Foundation
Based on IRS filings
Montgomery Inn Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $17K in total assets. In 2024, it awarded 2 grants totaling $100K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $16,827 | $15,425 | $24,207 |
| Revenue | $101,402 | $66,218 | $84,701 |
| Expenses | $100,000 | $75,000 | $70,000 |
| Qualifying Distributions | $100,000 | $75,000 | $70,000 |
| Net Investment Income | — | — | — |
| Distributable Amount | $4,999 | $4,189 | $3,336 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Greater Cincinnati Foundation ($95,000), Marine Corps League ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE GREATER CINCINNATI FOUNDATION CINCINNATI, OH | CONTRIBUTION | $95,000 |
| MARINE CORPS LEAGUE STAFFORD, VA | CONTRIBUTION | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| THOMAS T GREGORY | DIR., PRESIDENT, TREASURER | 1 | — |
| CHARLES D GREGORY | DIRECTOR, EXEC. V.P. | 1 | — |
| MARGARET G ANDREWS | DIRECTOR, EXEC. V.P. | 1 | — |
| VICTORIA A GREGORY | DIRECTOR, EXEC. V.P., SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Montgomery Inn Foundation?
Montgomery Inn Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. It holds $17K in total assets as of 2024.
How large is Montgomery Inn Foundation?
As of 2024, Montgomery Inn Foundation holds $17K in total assets with $101K in annual revenue. It awarded 2 grants totaling $100K in 2024.
Where does Montgomery Inn Foundation operate?
Montgomery Inn Foundation has awarded grants in Ohio, Virginia.
What size grants does Montgomery Inn Foundation award?
In 2024, Montgomery Inn Foundation awarded 2 grants totaling $100K — an average of about $50K per grant, based on its IRS Form 990 filings.
How much is Montgomery Inn Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Montgomery Inn Foundation reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Montgomery Inn Foundation's EIN?
Montgomery Inn Foundation's EIN (Employer Identification Number) is 37-1457248. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Montgomery Inn Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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