Montgomery Memorial Tree Charitable Trust
Montgomery Memorial Tree Charitable Trust is a private foundation focused on Environment, based in Hamilton, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $63K in total assets. In 2025, it awarded 1 grant totaling $2K. Net investment income was $10K.
Montgomery Memorial Tree Charitable Trust at a glance
In short: Montgomery Memorial Tree Charitable Trust gave $2K across 1 grant in 2025 (avg $2K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,353
- +67.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $2,353
- +67.1% vs 2024
- Median grant
- $2,353
- Total assets
- $63,266
- +12.2% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Montgomery Memorial Tree Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was City of Seymour IN ($2K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
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 Memorial Tree Charitable Trust gives
- Giving grew 65% from 2022 to 2025. Method
- In 2025 it paid out 96% 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 $792 (2020) to $4K (2021). In 2025 it made 1 grant totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| City of Seymour IN Seymour, IN | Plant Trees | $2,353 |
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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 | $63,266 | $10,785 | $3,917 | $2,353 | 1 | $3,374 | $10,296 | $3,514 |
| 2024 | $56,407 | $3,558 | $2,874 | $1,408 | 1 | $2,411 | $3,096 | $3,406 |
| 2023 | $55,730 | $2,128 | $2,851 | $1,453 | 1 | $2,429 | $1,706 | $3,136 |
| 2022 | $56,453 | $1,327 | $2,903 | $1,429 | 1 | $2,467 | $978 | $3,224 |
| 2021 | $58,022 | $6,487 | $5,838 | $4,295 | 1 | $5,358 | $4,807 | $3,520 |
| 2020 | $57,373 | $4,954 | $3,022 | $792 | 1 | — | $4,074 | $2,984 |
| 2019 | $55,446 | $1,482 | $3,123 | $925 | 1 | — | $1,114 | $2,985 |
Under IRS private-foundation payout rules, Montgomery Memorial Tree Charitable Trust reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Montgomery Memorial Tree Charitable Trust's only listed officer is First Financial Bank, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
First Financial Bank
Trustee
On filings since 2019
$664 (2019) → $814 (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 $814, to First Financial Bank (Trustee).
Frequently asked questions about Montgomery Memorial Tree Charitable Trust
How much does Montgomery Memorial Tree Charitable Trust give each year?
Montgomery Memorial Tree Charitable Trust gave $2K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1K across 1 grant.
How large is Montgomery Memorial Tree Charitable Trust?
Montgomery Memorial Tree Charitable Trust reported $63K in total assets on its 2025 IRS Form 990-PF. It paid out $3K in qualifying distributions that year, against a required minimum of $4K (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 Memorial Tree Charitable Trust?
Montgomery Memorial Tree Charitable Trust is a private foundation focused on Environment, based in Hamilton, OH. It holds $63K in total assets as of 2025.
Where does Montgomery Memorial Tree Charitable Trust operate?
Montgomery Memorial Tree Charitable Trust has awarded grants in Indiana.
What is Montgomery Memorial Tree Charitable Trust's EIN?
Montgomery Memorial Tree Charitable Trust's EIN (Employer Identification Number) is 36-6254309. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 12, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Explore Open Grants
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