Stephen Montgomery Scholarship Fund
Stephen Montgomery Scholarship Fund is a private foundation focused on Education, based in Barre, VT. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 2 grants totaling $61K. Net investment income was $48K.
Stephen Montgomery Scholarship Fund at a glance
In short: Stephen Montgomery Scholarship Fund gave $61K across 2 grants in 2025 (avg $31K), mostly in Vermont. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $61,000
- +205.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $30,500
- +205.0% vs 2024
- Median grant
- $30,500
- Total assets
- $1,266,778
- -1.3% vs 2024
- Primary geography
- Vermont (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 Stephen Montgomery Scholarship Fund funds
How this funder distributes its grants
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 9 grants of 9 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Stephen Montgomery Scholarship Fund gives
- Giving grew 2582% from 2022 to 2025. Method
- In 2025 it paid out 126% of its IRS minimum distribution (the 5% rule). 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 2022 to 2025, annual grant giving ranged from $2K (2022) to $61K (2025). In 2025 it made 2 grants totaling $61K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 2 individual scholarships Recipients not named | — | $61,000 |
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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 | $1,266,778 | $60,992 | $77,227 | $61,000 | 2 | $71,354 | $47,987 | $56,804 |
| 2024 | $1,283,013 | $93,308 | $36,261 | $20,000 | 2 | $29,518 | $41,672 | $54,157 |
| 2023 | $1,225,966 | $937,744 | $20,947 | $10,500 | 4 | $17,472 | $82,239 | $26,978 |
| 2022 | $392,426 | $100,437 | $15,662 | $2,274 | 1 | $15,000 | $6,754 | $13,554 |
Under IRS private-foundation payout rules, Stephen Montgomery Scholarship Fund reported a distributable amount of $57K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Stephen Montgomery Scholarship Fund is led by Adrian Otterman, Trustee on every filing since 2022 — the only officer listed, and compensated.
Officers on the 2025 filing
Adrian Otterman
Trustee
On filings since 2022
2.5 hrs/week
$9K (2023) → $13K (2025)
Data from IRS Form 990 filings, 2022–2025. "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 $13K, to Adrian Otterman (Trustee).
Frequently asked questions about Stephen Montgomery Scholarship Fund
How much does Stephen Montgomery Scholarship Fund give each year?
Stephen Montgomery Scholarship Fund gave $61K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 2 grants.
How large is Stephen Montgomery Scholarship Fund?
Stephen Montgomery Scholarship Fund reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $71K in qualifying distributions that year, against a required minimum of $57K (roughly 5% of its investment assets).
What is Stephen Montgomery Scholarship Fund?
Stephen Montgomery Scholarship Fund is a private foundation focused on Education, based in Barre, VT. It holds $1.3M in total assets as of 2025.
Where does Stephen Montgomery Scholarship Fund operate?
Stephen Montgomery Scholarship Fund has awarded grants in Massachusetts, Vermont.
What is Stephen Montgomery Scholarship Fund's EIN?
Stephen Montgomery Scholarship Fund's EIN (Employer Identification Number) is 85-6775101. IRS Form 990 filing data is available on this page for 2022–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2022–2024
Live grants for the work Stephen Montgomery Scholarship Fund funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Stephen Montgomery Scholarship Fund's focus areas in our free grants database
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