Stephen Montgomery Scholarship Fund is a private foundation focused on Education, based in BARRE, VT. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 2 grants totaling $20K. Net investment income was $42K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
+4.7% YoY
Annual Giving
$20K
+90.5% YoY
Grant Count
2
-50.0% YoY
Avg Grant Size
$10K
+281.0% YoY
About Stephen Montgomery Scholarship Fund
Based on IRS filings
Stephen Montgomery Scholarship Fund is a private foundation focused on Education, based in BARRE, VT. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 2 grants totaling $20K. Net investment income was $42K.
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 | $1,283,013 | $1,225,966 | $392,426 |
| Revenue | $93,308 | $937,744 | $100,437 |
| Expenses | $36,261 | $20,947 | $15,662 |
| Qualifying Distributions | $29,518 | $17,472 | $15,000 |
| Net Investment Income | $41,672 | $82,239 | $6,754 |
| Distributable Amount | $54,157 | $26,978 | $13,554 |
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
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ADRIAN OTTERMAN | TRUSTEE | 2.5 | $11,822 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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