The Montei Foundation is a private grantmaking foundation established in 2000 and based in Dublin, Ohio. The foundation operates as an independent 501(c)(3) charitable organization classified under the NTEE category of Private Grantmaking Foundations.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$20.4M
+8.0% YoY
Annual Giving
$1.1M
+1.8% YoY
Grant Count
45
+4400.0% YoY
Avg Grant Size
$25K
-97.7% YoY
Under IRS private-foundation payout rules, The Montei Foundation reported a distributable amount of $1.2M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding interests include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Housing and supportive housing shelters
- Women's shelters
- Community health
- Health and medical services
- Heart and circulatory system diseases and disorders
Grantmaking
The Montei Foundation does not accept unsolicited applications. The foundation operates on an invite-only basis for grant proposals.
Grant Range
$2,500 to $1,118,868
Ready to take the next step with The Montei Foundation?
Geographic Focus
Where this funder awards grants
The foundation primarily supports organizations in:
- Ohio
- New Jersey
- Florida
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (as of most recent filings):
- Total assets: $18.9 million to $20.4 million
- Total annual giving: $1.1 million to $1.12 million
- Giving rate: 5.8% of assets
- Annual expenses: approximately $1.4 million
- Revenue trend: slow decline averaging 1.8% annually over the past five years
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $20,392,491 | $18,890,592 | $18,700,164 |
| Revenue | $2,948,878 | $1,576,448 | $1,843,464 |
| Expenses | $1,446,979 | $1,385,987 | $1,475,962 |
| Qualifying Distributions | $1,121,900 | $1,102,184 | $1,118,868 |
| Net Investment Income | $2,595,086 | $1,431,516 | $1,727,461 |
| Distributable Amount | $1,165,353 | $1,065,366 | $1,134,341 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
146 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Vista Village Inc ($100,000), Kakenya Center for Excellence ($60,000), Forty Carrots Family Center ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| A SENSE OF HOME HAWTHORNE, CA | GENERAL CHARITABLE PURPOSES | $25,000 |
| AUSTIN'S HOPE DUBLIN, OH | GENERAL CHARITABLE PURPOSES | $10,000 |
| BISHOP HARTLEY HIGH SCHOOL COLUMBUS, OH | TUITION ASSISTANCE | $25,000 |
| CAPITAL AREA HUMANE SOCIETY HILLIARD, OH | SECOND CHANCE FUND | $3,000 |
| DIRECTORS FOR YOUTH & FAMILIES COLUMBUS, OH | VAN | $25,000 |
| FAMILIES FLOURISH COLUMBUS, OH | GENERAL CHARITABLE PURPOSES | $35,000 |
| FEED THE KIDS COLUMBUS DUBLIN, OH | GENERAL CHARITABLE PURPOSES | $40,000 |
| FLYING HORSE FARMS MT GILEAD, OH | GENERAL CHARITABLE PURPOSES | $40,000 |
| FORTY CARROTS FAMILY CENTER SARASOTA, FL | GENERAL CHARITABLE PURPOSES | $50,000 |
| FRANKLIN COUNTY CHILDREN SERVICES COLUMBUS, OH | HOLIDAY WISH PROGRAM | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JULIA K MONTEI | TRUSTEE | 1 | $60,756 |
| TODD R MONTEI | TRUSTEE | 1 | $60,756 |
| WILLIAM K BURTON | TRUSTEE | 1 | $60,756 |
Contact Information
Address: 5910 Venture Drive, Suite B Dublin, OH 43017-6146
Telephone: 614-224-6828
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Montei Foundation fund?
The foundation's primary funding interests include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Housing and supportive housing shelters • Women's shelters • Community health • Health and medical services • Heart and circulatory system diseases and disorders
How do I apply for a grant from The Montei Foundation?
**Grant Characteristics:** • Annual giving: approximately $1.1 million • Typical grant range: $2,500 to $1,118,868 • Recent grant activity shows median grants of approximately $1.1 million • The foundation awarded 1 grant in 2023 **Application Policy:** The Montei Foundation does not accept unsolicited applications. The foundation operates on an invite-only basis for grant proposals.
Where does The Montei Foundation make grants?
The foundation primarily supports organizations in: • Ohio • New Jersey • Florida
What size grants does The Montei Foundation award?
In 2024, The Montei Foundation awarded 45 grants totaling $1.1M — an average of about $25K per grant, based on its IRS Form 990 filings.
How much is The Montei Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Montei Foundation reported a distributable amount of $1.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Montei Foundation's EIN?
The Montei Foundation's EIN (Employer Identification Number) is 31-1736155. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Montei Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Cooper Tire Foundation Inc
AKRON, OH
Assets
$71K
Grants
2
Total Given
$67K
Auburn Education Foundation
CONCORD TOWNSHIP, OH
Assets
$352K
Grants
2
Total Given
$214K
Galpin-white Ta
BROOKLYN, OH
Assets
$16K
Grants
1
Total Given
$887
The Cleveland Superior Arts
CLEVELAND, OH
Assets
$5K
Grants
1
Total Given
$251K
Mary E H Rutter Tr Para 28
BROOKLYN, OH
Assets
$401K
Grants
1
Total Given
$26K
Carrie Peska Memorial Scholarship Fund
ANDOVER, OH
Assets
$19K
Grants
1
Total Given
$4K
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with The Montei Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching The Montei Foundation to a real strategy.