The Montei Foundation
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.
Key facts about The Montei Foundation
- EIN
- 31-1736155
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,121,900
- Grants made (2024)
- 45
- Average grant
- $24,931
- Median grant
- $25,000
- Total assets
- $20,392,491
- Primary geography
- Ohio (57% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
Data from IRS Form 990-PF, 2024; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Montei Foundation funds
By grant dollars, the top recipient states for The Montei Foundation's 45 itemized 2024 grants were Ohio (57%), Florida (8%) and Virginia (8%). The most frequent recipient cities were Columbus, OH (18 grants), Dublin, OH (3 grants), Hilliard, OH (3 grants) and Sarasota, FL (2 grants). 51% of grants with a stated purpose were for general or operating support.
How The Montei Foundation gives
- Giving held roughly steady from 2021 to 2024 (−11%). Method
- In 2024 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.
Next steps with The Montei Foundation
- How to evaluate The Montei Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to The Montei Foundation with AI
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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
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Geographic Focus
Where this funder awards grants
The foundation primarily supports organizations in:
- Ohio
- New Jersey
- Florida
Grant Distribution by State
Share of all 45 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
150 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Vista Village Inc ($100,000), Kakenya Center for Excellence ($60,000), Forty Carrots Family Center ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| VISTA VILLAGE INC Columbus, OH | COMMUNITY CENTER/ TINY HOMES | $100,000 |
| KAKENYA CENTER FOR EXCELLENCE Arlington, VA | GENERAL CHARITABLE PURPOSES | $60,000 |
| FORTY CARROTS FAMILY CENTER Sarasota, FL | GENERAL CHARITABLE PURPOSES | $50,000 |
| HABITAT FOR HUMANITY MID OHIO Columbus, OH | GENERAL CHARITABLE PURPOSES | $50,000 |
| WE CARE SOLAR Berkeley, CA | SOLAR SUITECASE PROGRAM NIGERIA | $50,000 |
| LOWER LIGHTS MINISTRIES Columbus, OH | FAMILY HOUSING/CEC/LIFT UP THE LIGHT | $45,000 |
| FEED THE KIDS COLUMBUS Dublin, OH | GENERAL CHARITABLE PURPOSES | $40,000 |
| FLYING HORSE FARMS Mt Gilead, OH | GENERAL CHARITABLE PURPOSES | $40,000 |
| FAMILIES FLOURISH Columbus, OH | GENERAL CHARITABLE PURPOSES | $35,000 |
| GIFT OF ADOPTION FUND Northbrook, IL | OHIO ADOPTION GRANT & MATCHING GRANT | $35,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS 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.
Does The Montei Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.