GREGORY HUGH MONTGOMERY JR FOUNDATION FOR ULTIMATE GROWTH INC: Form 990, tax year 2025
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- Organization
- GREGORY HUGH MONTGOMERY JR FOUNDATION FOR ULTIMATE GROWTH INC (EIN 85-3240296)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-02
- IRS object ID
- 202611839349300306
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-02T07:59:09-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ellen E Peifer CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 406 Brown Street | AddressLine1Txt |
| City | Brielle | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853240296 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gregory Hugh Montgomery Jr Foundation for Ultimate | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Margot Moran | InCareOfNm |
| Business Name Control | GREG | BusinessNameControlTxt |
| Phone | 9735079783 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5899 Fountain Drive | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGOT MORAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9735079783 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLEN E PEIFER | PreparerPersonNm |
| PTIN | P00014940 | PTIN |
| Phone | 5704600864 | PhoneNum |
| Preparation | 2026-07-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $260,028 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://www.ultimategrowthfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2020 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | To support efforts to raise awareness about mental illness, bring aid to those afflicted and foster a community for the family and friends on their never ending quest for Ultimate Growth. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $170,558 | PYContributionsGrantsAmt |
| CY Contributions Grants | $172,855 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$28,540 | PYOtherRevenueAmt |
| CY Other Revenue | $11,333 | CYOtherRevenueAmt |
| PY Total Revenue | $142,018 | PYTotalRevenueAmt |
| CY Total Revenue | $184,188 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $105,900 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $119,542 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,500 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,550 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,192 | PYOtherExpensesAmt |
| CY Other Expenses | $22,649 | CYOtherExpensesAmt |
| PY Total Expenses | $148,592 | PYTotalExpensesAmt |
| CY Total Expenses | $159,741 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,574 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $24,447 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $166,868 | TotalAssetsBOYAmt |
| Total Assets EOY | $191,315 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $166,868 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $191,315 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To support efforts to raise awareness about mental illness, bring aid to those afflicted and foster a community for the family and friends on their never ending quest for Ultimate Growth. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $153,779 | ExpenseAmt |
| Grant | $119,542 | GrantAmt |
| Desc | Support efforts to raise awareness about mental illness and foster a compmunity for the family and friends on their never ending quest for Ultimate Growth. | Desc |
| Total Program Service Expenses | $153,779 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Margot Moran | PersonNm |
| Phone | 9735079783 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5899 Fountain Drive | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34119 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Margot Moran | |||||||
| President | 20.00 | 0.00 | Yes (X) | $17,550 | $0 | $0 | |
| Charles S Montgomery | |||||||
| Director | 0.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Gregory H Montgomery Sr | |||||||
| Treasurer | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Anne C Connell | |||||||
| Secretary | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Thomas J Moran V | |||||||
| Director of Marketing | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $17,550 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $124,377 | FundraisingAmt |
| All Other Contributions | $48,478 | AllOtherContributionsAmt |
| Noncash Contributions | $32,187 | NoncashContributionsAmt |
| Total Contributions | $172,855 | TotalContributionsAmt |
| Fundraising Gross Income | $87,173 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $124,377 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $75,840 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,333 | TotalRevenueColumnAmt |
| Exclusion | $11,333 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $184,188 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,333 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,542 | TotalAmt |
| Program Services | $119,542 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,550 | TotalAmt |
| Program Services | $13,163 | ProgramServicesAmt |
| Management And General | $4,387 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288 | TotalAmt |
| Program Services | $288 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363 | TotalAmt |
| Management And General | $363 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,858 | TotalAmt |
| Program Services | $2,295 | ProgramServicesAmt |
| Management And General | $563 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,892 | TotalAmt |
| Program Services | $13,892 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Printing | $841 | $841 | |
| Postage | $152 | $152 | |
| Website | $649 | $649 | |
| Bank Fees | $3,606 | $3,606 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,741 | TotalAmt |
| Program Services | $153,779 | ProgramServicesAmt |
| Management And General | $5,962 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,868 | BOYAmt |
| EOY | $190,585 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $730 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,868 | BOYAmt |
| EOY | $191,315 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,868 | BOYAmt |
| EOY | $191,315 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,868 | BOYAmt |
| EOY | $191,315 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,868 | BOYAmt |
| EOY | $191,315 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $24,447 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $221,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $245,213 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $249,807 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $240,165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $260,028 | CurrentTaxYearAmt |
| Total | $1,217,022 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $221,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $245,213 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $249,807 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $240,165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $260,028 | CurrentTaxYearAmt |
| Total | $1,217,022 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $431 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,016 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,180 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,115 | CurrentTaxYearMinus1YearAmt |
| Total | $11,742 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,685 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,636 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $117,245 | CurrentTaxYearAmt |
| Total | $482,646 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,116 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $88,816 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,765 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $117,245 | CurrentTaxYearAmt |
| Total | $494,388 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $722,634 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62 | CurrentTaxYearMinus4YearsAmt |
| Total | $62 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62 | CurrentTaxYearMinus4YearsAmt |
| Total | $62 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $221,871 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $245,213 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $249,807 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $240,165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $260,028 | CurrentTaxYearAmt |
| Total | $1,217,084 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.59370 | PublicSupportCY509Pct |
| Public Support PY509 | 0.62250 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Fore & Love | Event1Nm |
| Gross Receipts Event1 | $200,598 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $120,452 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $80,146 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $23,310 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,613 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,638 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $39,766 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $10,952 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $3,925 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $7,027 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $4,513 | RentFcltyCostsOtherEventsAmt |
| Gross Receipts Total | $211,550 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $124,377 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $87,173 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $27,823 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $6,613 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,638 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $39,766 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $75,840 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $11,333 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Red Bank Regional High School | |||||||
| 101 Ridge Road | Little Silver | NJ | 07739 | 882760616 | 170c1 | $25,000 | Student Athlete Mental Wellness Fund |
| Michigan State Spartan Fund | |||||||
| 550 S Harrison Raod | East Lansing | MI | 48823 | 386005984 | 501c3 | $50,000 | Student Athlete Mental Wellness Fund |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,189 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Comparable Sales | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,550 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Comparable Sales | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Lessons/Insruction | 12 | $905 | Comparable Sales |
| Yes (X) | Sporting Event/Golf | 8 | $7,630 | Comparable Sales |
| Yes (X) | Vacations/Experience | 3 | $10,200 | Comparable Sales |
| Yes (X) | Jewelry | 2 | $1,600 | Comparable Sales |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Officer directors etc family relationship Part VI line 2 | All Officers and Directors are related. The are family members of Greogry Hugh Montgomery, Jr. |
| Form 990 governing body review Part VI line 11 | A copy of Form 990 is reviwed by the President and then distributed to the governing board for approval either electronically or in person. |
| Conflict of interest policy compliance Part VI line 12c | The close familial relationship of the governing board allow for the board to ensure there is no conflict of interest. |
| Governing documents etc available to public Part VI line 19 | Governing Documents, Conflict of Interest Policy and Financial Statements are available to the public upon request. |
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