MONTGOMERIE FOUNDATION
Cite this
Plain text MONTGOMERIE FOUNDATION. furp.org, nonprofit organization profile, tax years 2010–2025. https://furp.org/org/montgomerie-foundation-134195642. Retrieved 2026-10-28.
APA furp.org. (n.d.). MONTGOMERIE FOUNDATION [Nonprofit organization profile; tax years 2010–2025]. Retrieved October 28, 2026, from https://furp.org/org/montgomerie-foundation-134195642
MLA “MONTGOMERIE FOUNDATION.” furp.org, tax years 2010–2025, https://furp.org/org/montgomerie-foundation-134195642. Accessed 28 Oct. 2026.
Retrieved 2026-10-28; covers tax years 2010–2025. Data: furp.org, CC BY 4.0.
2025 · Form 990PF · revenue $9K · expenses $13K · assets $75K
- EIN
- 13-4195642
- Address
- CO CORIENT 101 PARK AVE SUITE 3100, NEW YORK, NY 10178-0000
- NTEE code
- T22
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- January 2002 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 8 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
8 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Patricia Montgomerie | CHAIRMAN/DIRECTOR | 2010-2025 | 1 | $0 reported | 1 |
| Russell E Montgomerie | PRESIDENT/DIRECTOR | 2019-2025 | 1 | $0 reported | 1 |
| Robert Montgomerie | VICE PRESIDENT/DIRECTOR | 2010-2025 | 1 | $0 reported | 1 |
| Robert B Deans Iii | TREASURER/DIRECTOR | 2010-2025 | 1 | $0 reported | 1 |
| Lauren Waldo | SECRETARY/DIRECTOR | 2019-2025 | 1 | $0 reported | 1 |
| Rusell Montgomerie (former) | PRESIDENT/ DIRECTOR | 2010 | 1 | $0 reported | 1 |
| Ml Graeme Campbell (former) | SECRETARY/ DIRECTOR | 2010 | 1 | $0 reported | 1 |
| Robert Miller Esq (former) | VICE PRESIDENT | 2010 | 1 | $0 reported | 1 |
People by year
2025 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICIA MONTGOMERIE | CHAIRMAN/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RUSSELL E MONTGOMERIE | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROBERT MONTGOMERIE | VICE PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROBERT B DEANS III | TREASURER/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| LAUREN WALDO | SECRETARY/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2024 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICIA MONTGOMERIE | CHAIRMAN/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RUSSELL E MONTGOMERIE | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROBERT MONTGOMERIE | VICE PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROBERT B DEANS III | TREASURER/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| LAUREN WALDO | SECRETARY/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2023 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICIA MONTGOMERIE | CHAIRMAN/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RUSSELL E MONTGOMERIE | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROBERT MONTGOMERIE | VICE PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROBERT B DEANS III | TREASURER/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| LAUREN WALDO | SECRETARY/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2022 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICIA MONTGOMERIE | CHAIRMAN/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RUSSELL E MONTGOMERIE | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROBERT MONTGOMERIE | VICE PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROBERT B DEANS III | TREASURER/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| LAUREN WALDO | SECRETARY/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2021 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICIA MONTGOMERIE | CHAIRMAN/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RUSSELL E MONTGOMERIE | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROBERT MONTGOMERIE | VICE PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROBERT B DEANS III | TREASURER/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| LAUREN WALDO | SECRETARY/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2020 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICIA MONTGOMERIE | CHAIRMAN/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RUSSELL E MONTGOMERIE | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROBERT MONTGOMERIE | VICE PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROBERT B DEANS III | TREASURER/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| LAUREN WALDO | SECRETARY/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2019 · 5 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICIA MONTGOMERIE | CHAIRMAN/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RUSSELL E MONTGOMERIE | PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROBERT MONTGOMERIE | VICE PRESIDENT/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROBERT B DEANS III | TREASURER/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| LAUREN WALDO | SECRETARY/DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2010 · 6 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICIA MONTGOMERIE | CHAIRMAN/ DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RUSELL MONTGOMERIE | PRESIDENT/ DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROBERT MONTGOMERIE | VICE PRESIDENT/ DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROBERT B DEANS III | TREASURER/ DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ML GRAEME CAMPBELL | SECRETARY/ DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ROBERT MILLER ESQ | VICE PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 6 grants to organizations · $10K
2024 · 7 grants to organizations · $12K
2023 · 7 grants to organizations · $15K
2022 · 1 grant to organizations · $3K
2021 · 5 grants to organizations · $8K
2020 · 5 grants to organizations · $8K
2019 · 5 grants to organizations · $8K
2010 · 3 grants to organizations · $5K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $8,582 | $13,169 | $75,381 | $75,381 | - | - | $0 | - | - |
| 2024 · Form 990PF | ||||||||
| $6,629 | $14,676 | $79,968 | $79,968 | - | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $7,260 | $17,660 | $88,015 | $88,015 | - | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $6,626 | $5,776 | $98,415 | $98,415 | - | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $29,362 | $10,729 | $97,565 | $97,565 | - | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $5,894 | $9,942 | $78,932 | $78,932 | - | - | $0 | - | - |
| 2019 · Form 990PF | ||||||||
| $16,610 | $10,186 | $82,729 | $82,729 | - | - | $0 | - | - |
| 2010 · Form 990PF | ||||||||
| $4,475 | $7,608 | $83,403 | $83,403 | - | - | $0 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| MONTE SACRO FOUNDATION | NY | T22 | $7,506 | $7,500 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| D&L FOUNDATION | NY | T22 | $6,846 | $77,276 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| ZAYAS FOUNDATION | NY | T22 | $6,918 | $58,792 | President | $0 | Same NTEE code T22, revenue within 2x, same state |
| SABATINE FOUNDATION | NY | T22 | $8,801 | $55,286 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| JJR FOUNDATION INC | NY | T22 | $9,437 | $17,714 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| HURLBUT FOUNDATION | NY | T22 | $7,018 | $15,712 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| EDMAC FOUNDATION INC | NY | T22 | $7,832 | $22,185 | President | $0 | Same NTEE code T22, revenue within 2x, same state |
| LAST FAMILY FOUNDATION | NY | T22 | $7,002 | $9,287 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| FRIENDS OF JESUS FOUNDATION | NY | T22 | $8,792 | $9,572 | Servant Director | $0 | Same NTEE code T22, revenue within 2x, same state |
| REDFINCH FOUNDATION INC | NY | T22 | $8,808 | $16,000 | President | $0 | Same NTEE code T22, revenue within 2x, same state |
| ILR RUTH FOUNDATION INC | NY | T22 | $7,661 | $3,076 | CHAIRMAN | $0 | Same NTEE code T22, revenue within 2x, same state |
| CATCH 8 FOUNDATION INC | NY | T22 | $6,750 | $6,750 | TREASURER | $0 | Same NTEE code T22, revenue within 2x, same state |
| COLUMBUS FOUNDATION INC | NY | T22 | $8,618 | $16,950 | TREASURER | $0 | Same NTEE code T22, revenue within 2x, same state |
| THE LISABETH FOUNDATION | NY | T22 | $8,914 | $1,043,250 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| FRAGILE EARTH FOUNDATION | NY | T22 | $10,000 | $8,081 | PRESIDENT/SECRETARY | $0 | Same NTEE code T22, revenue within 2x, same state |
| LIRA & JON COHEN FOUNDATION | NY | T22 | $8,439 | $20,540 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| KESSNER FAMILY FOUNDATION | NY | T22 | $10,000 | $8,100 | PRESIDENT AND TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| NIKIRAHUL FOUNDATION INC | NY | T22 | $7,347 | $70,278 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| EFRAYEM WEBER FOUNDATION | NY | T22 | $10,032 | $8,350 | Director | $0 | Same NTEE code T22, revenue within 2x, same state |
| JLG CHARITABLE FOUNDATION | NY | T22 | $8,000 | $10,420 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| BHOOPLAPUR FOUNDATION INC | NY | T22 | $10,000 | $25,375 | FOUNDER MANA | $0 | Same NTEE code T22, revenue within 2x, same state |
| PALIN FAMILY FOUNDATION INC | NY | T22 | $9,000 | $9,000 | PRES/DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| ONE HUNDRED WAYS FOUNDATION | NY | T22 | $7,440 | $26,243 | PRESIDENT/DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| DOUG FRISINA FOUNDATION INC | NY | T22 | $10,198 | $31,906 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| DANIEL CAYRE FOUNDATION INC | NY | T22 | $9,517 | $7,577 | President | $0 | Same NTEE code T22, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| NATIONAL SOCIETY FOR HEBREW DAY SCHOOLS | DAF sponsor | $45,180 | 2 | 2 | 2018–2020 | JLG CHARITABLE FOUNDATION; ZICHRON YECHEZKEL FOUNDATION INC |
| DAYTON FOUNDATION | DAF sponsor | $5,000 | 1 | 1 | 2013–2013 | MILLS FAMILY FOUNDATION |
| THE ANNE AND CHARLIE JOSEPH FAMILY | Private foundation | $500 | 1 | 1 | 2020–2020 | MILLS FAMILY FOUNDATION |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990PF · $13,169 spent · pay $0 · grants $10,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $10,500 | 79.7% | |
| Fees: accounting | $2,200 | 16.7% | |
| Other expenses | $304 | 2.3% | |
| Taxes | $91 | 0.7% | |
| Fees: other professional | $74 | 0.6% | |
| Total | $13,169 | 100% |
2024 · Form 990PF · $14,676 spent · pay $0 · grants $12,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $12,000 | 81.8% | |
| Fees: accounting | $2,200 | 15.0% | |
| Other expenses | $304 | 2.1% | |
| Taxes | $100 | 0.7% | |
| Fees: other professional | $72 | 0.5% | |
| Total | $14,676 | 100% |
2023 · Form 990PF · $17,660 spent · pay $0 · grants $15,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $15,000 | 84.9% | |
| Fees: accounting | $2,200 | 12.5% | |
| Other expenses | $304 | 1.7% | |
| Taxes | $91 | 0.5% | |
| Fees: other professional | $65 | 0.4% | |
| Total | $17,660 | 100% |
2022 · Form 990PF · $5,776 spent · pay $0 · grants $3,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,000 | 51.9% | |
| Fees: accounting | $2,000 | 34.6% | |
| Taxes | $407 | 7.0% | |
| Other expenses | $304 | 5.3% | |
| Fees: other professional | $65 | 1.1% | |
| Total | $5,776 | 100% |
2021 · Form 990PF · $10,729 spent · pay $0 · grants $8,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $8,500 | 79.2% | |
| Fees: accounting | $1,800 | 16.8% | |
| Other expenses | $279 | 2.6% | |
| Taxes | $81 | 0.8% | |
| Fees: other professional | $69 | 0.6% | |
| Total | $10,729 | 100% |
2020 · Form 990PF · $9,942 spent · pay $0 · grants $7,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $7,500 | 75.4% | |
| Fees: accounting | $1,800 | 18.1% | |
| Other expenses | $423 | 4.3% | |
| Taxes | $162 | 1.6% | |
| Fees: other professional | $57 | 0.6% | |
| Total | $9,942 | 100% |
2019 · Form 990PF · $10,186 spent · pay $0 · grants $7,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $7,500 | 73.6% | |
| Fees: accounting | $1,810 | 17.8% | |
| Fees: other professional | $426 | 4.2% | |
| Other expenses | $409 | 4.0% | |
| Taxes | $41 | 0.4% | |
| Total | $10,186 | 100% |
2010 · Form 990PF · $7,608 spent · pay $0 · grants $5,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $5,000 | 65.7% | |
| Fees: accounting | $1,700 | 22.3% | |
| Fees: other professional | $500 | 6.6% | |
| Other expenses | $360 | 4.7% | |
| Taxes | $48 | 0.6% | |
| Total | $7,608 | 100% |
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