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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Patricia Montgomerie CHAIRMAN/DIRECTOR2010-2025 1 $0 reported 1
Russell E Montgomerie PRESIDENT/DIRECTOR2019-2025 1 $0 reported 1
Robert Montgomerie VICE PRESIDENT/DIRECTOR2010-2025 1 $0 reported 1
Robert B Deans Iii TREASURER/DIRECTOR2010-2025 1 $0 reported 1
Lauren Waldo SECRETARY/DIRECTOR2019-2025 1 $0 reported 1
Rusell Montgomerie (former) PRESIDENT/ DIRECTOR2010 1 $0 reported 1
Ml Graeme Campbell (former) SECRETARY/ DIRECTOR2010 1 $0 reported 1
Robert Miller Esq (former) VICE PRESIDENT2010 1 $0 reported 1

People by year

2025 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA MONTGOMERIE CHAIRMAN/DIRECTOR1 $0-$0 $01
RUSSELL E MONTGOMERIE PRESIDENT/DIRECTOR1 $0-$0 $01
ROBERT MONTGOMERIE VICE PRESIDENT/DIRECTOR1 $0-$0 $01
ROBERT B DEANS III TREASURER/DIRECTOR1 $0-$0 $01
LAUREN WALDO SECRETARY/DIRECTOR1 $0-$0 $01
2024 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA MONTGOMERIE CHAIRMAN/DIRECTOR1 $0-$0 $01
RUSSELL E MONTGOMERIE PRESIDENT/DIRECTOR1 $0-$0 $01
ROBERT MONTGOMERIE VICE PRESIDENT/DIRECTOR1 $0-$0 $01
ROBERT B DEANS III TREASURER/DIRECTOR1 $0-$0 $01
LAUREN WALDO SECRETARY/DIRECTOR1 $0-$0 $01
2023 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA MONTGOMERIE CHAIRMAN/DIRECTOR1 $0-$0 $01
RUSSELL E MONTGOMERIE PRESIDENT/DIRECTOR1 $0-$0 $01
ROBERT MONTGOMERIE VICE PRESIDENT/DIRECTOR1 $0-$0 $01
ROBERT B DEANS III TREASURER/DIRECTOR1 $0-$0 $01
LAUREN WALDO SECRETARY/DIRECTOR1 $0-$0 $01
2022 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA MONTGOMERIE CHAIRMAN/DIRECTOR1 $0-$0 $01
RUSSELL E MONTGOMERIE PRESIDENT/DIRECTOR1 $0-$0 $01
ROBERT MONTGOMERIE VICE PRESIDENT/DIRECTOR1 $0-$0 $01
ROBERT B DEANS III TREASURER/DIRECTOR1 $0-$0 $01
LAUREN WALDO SECRETARY/DIRECTOR1 $0-$0 $01
2021 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA MONTGOMERIE CHAIRMAN/DIRECTOR1 $0-$0 $01
RUSSELL E MONTGOMERIE PRESIDENT/DIRECTOR1 $0-$0 $01
ROBERT MONTGOMERIE VICE PRESIDENT/DIRECTOR1 $0-$0 $01
ROBERT B DEANS III TREASURER/DIRECTOR1 $0-$0 $01
LAUREN WALDO SECRETARY/DIRECTOR1 $0-$0 $01
2020 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA MONTGOMERIE CHAIRMAN/DIRECTOR1 $0-$0 $01
RUSSELL E MONTGOMERIE PRESIDENT/DIRECTOR1 $0-$0 $01
ROBERT MONTGOMERIE VICE PRESIDENT/DIRECTOR1 $0-$0 $01
ROBERT B DEANS III TREASURER/DIRECTOR1 $0-$0 $01
LAUREN WALDO SECRETARY/DIRECTOR1 $0-$0 $01
2019 · 5 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA MONTGOMERIE CHAIRMAN/DIRECTOR1 $0-$0 $01
RUSSELL E MONTGOMERIE PRESIDENT/DIRECTOR1 $0-$0 $01
ROBERT MONTGOMERIE VICE PRESIDENT/DIRECTOR1 $0-$0 $01
ROBERT B DEANS III TREASURER/DIRECTOR1 $0-$0 $01
LAUREN WALDO SECRETARY/DIRECTOR1 $0-$0 $01
2010 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PATRICIA MONTGOMERIE CHAIRMAN/ DIRECTOR1 $0-$0 $01
RUSELL MONTGOMERIE PRESIDENT/ DIRECTOR1 $0-$0 $01
ROBERT MONTGOMERIE VICE PRESIDENT/ DIRECTOR1 $0-$0 $01
ROBERT B DEANS III TREASURER/ DIRECTOR1 $0-$0 $01
ML GRAEME CAMPBELL SECRETARY/ DIRECTOR1 $0-$0 $01
ROBERT MILLER ESQ VICE PRESIDENT1 $0-$0 $01

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$8,582$13,169 $75,381$75,381 -- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$6,629$14,676 $79,968$79,968 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$7,260$17,660 $88,015$88,015 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$6,626$5,776 $98,415$98,415 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$29,362$10,729 $97,565$97,565 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$5,894$9,942 $78,932$78,932 -- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$16,610$10,186 $82,729$82,729 -- $0--
2010 · Form 990PF period ending 2010-12-31 · view filing · original 990 ↗
$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
MONTE SACRO FOUNDATIONNYT22 $7,506$7,500 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state, similar name
D&L FOUNDATIONNYT22 $6,846$77,276 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state, similar name
ZAYAS FOUNDATIONNYT22 $6,918$58,792 President$0 Same NTEE code T22, revenue within 2x, same state
SABATINE FOUNDATIONNYT22 $8,801$55,286 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
JJR FOUNDATION INCNYT22 $9,437$17,714 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
HURLBUT FOUNDATIONNYT22 $7,018$15,712 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
EDMAC FOUNDATION INCNYT22 $7,832$22,185 President$0 Same NTEE code T22, revenue within 2x, same state
LAST FAMILY FOUNDATIONNYT22 $7,002$9,287 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
FRIENDS OF JESUS FOUNDATIONNYT22 $8,792$9,572 Servant Director$0 Same NTEE code T22, revenue within 2x, same state
REDFINCH FOUNDATION INCNYT22 $8,808$16,000 President$0 Same NTEE code T22, revenue within 2x, same state
ILR RUTH FOUNDATION INCNYT22 $7,661$3,076 CHAIRMAN$0 Same NTEE code T22, revenue within 2x, same state
CATCH 8 FOUNDATION INCNYT22 $6,750$6,750 TREASURER$0 Same NTEE code T22, revenue within 2x, same state
COLUMBUS FOUNDATION INCNYT22 $8,618$16,950 TREASURER$0 Same NTEE code T22, revenue within 2x, same state
THE LISABETH FOUNDATIONNYT22 $8,914$1,043,250 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
FRAGILE EARTH FOUNDATIONNYT22 $10,000$8,081 PRESIDENT/SECRETARY$0 Same NTEE code T22, revenue within 2x, same state
LIRA & JON COHEN FOUNDATIONNYT22 $8,439$20,540 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
KESSNER FAMILY FOUNDATIONNYT22 $10,000$8,100 PRESIDENT AND TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
NIKIRAHUL FOUNDATION INCNYT22 $7,347$70,278 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
EFRAYEM WEBER FOUNDATIONNYT22 $10,032$8,350 Director$0 Same NTEE code T22, revenue within 2x, same state
JLG CHARITABLE FOUNDATIONNYT22 $8,000$10,420 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
BHOOPLAPUR FOUNDATION INCNYT22 $10,000$25,375 FOUNDER MANA$0 Same NTEE code T22, revenue within 2x, same state
PALIN FAMILY FOUNDATION INCNYT22 $9,000$9,000 PRES/DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
ONE HUNDRED WAYS FOUNDATIONNYT22 $7,440$26,243 PRESIDENT/DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
DOUG FRISINA FOUNDATION INCNYT22 $10,198$31,906 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
DANIEL CAYRE FOUNDATION INCNYT22 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
NATIONAL SOCIETY FOR HEBREW DAY SCHOOLS DAF sponsor$45,1802 22018–2020 JLG CHARITABLE FOUNDATION; ZICHRON YECHEZKEL FOUNDATION INC
DAYTON FOUNDATION DAF sponsor$5,0001 12013–2013 MILLS FAMILY FOUNDATION
THE ANNE AND CHARLIE JOSEPH FAMILY Private foundation$5001 12020–2020 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
LineAs describedTotalShare
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$13,169100%

View the filing

2024 · Form 990PF · $14,676 spent · pay $0 · grants $12,000 · events $0
LineAs describedTotalShare
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$14,676100%

View the filing

2023 · Form 990PF · $17,660 spent · pay $0 · grants $15,000 · events $0
LineAs describedTotalShare
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$17,660100%

View the filing

2022 · Form 990PF · $5,776 spent · pay $0 · grants $3,000 · events $0
LineAs describedTotalShare
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$5,776100%

View the filing

2021 · Form 990PF · $10,729 spent · pay $0 · grants $8,500 · events $0
LineAs describedTotalShare
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$10,729100%

View the filing

2020 · Form 990PF · $9,942 spent · pay $0 · grants $7,500 · events $0
LineAs describedTotalShare
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$9,942100%

View the filing

2019 · Form 990PF · $10,186 spent · pay $0 · grants $7,500 · events $0
LineAs describedTotalShare
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$10,186100%

View the filing

2010 · Form 990PF · $7,608 spent · pay $0 · grants $5,000 · events $0
LineAs describedTotalShare
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$7,608100%

View the filing

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.