GREGORY HUGH MONTGOMERY JR FOUNDATION FOR ULTIMATE GROWTH INC

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Plain text GREGORY HUGH MONTGOMERY JR FOUNDATION FOR ULTIMATE GROWTH INC. furp.org, nonprofit organization profile, tax years 2020–2025. https://furp.org/org/gregory-hugh-montgomery-jr-foundation-for-ultimate-growth-inc-853240296. Retrieved 2026-10-31.

APA furp.org. (n.d.). GREGORY HUGH MONTGOMERY JR FOUNDATION FOR ULTIMATE GROWTH INC [Nonprofit organization profile; tax years 2020–2025]. Retrieved October 31, 2026, from https://furp.org/org/gregory-hugh-montgomery-jr-foundation-for-ultimate-growth-inc-853240296

MLA “GREGORY HUGH MONTGOMERY JR FOUNDATION FOR ULTIMATE GROWTH INC.” furp.org, tax years 2020–2025, https://furp.org/org/gregory-hugh-montgomery-jr-foundation-for-ultimate-growth-inc-853240296. Accessed 31 Oct. 2026.

Retrieved 2026-10-31; covers tax years 2020–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990 · revenue $184K · expenses $160K · assets $191K

EIN
85-3240296
Address
5899 FOUNTAIN DR, NAPLES, FL 34119-4635
Website
https://www.ultimategrowthfoundation.org
NTEE code
F12
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
January 2021 (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 (public charity) Pub 78 ↗
Foundation status
Public charity, 509(a)(2)
Cross-check
ProPublica Nonprofit Explorer

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.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Margot Moran President2020-2025 $17,550$78,050 1
Thomas J Moran V Director of Marketing2020-2025 $0$5,842 1

Officers and directors, no compensation reported

3 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
Charles S Montgomery Director2020-2025 0 $0 reported 1
Gregory H Montgomery Sr Treasurer2020-2025 0 $0 reported 1
Anne C Connell Secretary2020-2025 0 $0 reported 1

People by year

2025 · 5 people listed · 1 paid, $18K · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Margot Moran President20 $17,550$0$0 $17,5501
Charles S Montgomery Director0 $0$0$0 $01
Gregory H Montgomery Sr Treasurer0 $0$0$0 $01
Anne C Connell Secretary0 $0$0$0 $01
Thomas J Moran V Director of Marketing5 $0$0$0 $01
2024 · 5 people listed · 1 paid, $22K · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Margot Moran President20 $21,500$0$0 $21,5001
Charles S Montgomery Director0 $0$0$0 $01
Gregory H Montgomery Sr Treasurer0 $0$0$0 $01
Anne C Connell Secretary0 $0$0$0 $01
Thomas J Moran V Director of Marketing5 $0$0$0 $01
2023 · 5 people listed · 2 paid, $20K · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Margot Moran President20 $17,250$0$0 $17,2501
Thomas J Moran V Director of Marketing5 $2,612$0$0 $2,6121
Charles S Montgomery Director0 $0$0$0 $01
Gregory H Montgomery Sr Treasurer0 $0$0$0 $01
Anne C Connell Secretary0 $0$0$0 $01
2022 · 5 people listed · 2 paid, $18K · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Margot Moran President20 $15,750$0$0 $15,7501
Thomas J Moran V Director of Marketing5 $2,230$0$0 $2,2301
Charles S Montgomery Director0 $0$0$0 $01
Gregory H Montgomery Sr Treasurer0 $0$0$0 $01
Anne C Connell Secretary0 $0$0$0 $01
2021 · 5 people listed · 2 paid, $7K · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Margot Moran President10 $6,000$0$0 $6,0001
Thomas J Moran V Director of Marketing0 $1,000$0$0 $1,0001
Charles S Montgomery Director0 $0$0$0 $01
Gregory H Montgomery Sr Treasurer0 $0$0$0 $01
Anne C Connell Secretary0 $0$0$0 $01
2020 · 5 people listed · none paid · 0 employees · 5 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Charles S Montgomery Director0 $0$0$0 $01
Thomas J Moran V Director of Marketing0 $0$0$0 $01
Anne C Connell Secretary0 $0$0$0 $01
Margot Moran President10 $0$0$0 $01
Gregory H Montgomery Sr Treasurer0 $0$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 · 2 grants to organizations · $75K

Listed grants add up to $75,000; the return's “grants paid” expense line says $119,542. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2024 · 2 grants to organizations · $80K

Listed grants add up to $80,000; the return's “grants paid” expense line says $105,900. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 3 grants to organizations · $82K

Listed grants add up to $82,500; the return's “grants paid” expense line says $95,104. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 3 grants to organizations · $87K

Listed grants add up to $87,000; the return's “grants paid” expense line says $109,229. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 1 grant to organizations · $25K

Listed grants add up to $25,000; the return's “grants paid” expense line says $37,835. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

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 990 period ending 2025-12-31 · view filing · original 990 ↗
$184,188$159,741 $191,315$191,315 $172,855$0 $17,550010
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$142,018$148,592 $166,868$166,868 $170,558$0 $21,500010
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$151,029$135,880 $173,442$173,442 $178,830$0 $19,861010
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$152,203$135,425 $158,293$158,293 $157,878$0 $18,480010
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$151,922$48,829 $141,515$141,515 $168,890$0 $7,000010
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$42,717$4,295 $38,422$38,422 $42,717$0 $005

Funders of this organization

3 grantors reported grants to this organization, $163,551 in all, tax years 2020 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2020-2024 5$82,850 2024$25,750
show
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor Exact 2021-2024 4$80,153 2024$15,939
show
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “GREGORY HUGH MONTGOMERY JR FOUNDATION FOR ULTIMATE GROWTH INC” 2022-2023 2$548 2023$220
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

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
VOYAGE FOUNDATION INCFLF12 $108,011$8,532 TREASURER$0 Same NTEE code F12, revenue within 2x, same state
ALIS HOPE FOUNDATION INCFLF12 $131,213$199,519 CHAIRMAN$65,000 Same NTEE code F12, revenue within 2x, same state
FRED LANG FOUNDATION INCFLF12 $170,895$70,143 PRESIDENT$0 Same NTEE code F12, revenue within 2x, same state
GP BOSSE 4 FOUNDATION INCFLF12 $97,090$39,463 VICE PRESIDENT$0 Same NTEE code F12, revenue within 2x, same state
KENNEDY KIDS INCFLF12 $149,177$20,331 PRESIDENT$0 Same NTEE code F12, revenue within 2x, same state
YOUTH EMOTIONAL SUPPORTFLF12 $148,076$53,856 CO-FOUNDER$0 Same NTEE code F12, revenue within 2x, same state
SOCIETY OF ST VINCENT DE PAUL HOLY REDEEMER CONFERENCEFLF12 $131,768$84,374 President$0 Same NTEE code F12, revenue within 2x, same state
SERVICE DOGS SAVING LIVES INCFLF12 $113,030$100,124 PRESIDENT$0 Same NTEE code F12, revenue within 2x, same state
JOSHS HOPE FOUNDATION INCNCF12 $140,676$261,663 EXECUTIVE DI$61,000 Same NTEE code F12, revenue within 2x
LYNCH FOUNDATION INCIDF12 $181,312$149,297 SECRETARY$0 Same NTEE code F12, revenue within 2x
ITS FREE TO DREAM FOUNDATION INCCTF12 $110,237$9,110 President$0 Same NTEE code F12, revenue within 2x
DO IT FOR JAMES FOUNDATIONOHF12 $166,441$166,441 EXECUTIVE DIRE$0 Same NTEE code F12, revenue within 2x
MILLER JOHNSON FOUNDATIONAZF12 $100,000$88,000 Founder/President$0 Same NTEE code F12, revenue within 2x
CURE POGZ DISORDERS FOUNDATION INCILF12 $214,074$3,345 CEO$0 Same NTEE code F12, revenue within 2x
EAST HOUSE FOUNDATION INCNYF12 $250,483$269,979 PRESIDENT & CEO$218,255 Same NTEE code F12, revenue within 2x
EXTRAORDINARY LIVES FOUNDATIONCAF12 $259,291$290,577 CEO and Executive Director$0 Same NTEE code F12, revenue within 2x
NINE LINE FOUNDATION INCGAF12 $218,354$351,929 PRESIDENT / CEO$0 Same NTEE code F12, revenue within 2x
HI HOW ARE YOU FOUNDATION INCTXF12 $356,442$440,741 EXECUTIVE DIRECTOR$85,333 Same NTEE code F12, revenue within 2x
RECOVERED SOULS FOUNDATION INCMAF12 $167,169$158,009 PRESIDENT$111,951 Same NTEE code F12, revenue within 2x
MENTAL HEALTH AMERICA OF LANCASTER COUNTY FOUNDATIONPAF12 $285,199$300 EXECUTIVE DI$97,047 Same NTEE code F12, revenue within 2x
WEUPLIFTU FOUNDATIONUTF12 $178,597$128,130 President$0 Same NTEE code F12, revenue within 2x
AMERICAN VALOR FOUNDATIONTXF12 $229,959$182,464 Trustee$0 Same NTEE code F12, revenue within 2x
TEAM DANIEL RUNNING FOR RECOVERY FROM MENTAL ILLNESS INCNYF12 $155,765$126,173 SECRETARY$0 Same NTEE code F12, revenue within 2x
GATEWAYS HOSPITAL AND MENTAL HEALTH CENTER FOUNDATIONCAF12 $234,532$1,174,564 DIRECTOR$705,888 Same NTEE code F12, revenue within 2x
ENGAGE & HEAL FOUNDATIONTXF12 $109,359$86,272 President$0 Same NTEE code F12, revenue within 2x

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
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$989,25754 252016–2024 YOUTH EMOTIONAL SUPPORT; KYLECARES INC; TRE FOR ALL INC; SCOTTSDALE RECOVERY CONTINUED and 21 more
AMERICAN ONLINE GIVING FOUNDATION INC funds this one DAF sponsor$449,15419 122020–2025 PII FOUNDATION; AMERICAN VALOR FOUNDATION; YOUTH EMOTIONAL SUPPORT; ALIVE AND RUNNING IOWA and 8 more
THOMAS D SHAFFNER CHARITABLE FOUNDATION Private foundation$407,0006 12020–2025 PEQUAWKET VALLEY HEALTH INITIATIVES
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$317,41012 62021–2024 HEAL TRAUMAS INTERNATIONAL INC; GET HELP ISRAEL FUND; HEATHERS WAY; TEAM DANIEL RUNNING FOR RECOVERY FROM MENTAL ILLNESS INC and 2 more
FORGOOD INC DAF sponsor$311,49317 82016–2024 CARLS CAUSE INCORPORATED; CONNERSTRONG FOUNDATION; AMERICAN VALOR FOUNDATION; WE RIDE 4 DENVER and 4 more
KARA J TROTT FAMILY FOUNDATION Private foundation$260,0003 12024–2025 CHRISCROSS FOUNDATION
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$222,67714 92020–2024 NEW SHOE DAY FOUNDATION INC; HEAL TRAUMAS INTERNATIONAL INC; RESIDENCE XII FOUNDATION; NINE LINE FOUNDATION INC and 5 more
AUSTIN COMMUNITY FOUNDATION DAF sponsor$200,0002 12023–2024 MILLER JOHNSON FOUNDATION
TRIANGLE COMMUNITY FOUNDATION DAF sponsor$168,8507 12016–2024 JOSHS HOPE FOUNDATION INC
BOSTON FOUNDATION INC DAF sponsor$157,9885 32021–2024 ENGAGE & HEAL FOUNDATION; SOUNDS OF SAVING; FRIENDS OF EVERGREEN MEADOW ACADEMY
NATIONAL PHILANTHROPIC TR DAF sponsor$135,0507 52016–2024 ALL EAGLES OSCAR FOUNDATION; PROVIDENCE FARM COMMUNITY FOUNDATION; CONSTANZA MEDICAL MISSION; CURE POGZ DISORDERS FOUNDATION INC and 1 more
THE BESSEMER GIVING FUND DAF sponsor$105,0002 22023–2024 JONES PROJECT INC; LYNCH FOUNDATION INC
HOBSON LUCAS FAMILY FOUNDATION Private foundation$100,0002 12023–2023 FRIENDS OF EVERGREEN MEADOW ACADEMY
BERTSCH FAMILY CHARITABLE FOUNDATION INC Private foundation$92,0005 12020–2024 JOSHS HOPE FOUNDATION INC
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$79,2506 42016–2024 NEW SHOE DAY FOUNDATION INC; JOSHS HOPE FOUNDATION INC; AMERICAN VALOR FOUNDATION; NINE LINE FOUNDATION INC

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 990 · $159,741 spent · pay $17,550 · grants $119,542 · events $75,840
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $119,542$119,542-- 74.8%
Pay: officers, directors, trustees, key employees $17,550$13,163$4,387- 11.0%
Travel $13,892$13,892-- 8.7%
Other (as described)Bank Fees $3,606$3,606-- 2.3%
Information technology $2,858$2,295$563- 1.8%
Other (as described)Printing $841$841-- 0.5%
Other (as described)Website $649-$649- 0.4%
Office expenses $363-$363- 0.2%
Advertising and promotion $288$288-- 0.2%
Other (as described)Postage $152$152-- 0.1%
Fundraising events Eventdirect expenses; gross income $87,173$75,840reported apart
Total$159,741100%

View the filing

2024 · Form 990 · $148,592 spent · pay $21,500 · grants $105,900 · events $98,147
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $105,900$105,900-- 71.3%
Pay: officers, directors, trustees, key employees $21,500$16,125$5,375- 14.5%
Travel $13,128$13,128-- 8.8%
Other (as described)Bank Fees $2,960$2,960-- 2.0%
Information technology $2,807$2,295$512- 1.9%
Office expenses $1,132-$1,132- 0.8%
Other (as described)Website $728-$728- 0.5%
Other (as described)Postage $437$437-- 0.3%
Fundraising events Eventdirect expenses; gross income $69,607$98,147reported apart
Total$148,592100%

View the filing

2023 · Form 990 · $135,880 spent · pay $19,861 · grants $95,104 · events $98,779
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $95,104$95,104-- 70.0%
Pay: officers, directors, trustees, key employees $19,861$15,549$4,312- 14.6%
Travel $10,781$10,781-- 7.9%
Information technology $6,255$5,494$761- 4.6%
Office expenses $2,164-$2,164- 1.6%
Other (as described)Postage $656$656-- 0.5%
Other (as described)Website $512-$512- 0.4%
Advertising and promotion $486$486-- 0.4%
Other (as described)TaxesFiling Fees $61-$61- 0.0%
Fundraising events Eventdirect expenses; gross income $70,978$98,779reported apart
Total$135,880100%

View the filing

2022 · Form 990 · $135,425 spent · pay $18,480 · grants $109,229 · events $93,010
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $107,229$107,229-- 79.2%
Pay: officers, directors, trustees, key employees $18,480$14,543$3,937- 13.6%
Travel $5,734$5,734-- 4.2%
Grants to US individuals $2,000$2,000-- 1.5%
Other (as described)Postage $1,282$1,282-- 0.9%
Other (as described)Website $483-$483- 0.4%
Office expenses $156-$156- 0.1%
Other (as described)Taxes $61-$61- 0.0%
Fundraising events Eventdirect expenses; gross income $86,522$93,010reported apart
Total$135,425100%

View the filing

2021 · Form 990 · $48,829 spent · pay $7,000 · grants $37,835 · events $78,889
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $35,985$35,985-- 73.7%
Pay: officers, directors, trustees, key employees $7,000$4,000$3,000- 14.3%
Travel $2,402$2,402-- 4.9%
Grants to US individuals $1,850$1,850-- 3.8%
Other (as described)Website $518-$518- 1.1%
Fees: legal $400$400-- 0.8%
Other (as described)Postage $308$308-- 0.6%
Office expenses $156-$156- 0.3%
Advertising and promotion $148$148-- 0.3%
Other (as described)Taxes $62-$62- 0.1%
Fundraising events Eventdirect expenses; gross income $63,183$78,889reported apart
Total$48,829100%

View the filing

2020 · Form 990 · $4,295 spent · pay $0 · grants $3,150 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $3,150$3,150-- 73.3%
Other (as described)User Fee For IRS Exemption $600-$600- 14.0%
Advertising and promotion $545-$545- 12.7%
Total$4,295100%

View the filing

State business registration

The same business name in the same state, from the state’s official registry data.

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