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Montgomerie Foundation is a private corporation based in NEW YORK, NY. The foundation received its IRS ruling in 2002. The principal officer is Inverness Counsel. It holds total assets of $80K. Annual income is reported at $35K. The foundation is governed by 5 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. According to available records, Montgomerie Foundation has made 6 grants totaling $12K, with a median grant of $2K. Annual giving has decreased from $9K in 2021 to $3K in 2022. Individual grants have ranged from $500 to $3K, with an average award of $2K. The foundation has supported 5 unique organizations. Grants have been distributed to organizations in New York and Florida. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Montgomerie Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 6 grants. Its grantmaking reaches organizations primarily in NY, FL.
Montgomerie Foundation has distributed a total of $12K across 6 grants. The median grant size is $2K, with an average of $2K. Individual grants have ranged from $500 to $3K.
Montgomerie Foundation typically selects its grantees rather than accepting unsolicited proposals.
Montgomerie Foundation is headquartered in NEW YORK, NY. While based in NY, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Patricia Montgomerie | CHAIRMAN/DIRECTOR | $0 | $0 | N/A |
| Russell E Montgomerie | PRESIDENT/DIRECTOR | $0 | $0 | N/A |
| Robert Montgomerie | VICE PRESIDENT/DIRECTOR | $0 | $0 | N/A |
| Robert B Deans Iii | TREASURER/DIRECTOR | $0 | $0 | N/A |
| Lauren Waldo | SECRETARY/DIRECTOR | $0 | $0 | N/A |
Total Giving
$18K
Total Assets
$88K
Fair Market Value
$168K
Net Worth
$88K
Grants Paid
$15K
Contributions
N/A
Net Investment Income
$7K
Distribution Amount
$8K
Total: $79K
Total Grants
6
Total Giving
$12K
Average Grant
$2K
Median Grant
$2K
Unique Recipients
5
Most Common Grant
$3K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Grace InstituteGENERAL OPERATING PURPOSES | New York, NY | $3K | 2022 |
| Center For Developmental DisabilitiesGENERAL OPERATING PURPOSES | Woodbury, NY | $3K | 2021 |
| Super SchoolGENERL OPERATING PURPOSES | Plantation, FL | $1K | 2021 |
| Uca Scholarship FundGENERAL OPERATING PURPOSES | Coconut Creek, FL | $1K | 2021 |
| North Shore Wildlife Sanctuary IncGENERAL OPERATING PURPOSES | Mill Neck, NY | $500 | 2021 |