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Stephen Montgomery Scholarship Fund is a private trust based in BARRE, VT. The foundation received its IRS ruling in 2022. The principal officer is % Adrian A Otterman. It holds total assets of $1.3M. Annual income is reported at $95K. THE FUND PROVIDES SCHOLARSHIPS TO ASSIST RANDOLPH & WHITE RIVER HIGH SCHOOL GRADUATES WITH EDUCATION AT A 4 YEAR COLLEGE OR UNIVERSITY. PREFERENCE IS GIVEN TO THOSE SEEKING A BACHELORS DEGREE IN FORESTRY, AGRICULTURE, ANIMAL HUSBANDRY OR LAND MANAGEMENT. According to available records, Stephen Montgomery Scholarship Fund has made 5 grants totaling $13K, with a median grant of $2K. Annual giving has grown from $2K in 2022 to $11K in 2023. Individual grants have ranged from $1K to $5K, with an average award of $3K. The foundation has supported 4 unique organizations. Grants have been distributed to organizations in Vermont and Massachusetts. Contributions to this foundation are tax-deductible.
THE FUND PROVIDES SCHOLARSHIPS TO ASSIST RANDOLPH & WHITE RIVER HIGH SCHOOL GRADUATES WITH EDUCATION AT A 4 YEAR COLLEGE OR UNIVERSITY. PREFERENCE IS GIVEN TO THOSE SEEKING A BACHELORS DEGREE IN FORESTRY, AGRICULTURE, ANIMAL HUSBANDRY OR LAND MANAGEMENT
Expenses: $11K
THE FUND PROVIDES SCHOLARSHIPS TO ASSIST RANDOLPH & WHITE RIVER HIGH SCHOOL GRADUATES WITH EDUCATION AT A 4 YEAR COLLEGE OR UNIVERSITY. PREFERENCE IS GIVEN TO THOSE SEEKING A BACHELORS DEGREE IN FORESTRY, AGRICULTURE, ANIMAL HUSBANDRY OR LAND MANAGEMENT. Based on available records, the foundation has funded 5 grants. Its grantmaking reaches organizations primarily in VT, MA.
Stephen Montgomery Scholarship Fund has distributed a total of $13K across 5 grants. The median grant size is $2K, with an average of $3K. Individual grants have ranged from $1K to $5K.
The application deadline is AS REQUIRED BY THE HIGH SCHOOL SCHOLARSHIP COMMITTEE. SCHOLARSHIPS TO 4 YEAR DEGREE PROGRAMS, PREFERABLY IN FORESTRY, AGRICULTURE, ANIMAL HUSBANDRY OR LAND MGMT.
Stephen Montgomery Scholarship Fund is headquartered in BARRE, VT. While based in VT, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Adrian Otterman | TRUSTEE | $9K | $0 | $9K |
Total Giving
$21K
Total Assets
$1.2M
Fair Market Value
$1.1M
Net Worth
$1.2M
Grants Paid
$11K
Contributions
$852K
Net Investment Income
$12K
Distribution Amount
$28K
Total: $0
Total Grants
5
Total Giving
$13K
Average Grant
$3K
Median Grant
$2K
Unique Recipients
4
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Vermont State UniversitySCHOLARSHIPS | Johnson, VT | $5K | 2023 |
| Worcester Polytechnic InstituteSCHOLARSHIPS | Worcester, MA | $1K | 2023 |
| Community College Of VermontSCHOLARSHIPS | Montpelier, VT | $1K | 2023 |
| Vermont Technical CollegeSCHOLARSHIPS | Randolph, VT | $2K | 2022 |
RALEIGH, NC
COLUMBIA, SC
ASHEBORO, NC
BARRE, VT
DELTA, UT
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