Nonprofit · EIN 13-4195642
MONTGOMERIE FOUNDATION
Tax-exempt · NEW YORK, NY 10178
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $8,582 | $13,169 | -$4,587 | $75,381 | $0 | $75,381 |
| December 31, 2024 | 990-PF | $6,629 | $14,676 | -$8,047 | $79,968 | $0 | $79,968 |
| December 31, 2023 | 990-PF | $7,260 | $17,660 | -$10,400 | $88,015 | $0 | $88,015 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,981
- Net gain from sales of assets
- $6,601
Expenses
- Grants and similar amounts paid
- $10,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $13,004
- Excise tax on investment income
- $118
Balance sheet and other
- Total assets, start of year
- $79,968
- Total assets, end of year
- $75,381
- Total liabilities, end of year
- $0
- Net assets, end of year
- $75,381
- Fair market value of assets
- $177,925
- Qualifying distributions
- $13,004
- Net investment income
- $8,582
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA MONTGOMERIE 55 EAST 86TH ST, NEW YORK, NY 10028 | CHAIRMAN/DIRECTOR | 1 | $0 |
| RUSSELL E MONTGOMERIE 12402 ROCKLEDGE CIRCLE, BOCA RATON, FL 33428 | PRESIDENT/DIRECTOR | 1 | $0 |
| ROBERT MONTGOMERIE 3133 WASHINGTON ST, SAN FRANCISCO, CA 94115 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| ROBERT B DEANS III C/O CORIENT 101 PARK AVE SUITE 3100, NEW YORK, NY 10178 | TREASURER/DIRECTOR | 1 | $0 |
| LAUREN WALDO C/O CORIENT 101 PARK AVE SUITE 3100, NEW YORK, NY 10178 | SECRETARY/DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA MONTGOMERIE 55 EAST 86TH ST, NEW YORK, NY 10028 | CHAIRMAN/DIRECTOR | 1 | $0 |
| RUSSELL E MONTGOMERIE 12402 ROCKLEDGE CIRCLE, BOCA RATON, FL 33428 | PRESIDENT/DIRECTOR | 1 | $0 |
| ROBERT MONTGOMERIE 3133 WASHINGTON ST, SAN FRANCISCO, CA 94115 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| ROBERT B DEANS III C/O CORIENT 101 PARK AVE SUITE 3100, NEW YORK, NY 10178 | TREASURER/DIRECTOR | 1 | $0 |
| LAUREN WALDO C/O CORIENT 101 PARK AVE SUITE 3100, NEW YORK, NY 10178 | SECRETARY/DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA MONTGOMERIE 55 EAST 86TH ST, NEW YORK, NY 10028 | CHAIRMAN/DIRECTOR | 1 | $0 |
| RUSSELL E MONTGOMERIE 12402 ROCKLEDGE CIRCLE, BOCA RATON, FL 33428 | PRESIDENT/DIRECTOR | 1 | $0 |
| ROBERT MONTGOMERIE 3133 WASHINGTON ST, SAN FRANCISCO, CA 94115 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| ROBERT B DEANS III C/O INVERNESS COUNSEL 845 THIRD, AVENUE, NEW YORK, NY 10022 | TREASURER/DIRECTOR | 1 | $0 |
| LAUREN WALDO C/O INVERNESS COUNSEL 845 THIRD, AVENUE, NEW YORK, NY 10022 | SECRETARY/DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CO CORIENT 101 PARK AVE SUITE 3100, NEW YORK, NY 10178-0000
- In care of
- % INVERNESS COUNSEL
- Signed the 990-PF
- PATRICIA MONTGOMERIE, OFFICER
- Phone
- (212) 207-2144
- Return prepared by
- ROGOFF & COMPANY PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-4195642
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $75,381
- Income (IRS master file)
- $32,247
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $8,582 | $13,169 | $75,381 | IRS |
| 990-PF | December 2024 | $6,629 | $14,676 | $79,968 | IRS |
| 990-PF | December 2023 | $7,260 | $17,660 | $88,015 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-4195642).
Questions about MONTGOMERIE FOUNDATION
- What is the EIN of MONTGOMERIE FOUNDATION?
- The employer identification number (EIN) of MONTGOMERIE FOUNDATION is 13-4195642.
- Is MONTGOMERIE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to MONTGOMERIE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MONTGOMERIE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MONTGOMERIE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTGOMERIE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MONTGOMERIE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does MONTGOMERIE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,582, expenses of $13,169 and total assets of $75,381 at year end.
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