Nonprofit · EIN 23-7165768
THE MONTGOMERY FOUNDATION
Tax-exempt · COSHOCTON, OH 43812
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,350,502 | $693,649 | $656,853 | $21,385,804 | $277,638 | $21,108,166 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,338,385
- Net rental income
- $10,269
- Net gain from sales of assets
- $894,764
- Other revenue
- $12,117
Expenses
- Grants and similar amounts paid
- $430,047
- Compensation of officers, directors and key employees
- $42,000
- Salaries, compensation and benefits (total)
- $60,445
- Professional fundraising fees
- $0
- Legal fees
- $6,039
- Accounting fees
- $2,537
- Occupancy
- $3,600
- Program services (functional)
- $483,770
- Management and general (functional)
- $209,879
Balance sheet and other
- Total assets, start of year
- $19,671,353
- Total assets, end of year
- $21,385,804
- Total liabilities, end of year
- $277,638
- Net assets, end of year
- $21,108,166
- Publicly traded securities
- $21,242,729
- Net assets without donor restrictions
- $21,108,166
- Gross receipts
- $6,096,618
- Employees
- 1
- Volunteers
- 8
- Year formed
- 1952
- State of legal domicile
- OH
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA M SCOTT | PRESIDENT/EX Trustee or director, Officer | 25 | $42,000 |
| MICHAEL MANNING | TRUSTEE Trustee or director | 0.5 | $0 |
| J SCOTT MONTGOMERY | TRUSTEE Trustee or director | 0.5 | $0 |
| JOSEPH S MONTGOMERY | TRUSTEE Trustee or director | 0.5 | $0 |
| KANDY SAMPSEL | TRESURER Trustee or director, Officer | 0.5 | $0 |
| DAVID SHUTT | TRUSTEE Trustee or director | 0.5 | $0 |
| JENNIFER THOMPSON | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| RHODA WARNOCK | VICE PRESIDE Trustee or director, Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 365 N WHITEWOMAN STREET, COSHOCTON, OH 43812-1088
- Principal officer (990 for 2024)
- LINDA M SCOTT, 880 EDWARDS STREET, WEST LAFAYETTE, OH 43845
- Signed the 990
- LINDA M SCOTT, PRESIDENT/EXECUTIVE
- Phone
- (740) 622-2696
- Return prepared by
- WILSON PHILLIPS & AGIN CPA'S INC
Mission
TO PROVIDE GRANTS TO NON-PROFIT ENTITIES WITH THE GOAL TO ENHANCE COSHOCTON COUNTY'S NATURAL BEAUTY, PRESERVE AND RESTORE ITS HISTORICAL HERITAGE, DEVELOPE ITS HUMAN ECONOMIC RESOURCES, AND ENCOURAGE ITS ENTREPRENEURIAL SPIRIT.
Program accomplishments
- TO SUPPORT NON-PROFIT ENTITIES THAT ENHANCE OUR MISSION.Expenses $483,770 · grants $430,047
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7165768
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2025
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Recreation and sports (N31)
- Assets (IRS master file)
- $21,385,804
- Income (IRS master file)
- $6,096,618
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about THE MONTGOMERY FOUNDATION
- What is the EIN of THE MONTGOMERY FOUNDATION?
- The employer identification number (EIN) of THE MONTGOMERY FOUNDATION is 23-7165768.
- Is THE MONTGOMERY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to THE MONTGOMERY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does THE MONTGOMERY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE MONTGOMERY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MONTGOMERY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE MONTGOMERY FOUNDATION?
- The 990 for the year ended December 31, 2024 names LINDA M SCOTT.
- Who are the officers and directors of THE MONTGOMERY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 8 people; 1 received compensation from the organization, the highest $42,000 (LINDA M SCOTT, PRESIDENT/EX).
- How much revenue does THE MONTGOMERY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,350,502, expenses of $693,649 and total assets of $21,385,804 at year end.
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