Nonprofit · EIN 26-6620815
MONTGOMERY FAMILY FOUNDATION
Also known as ROBERT L MONTGOMERY TTEE
Tax-exempt · EAST LYME, CT 06333
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $274,475 | $293,677 | -$19,202 | $1,691,776 | $0 | $1,691,776 |
| December 31, 2024 | 990-PF | $143,388 | $279,148 | -$135,760 | $1,710,978 | $0 | $1,710,978 |
| December 31, 2023 | 990-PF | $86,625 | $341,345 | -$254,720 | $1,846,738 | $0 | $1,846,738 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $250
- Dividends
- $53,990
- Net gain from sales of assets
- $220,235
Expenses
- Grants and similar amounts paid
- $254,500
- Compensation of officers, directors and key employees
- $8,555
- Disbursements for charitable purposes
- $265,437
- Excise tax on investment income
- $3,415
Balance sheet and other
- Total assets, start of year
- $1,710,978
- Total assets, end of year
- $1,691,776
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,691,776
- Fair market value of assets
- $2,747,234
- Qualifying distributions
- $265,437
- Net investment income
- $273,891
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 |
|---|---|---|---|
| LISA M HILL 132 TURTLEBACK ROAD, NEW CANAAN, CT 06231 | TRUSTEE | 1 | $2,852 |
| KAREN M RISLEY 293 WEST MAIN STREET, AMSTON, CT 06231 | TRUSTEE | 1 | $2,852 |
| KATHRYN M CAMBI MD 2 ROCCO DRIVE, EAST LYME, CT 06333 | TREASURER/TRUSTEE | 1 | $2,852 |
| CAROLYN H MONTGOMERY 5784 OLD LAKE SHORE ROAD, LAKE VIEW, NY 14085 | PRESIDENT/TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA M HILL 132 TURTLEBACK ROAD, NEW CANAAN, CT 06231 | TRUSTEE | 1 | $2,984 |
| KAREN M RISLEY 293 WEST MAIN STREET, AMSTON, CT 06231 | TRUSTEE | 1 | $2,984 |
| KATHRYN M CAMBI MD 2 ROCCO DRIVE, EAST LYME, CT 06333 | TREASURER/TRUSTEE | 1 | $2,984 |
| CAROLYN H MONTGOMERY 5784 OLD LAKE SHORE ROAD, LAKE VIEW, NY 14085 | PRESIDENT/TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA M HILL 132 TURTLEBACK ROAD, NEW CANAAN, CT 06231 | TRUSTEE | 1 | $2,796 |
| KAREN M RISLEY 293 WEST MAIN STREET, AMSTON, CT 06231 | TRUSTEE | 1 | $2,796 |
| KATHRYN M CAMBI MD 2 ROCCO DRIVE, EAST LYME, CT 06333 | TRUSTEE | 1 | $2,796 |
| CAROLYN H MONTGOMERY 5784 OLD LAKE SHORE ROAD, LAKE VIEW, NY 14085 | PRESIDENT/TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 2 ROCCO DR, EAST LYME, CT 06333-1251
- Signed the 990-PF
- CAROYLN MONTGOMERY, PRESIDENT/TRUSTEE
- Phone
- (716) 627-4686
- Return prepared by
- ERNST & YOUNG US LLP
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
- 26-6620815
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,691,776
- Income (IRS master file)
- $748,175
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $274,475 | $293,677 | $1,691,776 | XML |
| 990-PF | December 2024 | $143,388 | $279,148 | $1,710,978 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $86,625 | $341,345 | $1,846,738 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 26-6620815).
Questions about MONTGOMERY FAMILY FOUNDATION
- What is the EIN of MONTGOMERY FAMILY FOUNDATION?
- The employer identification number (EIN) of MONTGOMERY FAMILY FOUNDATION is 26-6620815.
- Is MONTGOMERY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to MONTGOMERY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MONTGOMERY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MONTGOMERY FAMILY 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 MONTGOMERY FAMILY 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 MONTGOMERY FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 3 received compensation from the organization, the highest $2,852 (LISA M HILL, TRUSTEE).
- How much revenue does MONTGOMERY FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $274,475, expenses of $293,677 and total assets of $1,691,776 at year end.
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