Nonprofit · EIN 58-1928906
MONTGOMERY FAMILY FOUNDATION INC
Tax-exempt · ALPHARETTA, GA 30022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $1,876,981 | $1,566,236 | $310,745 | $15,605,819 | $249,743 | $15,356,076 |
| October 31, 2024 | 990-PF | $1,659,035 | $1,060,322 | $598,713 | $15,323,709 | $344,673 | $14,979,036 |
| October 31, 2023 | 990-PF | $1,221,576 | $968,076 | $253,500 | $14,645,773 | $336,834 | $14,308,939 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $348,135
- Net rental income
- $13
- Net gain from sales of assets
- $1,153,452
- Other income
- $375,381
Expenses
- Grants and similar amounts paid
- $1,189,972
- Compensation of officers, directors and key employees
- $87,000
- Disbursements for charitable purposes
- $1,189,972
- Excise tax on investment income
- $22,864
Balance sheet and other
- Total assets, start of year
- $15,323,709
- Total assets, end of year
- $15,605,819
- Total liabilities, end of year
- $249,743
- Net assets, end of year
- $15,356,076
- Fair market value of assets
- $20,671,514
- Qualifying distributions
- $1,189,972
- Net investment income
- $1,876,981
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LJ MONTGOMERY III 203 RIVER BEND ROAD, GREAT FALLS, VA 22066 | PRESIDENT | 20 | $50,000 |
| MARY MONTGOMERY 203 RIVER BEND ROAD, GREAT FALLS, VA 22066 | TREASURER | 20 | $25,000 |
| ELIZABETH SCHEINE 17372 TEDLER CIRCLE, ROUND HILL, VA 20141 | DIRECTOR | 15 | $10,000 |
| CHRISTINE EICKSTEAD 9803 KERRVILLE STREET, SAN ANTONION, TX 78251 | DIRECTOR | 2 | $2,000 |
| BEVERLY BENNETT 344 COUNTY ROAD 4413, POPLAR BLUFF, MO 63901 | SENIOR DIRECTOR | 20 | $0 |
990-PF for the year ended October 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LJ MONTGOMERY III 203 RIVER BEND ROAD, GREAT FALLS, VA 22066 | PRESIDENT | 20 | $40,000 |
| MARY MONTGOMERY 203 RIVER BEND ROAD, GREAT FALLS, VA 22066 | TREASURER | 20 | $25,000 |
| BEVERLY BENNETT 344 COUNTY ROAD 4413, POPLAR BLUFF, MO 63901 | SENIOR DIRECTOR | 20 | $20,000 |
| ELIZABETH SCHEINE 17372 TEDLER CIRCLE, ROUND HILL, VA 20141 | DIRECTOR | 15 | $10,000 |
| CHRISTINE EICKSTEAD 9803 KERRVILLE STREET, SAN ANTONION, TX 78251 | DIRECTOR | 2 | $1,500 |
990-PF for the year ended October 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LJ MONTGOMERY III 203 RIVER BEND ROAD, GREAT FALLS, VA 22066 | PRESIDENT | 20 | $35,000 |
| MARY MONTGOMERY 203 RIVER BEND ROAD, GREAT FALLS, VA 22066 | TREASURER | 20 | $25,000 |
| BEVERLY BENNETT 344 COUNTY ROAD 4413, POPLAR BLUFF, MO 63901 | SENIOR DIRECTOR | 20 | $20,000 |
| ELIZABETH SCHEINE 17372 TEDLER CIRCLE, ROUND HILL, VA 20141 | DIRECTOR | 15 | $10,000 |
| CHRISTINE EICKSTEAD 9803 KERRVILLE STREET, SAN ANTONION, TX 78251 | DIRECTOR | 2 | $1,000 |
Address and contacts
- Address (IRS master file)
- 11175 CICERO DR STE 300, ALPHARETTA, GA 30022-1166
- Signed the 990-PF
- LAWRENCE MONTGOMERY, PRESIDENT
- Phone
- (678) 350-9500
- Return prepared by
- BRADY WARE & SCHOENFELD INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 58-1928906
- 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
- 1991
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $15,605,819
- Income (IRS master file)
- $4,863,556
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $1,876,981 | $1,566,236 | $15,605,819 | XML |
| 990-PF | October 2024 | $1,659,035 | $1,060,322 | $15,323,709 | XML |
| 990-PF | October 2023 | $1,221,576 | $968,076 | $14,645,773 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2018 | – | – | – | 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 58-1928906).
Questions about MONTGOMERY FAMILY FOUNDATION INC
- What is the EIN of MONTGOMERY FAMILY FOUNDATION INC?
- The employer identification number (EIN) of MONTGOMERY FAMILY FOUNDATION INC is 58-1928906.
- Is MONTGOMERY FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to MONTGOMERY FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MONTGOMERY FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MONTGOMERY FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTGOMERY FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of MONTGOMERY FAMILY FOUNDATION INC?
- The 990-PF for the year ended October 31, 2025 lists 5 people; 4 received compensation from the organization, the highest $50,000 (LJ MONTGOMERY III, PRESIDENT).
- How much revenue does MONTGOMERY FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $1,876,981, expenses of $1,566,236 and total assets of $15,605,819 at year end.
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