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Nonprofit · EIN 74-2969132

JOHNNY AND ALMA MONTGOMERY FAMILY FOUNDATION

Tax-exempt · BELTON, TX 76513

Financials

$3K$3002023$8K$12K2024$9K$6K2025
Revenue Expenses · by fiscal year end
Financials of JOHNNY AND ALMA MONTGOMERY FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$8,603$6,377$2,226$59,158$0$59,158
December 31, 2024990-PF$8,037$11,706-$3,669$56,932$0$56,932
December 31, 2023990-PF$3,165$300$2,865$56,955$0$56,955
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$435
Net gain from sales of assets
$8,168

Expenses

Grants and similar amounts paid
$3,692
Disbursements for charitable purposes
$3,692
Excise tax on investment income
$68

Balance sheet and other

Total assets, start of year
$56,932
Total assets, end of year
$59,158
Total liabilities, end of year
$0
Net assets, end of year
$59,158
Fair market value of assets
$85,104
Qualifying distributions
$3,692
Net investment income
$7,429

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.

NameTitleHours / weekCompensation
ALMA C MONTGOMERY
480 PAISANO TRACE, BELTON, TX 76513
PRESIDENT0$0
MICHELLE WRIGHT
200 WALNUT HILL AVE 96, HILLSBORO, TX 76645
VP0$0
DR MARK MONTGOMERY
540 PAISANO TRACE, BELTON, TX 76513
VP0$0
MICHAEL A MONTGOMERY
645 PAISANO TRACE, BELTON, TX 76513
VP TREASURER0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
ALMA C MONTGOMERY
480 PAISANO TRACE, BELTON, TX 76513
PRESIDENT0$0
MICHELLE WRIGHT
200 WALNUT HILL AVE 96, HILLSBORO, TX 76645
VP0$0
DR MARK MONTGOMERY
540 PAISANO TRACE, BELTON, TX 76513
VP0$0
MICHAEL A MONTGOMERY
645 PAISANO TRACE, BELTON, TX 76513
VP TREASURER0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
ALMA C MONTGOMERY
480 PAISANO TRACE, BELTON, TX 76513
PRESIDENT0$0
MICHELLE WRIGHT
200 WALNUT HILL AVE 96, HILLSBORO, TX 76645
VP0$0
DR MARK MONTGOMERY
540 PAISANO TRACE, BELTON, TX 76513
VP0$0
MICHAEL A MONTGOMERY
645 PAISANO TRACE, BELTON, TX 76513
VP TREASURER0$0

Address and contacts

Address (IRS master file)
480 PAISANO TRCE, BELTON, TX 76513-7670
In care of
% JOHNNY MONTGOMERY
Signed the 990-PF
ALMA C MONTGOMERY, PRESIDENT
Phone
(254) 654-5790
Return prepared by
LUDWICK MONTGOMERY & STAPP 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
74-2969132
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$59,158
Income (IRS master file)
$14,497

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$8,603$6,377$59,158IRS
990-PFDecember 2024$8,037$11,706$56,932XML
990-PFDecember 2023$3,165$300$56,955XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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 74-2969132).

Questions about JOHNNY AND ALMA MONTGOMERY FAMILY FOUNDATION

What is the EIN of JOHNNY AND ALMA MONTGOMERY FAMILY FOUNDATION?
The employer identification number (EIN) of JOHNNY AND ALMA MONTGOMERY FAMILY FOUNDATION is 74-2969132.
Is JOHNNY AND ALMA MONTGOMERY FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to JOHNNY AND ALMA MONTGOMERY FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHNNY AND ALMA MONTGOMERY FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHNNY AND ALMA 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 JOHNNY AND ALMA 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 JOHNNY AND ALMA MONTGOMERY FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does JOHNNY AND ALMA MONTGOMERY FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,603, expenses of $6,377 and total assets of $59,158 at year end.

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