Montgomery Memorial Tree Charitable Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Montgomery Memorial Tree Charitable Trust. Data shown is extracted from Form 990-PF filings.

EIN: 36-6254309

Foundation Overview

Based in Hamilton, OH, Montgomery Memorial Tree Charitable Trust has awarded 11 grants totaling $18,113 to organizations in Indiana. Individual grants range from $711 to $4,295, with a median award of $1,429.

Latest Tax Year
2025
Total Giving (all years)
$18,113
Total Assets
$77,202
Median Grant (all grants)
$1,429

Latest Form 990-PF Snapshot

Total Grants
1
Median Grant
$2,353
% Median Grant Growth
+62% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: May 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Indiana

100% of all grants are concentrated in Indiana, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Indiana, funding concentrates in Seymour (100%).

Funding Trajectory
+87%

Strong 87% growth in annual giving over 9 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Montgomery Memorial Tree Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
City Of Seymour In $2,353 Seymour, IN, US Plant Trees 2025
City Of Seymour In $1,453 Seymour, IN, US Plant Trees 2023
City Of Seymour In $1,453 Seymour, IN, US Plant Trees 2023
City Of Seymour In $1,429 Seymour, IN, US Plant Trees 2022
City Of Seymour In $1,429 Seymour, IN, US Plant Trees 2022
City Of Seymour In $1,429 Seymour, IN, US Plant Trees 2022
City Of Seymour In $4,295 Seymour, IN, US Plant Trees 2021
City Of Seymour In $792 Seymour, IN, US Plant Trees 2020
City Of Seymour $711 Seymour, IN, US Unrestricted 2018
City Of Seymour $1,510 Seymour, IN, US Unrestricted 2017
City Of Seymour $1,259 Seymour, IN, US Unrestricted 2016

Foundations Similar to Montgomery Memorial Tree Charitable Trust

Discover 5 foundations with comparable assets ($76,776-$77,522), similar grant patterns, and geographic focus in OH that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 14-6053548 | 10 grants awarded
$77,258
(≈ Similar)
$900
median grant
Brooklyn, OH
Same state
100%
Excellent match

EIN: 34-1900305 | 1 grants awarded
$76,911
(≈ Similar)
$1,300
median grant
Newton Falls, OH
Same state
100%
Excellent match

EIN: 31-1645287 | 296 grants awarded
$77,500
(≈ Similar)
$1,000
median grant
Cincinnati, OH
Same state
100%
Excellent match

EIN: 47-2903759 | 196 grants awarded
$77,522
(≈ Similar)
$2,500
median grant
Shaker Heights, OH
Same state
100%
Excellent match

EIN: 16-6204852 | 19 grants awarded
$76,776
(≈ Similar)
$1,000
median grant
Brooklyn, OH
Same state
100%
Excellent match

Contact Information

Official contact details for Montgomery Memorial Tree Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 36-6254309
Website N/A
Address 300 HIGH STREET Hamilton, OH 45011-6078

Key People (1)

Board members, trustees, and key staff who oversee Montgomery Memorial Tree Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Montgomery Memorial Tree Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated May 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.