Private foundation (trust)EIN 856775101Est. 2022-01
STEPHEN MONTGOMERY SCHOLARSHIP FUND
BARRE, VT 05641
Accepts unsolicited proposalsTotal Assets
$1.1M
FY 2023
Annual Giving
$11K
FY 2023
Grants Made
4
FY 2023
Avg Grant
$3K
FY 2023
Grant Range
$1K–$5K
Typical
Deadlines
As required by the high school scholar…
Applications
Programs & Activities
Program 1
$11KThe fund provides scholarships to assist randolph & white river high school graduates with education at a 4 year college or university. Preference is given to those seeking a bachelors degree in forestry, agriculture, animal husbandry or land management
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$867K
Total Expenses
$21K
Qualifying Distributions
$17K
Distributable Amount
$28K
Min. Investment Return
$28K
Undistributed Income
$9K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
4 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
2 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
9 grants
Grant Size Distribution
9 grants
Geographic Focus
2 states
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