Funder DirectorySTEPHEN MONTGOMERY SCHOLARSHIP FUND
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Private foundation (trust)EIN 856775101Est. 2022-01

STEPHEN MONTGOMERY SCHOLARSHIP FUND

BARRE, VT 05641

Accepts unsolicited proposals

Total 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

$11K

The 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

Education

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 62%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.62%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $1K through median $2K to maximum $5K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

2 years

Giving over time from 2022 to 2023. Peak $21K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

9 grants

VERMONT STATE UNIVERSITY
$15K
4 grants
WORCESTER POLYTECHNIC INSTITUTE
$3K
2 grants
COMMUNITY COLLEGE OF VERMONT
$3K
2 grants
VERMONT TECHNICAL COLLEGE
$2K
1 grant

Grant Size Distribution

9 grants

<$10K
9
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Vermont
$20K
88% of total
Massachusetts
$3K
12% of total

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STEPHEN MONTGOMERY SCHOLARSHIP FUND — Grants, Financials & Contact | Grantivo