Montgomery Memorial Tree Charitable Trust

Hamilton, OH
Tax-exempt since March 1973
EIN: 36-6254309

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$3.56k (2024)

Expenses

$2.87k (2024)

Total Assets

$56.4k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$3,558

Expenses

$2,874

Net Income

$684

Net Assets

$56,407

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$75	2.1%
Dividends	$1,842	51.8%
Sales of Assets	$1,641	46.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,411	83.9%
Compensation of Officers*	$771	26.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$56,407
Total Liabilities	$0
Net Assets	$56,407

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$771	$0

990-PF

Filed on April 29, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$2,128

Expenses

$2,851

Net Income

-$723

Net Assets

$55,730

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$98	4.6%
Dividends	$1,461	68.7%
Sales of Assets	$69	3.2%
Other Income	$500	23.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,429	85.2%
Compensation of Officers*	$703	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$55,730
Total Liabilities	$0
Net Assets	$55,730

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$703	$0

990-PF

Filed on March 26, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$1,327

Expenses

$2,903

Net Income

-$1,576

Net Assets

$56,453

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500	37.7%
Interest Revenue	$12	0.9%
Dividends	$1,402	> 100%
Sales of Assets	-$587
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,467	85.0%
Compensation of Officers*	$727	25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$56,453
Total Liabilities	$0
Net Assets	$56,453

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$727	$0

990-PF

Filed on April 27, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$6,487

Expenses

$5,838

Net Income

$649

Net Assets

$58,022

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,200	18.5%
Interest Revenue	$1	0.0%
Dividends	$1,966	30.3%
Sales of Assets	$3,320	51.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,358	91.8%
Compensation of Officers*	$800	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$58,022
Total Liabilities	$0
Net Assets	$58,022

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$800	$0

990-PF

Filed on April 25, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$4,954

Expenses

$3,022

Net Income

$1,932

Net Assets

$57,372

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300	6.1%
Interest Revenue	$8	0.2%
Dividends	$1,207	24.4%
Sales of Assets	$3,261	65.8%
Other Income	$178	3.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,421	80.1%
Compensation of Officers*	$669	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$57,373
Total Liabilities	$1
Net Assets	$57,372

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$669	$0

990-PF

Filed on May 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$1,482

Expenses

$3,123

Net Income

-$1,641

Net Assets

$55,445

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$350	23.6%
Interest Revenue	$0
Dividends	$1,247	84.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,990	95.7%
Compensation of Officers*	$664	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$55,446
Total Liabilities	$1
Net Assets	$55,445

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$664	$0

990-PF

Filed on Feb. 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$3,340

Expenses

$2,890

Net Income

$450

Net Assets

$56,932

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$950	28.4%
Interest Revenue	$0
Dividends	$1,682	50.4%
Sales of Assets	$708	21.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,761	95.5%
Compensation of Officers*	$646	22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$56,932
Total Liabilities	$0
Net Assets	$56,932

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$646	$0

990-PF

Filed on May 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$2,414

Expenses

$3,690

Net Income

-$1,276

Net Assets

$56,299

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$585	24.2%
Interest Revenue	$0
Dividends	$1,488	61.6%
Sales of Assets	$340	14.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,559	96.4%
Compensation of Officers*	$653	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$56,299
Total Liabilities	$0
Net Assets	$56,299

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$653	$0

990-PF

Filed on May 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$1,948

Expenses

$2,565

Net Income

-$617

Net Assets

$57,411

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,516	77.8%
Sales of Assets	$432	22.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,439	95.1%
Compensation of Officers*	$632	24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$57,411
Total Liabilities	$0
Net Assets	$57,411

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank (Trustee)	$632	$0

990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$4,422

Expenses

$3,704

Net Income

$718

Net Assets

$58,014

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	22.6%
Interest Revenue	$0
Dividends	$1,507	34.1%
Sales of Assets	$1,915	43.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,574	96.5%
Compensation of Officers*	$648	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$58,014
Total Liabilities	$0
Net Assets	$58,014

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$2,192

Expenses

$3,710

Net Income

-$1,518

Net Assets

$57,257

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,792	81.8%
Sales of Assets	$400	18.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,576	96.4%
Compensation of Officers*	$671	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$57,257
Total Liabilities	$0
Net Assets	$57,257

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$6,397

Expenses

$4,430

Net Income

$1,967

Net Assets

$58,775

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	15.6%
Interest Revenue	$0
Dividends	$1,644	25.7%
Sales of Assets	$3,753	58.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,297	97.0%
Compensation of Officers*	$665	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$58,775
Total Liabilities	$0
Net Assets	$58,775

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$3,837

Expenses

$3,903

Net Income

-$66

Net Assets

$56,808

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,050	27.4%
Interest Revenue	$0
Dividends	$2,078	54.2%
Sales of Assets	$709	18.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,771	96.6%
Compensation of Officers*	$658	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$56,808
Total Liabilities	$0
Net Assets	$56,808

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$3,091

Expenses

$4,766

Net Income

-$1,675

Net Assets

$56,874

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$175	5.7%
Interest Revenue	$0
Dividends	$2,278	73.7%
Sales of Assets	$638	20.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,647	97.5%
Compensation of Officers*	$596	12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$56,874
Total Liabilities	$0
Net Assets	$56,874

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Updated January 26, 2026

Montgomery Memorial Tree Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.56k (2024)

Expenses $2.87k (2024)

Total Assets $56.4k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$3.56k (2024)

Expenses

$2.87k (2024)

Total Assets

$56.4k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2015

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