Montgomery Inn Foundation

Cincinnati, OH
Tax-exempt since April 2003
EIN: 37-1457248

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$38.2k (2025)

Expenses

$50k (2025)

Total Assets

$5.01k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

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.
2025

Revenue

$38,180

Expenses

$50,000

Net Income

-$11,820

Net Assets

$5,007

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$38,180	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,000	100%
Compensation of Officers*	$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	$5,007
Total Liabilities	$0
Net Assets	$5,007

Compensation

Key Employees and Officers	Compensation	Other
Thomas T Gregory (Dir., President, Treasurer)	$0	$0
Charles D Gregory (Director, Exec. V.P.)	$0	$0
Margaret G Andrews (Director, Exec. V.P.)	$0	$0
Victoria A Gregory (Director, Exec. V.P., Secretary)	$0	$0

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990-PF

Filed on Feb. 12, 2026

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2024

Revenue

$101,402

Expenses

$100,000

Net Income

$1,402

Net Assets

$16,827

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$101,402	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,000	100%
Compensation of Officers*	$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	$16,827
Total Liabilities	$0
Net Assets	$16,827

Compensation

Key Employees and Officers	Compensation	Other
Thomas T Gregory (Dir., President, Treasurer)	$0	$0
Charles D Gregory (Director, Exec. V.P.)	$0	$0
Margaret G Andrews (Director, Exec. V.P.)	$0	$0
Victoria A Gregory (Director, Exec. V.P., Secretary)	$0	$0

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990-PF

Filed on Feb. 11, 2025

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

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XML

Fiscal Year Ending Dec.
2023

Revenue

$66,218

Expenses

$75,000

Net Income

-$8,782

Net Assets

$15,425

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$66,218	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,000	100%
Compensation of Officers*	$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	$15,425
Total Liabilities	$0
Net Assets	$15,425

Compensation

Key Employees and Officers	Compensation	Other
Thomas T Gregory (Dir., President, Treasurer)	$0	$0
Charles D Gregory (Director, Exec. V.P.)	$0	$0
Margaret G Andrews (Director, Exec. V.P.)	$0	$0
Victoria A Gregory (Director, Exec. V.P., Secretary)	$0	$0

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990-PF

Filed on Feb. 12, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$84,701

Expenses

$70,000

Net Income

$14,701

Net Assets

$24,207

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$84,701	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,000	100%
Compensation of Officers*	$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	$24,207
Total Liabilities	$0
Net Assets	$24,207

Compensation

Key Employees and Officers	Compensation	Other
Thomas T Gregory (Dir., President, Treasurer)	$0	$0
Charles D Gregory (Director, Exec. V.P.)	$0	$0
Margaret G Andrews (Director, Exec. V.P.)	$0	$0
Victoria A Gregory (Director, Exec. V.P., Secretary)	$0	$0

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990-PF

Filed on Feb. 2, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$41,976

Expenses

$40,000

Net Income

$1,976

Net Assets

$9,506

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$41,976	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,000	100%
Compensation of Officers*	$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	$9,506
Total Liabilities	$0
Net Assets	$9,506

Compensation

Key Employees and Officers	Compensation	Other
Thomas T Gregory (Dir., President, Treasurer)	$0	$0
Charles D Gregory (Director, Exec. V.P.)	$0	$0
Margaret G Andrews (Director, Exec. V.P.)	$0	$0
Victoria A Gregory (Director, Exec. V.P., Secretary)	$0	$0

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990-PF

Filed on Feb. 25, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$48,980

Expenses

$60,000

Net Income

-$11,020

Net Assets

$7,529

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$48,980	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,000	100%
Compensation of Officers*	$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	$7,530
Total Liabilities	$1
Net Assets	$7,529

Compensation

Key Employees and Officers	Compensation	Other
Thomas T Gregory (Dir., President, Treasurer)	$0	$0
Charles D Gregory (Director, Exec. V.P.)	$0	$0
Margaret G Andrews (Director, Exec. V.P.)	$0	$0
Victoria A Gregory (Director, Exec. V.P., Secretary)	$0	$0

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990-PF

Filed on Feb. 5, 2021

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

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PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$66,530

Expenses

$67,500

Net Income

-$970

Net Assets

$18,549

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$66,530	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,500	100%
Compensation of Officers*	$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	$18,550
Total Liabilities	$1
Net Assets	$18,549

Compensation

Key Employees and Officers	Compensation	Other
Thomas T Gregory (Dir., President, Treasurer)	$0	$0
Charles D Gregory (Director, Exec. V.P.)	$0	$0
Margaret G Andrews (Director, Exec. V.P.)	$0	$0
Victoria A Gregory (Director, Exec. V.P., Secretary)	$0	$0

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990-PF

Filed on Feb. 3, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$63,436

Expenses

$65,000

Net Income

-$1,564

Net Assets

$19,520

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$63,436	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,000	100%
Compensation of Officers*	$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	$19,520
Total Liabilities	$0
Net Assets	$19,520

Compensation

Key Employees and Officers	Compensation	Other
Thomas T Gregory (Dir., President, Treasurer)	$0	$0
Charles D Gregory (Director, Exec. V.P.)	$0	$0
Margaret G Andrews (Director, Exec. V.P.)	$0	$0
Victoria A Gregory (Director, Exec. V.P.)	$0	$0
Matula Gregory (Dir., V.P., Secretary)	$0	$0

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990-PF

Filed on Feb. 15, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$66,912

Expenses

$60,000

Net Income

$6,912

Net Assets

$21,084

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$66,912	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,000	100%
Compensation of Officers*	$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	$21,084
Total Liabilities	$0
Net Assets	$21,084

Compensation

Key Employees and Officers	Compensation	Other
Thomas T Gregory (Dir., President, Treasurer)	$0	$0
Charles D Gregory (Director, Exec. V.P.)	$0	$0
Margaret G Andrews (Director, Exec. V.P.)	$0	$0
Victoria A Gregory (Director, Exec. V.P.)	$0	$0
Matula Gregory (Dir., V.P., Secretary)	$0	$0

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990-PF

Filed on Feb. 7, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$70,693

Expenses

$65,000

Net Income

$5,693

Net Assets

$14,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$70,693	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,000	100%
Compensation of Officers*	$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	$14,172
Total Liabilities	$0
Net Assets	$14,172

Compensation

Key Employees and Officers	Compensation	Other
Thomas T Gregory (Dir., President, Treasurer)	$0	$0
Charles D Gregory (Director, Exec. V.P.)	$0	$0
Margaret G Andrews (Director, Exec. V.P.)	$0	$0
Victoria A Gregory (Director, Exec. V.P.)	$0	$0
Matula Gregory (Dir., V.P., Secretary)	$0	$0

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990-PF

Filed on Feb. 13, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$60,261

Expenses

$80,000

Net Income

-$19,739

Net Assets

$8,479

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$60,261	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,000	100%
Compensation of Officers*	$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	$8,479
Total Liabilities	$0
Net Assets	$8,479

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$85,501

Expenses

$70,002

Net Income

$15,499

Net Assets

$28,218

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$85,501	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,000	100.0%
Compensation of Officers*	$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	$28,218
Total Liabilities	$0
Net Assets	$28,218

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$54,372

Expenses

$70,000

Net Income

-$15,628

Net Assets

$12,719

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$89	0.2%
Dividends	$0
Sales of Assets	$0
Other Income	$54,283	99.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,000	100%
Compensation of Officers*	$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	$12,719
Total Liabilities	$0
Net Assets	$12,719

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$92,998

Expenses

$75,000

Net Income

$17,998

Net Assets

$28,347

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$92,998	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,000	100%
Compensation of Officers*	$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	$28,347
Total Liabilities	$0
Net Assets	$28,347

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$76,327

Expenses

$79,000

Net Income

-$2,673

Net Assets

$10,349

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$76,327	100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,000	100%
Compensation of Officers*	$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	$10,349
Total Liabilities	$0
Net Assets	$10,349

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Montgomery Inn Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $38.2k (2025)

Expenses $50k (2025)

Total Assets $5.01k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Dec. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Revenue

$38.2k (2025)

Expenses

$50k (2025)

Total Assets

$5.01k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Dec.
2025

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2003