Private foundation
BIRMINGHAM, ALCity and state as stated on its FY2025 returnEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $993 | $279,959 | $273,117 | $0 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 25% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| The Big Oak RanchSpringville, AL | General Fund | $3,000 | 2020 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Norton T Montague | President & Director | 5.00 | $0 |
| Cynthia G Montague | Secretary & Treasurer | 1.00 | $0 |
| Margaret Montague Lauck | Director | 0.00 | $0 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $0 |
| FY2024 | 990-PF | $17,621 | $22,120 | $19,350 | $278,966 | $278,966 |
| FY2023 | 990-PF | $16,893 | $25,208 | $22,600 | $283,465 | $283,465 |
| FY2022 | 990-PF | $9,918 | $16,126 | $13,950 | $291,780 | $291,780 |
| FY2021 | 990-PF | $25,058 | $22,103 | $20,050 | $297,988 | $297,988 |
| FY2020 | 990-PF | $12,796 | $21,940 | $17,900 | $295,033 | $295,033 |
| FY2019 | 990-PF | $66,395 | $19,206 | $17,050 | $304,177 | $304,177 |
| FY2018 | 990-PF | $16,397 | $22,668 | $20,600 | $256,988 | $256,988 |
| FY2017 | 990-PF | $37,537 | $20,172 | $18,100 | $263,259 | $263,259 |
| FY2016 | 990-PF | $17,084 | $19,453 | $17,325 | $245,894 | $245,894 |
| Junior golf program |
| $3,000 |
| 2024 |
| Mountain Brook Presbyterian ChurchBirmingham, AL | Religious Activities | $2,600 | 2018 |
| The Healing PlaceTrussville, AL | Regligious Activities | $2,000 | 2017 |
| Frontier FellowshipMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Richfield, MN | Religious activities | $2,000 | 2024 |
| Chris and Patricia Burns Junior Golf FoundationFlorence, AL | Junior golf program | $2,000 | 2023 |
| Grandview Christian ChurchJohnson City, TN | Religious Activities | $2,000 | 2021 |
| Grace Baptist ChurchNew Market, AL | Religious Activities | $1,500 | 2022 |
| Frontier FellowshipMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Richfield, MN | Religious activities | $1,500 | 2023 |
| Robinson Foundation IncBirmingham, AL | General Fund | $1,500 | 2016 |
| Mountain Brook Presbyterian ChurchBirmingham, AL | Religious Activities | $1,400 | 2024 |
| Frontier FellowshipMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Richfield, MN | Religious Activities | $1,000 | 2019 |
| First LightBirmingham, AL | General Fund | $1,000 | 2022 |
| Presbyterian Frontier FellowshipRichfield, MN | Religious Activities | $1,000 | 2017 |
| Jimmie Hale MissionMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2023. Counted Oct 9, 2026.Birmingham, AL | Religious Activities | $1,000 | 2023 |
| Jimmie Hale MissionMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2023. Counted Oct 9, 2026.Birmingham, AL | Religious Activities | $1,000 | 2022 |
| Presbyterian Home for ChildrenTalladega, AL | Religious Activities | $1,000 | 2020 |
| First LightBirmingham, AL | General Fund | $1,000 | 2017 |
| Frontier FellowshipMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Richfield, MN | Religious Activities | $1,000 | 2020 |
| The Healing PlaceTrussville, AL | Religious Activities | $1,000 | 2019 |
| Grandview Christian ChurchJohnson City, TN | Religious Activities | $1,000 | 2017 |
| Robinson FoundationBirmingham, AL | General Fund | $1,000 | 2024 |
| Frontier FellowshipMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Richfield, MN | Religious Activities | $1,000 | 2021 |
| Forest Hills CemeteryChattanooga, TN | General Fund | $1,000 | 2020 |
| Grandview Christian ChurchJohnson City, TN | Religious Activities | $1,000 | 2016 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Dec 31, 2024IRS bulk XML
Filing id 202501279349103265
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202401349349103145
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202311309349103616
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202221299349101427
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202121339349103612
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202031829349101103
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201921339349103592
Form 990-PF · FY2017 · period ending Dec 31, 2017
Filing id 201821359349101487
Form 990-PF · FY2016 · period ending Dec 31, 2016
Filing id 201711249349100301
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.