Private foundation
MONTGOMERY, OHEIN
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 | $311,637 | $355,798 | $300,456 | $2,655,840 |
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 23% 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 |
|---|---|---|---|---|
| UNIVERSITY OF CINCINNATI FOUNDATIONCINCINNATI, OH | INTELLECTUAL AND DEVELOPMENTAL DISAB | $90,000 | 2025 | |
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sally Hayes | PRESIDENT | 0.10 | $0 |
| Margo Steinbaugh | VICE PRESIDE | 0.10 | $0 |
| Sarah Hayes | TRUSTEE | 0.10 | $0 |
| David G Thomas | VICE PRESIDE |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $2,655,840 |
| FY2023 | 990-PF | $159,734 | $271,745 | $229,836 | $2,720,944 | $2,720,944 |
| FY2022 | 990-PF | $120,614 | $345,426 | $302,316 | $2,832,955 | $2,832,955 |
| FY2021 | 990-PF | $193,686 | $242,646 | $191,765 | $3,057,767 | $3,057,767 |
| FY2020 | 990-PF | $1,122,620 | $156,496 | $123,617 | $3,106,727 | $3,106,727 |
| FY2019 | 990-PF | $515,913 | $123,431 | $96,943 | $2,152,546 | $2,152,546 |
| FY2018 | 990-PF | $31,938 | $109,846 | $87,625 | $1,760,064 | $1,760,064 |
| FY2017 | 990-PF | $785,149 | $38,681 | $16,947 | $1,837,972 | $1,837,972 |
| FY2016 | 990-PF | $1,091,504 | $0 | $0 | $1,091,504 | $1,091,504 |
| MIAMI UNIVERSITY FOUNDATIONOXFORD, OH |
| ACCESS FOR INTELLECTUAL DISABILITIES |
| $80,000 |
| 2025 |
| CINCINNATI THERAPEUTIC RIDINGMILFORD, OH | EQUINE THERAPY | $73,485 | 2022 |
| CINCINNATI THERAPEUTIC RIDINGMILFORD, OH | EQUINE THERAPY | $60,410 | 2023 |
| CINCINNATI THERAPEUTIC RIDINGMILFORD, OH | EQUINE THERAPY | $60,000 | 2025 |
| CINCINNATI THERAPEUTIC RIDINGMILFORD, OH | EQUINE THERAPY | $50,887 | 2021 |
| UNIVERSITY OF CINCINNATI FOUNDATIONCINCINNATI, OH | INTELLECTUAL AND DEVELOPMENTAL DISAB | $40,000 | 2022 |
| CINCINNATI THERAPEUTIC RIDINGMILFORD, OH | EQUINE THERAPY | $40,000 | 2020 |
| CINCINNATI CHILDREN'S HOSPITALCINCINNATI, OH | MEDICAL ASSISTANCE | $40,000 | 2022 |
| UNIVERSITY OF CINCINNATI FOUNDATIONCINCINNATI, OH | INTELLECTUAL AND DEVELOPMENTAL DISAB | $40,000 | 2023 |
| DOWN SYNDROME ASSOCIATION OFCINCINNATI, OH | EMPOWER, EDUCATE AND ENHANCE | $35,000 | 2022 |
| CINCINNATI ZOOCINCINNATI, OH | ZOO | $30,000 | 2025 |
| UNIVERSITY OF CINCINNATI FOUNDATIONCINCINNATI, OH | INTELLECTUAL AND DEVELOPMENTAL DISAB | $29,000 | 2021 |
| CINCINNATI THERAPEUTIC RIDINGMILFORD, OH | EQUINE THERAPY | $25,863 | 2019 |
| CINCINNATI ZOOCINCINNATI, OH | ZOO | $25,000 | 2021 |
| CINCINNATI ZOOCINCINNATI, OH | ZOO | $25,000 | 2023 |
| DOWN SYNDROME ASSOCIATION OFCINCINNATI, OH | EMPOWER, EDUCATE AND ENHANCE | $25,000 | 2023 |
| CINCINNATI ZOOCINCINNATI, OH | ZOO | $25,000 | 2022 |
| COVENANT PRESBYTERIAN CHURCHCINCINNATI, OH | MISSIONARY OUTREACH | $22,656 | 2023 |
| MIAMI UNIVERSITY FOUNDATIONOXFORD, OH | ACCESS FOR INTELLECTUAL DISABILITIES | $22,000 | 2019 |
| CINCINNATI THERAPEUTIC RIDINGMILFORD, OH | EQUINE THERAPY | $20,373 | 2018 |
| CINCINNATI ZOOCINCINNATI, OH | ZOO | $20,000 | 2020 |
| CHILDREN'S HOSPITAL DEVELOPMENTALCINCINNATI, OH | DEVELOPMENTAL PEDIATRICS | $20,000 | 2018 |
| DOWN SYNDROME ASSOCIATION OFCINCINNATI, OH | EMPOWER, EDUCATE AND ENHANCE | $20,000 | 2025 |
| COVENANT PRESBYTERIAN CHURCHCINCINNATI, OH | SPREAD THE WORD OF LOVE, JOY | $18,654 | 2021 |
| 0.10 |
| $0 |
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 202521339349100142
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202441309349101939
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202331289349102658
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202201319349101945
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202103129349100545
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202033189349100908
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201921339349101462
Form 990-PF · FY2017 · period ending Dec 31, 2017
Filing id 201821309349101322
Form 990-PF · FY2016 · period ending Dec 31, 2016
Filing id 201701669349100600
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.