Nonprofit · EIN 26-4092859
MONTGOMERY FAMILY FOUNDATION TRUST
Tax-exempt · JUPITER, FL 33458
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $3 | $0 | $3 | $1,070 | $0 | $1,070 |
| August 31, 2024 | 990-PF | $6 | $0 | $6 | $1,067 | $0 | $1,067 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Interest
- $3
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
Balance sheet and other
- Total assets, start of year
- $1,067
- Total assets, end of year
- $1,070
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,070
- Fair market value of assets
- $1,070
- Net investment income
- $3
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kristen Santana Kohn 137 Casa Circle, Jupiter, FL 33458 | Trustee | 0 | $0 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kristen Santana Kohn 137 Casa Circle, Jupiter, FL 33458 | 0 | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 137 CASA CIR, JUPITER, FL 33458-1639
- In care of
- % KRISTEN SANTANA KOHN
- Signed the 990-PF
- Kristen Santana Kohn, Trustee
- Phone
- (561) 635-6688
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 26-4092859
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2009
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,070
- Income (IRS master file)
- $3
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $3 | $0 | $1,070 | XML |
| 990-PF | August 2024 | $6 | $0 | $1,067 | XML |
| 990-PF | August 2023 | – | – | – | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-4092859).
Questions about MONTGOMERY FAMILY FOUNDATION TRUST
- What is the EIN of MONTGOMERY FAMILY FOUNDATION TRUST?
- The employer identification number (EIN) of MONTGOMERY FAMILY FOUNDATION TRUST is 26-4092859.
- Is MONTGOMERY FAMILY FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to MONTGOMERY FAMILY FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MONTGOMERY FAMILY FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MONTGOMERY FAMILY FOUNDATION TRUST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTGOMERY FAMILY FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of MONTGOMERY FAMILY FOUNDATION TRUST?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does MONTGOMERY FAMILY FOUNDATION TRUST have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $3, expenses of $0 and total assets of $1,070 at year end.
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