Civic Intelligence

The Montague Family Foundation

EIN 63-1181945 • Birmingham, AL

9 Innisbrook LaneBirmingham, AL 35242-5922
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

Net Margin

1st percentile

-28093%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

7th percentile

-94%

Faster revenue growth than 7% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $278,966 (-100%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$0

Down $278,966 (-100%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin1st percentile

Revenue

Down

$993

Down $16,628 (-94%) from 2024

Expenses

Up

$279,959

Up $257,839 (+1166%) from 2024

Net Income

Down

-$278,966

Down $274,467 (-6101%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2010: $212,526Liabilities 2010: $0Net Assets 2010: $212,5262010Assets 2011: $208,446Liabilities 2011: $0Net Assets 2011: $208,4462011Assets 2012: $249,285Liabilities 2012: $12012Assets 2013: $246,402Liabilities 2013: $0Net Assets 2013: $246,4022013Assets 2014: $243,482Liabilities 2014: $0Net Assets 2014: $243,4822014Assets 2015: $248,263Liabilities 2015: $0Net Assets 2015: $248,2632015Assets 2016: $245,894Liabilities 2016: $0Net Assets 2016: $245,8942016Assets 2017: $263,259Liabilities 2017: $0Net Assets 2017: $263,2592017Assets 2018: $256,988Liabilities 2018: $0Net Assets 2018: $256,9882018Assets 2019: $304,177Liabilities 2019: $0Net Assets 2019: $304,1772019Assets 2020: $295,033Liabilities 2020: $0Net Assets 2020: $295,0332020Assets 2021: $297,988Liabilities 2021: $0Net Assets 2021: $297,9882021Assets 2022: $291,780Liabilities 2022: $0Net Assets 2022: $291,7802022Assets 2023: $283,465Liabilities 2023: $0Net Assets 2023: $283,4652023Assets 2024: $278,966Liabilities 2024: $0Net Assets 2024: $278,9662024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0
Open 2025 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2010: $9,8522010Expenses 2011: $12,7602011Revenue 2012: $49,244Expenses 2012: $8,405Net Income 2012: $40,8392012Revenue 2013: $14,078Expenses 2013: $16,961Net Income 2013: -$2,8832013Revenue 2014: $14,622Expenses 2014: $17,542Net Income 2014: -$2,9202014Revenue 2015: $22,958Expenses 2015: $18,177Net Income 2015: $4,7812015Revenue 2016: $17,084Expenses 2016: $19,453Net Income 2016: -$2,3692016Revenue 2017: $37,537Expenses 2017: $20,172Net Income 2017: $17,3652017Revenue 2018: $16,397Expenses 2018: $22,668Net Income 2018: -$6,2712018Revenue 2019: $66,395Expenses 2019: $19,206Net Income 2019: $47,1892019Revenue 2020: $12,796Expenses 2020: $21,940Net Income 2020: -$9,1442020Revenue 2021: $25,058Expenses 2021: $22,103Net Income 2021: $2,9552021Revenue 2022: $9,918Expenses 2022: $16,126Net Income 2022: -$6,2082022Revenue 2023: $16,893Expenses 2023: $25,208Net Income 2023: -$8,3152023Revenue 2024: $17,621Expenses 2024: $22,120Net Income 2024: -$4,4992024Revenue 2025: $993Expenses 2025: $279,959Net Income 2025: -$278,9662025

Highlighted filing

2025

Revenue$993
Expenses$279,959
Net Income-$278,966
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$993
Expenses
$279,959
Net income
-$278,966
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$2.80$2.79
2024Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.18$0.22$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.17$0.25$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.10$0.16$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.25$0.22$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.13$0.22$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.66$0.19$0.47
2018Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.16$0.23$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.63$0.00$2.63$0.38$0.20$0.17
2016Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.17$0.19$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.23$0.18$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.15$0.18$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.14$0.17$0.03
2012Summary only. Only limited summary data is available for this year.$2.49$0.00$0.49$0.08$0.41
2011Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.13
2010Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Jul 8, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Norton T MontaguePresident & DirectorPT$0--
Cynthia G MontagueSecretary & Treasurer-$0--
Margaret Montague LauckDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Montague Family Foundation
EIN
63-1181945
Phone
2055416907
Address
9 Innisbrook Lane, Birmingham, AL 35242-5922

Signing Officer

Name
Norton T Montague III
Title
President
Phone
2055416907
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Kassouf & Co Inc
Address
2101 Highland Ave S Suite 300, Birmingham, AL 35205-4009
Preparer
Zachary L Bennett
Phone
2054432500
Raw XML Appendix375 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt05150
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0Fidelity Charitble - Montague Family DAF
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt1Fidelity Charitble - Montague Family DAF
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt2Fidelity Charitble - Montague Family DAF
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt3Fidelity Charitble - Montague Family DAF
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt4Fidelity Charitble - Montague Family DAF
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt5Fidelity Charitble - Montague Family DAF
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt6Fidelity Charitble - Montague Family DAF
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt7Fidelity Charitble - Montague Family DAF
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt8Fidelity Charitble - Montague Family DAF
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt9Fidelity Charitble - Montague Family DAF
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt027500
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt180240
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt226628
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt333962
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt456940
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt555380
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt671720
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt713452
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt827
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt936569
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt01000 shares of AT&T Inc
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt1666 shares of Duke Energy Corp
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt2592 shares of Enbridge Inc
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt3890 shares of Reaves Util Income Fund
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt4600 shares of The Southern Company
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt51300 shares of Verizon Communications
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt61000 shares of Royal Dutch Shell PLC
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt7Cash
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt8Cash
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt9Cash
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt0PO Box 770001
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt1PO Box 770001
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt2PO Box 770001
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt3PO Box 770001
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt4PO Box 770001
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt5PO Box 770001
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt6PO Box 770001
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt7PO Box 770001
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt8PO Box 770001
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt9PO Box 770001
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm0Cincinnati
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm1Cincinnati
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm2Cincinnati
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm3Cincinnati
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm4Cincinnati
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm5Cincinnati
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm6Cincinnati
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm7Cincinnati
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm8Cincinnati
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm9Cincinnati
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd0OH
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd1OH
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd2OH
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd3OH
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd4OH
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd5OH
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd6OH
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd7OH
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd8OH
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd9OH
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd0452770053
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd1452770053
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd2452770053
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd3452770053
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd4452770053
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd5452770053
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd6452770053
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd7452770053
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd8452770053
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd9452770053
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt010347
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-12308
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt04
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-1957
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-1957
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05150
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0273117
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0273117
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02950
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010347
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010347
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-278966
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt035089
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-12308
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt010351
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01209
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0483
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0273117
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0279959
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt010351
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0993
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06842
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt146195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt020621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-32929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt020621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-32929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt021823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0700 shares Enterprise Products Partners LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12000 shares Compass Diversified
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-12308
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-278966
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0278966
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt00
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt00
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0144
IRS990PF/DistributableAmountGrp/TotalTaxAmt0144
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0280
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0144
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0144
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0144
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0280
IRS990PF/FinalReturnInd0X
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0169
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0271224
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt0470
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0278966
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt07103
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0278966
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0278966
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0278966
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Norton T Montague
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Cynthia G Montague
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Margaret Montague Lauck
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary & Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09 Innisbrook Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19 Innisbrook Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21546 Providence Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Birmingham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Birmingham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Charlotte
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0352425922
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1352425922
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2282072628
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0273117
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0273117
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0contributions to organizations qualifying as exempt under sec. 501(c)3
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Norton T Montague III
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09 Innisbrook Lane
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Birmingham
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd035242
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02055416907
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Request should be submitted in writing
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Norton Montague
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02055416907
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt09 Innisbrook Lane
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Birmingham
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd035242
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0none
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0none
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Norton T Montague
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Cynthia G Montague
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0273117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Montague Family DAF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Donor Advised Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0452770053
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0273117
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0273117
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0273117
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0273117
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0273117
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0273117
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0The Montague Family Foundation was dissolved on July 8, 2025.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Broker fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0628
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1581
TaxesSchedule/TaxesDetail/Amt0483
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Norton T Montague III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02055416907
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Montague Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0631181945
ReturnHeader/Filer/PhoneNum02055416907
ReturnHeader/Filer/USAddress/AddressLine1Txt09 Innisbrook Lane
ReturnHeader/Filer/USAddress/CityNm0Birmingham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0352425922
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630590670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kassouf & Co Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02101 Highland Ave S Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Birmingham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0352054009
ReturnHeader/PreparerPersonGrp/PhoneNum02054432500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Zachary L Bennett
ReturnHeader/ReturnTs02025-11-11T14:31:17-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-07-08
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.