Private Foundation

STEPHEN MONTGOMERY SCHOLARSHIP FUND

STEPHEN MONTGOMERY SCHOLARSHIP FUND is a Private Foundation headquartered in BARRE, VT. Financial data from the 2025 filing: $61K revenue, $77K expenses, $1.3M total assets. IRS filings disclose 13 grants awarded by this foundation, totaling roughly $104K.

EIN: 856775101 BARRE, VT Latest filing: 2025

Total Revenue$61K

Total Expenses$77K

Total Assets$1.3M

Grants Given13

Grant Total$104K

Filing Years2022–2025

Sample Grants Given

RANDOLPH UNION HIGH SCHOOL

RANDOLPH, VT · 2025

SCHOLARSHIPS

$30,500

WHITE RIVER VALLEY HIGH SCHOOL

SO ROYALTON, VT · 2025

SCHOLARSHIPS

$30,500

RANDOLPH UNION HIGH SCHOOL

RANDOLPH, VT · 2024

SCHOLARSHIPS

$10,800

WHITE RIVER VALLEY HIGH SCHOOL

SO ROYALTON, VT · 2024

SCHOLARSHIPS

$9,200

VERMONT STATE UNIVERSITY

JOHNSON, VT · 2023

SCHOLARSHIPS

$4,700

Showing up to 5 of 13 total records — full history available with membership.

Officers & Directors

TRUSTEE Adrian Otterman

Officer compensation and complete director data available with membership.

Top Grant Purposes

SCHOLARSHIPS

$104,274 13 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$61K	$77K	$1.3M
2024	$93K	$36K	$1.3M
2023	$938K	$21K	$1.2M
2022	$100K	$16K	$392K

Between 2022 and 2025, reported annual revenue declined from $100K to $61K (-39%), with total assets most recently reported at $1.3M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MA, VT.

MAVT

Full geographic grant map with state-by-state breakdown available with membership.

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