STRATEGY STUDIO / PUBLIC DATA EXPLORER

MONTEI FOUNDATION

Cite this

Plain text MONTEI FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2020–2025. https://strategystudio.org/org/311736155. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). MONTEI FOUNDATION [Nonprofit organization profile; tax years 2020–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/311736155

MLA “MONTEI FOUNDATION.” Strategy Studio, tax years 2020–2025, https://strategystudio.org/org/311736155. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2020–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $3.6M · expenses $1.6M · assets $22.4M

EIN
31-1736155
Address
5910 VENTURE DR STE B, DUBLIN, OH 43017-6146
NTEE code
T20
Subsection
501(c)(3)
Ruling year
2001
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Julia K Montei TRUSTEE2020-2025 $64,406$357,199 1
Todd R Montei TRUSTEE2020-2025 $64,406$357,199 2
William K Burton TRUSTEE2020-2025 $64,405$357,198 3

People by year

2025 · 3 people listed · 3 paid, $193K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIA K MONTEI TRUSTEE1 $64,406-$0 $64,4061
TODD R MONTEI TRUSTEE1 $64,406-$0 $64,4062
WILLIAM K BURTON TRUSTEE1 $64,405-$0 $64,4053
2024 · 3 people listed · 3 paid, $182K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIA K MONTEI TRUSTEE1 $60,756-$0 $60,7561
TODD R MONTEI TRUSTEE1 $60,756-$0 $60,7562
WILLIAM K BURTON TRUSTEE1 $60,756-$0 $60,7563
2023 · 3 people listed · 3 paid, $164K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIA K MONTEI Trustee1 $54,755-- $54,7551
TODD R MONTEI Trustee1 $54,755-- $54,7552
WILLIAM K BURTON Trustee1 $54,755-- $54,7553
2022 · 3 people listed · 3 paid, $177K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIA K MONTEI Trustee1 $59,114-- $59,1141
TODD R MONTEI Trustee1 $59,114-- $59,1142
WILLIAM K BURTON Trustee1 $59,114-- $59,1143
2021 · 3 people listed · 3 paid, $194K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIA K MONTEI TRUSTEE1 $64,550-$0 $64,5501
TODD R MONTEI TRUSTEE1 $64,550-$0 $64,5502
WILLIAM K BURTON TRUSTEE1 $64,550-$0 $64,5503
2020 · 3 people listed · 3 paid, $161K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIA K MONTEI TRUSTEE1 $53,618-$0 $53,6181
TODD R MONTEI TRUSTEE1 $53,618-$0 $53,6182
WILLIAM K BURTON TRUSTEE1 $53,618-$0 $53,6183

Highest-paid independent contractors

2025 · 1 contractor · $122K
NameLocationServicePaid
SEI PRIVATE TRUST COMPANYOAKS, PAINVEST. ADVISOR$121,788
2024 · 1 contractor · $115K
NameLocationServicePaid
SEI PRIVATE TRUST COMPANYOAKS, PAINVEST. ADVISOR$115,333
2023 · 1 contractor · $104K
NameLocationServicePaid
SEI PRIVATE TRUST COMPANYOAKS, PAINVESTMENT ADVISORY SVCS$103,725
2022 · 1 contractor · $109K
NameLocationServicePaid
SEI PRIVATE TRUST COMPANYOAKS, PAINVESTMENT ADVISORY SVCS$109,374
2021 · 1 contractor · $117K
NameLocationServicePaid
SEI PRIVATE TRUST COMPANYOAKS, PAINVESTMENT ADVISORY SERVICES$116,917
2020 · 1 contractor · $95K
NameLocationServicePaid
SEI PRIVATE TRUST COMPANYOAKS, PAINVESTMENT ADVISORY SERVICES$94,727

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 52 grants to organizations · $1.2M
2024 · 45 grants to organizations · $1.1M
2023 · 0 grants to organizations · $0 · 1 summary line · $1.1M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2022 · 0 grants to organizations · $0 · 1 grant to individuals · $1.1M
2021 · 54 grants to organizations · $1.3M
2020 · 49 grants to organizations · $1.1M

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$3,594,135$1,615,056 $22,371,570$22,371,570 -- $193,217--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$2,948,878$1,446,979 $20,392,491$20,392,491 -- $182,268--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$1,576,448$1,385,987 $18,890,592$18,890,592 -- $164,264--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$1,843,464$1,475,962 $18,700,164$18,700,164 -- $177,342--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$3,070,833$1,592,398 $18,332,626$18,332,626 $0- $193,650--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$1,424,902$1,326,679 $16,854,188$16,854,188 -- $160,853--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
MJH FOUNDATIONOHT20 $3,959,510$1,557,402 CHAIRMAN & MANAGER$0 Same NTEE code T20, revenue within 2x, same state, similar name
PAH FOUNDATIONOHT20 $3,818,735$452,840 TRUSTEE & PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
ADS FOUNDATIONOHT20 $3,381,814$455,015 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
FREER FOUNDATIONOHT20 $3,613,591$202,847 Secretary/Treasurer$1,524 Same NTEE code T20, revenue within 2x, same state, similar name
M B GALE FOUNDATIONOHT20 $3,616,386$200,412 Secretary/Treasurer$1,764 Same NTEE code T20, revenue within 2x, same state, similar name
VONTZ FAMILY FOUNDATIONOHT20 $4,334,283$0 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
THE ARIEL FOUNDATIONOHT20 $3,646,135$7,975,020 SUPERV.DIR., CHAIRMAN,PRES$0 Same NTEE code T20, revenue within 2x, same state
KROGER CO FOUNDATIONOHT20 $3,338,016$5,939,588 EXECUTIVE DIRECTOR$224,249 Same NTEE code T20, revenue within 2x, same state
SAMARITAN FOUNDATIONOHT20 $3,085,037$5,171,645 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
CELLARIUS FOUNDATIONOHT20 $4,489,738$791,743 DIRECTOR, PRESIDENT & TREASURER$0 Same NTEE code T20, revenue within 2x, same state
EBEID FAMILY FOUNDATIONOHT20 $3,756,333$1,362,349 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
ABRAMS FAMILY FOUNDATIONOHT20 $3,553,264$3,265,458 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
WESLEY FAMILY FOUNDATIONOHT20 $3,092,524$434,968 PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
STANARD FAMILY FOUNDATIONOHT20 $3,702,001$1,599,174 DIRECTOR/PRESIDENT/TREASURER$0 Same NTEE code T20, revenue within 2x, same state
SAM J FRANKINO FOUNDATIONOHT20 $3,824,490$4,115,708 TRUSTEE$200,004 Same NTEE code T20, revenue within 2x, same state
RIG III FAMILY FOUNDATIONOHT20 $4,156,826$391,860 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
STERLING FAMILY FOUNDATIONOHT20 $3,665,387$380,565 TRUSTEE, PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
STANLEY KNAPP FAMILY FOUNDATIONOHT20 $3,430,407$1,107,719 President$0 Same NTEE code T20, revenue within 2x, same state
THE S L HICKMAN FAMILY FOUNDATIONOHT20 $3,448,121$2,270,865 SECRETARY$0 Same NTEE code T20, revenue within 2x, same state
ROBERT W MENTALL CHARITABLE FOUNDATIONOHT20 $4,120,861$43,785 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
STEPHEN J WOLFE JR PRIVATE FOUNDATIONOHT20 $3,693,718$1,979,258 PRESIDENT-TREASURER$0 Same NTEE code T20, revenue within 2x, same state
CEDAR FAIR CHARITIESOHT20 $3,111,458$3,102,499 Director and President$0 Same NTEE code T20, revenue within 2x, same state
FOUNDATION MMAT20 $3,939,134$1,046,671 TRUSTEE$8,000 Same NTEE code T20, revenue within 2x, similar name
MORF FOUNDATIONCAT20 $3,974,058$3,758,698 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
MONIKER FOUNDATIONCOT20 $3,239,447$1,548,309 SECRETARY/TREASURER$71,591 Same NTEE code T20, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FOURDOVES FOUNDATION Private foundation$13,975,0005 12019–2024 TSADRA FOUNDATION
The Gale Foundation Private foundation$3,040,2003 12025–2025 FREER FOUNDATION
GREATER HOUSTON COMMUNITY FOUNDATION DAF sponsor$2,960,0001 12022–2022 RUPANI FOUNDATION
BARNEY AND SUSIE COCKBURN CHARITABLE TRUST Private foundation$336,5584 12020–2024 CHASE FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$332,90010 22016–2023 FORVIS MAZARS FOUNDATION; RUPANI FOUNDATION
MICHAEL & SUSAN DELL FOUNDATION Private foundation$150,0001 12024–2024 IDP FOUNDATION INC
CHARITY BRIDGE FUND DAF sponsor$122,2553 12014–2016 CHASE FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$104,9757 12016–2022 FORVIS MAZARS FOUNDATION
HOUSTON ENDOWMENT INC Private foundation$100,0001 12022–2022 RUPANI FOUNDATION
GLOBAL IMPACT DAF sponsor$88,3141 12019–2019 CEDAR FAIR CHARITIES
THE GEORGE FOUNDATION Private foundation$61,6153 12020–2020 RUPANI FOUNDATION
GLOBALGIVING FOUNDATION INC DAF sponsor$53,5594 12021–2024 RUPANI FOUNDATION
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$26,6004 12020–2023 FORVIS MAZARS FOUNDATION
LURA-LEE G AND WILLIAM E LANGEFOUNDATION Private foundation$25,0002 12022–2023 CHASE FOUNDATION
LINCOLN COMMUNITY FOUNDATION INC DAF sponsor$24,4004 12016–2019 FORVIS MAZARS FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $1,615,056 spent · pay $193,217 · grants $1,236,743 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,236,743 76.6%
Pay: officers, directors, trustees $193,217 12.0%
Fees: other professional $121,788 7.5%
Taxes $61,345 3.8%
Fees: accounting $1,750 0.1%
Other expenses $200 0.0%
Interest $13 0.0%
Total$1,615,056100%

View the filing

2024 · Form 990PF · $1,446,979 spent · pay $182,268 · grants $1,121,900 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,121,900 77.5%
Pay: officers, directors, trustees $182,268 12.6%
Fees: other professional $115,333 8.0%
Taxes $25,801 1.8%
Fees: legal $1,234 0.1%
Other expenses $443 0.0%
Total$1,446,979100%

View the filing

2023 · Form 990PF · $1,385,987 spent · pay $164,264 · grants $1,102,184 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,102,184 79.5%
Pay: officers, directors, trustees $164,264 11.9%
Fees: other professional $103,725 7.5%
Taxes $14,256 1.0%
Fees: legal $1,292 0.1%
Other expenses $266 0.0%
Total$1,385,987100%

View the filing

2022 · Form 990PF · $1,475,962 spent · pay $177,342 · grants $1,118,868 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,118,868 75.8%
Pay: officers, directors, trustees $177,342 12.0%
Fees: other professional $109,374 7.4%
Taxes $69,158 4.7%
Fees: legal $1,000 0.1%
Other expenses $220 0.0%
Total$1,475,962100%

View the filing

2021 · Form 990PF · $1,592,398 spent · pay $193,650 · grants $1,253,859 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,253,859 78.7%
Pay: officers, directors, trustees $193,650 12.2%
Fees: other professional $116,917 7.3%
Taxes $26,652 1.7%
Fees: legal $1,100 0.1%
Other expenses $220 0.0%
Total$1,592,398100%

View the filing

2020 · Form 990PF · $1,326,679 spent · pay $160,853 · grants $1,057,437 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,057,437 79.7%
Pay: officers, directors, trustees $160,853 12.1%
Fees: other professional $94,727 7.1%
Taxes $12,522 0.9%
Fees: legal $850 0.1%
Other expenses $290 0.0%
Total$1,326,679100%

View the filing