FORM 1023-EZ for MONTGOMERY FAMILY FOUNDATION INC

Field Data
EIN 87-0819523
Case Number EO-2021245-000341
Form 1023-EZ version 12018
Eligibility Worksheet 1
Organization Name MONTGOMERY FAMILY FOUNDATION INC
Organization’s Mailing Address 925 HEDRICK DRIVE
City HENDERSON
State NC
ZIP 27537
Accounting period End 12
Primary contact name HEATHER MONTGOMERY
Primary contact phone [Hidden]
Primary contact phone extension [Hidden]
Primary contact fax [Hidden]
User fee submitted $275.00
Officer/Director/Trustee One

HEATHER MONTGOMERY
PRESIDENT
925 HEDRICK DRIVE
HENDERSON NC 27537

Officer/Director/Trustee Two

MICHAEL AVERETTE
VICE PRESIDENT
1730 GRAHAM AVENUE
HENDERSON NC 27536

Officer/Director/Trustee Three

LORI RENN
SECRETARY
409 YOUNG STREET
HENDERSON NC 27536

Officer/Director/Trustee Four

TONEY FALKNER
TREASURER
129 W BELLE STREET
HENDERSON NC 25736

Organization’s website
Organization’s email
Organization Incorporated Yes
Organization trust No
Necessary Organizing Documents Yes
Organization Incorporation Date 5/17/2021
Organization Incorporation State NC
Contains Limitation Yes
Does not expressly empower Yes
Contains dissolution Yes
National Taxonomy of Exempt Entities (NTEE) code B12 - Fund Raising and/or Fund Distribution
Organization’s purpose Charitable: Yes
Religious: Yes
Educational: Yes
Scientific: No
Literary: No
Public Safety: No
Amateur Sports: No
Cruelty Prevention: No
Qualify For Exemption No
Legislation influence No
Compensation of Officer director trustee No
Donation of funds Yes
Conducting Activities Outside of United States No
Financial transactions with officers No
Unrelated Gross Income $1,000 or More No
Gaming Activity No
Disaster relief assistance No
One Third Support Public No
One Third Support Gifts Yes
Benefit of College No
Private Foundation 508(e) No
Seeking Retroactive Reinstatement No
Seeking Section 7 Reinstatement No
Correctness Declaration Yes
Signature Name MICHAEL AVERETTE
Signature Title VICE PRESIDENT
Signature Date 8/31/2021

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