University of Montevallo Foundation

MONTEVALLO, AL EIN: 23-7349527

THE UNIVERSITY OF MONTEVALLO FOUNDATION OPERATES TO ADVANCE THE MISSION OF THE UNIVERSITY OF MONTEVALLO IN ALL OF ITS EDUCATIONAL, INSTRUCTIONAL, SERVICE, CHARITABLE, AND OUTREACH ENDEAVORS. THE PRIMARY PURPOSE OF THE FOUNDATION IS TO RECEIVE, SOLICIT, ACCEPT, HOLD, ADMINISTER, USE, INVEST, ENDOW, AND DISBURSE PRIVATE PHILANTHROPIC GIFTS, BEQUESTS, DEVISES, AND ALL TYPES OF PROPERTY FOR THE EXCLUSIVE BENEFIT OF THE UNIVERSITY.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$72.6M

+27.2% YoY

Annual Giving

Grant Count

0

Avg Grant Size

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$6M$9M$12M20202021202220232024
Metric202420232022
Total Assets$72,621,815$57,084,654$48,926,102
Revenue$10,937,828$10,598,156$7,323,023
Expenses$3,559,455$3,493,659$3,844,033
Qualifying Distributions
Net Investment Income$2,504,370$4,081,990$3,462,546
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$21K$42K$63K$84K1 grants20201 grants20211 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

3 grants across all recorded years

<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does University of Montevallo Foundation fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

SCOTT DILLARDEXECUTIVE VICE PRESIDENT$109K

From 2024 filing

NameTitleHoursCompensation
JAMES MOSSCHAIRMAN (SINCE 08/11)1
DAVID PICKETTVICE-CHAIRMAN1
MITT SCHROEDERTREASURER1
AMY NENADOVICHSECRETARY1
JAMES CAVALE IIIMEMBER1
TRACEY MORANT-ADAMSMEMBER1
MARK EILANDMEMBER1
GEORGE ETHRIDGEMEMBER1
KEVIN GARDNERMEMBER1
CONNIE SHEPPARD HARRISMEMBER1
CAROLYN DUNCANMEMBER1
KITTILAX KRIDAKORNMEMBER1
JEFFERY PURVISMEMBER1
BOB BAKERMEMBER1
EDDIE BAKERMEMBER1
CLAYTON NORDANMEMBER1
JOHN COXMEMBER1
MELANIE POOLEMEMBER1
RAYMOND BELLMEMBER1
BARBARA SLOANMEMBER1
ALISON STEINEKERMEMBER1
THOMAS WHITINGMEMBER1
DENISE WOODHAMMEMBER1
BRIGETTE WRIGHTMEMBER1
SCOTT DILLARDEXECUTIVE VICE PRESIDENT24$109,192

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Montevallo

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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