Montessori Global Growth Fund

Analysis

Montessori Global Growth Fund is a registered charity in United States, based in Dallas, TX. It received its IRS tax-exemption ruling in October 2010, 16 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Montessori Global Growth Fund reported income of $135k and spending of $82k, leaving 39% of income unspent that year. Across the 2 years on record, from December 2022 to December 2023, income grew from $76k to $135k (+78%), an average of +78% a year. The sharpest change came in the year to December 2023, when income rose by 78%. Over the whole period it spent 54% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Montessori Global Growth Fund sits at the 46th percentile: it is larger than about 46% of them. Against every charity in United States with reported income it ranks in the 45th percentile, and in the 48th percentile within TX. Charities of a similar size with the same main cause include Lydiksen Parent Faculty Club ($135k), Forest Trail Elementary Booster Club Inc ($135k) and Rugrunners Robotics Inc ($135k).

On its Form 990-EZ for the period ending December 2023, revenue came from contributions and grants 99% of the total. At year end it held assets of $327k against liabilities of $0, net assets of $327k.