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Anne & Mead Montgomery Family Foundation at a glance

· Private foundation

Anne & Mead Montgomery Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$72k
Granted FY2024still arriving
10
Grants FY2024still arriving
4
States reached
$22k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0188% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Health$228kEducation$155kHuman Services$75kReligion$17kArts & Culture$9kYouth Development$6kRecreation & Sports$4kSocial Science$4kOther$0
02FY2024 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k7 grants · $22k
  • $10k–50k3 grants · $50k
$5,500
Median grant
4
States reached
$1.1M
Total assets
Largest grants
RecipientAmount
OAKTON COMMUNITY COLLEGE EDUCATIONAL FOUNDATION$22,000
PANCREATIC CANCER ACTION NETWORK$15,000
NORTH SHORE SENIOR CENTER$13,000
SHIRLEY RYAN ABILITY LAB$7,500
EVANS SCHOLARS FOUNDATION$5,500
CHRIST CHURCH WINNETKA$3,000
DANIEL MURPHY SCHOLARSHIP FUND$2,500
AMERICAN CANCER SOCIETY$2,000
STAG FOUNDATION$850
SKOKIE EDUCATIONAL FOUNDATION$500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–24, $73k) land where the poverty rate runs at 14%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%NORTH SHORE SENIOR CENTER: $15k → 14%NORTH SHORE SENIOR CENTER: $14k → 14%NORTH SHORE SENIOR CENTER: $13k → 14%NORTH SHORE SENIOR CENTER: $10k → 14%NORTH SHORE SENIOR CENTER: $8k → 14%NORTH SHORE SENIOR CENTER: $7k → 14%NORTH SHORE SENIOR CENTER: $4k → 14%NORTH SHORE SENIOR CENTER: $2k → 14%THE NIGHT MINISTRY: $250 → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

MN
IL
NY
OR
CA
UT
CO
MD
GA
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

89%of every dollar goes to organizations it has funded before.
$474k · 23 repeat orgs$60k to everyone else

23 repeat relationships: 6 still active in FY2024, 17 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

23
15

Total granted

$474k
$20k

Median revenue growth · since first grant

+33%
+74%

Still filing today

61%
67%

New vs renewed · share of each year

In FY2024, 44% of grant dollars renewed an existing relationship; $41k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
HealthEducationRecreation & SportsHuman ServicesReligionArts & CultureOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • NS
    NORTH SHORE SENIOR CENTER
    8× · 2017–2024 · $73k · revenue +38%
  • RI
    Rehabilitation Institute of Chicago
    8× · 2017–2024 · $50k · revenue +31%
  • DM
    DANIEL MURPHY SCHOLARSHIP FUND
    8× · 2017–2024 · $11k · revenue +89%

Funded once

  • PP
    PLANNED PARENTHOOD COLUMBIA WILLAM
    one grant, 2022 · $4k
  • PP
    Planned Parenthood of Illinois
    one grant, 2022 · $4k · revenue -8%
  • THE ASPEN INSTITUTE INCgraduated
    one grant, 2017 · $4k · revenue +243%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
2
National Opinion Research Center

See schedule onorc at the university of chicago conducts research and data science on critical societal issues to guide decision-making and the development of programs and public policy. our experts identify relationships and trends, and…

Social Science
3
American Gas Association

American gas association's (the association) mission is to develop and advocate for informed, innovative, and durable policy that fulfills our nation's energy needs, environmental aspirations and economic potential. we are committed to…

—
4
Npr Foundation

The npr foundation ("foundation") is organized and operated exclusively for the benefit of its sole supported organization, national public radio, inc. ("npr inc."). the foundation supports npr inc. through various activities such as…

—
5
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
6
Lake Forest College

Provide post-secondary education leading to a baccalaureate degree. Program service expenditures are made in conjunction with the operation of a liberal arts college spread over 107 acres with approximately 63 educational and support…

Education
7
The Rand Corporation

Help improve policy and decision making through research and analysis.

Public Benefit
8
Union Health System

To serve our communities by provding innovative and compassionate healthcare.

Health
9
Chicago Psychoanalytic Institute

The chicago psychoanalytic institute transforms the lives of individuals, families and communities, using psychoanalytic knowledge to help them grow and thrive.

Social Science
10
Uchicago Medicine Network Inc

Uchicago medicine network, inc. supports and encourages health and human service by providing support, directly or indirectly to ingalls memorial hospital, the university of chicago medical center, and other related tax-exempt…

Health
11
Arbor Research Collaborative for Health

Arbor research collaborative for health is committed to improving patient care through research that shapes medical policies and practice. in particular, arbor research conducts health outcomes research on chronic disease and end-stage…

Health
12
University Family Physicians Inc

Engage actively and continuously in medical research, education and training in the practice of medicine in conjunction with the department of family medicine of the indiana university school of medicine and indiana university…

—
How this is measured
The grantee most central to the portfolio’s shape is The Aspen Institute Inc; the most unlike its peers is Stag Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

27 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 27 of the 42 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
26/27
Grantees still filing
20/27
Grew since first funded

Where the money sits, by cause and then by grantee

OAKTON COMMUNITY COLLEGE: $111,000 · OtherOAKTON COMMUNITY COLLEGEIndividual grant recipient: $100,500 · OtherIndividual grant recipientIndividual grant recipient: $33,000 · OtherIndividual grant recipientCHRIST CHURCH INC: $13,500 · OtherDANIEL MURPHY SCHOLARSHIP FUND: $10,500 · Other+20 more: $35,150 · Other+20 moreRehabilitation Institute of Chicago: $50,000 · HealthRehabilitation Instit…AMERICAN CANCER SOCIETY INC: $24,520 · HealthAMERICAN CANCER SOCIE…PANCREATIC CANCER ACTION NETWORK INC: $15,000 · HealthPANCREATIC CANCER ACT…CANCER WELLNESS CENTER: $5,000 · HealthPlanned Parenthood of Illinois: $4,000 · Health+2 more: $700 · HealthNORTH SHORE SENIOR CENTER: $72,880 · Human ServicesNORTH SHORE SEN…+1 more: $250 · Human ServicesThe Hap Foundation Inc (F/K/A Journeycare Foundation): $23,750 · Religion+1 more: $500 · ReligionOAKTON COMMUNITY COLLEGE EDUCATIONAL FOUNDATION: $22,000 · EducationTHE POSSE FOUNDATION INC: $1,500 · Education+1 more: $500 · EducationWriters Theatre Inc: $4,500 · Arts & CultureRAVINIA FESTIVAL ASSOCIATION: $1,500 · Arts & CultureTHE ASPEN INSTITUTE INC: $3,500 · Social Science
Other$303,650Health$99,220Human Services$73,130Religion$24,250Education$24,000Arts & Culture$6,000Social Science$3,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetNORTH SHORE SENIOR CENTER: $72,880 over 8y, 0.2% of budgetRehabilitation Institute of Chicago: $50,000 over 8y, 0.0% of budgetAMERICAN CANCER SOCIETY INC: $24,520 over 8y, 0.0% of budgetThe Hap Foundation Inc (F/K/A Journeycare Foundation): $23,750 over 5y, 0.1% of budgetOAKTON COMMUNITY COLLEGE EDUCATIONAL FOUNDATION: $22,000 over 1y, 0.8% of budgetPANCREATIC CANCER ACTION NETWORK INC: $15,000 over 1y, 0.0% of budgetDANIEL MURPHY SCHOLARSHIP FUND: $10,500 over 8y, 0.1% of budgetTHE BUDDY PROGRAM INC: $6,000 over 6y, 0.1% of budgetCANCER WELLNESS CENTER: $5,000 over 3y, 0.1% of budgetWriters Theatre Inc: $4,500 over 5y, 0.0% of budgetPlanned Parenthood of Illinois: $4,000 over 1y, 0.0% of budgetTHE ASPEN INSTITUTE INC: $3,500 over 1y, 0.0% of budgetTHE CHICAGO COUNCIL ON GLOBAL AFFAIRS: $3,000 over 3y, 0.0% of budgetMountain Rescue Aspen Inc: $2,000 over 2y, 0.2% of budgetUNITED SERVICE ORGANIZATIONS OF ILLINOIS INC: $1,500 over 2y, 0.0% of budgetSTAG Foundation: $1,500 over 3y, 4.1% of budgetTHE POSSE FOUNDATION INC: $1,500 over 2y, 0.0% of budgetRAVINIA FESTIVAL ASSOCIATION: $1,500 over 3y, 0.0% of budgetWINNETKA PARKS FOUNDATION: $1,000 over 1y, 2.2% of budgetASPEN VALLEY SKISNOWBOARD CLUB INC: $500 over 1y, 0.0% of budgetFRIENDS OF ALTA INC: $500 over 2y, 0.1% of budgetSt Leonard's Ministries: $500 over 1y, 0.0% of budgetSEMPER FI & AMERICA'S FUND: $500 over 1y, 0.0% of budgetWESTERN GOLF ASSOCIATION: $250 over 1y, 0.0% of budgetTHE NIGHT MINISTRY: $250 over 1y, 0.0% of budgetHAZELDEN BETTY FORD FOUNDATION: $200 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds NORTH SHORE SENIOR CENTER ↗
  • Who funds Rehabilitation Institute of Chicago ↗
  • Who funds AMERICAN CANCER SOCIETY INC ↗
  • Who funds The Hap Foundation Inc (F/K/A Journeycare Foundation) ↗
  • Who funds OAKTON COMMUNITY COLLEGE EDUCATIONAL FOUNDATION ↗
  • Who funds PANCREATIC CANCER ACTION NETWORK INC ↗
  • Who funds DANIEL MURPHY SCHOLARSHIP FUND ↗
  • Who funds THE BUDDY PROGRAM INC ↗
  • Who funds CANCER WELLNESS CENTER ↗
  • Who funds Writers Theatre Inc ↗
  • Who funds Planned Parenthood of Illinois ↗
  • Who funds THE ASPEN INSTITUTE INC ↗
  • Who funds THE CHICAGO COUNCIL ON GLOBAL AFFAIRS ↗
  • Who funds Mountain Rescue Aspen Inc ↗
  • Who funds UNITED SERVICE ORGANIZATIONS OF ILLINOIS INC ↗
  • Who funds STAG Foundation ↗
  • Who funds THE POSSE FOUNDATION INC ↗
  • Who funds RAVINIA FESTIVAL ASSOCIATION ↗
  • Who funds WINNETKA PARKS FOUNDATION ↗
  • Who funds ASPEN VALLEY SKISNOWBOARD CLUB INC ↗
  • Who funds FRIENDS OF ALTA INC ↗
  • Who funds St Leonard's Ministries ↗
  • Who funds SEMPER FI & AMERICA'S FUND ↗
  • Who funds NEW TRIER EDUCATIONAL FOUNDATION ↗
  • Who funds WESTERN GOLF ASSOCIATION ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Jewish Federation of …The Chicago Community…Morgan Stanley Global…National Philanthropi…Vanguard Charitable E…Donor Advised Charita…The Bank of America C…Fidelity Investments …American Online Givin…Amazonsmile Foundation
Jewish Federation of Metropolitan ChicagoIL15.3× affinity5 shared granteesties to 9 of 9Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Federation of Metropolitan Chicago · The Chicago Community Trust · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · The Bank of America Charitable Foundation Inc · Fidelity Investments Charitable Gift Fund · American Online Giving Foundation Inc · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Anne & Mead Montgomery Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Anne & Mead Montgomery Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    10report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–20%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 42 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Anne & Mead Montgomery Family’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home