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· Private foundation

George and Nancy Adler Montgomery Foundation

Its FY2017 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$105k
Granted FY2017
12
Grants FY2017
4
States reached
$50k
Largest
01What it funds
01FY2017 · 12 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2017

  • Under $10k8 grants · $8k
  • $10k–50k3 grants · $47k
  • $50k–250k1 grant · $50k
$1,000
Median grant
4
States reached
$1.6M
Total assets
Largest grants
RecipientAmount
SARAH LAWRENCE COLLEGE$50,000
CALIFORNIA ACADEMY OF SCIENCES$22,000
CHANTICLEER$15,000
THE MADEIRA FUND$10,000
THE ASPEN INSTITUTE$3,500
NAPA VALLEY COMMUNITY FOUNDATION$1,000
MUSAE$1,000
GLIMMERGLASS FESTIVAL$1,000
HOLY NAMES HIGH SCHOOL$500
CHRONICLE SEASON SHARING FUND$500
KQED$500
EDUCATION OUTSIDE$250
02The need
02

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:

Dollar for dollar, its grants (FY17–17) land where the poverty rate runs at 10%, against an area that typically sits at 8%. 90% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 8%NAPA VALLEY COMMUNITY FOUNDATION: $1k → 9%HOLY NAMES HIGH SCHOOL: $500 → 10%CALIFORNIA ACADEMY OF SCIENCES: $22k → 10%SARAH LAWRENCE COLLEGE: $50k → 9%GLIMMERGLASS FESTIVAL: $1k → 13%THE ASPEN INSTITUTE: $4k → 14%THE MADEIRA FUND: $10k → 6%CHANTICLEER: $15k → 10%EDUCATION OUTSIDE: $250 → 10%KQED: $500 → 10%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.
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 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
California College of the Arts

California college of the arts educates students to shape culture and society through the practice and critical study of art, architecture, design, and writing. benefitting from its san francisco bay area location, the college prepares…

Education
2
The International School of San Francisco

Guided by the principles of academic rigor and diversity, the international school of san francisco offers programs of study in french and english to prepare its graduates for a world in which the ability to think critically and to…

Education
3
President-Board of Trustees Santa Clara College

Scu is a catholic and jesuit institution that makes student learning its central focus, promotes faculty and staff learning in its various forms, and exhibits organizational learning.

Education
4
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
5
The American Institute of Architects California

The AIA California, in collaboration with local components, is the voice of the architectural profession.

—
6
Aquarium of the Pacific Corporation

The aquarium of the pacific's mission is to instill a sense of wonder, respect, and stewardship for the pacific ocean, its inhabitants, and ecosystems.

Animals
7
San Francisco Friends School

At san francisco friends school, students learn in a community grounded in the quaker values of reflection, integrity, peaceful problem-solving and stewardship. our teachers challenge students with a dynamic curriculum that inspires…

Education
8
Association of California School Administrators

The association serves its members by creating resources that enable california school administrators to develop and apply creative leadership and management skills and in turn, improve the educational process for all students.

—
9
American Association for the Advancement of Science

Advance science, engineering, and innovation throughout the world for the benefit of all. the world's largest multidisciplinary scientific society and a leading publisher of cutting-edge research through its science family of journals,…

Science & Tech
10
Mills College

Mills college is an independent liberal arts college for women and gender nonbinary students, with graduate programs for all genders. the college educates students to think critically and communicate responsibly and effectively, to accept…

—
11
Marin Academy

Marin academy asks every individual to think, question, and create in an environment of encouragement and compassion, and challenges each person to accept the responsibilities posed by education in a democratic society.

Education
12
California Institute of Integral Studies

Ciis is an institution of higher education that encourages an interdisciplinary approach to learning. over 1,700 students are enrolled in masters, doctoral, bachelor of arts completion programs, and certifications. ours is a mosaic of…

Education
How this is measured
The grantee most central to the portfolio’s shape is The Aspen Institute Inc; the most unlike its peers is Musae. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
03the grantee network

8 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. 8 of the 12 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)
0
Early backer (in before they grew)
7/8
Grantees still filing
7/8
Grew since first funded

Where the money sits, by cause and then by grantee

SARAH LAWRENCE COLLEGE: $50,000 · EducationSARAH LAWRENCE COLLEGECALIFORNIA ACADEMY OF SCIENCES: $22,000 · Arts & CultureCALIFORNIA ACADEMY OF SCIENCESSAN FRANCISCO CHANTICLEER INC: $15,000 · Arts & CultureSAN FRANCISCO CHANTICLEER INC+2 more: $1,500 · Arts & CultureTHE MADEIRA FUND: $10,000 · OtherTHE MADEIRA F…GLIMMERGLASS FESTIVAL: $1,000 · OtherGLIMMERGLASS …HOLY NAMES HIGH SCHOOL: $500 · OtherCHRONICLE SEASON SHARING FUND: $500 · Other+1 more: $250 · OtherTHE ASPEN INSTITUTE INC: $3,500 · Social ScienceCOMMUNITY FOUNDATION OF THE NAPA VALLEY: $1,000 · Philanthropy
Education$50,000Arts & Culture$38,500Other$12,250Social Science$3,500Philanthropy$1,000

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 budgetSARAH LAWRENCE COLLEGE: $50,000 over 1y, 0.0% of budgetCALIFORNIA ACADEMY OF SCIENCES: $22,000 over 1y, 0.0% of budgetSAN FRANCISCO CHANTICLEER INC: $15,000 over 1y, 0.5% of budgetTHE ASPEN INSTITUTE INC: $3,500 over 1y, 0.0% of budgetMUSAE: $1,000 over 1y, 2.5% of budgetCOMMUNITY FOUNDATION OF THE NAPA VALLEY: $1,000 over 1y, 0.0% of budgetKQED INC: $500 over 1y, 0.0% of budgetEducation Outside: $250 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.

How much its grantees rely on government

Each dot is one organization George and Nancy Adler Montgomery Foundation funds: left to right is the share of its income from government, bottom to top the share from George and Nancy Adler Montgomery Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    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 12 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 2017, released 2017. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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