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Kenneth & Harle Montgomery Foundation at a glance

· Private foundation

Kenneth & Harle Montgomery 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.

$798k
Granted FY2024still arriving
25
Grants FY2024still arriving
7
States reached
$175k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Education$1.6MArts & Culture$833kScience & Tech$400kHuman Services$400kRecreation & Sports$357kAnimals$285kHealth$275kCrime & Legal$190kOther$0
02FY2024 · 25 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k9 grants · $44k
  • $10k–50k11 grants · $229k
  • $50k–250k5 grants · $525k
$13,104
Median grant
7
States reached
$13M
Total assets
Largest grants
RecipientAmount
YERKES FUTURE FOUNDATION INC$175,000
JOHN G SHEDD AQUARIUM$100,000
PEOPLE'S RESOURCE CENTER$100,000
AFRICAN GROVE INSTITUTE FOR THE ARTS$100,000
SOUTHERN CALIFORNIA PUBLIC RADIO$50,000
EVANS SCHOLARS FOUNDATION$42,000
CITY OF HOPE$40,000
UTOPIA FOUNDATION INC$25,000
THE UCI FOUNDATION$25,000
STANFORD LAW SCHOOL$25,000
NATIONAL CHEERS FOUNDATION$15,000
WINDANSEA SURF CLUB$14,000
STELLA MARIS ACADEMY$13,104
ILLINOIS INSTITUTE OF TECHNOLOGY$10,000
MUSEUM OF US$10,000
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 (FY20–24, $20k) land where the poverty rate runs at 10%, against an area that typically sits at 10%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%LAKE GENEVA FOOD PANTRY: $5k → 10%LAKE GENEVA FOOD PANTRY: $5k → 10%LAKE GENEVA FOOD PANTRY: $5k → 10%LAKE GENEVA FOOD PANTRY: $5k → 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.

Which US states its grants reach

IL
WI
MI
NY
MA
OH
CA
AZ
DC
LA
TX
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.

94%of every dollar goes to organizations it has funded before.
$4.3M · 37 repeat orgs$255k to everyone else

Grantees it renews have grown median revenue +30% since the first grant, against +21% for those funded once.

37 repeat relationships: 24 still active in FY2024, 13 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

37
11

Total granted

$4.3M
$255k

Median revenue growth · since first grant

+30%
+21%

Still filing today

84%
64%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

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

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

’20’21’22’23’24
Arts & CultureEducationPhilanthropyRecreation & SportsReligionCrime & LegalOther
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

  • SL
    SOUTHWESTERN LAW SCHOOL
    4× · 2020–2023 · $1.0M · revenue +30%
  • AG
    AFRICAN GROVE INSTITUTE FOR THE ARTS INC
    5× · 2020–2024 · $350k · revenue +76% · 75% of their budget
  • Northwestern University
    3× · 2020–2022 · $315k · revenue +33%

Funded once

  • CT
    CHIKAMING TOWNSHIP CHERRY BEACH PROJECT
    one grant, 2021 · $75k
  • SD
    SAN DIEGO PUBLIC LIBRARY FOUNDATION
    one grant, 2020 · $50k · revenue +21%
  • BI
    BENTON INSTITUTE FOR BROADBAND & SOCIETYgraduated
    one grant, 2021 · $25k · revenue +50%
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
University of Southern California

The central mission of the university of southern california is the development of human beings and society as a whole through the cultivation and enrichment of the human mind and spirit. the principal means by which our mission is…

Education
2
Lehigh University

The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…

Education
3
University of Miami

See Form 990, Part I, Line 1, Description of Organization Mission.

Education
4
William Marsh Rice University

As a leading research university with a distinctive commitment to undergraduate education, Rice University aspires to path breaking research, unsurpassed teaching, and contributions to the betterment of our world. It seeks to fulfill this…

Education
5
Case Western Reserve University

Case Western Reserve University is an independent, research-oriented university with broadly based strengths in health, including medicine, nursing and dentistry; in engineering; in the arts and sciences; and in law, management and social…

Education
6
University of Chicago

The mission of the university of chicago has been to sustain at the highest level of excellence, the communication of knowledge, the creation of knowledge and the fostering of a dynamic community of scholars and students.

Education
7
Columbia College Chicago

The organization's mission is to educate students for creative occupations in diverse fields of arts and media.

Education
8
University of Indianapolis

The University of Indianapolis champions lifelong learning through relevant and innovative education that fosters experiential learning, diverse perspectives, service for impact, and a global mindset.

Education
9
Loyola University of Chicago

We are chicago's jesuit, catholic university - a diverse community seeking god in all things and working to expand knowledge in the service of humanity through learning, justice, and faith.

Education
10
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
11
Trustees of the University of Pennsylvania

The trustees of the university of pennsylvania (the "university") sees itself as having a public service mission. in such regard, the university aims to provide a rich and diverse educational environment for its students; to pioneer…

Education
12
Point Park University

Provides innovative education in a dynamic urban setting. dedicated to academic excellence and community engagement,we prepare students of diverse backgrounds with the knowledge, skill,and experience to lead meaningful lives as informed…

—
How this is measured
The grantee most central to the portfolio’s shape is San Diego Museum of Man Dba Museum of Us; the most unlike its peers is Benton Institute for Broadband & Society. 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

40 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. 40 of the 49 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.

3
Load-bearing (≥25% of a budget)
7
Early backer (in before they grew)
39/40
Grantees still filing
28/40
Grew since first funded

Where the money sits, by cause and then by grantee

SOUTHWESTERN LAW SCHOOL: $1,045,000 · EducationSOUTHWESTERN LAW SCHOOLYERKES FUTURE FOUNDATION INC: $400,000 · EducationYERKES FUTURE FOUNDATION INCTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $85,000 · EducationUNIVERSITY OF CALIFORNIA IRVINE FOUNDATION: $65,000 · Education+3 more: $110,500 · Education+3 moreEVANS SCHOLARS FOUNDATION: $234,000 · OtherEVANS SCHOLARS FOUNDATIONPEOPLE'S RESOURCE CENTER: $232,500 · OtherPEOPLE'S RESOURCE CENTERCHIKAMING TOWNSHIP CHERRY BEACH PROJECT: $75,000 · OtherCHIKAMING TOWNSHIP CHERRY B…CITY OF HOPE: $65,000 · OtherCITY OF HOPEElder Law and Disability Rights Center: $55,000 · OtherAMERICAN BAR FOUNDATION: $60,000 · OtherAMERICAN BAR FOUNDATIONST VINCENT DE PAUL VILLAGE INC: $48,000 · OtherUTOPIA FOUNDATION INC: $40,000 · Other+17 more: $308,004 · Other+17 moreAFRICAN GROVE INSTITUTE FOR THE ARTS INC: $350,000 · Arts & CultureAFRICAN GROVE INST…SOUTHERN CALIFORNIA PUBLIC RADIO: $220,000 · Arts & CultureSOUTHERN CALIFORNI…FAMILY PICTURES INSTITUTE FOR INCLUSIVE STORYTELLING INC: $50,000 · Arts & CultureFAMILY PICTURES IN…CAMERA NEWS INC: $35,000 · Arts & CultureVisionaries and Voices: $30,000 · Arts & CultureClifton Cultural Arts Center: $25,000 · Arts & Culture+3 more: $40,000 · Arts & CultureNorthwestern University: $315,000 · Recreation & SportsWINDANSEA SURF CLUB: $42,000 · Recreation & SportsSPIRIT OF CHARITY FOUNDATION: $200,000 · PhilanthropyTHE NATIONAL CHEERS FOUNDATION: $75,000 · PhilanthropyTHE UNIVERSITY OF CINCINNATI FOUNDATION: $30,000 · PhilanthropyBENTON INSTITUTE FOR BROADBAND & SOCIETY: $25,000 · PhilanthropySHEDD AQUARIUM SOCIETY: $285,000 · AnimalsPARTNERS IN HEALTH A NONPROFIT CORPORATION: $80,000 · Health
Education$1,705,500Other$1,117,504Arts & Culture$750,000Recreation & Sports$357,000Philanthropy$330,000Animals$285,000Health$80,000

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 budgetSOUTHWESTERN LAW SCHOOL: $1,045,000 over 4y, 1.8% of budgetYERKES FUTURE FOUNDATION INC: $400,000 over 4y, 4.2% of budgetAFRICAN GROVE INSTITUTE FOR THE ARTS INC: $350,000 over 5y, 75% of budgetNorthwestern University: $315,000 over 3y, 0.0% of budgetSHEDD AQUARIUM SOCIETY: $285,000 over 3y, 0.2% of budgetPEOPLE'S RESOURCE CENTER: $232,500 over 2y, 0.6% of budgetSOUTHERN CALIFORNIA PUBLIC RADIO: $220,000 over 4y, 0.2% of budgetSPIRIT OF CHARITY FOUNDATION: $200,000 over 2y, 24% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $85,000 over 5y, 0.0% of budgetPARTNERS IN HEALTH A NONPROFIT CORPORATION: $80,000 over 3y, 0.0% of budgetTHE NATIONAL CHEERS FOUNDATION: $75,000 over 4y, 35% of budgetUNIVERSITY OF CALIFORNIA IRVINE FOUNDATION: $65,000 over 3y, 0.0% of budgetAMERICAN BAR FOUNDATION: $60,000 over 2y, 0.4% of budgetElder Law and Disability Rights Center: $55,000 over 4y, 3.9% of budgetFAMILY PICTURES INSTITUTE FOR INCLUSIVE STORYTELLING INC: $50,000 over 2y, 8.3% of budgetSAN DIEGO PUBLIC LIBRARY FOUNDATION: $50,000 over 1y, 2.1% of budgetST VINCENT DE PAUL VILLAGE INC: $48,000 over 4y, 0.0% of budgetWINDANSEA SURF CLUB: $42,000 over 4y, 27% of budgetUTOPIA FOUNDATION INC: $40,000 over 3y, 1.5% of budgetThomas Jefferson School of Law: $40,000 over 5y, 0.2% of budgetCAMERA NEWS INC: $35,000 over 2y, 1.9% of budgetTHE UNIVERSITY OF CINCINNATI FOUNDATION: $30,000 over 2y, 0.0% of budgetVisionaries and Voices: $30,000 over 3y, 1.4% of budgetBENTON INSTITUTE FOR BROADBAND & SOCIETY: $25,000 over 1y, 2.3% of budgetFeeding America: $25,000 over 1y, 0.0% of budgetClifton Cultural Arts Center: $25,000 over 1y, 1.9% of budgetGARZA COUNTY HISTORICAL MUSEUM: $22,500 over 5y, 4.4% of budgetIllinois Institute of Technology: $20,500 over 3y, 0.0% of budgetRESTORE JUSTICE FOUNDATION: $20,000 over 2y, 1.1% of budgetLAKE GENEVA FOOD PANTRY: $20,000 over 4y, 5.7% of budgetSOUTH PLAINS COLLEGE FOUNDATION: $17,500 over 5y, 0.5% of budgetLEVELLAND WALLACE THEATER: $17,500 over 5y, 1.1% of budgetVERDE VALLEY SCHOOL: $15,500 over 3y, 0.1% of budgetJOHN HOWARD ASSOCIATION: $15,000 over 2y, 1.4% of budgetWORLD CENTRAL KITCHEN INC: $15,000 over 2y, 0.0% of budgetKARTEMQUIN EDUCATIONAL FILMS: $15,000 over 1y, 0.3% of budgetCAPROCK CULTURAL ASSOCIATION INC: $12,500 over 5y, 6.1% of budgetSAN DIEGO MUSEUM OF MAN DBA MUSEUM OF US: $10,000 over 1y, 0.4% of budgetMERCY HOUSING LAKEFRONT: $5,000 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.

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.

The G Harold & Leila …Montgomery Family Fou…The Ford FoundationThe Chicago Community…Morgan Stanley Global…Vanguard Charitable E…National Philanthropi…American Endowment Fo…The Bank of America C…American Online Givin…Donor Advised Charita…Fidelity Investments …
The G Harold & Leila y Mathers Charitable FoundationNY13.6× affinity4 shared granteesties to 10 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The G Harold & Leila y Mathers Charitable Foundation · Montgomery Family Foundation Inc · The Ford Foundation · The Chicago Community Trust · Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program · National Philanthropic Trust · American Endowment Foundation · The Bank of America Charitable Foundation Inc · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund

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 Kenneth & Harle Montgomery Foundation funds: left to right is the share of its income from government, bottom to top the share from Kenneth & Harle Montgomery Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%6%25%56%100%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →median 0%
  • Partners in Health a Nonprofit Corporation: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
8report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–25%
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.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Kenneth & Harle Montgomery Foundation?

Find your warmest path to Kenneth & Harle Montgomery Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

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 49 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 Kenneth & Harle Montgomery’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