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· Private foundation

Montag Family Foundation

Its FY2019 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$32k
Granted FY2019
20
Grants FY2019
8
States reached
$15k
Largest
01What it funds
0186% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2019.

Philanthropy$46kReligion$17kArts & Culture$13kFood & Nutrition$5kEducation$3kInternational$686Human Services$350Public Safety & Disaster$200Other$0
02FY2019 · 20 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2019

  • Under $10k19 grants · $17k
  • $10k–50k1 grant · $15k
$615
Median grant
8
States reached
$368k
Total assets
Largest grants
RecipientAmount
SAVANNAH JEWISH FEDERATION$15,100
TEMPLE ISRAEL$4,000
SENIOR CITIZENS INC$2,690
CONGREATION BETH YAM$1,957
Individual grant recipient$1,295
ARTS CENTER OF COASTAL CAROLINA$1,250
EMORY ANNUAL FUND$1,000
TELFAIR MUSEUMS$1,000
THE LAWRENCEVILLE SCHOOL$1,000
Individual grant recipient$615
THE SAVANNAH COMMUNITY FOUNDATION INC$500
VARIOUS UNDER 100$395
THE SAVANNAH VOICE FESTIVAL$300
B'NAI BRITH INTERNATIONAL$200
Individual grant recipient$100
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 (FY18–19, $5k) land where the poverty rate runs at 16%, 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%SENIOR CITIZENS INC: $3k → 16%SENIOR CITIZENS INC: $3k → 16%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

NH
WA
IL
NY
IA
PA
NJ
CT
CA
NC
SC
DC
GA
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.

96%of every dollar goes to organizations it has funded before.
$94k · 20 repeat orgs$4k to everyone else

20 repeat relationships: 16 still active in FY2019, 4 since wound down; 3 grantees were first funded in FY2019 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

20
14

Total granted

$94k
$3k

Median revenue growth · since first grant

+31%
+84%

Still filing today

35%
36%

New vs renewed · share of each year

In FY2019, 98% of grant dollars renewed an existing relationship; $500 went to new ones.

50%100%’17’18’19
RenewedFirst-time

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

’17’18’19
Arts & CultureEducationHuman ServicesInternationalRecreation & SportsPhilanthropyOther
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

  • SC
    SENIOR CITIZENS INC
    2× · 2018–2019 · $5k · revenue +34%
  • AC
    ARTS CENTER OF COASTAL CAROLINA
    3× · 2017–2019 · $4k · revenue +31%
  • TM
    TELFAIR MUSEUM OF ART INC
    3× · 2017–2019 · $2k · revenue +50%

Funded once

  • TO
    THEATER OF CHARLOTTE
    one grant, 2017 · $600
  • RL
    ROYCE LEARNING CENTERgraduated
    one grant, 2018 · $500 · revenue +84%
  • PD
    PROVIDENCE DAY SCHOOL INCgraduated
    one grant, 2017 · $450 · revenue +71%
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
Savannah College of Art and DesignInc

Scad prepares talented students for creative professions through engaged teaching and learning in a positively oriented university environment.

Education
2
Governor Dummer Academy the Governor's Academy

Together, we teach and learn skills that foster the courage to discover our voices, develop old and new passions, practice balance in the pursuit of excellence, and collaborate in building vibrant,inclusive, and sustainable communities.

Education
3
Sarah Lawrence College

At sarah lawrence college, our mission is to graduate citizens of the world who are diverse in every definition of the word, who take intellectual and creative risks, and who are able to focus exceptional intellectual discipline (continued…

Education
4
Rhode Island School of Design

The mission of rhode island school of design, through its college and museum,is to educate its students and the public in the creation and (see schedule o)appreciation of works of art and design, to discover and transmit knowledge and to…

Education
5
Spelman College

Spelman college, a historically black college and global leader in the education of women of african descent, is dedicated to the academic excellence of its students.

Education
6
Sterling and Francine Clark Art Institute

See schedule o for the organization's mission statement.please see description for part i, line 1, above.

Arts & Culture
7
Spoleto Festival Usa Inc

As the nation's preeminent performing arts festival, spoleto produces and presents work of the highest artistic caliber to diverse and adventurous audiences. through innovation, education, and a commitment to our community, we harness the…

Arts & Culture
8
The Shakespeare Theatre

The shakespeare theatre company creates, preserves and promotes classic theatre-ambitious, enduring plays with universal themes-for all audiences. through the creation of provocative, imaginative, and accessible theatre, stc ignites a…

Arts & Culture
9
The South Carolina Historical Society

The schs mission is to expand, preserve, and make accessible our invaluable collection, and to encourage interest and pride in the rich history of our state.

Arts & Culture
10
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
11
South Carolina Humanities Council Inc

The mission of south carolina humanities council, inc. is to enrich the cultural and intellectual lives of south carolinians. the organization seeks to increase public understanding of and support for the humanities by telling the human…

Arts & Culture
12
St Luke's Foundation Inc

An exceptional education that inspires a deep love of learning, a strong moral compass, the commitment to serve, and the confidence to lead.

Education
How this is measured
The grantee most central to the portfolio’s shape is Trustees of the Lawrenceville School; the most unlike its peers is Gates 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

16 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. 16 of the 39 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)
3
Early backer (in before they grew)
16/16
Grantees still filing
13/16
Grew since first funded

Where the money sits, by cause and then by grantee

SAVANNAH JEWISH FEDERATION: $45,250 · OtherSAVANNAH JEWISH FEDERATIONTEMPLE ISRAEL: $10,000 · OtherTEMPLE ISRAELIndividual grant recipient: $8,045 · OtherIndividual grant recipientCONGREGATION BETH YAM: $4,800 · OtherCONGREGATION BETH YAMEMORY ANNUAL FUND: $3,000 · Other+21 more: $7,596 · Other+21 moreSAVANNAH MUSIC FESTIVALINC: $5,775 · Arts & CultureSAVANNAH MUSIC…ARTS CENTER OF COASTAL CAROLINA: $3,750 · Arts & CultureARTS CENTER OF…TELFAIR MUSEUM OF ART INC: $2,150 · Arts & CultureTELFAIR MUSEUM…+2 more: $550 · Arts & CultureSENIOR CITIZENS INC: $5,190 · Human Services+1 more: $100 · Human ServicesTRUSTEES OF THE LAWRENCEVILLE SCHOOL: $1,200 · EducationPROVIDENCE DAY SCHOOL INC: $450 · EducationTHE ROTARY FOUNDATION OF ROTARY INTERNATIONAL: $375 · InternationalGEORGIA ROTARY STUDENT PROGRAM: $200 · InternationalThe Foundation of Shalom Park: $180 · Recreation & SportsGATES FOUNDATION: $80 · Philanthropy
Other$78,691Arts & Culture$12,225Human Services$5,290Education$1,650International$575Recreation & Sports$180Philanthropy$80

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetSAVANNAH MUSIC FESTIVALINC: $5,775 over 2y, 0.1% of budgetSENIOR CITIZENS INC: $5,190 over 2y, 0.1% of budgetARTS CENTER OF COASTAL CAROLINA: $3,750 over 3y, 0.0% of budgetTELFAIR MUSEUM OF ART INC: $2,150 over 3y, 0.0% of budgetTRUSTEES OF THE LAWRENCEVILLE SCHOOL: $1,200 over 3y, 0.0% of budgetTHE SAVANNAH COMMUNITY FOUNDATION INC: $500 over 1y, 0.0% of budgetROYCE LEARNING CENTER: $500 over 1y, 0.0% of budgetPROVIDENCE DAY SCHOOL INC: $450 over 1y, 0.0% of budgetTHE ROTARY FOUNDATION OF ROTARY INTERNATIONAL: $375 over 2y, 0.0% of budgetSAVANNAH VOICE FESTIVAL INC: $300 over 1y, 0.1% of budgetATLANTA HISTORICAL SOCIETY INC: $250 over 1y, 0.0% of budgetGEORGIA ROTARY STUDENT PROGRAM: $200 over 2y, 0.0% of budgetThe Foundation of Shalom Park: $180 over 1y, 0.0% of budgetSHALOM SCHOOL: $100 over 1y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $100 over 1y, 0.0% of budgetGATES FOUNDATION: $80 over 2y, 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 SAVANNAH MUSIC FESTIVALINC ↗
  • Who funds SENIOR CITIZENS INC ↗
  • Who funds ARTS CENTER OF COASTAL CAROLINA ↗
  • Who funds TELFAIR MUSEUM OF ART INC ↗
  • Who funds TRUSTEES OF THE LAWRENCEVILLE SCHOOL ↗
  • Who funds THE SAVANNAH COMMUNITY FOUNDATION INC ↗
  • Who funds ROYCE LEARNING CENTER ↗
  • Who funds PROVIDENCE DAY SCHOOL INC ↗
  • Who funds THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL ↗
  • Who funds SAVANNAH VOICE FESTIVAL INC ↗
  • Who funds ATLANTA HISTORICAL SOCIETY INC ↗
  • Who funds GEORGIA ROTARY STUDENT PROGRAM ↗
  • Who funds The Foundation of Shalom Park ↗
  • Who funds SHALOM SCHOOL ↗
  • Who funds American National Red Cross & Its Constituent Chapters and Branches ↗
  • Who funds GATES FOUNDATION ↗

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.

Amg Charitable Gift FoundationCO19× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Amg Charitable Gift Foundation · The Savannah Community Foundation Inc · The Hodge Foundation Inc · Colonial Foundation Inc · Foundation for the Carolinas · The Ayco Charitable Foundation · Charities Aid Foundation America · The Blackbaud Giving Fund · The Bank of America Charitable Foundation Inc · Morgan Stanley Global Impact Funding Trust Inc · Donor Advised Charitable Giving Inc · Vanguard Charitable Endowment Program

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 Montag Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Montag 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
    6report 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.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Montag Family Foundation?

    Find your warmest path to Montag Family 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 39 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 2019, released 2019. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Montag Family’s filings →

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