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· Private foundation

Montague Family Charitable 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.

$208k
Granted FY2024still arriving
18
Grants FY2024still arriving
3
States reached
$150k
Largest
01What it funds
0193% classified

What it funded, over time

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

Religion$176kHealth$169kHuman Services$111kEducation$68kArts & Culture$56kFood & Nutrition$15kPhilanthropy$12kYouth Development$4kOther$0
02FY2024 · 18 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k16 grants · $48k
  • $10k–50k1 grant · $10k
  • $50k–250k1 grant · $150k
$3,750
Median grant
3
States reached
$1.5M
Total assets
Largest grants
RecipientAmount
UNIVERSITY UROLOGY INC$150,000
SALVATION ARMY$10,000
CATHOLIC CHARITIES$7,500
WISDOM FARM$7,500
OUR LADY OF PEACE CHURCH$6,600
ST GREGORY THE GREAT ROMAN CATHOLIC CHURCH$5,500
ST MARY'S CHURCH$5,500
ST MARY STAR OF THE SEA$5,000
Individual grant recipient$3,750
TEDDI PROJECT$3,000
BUFFALO CITY MISSIONS$1,000
HOPE CHEST$850
MORTE MARINE LABORATORY$500
THE JOHN AND MABLE RINGLING MUSEUM OF ART$500
THE COMPANIONS OF ST ANTHONY$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 (FY17–23, $26k) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%CHARLES SETTLEMENT HOUSE: $10k → 14%CHARLES SETTLEMENT HOUSE: $5k → 14%CHARLES SETTLEMENT HOUSE: $5k → 14%CHARLES SETTLEMENT HOUSE: $5k → 13%BUFFALO CITY MISSION: $1k → 13%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
NY
IA
IN
PA
MD
NC
HI
TX
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.

68%of every dollar goes to organizations it has funded before.
$469k · 28 repeat orgs$223k to everyone else

Grantees it renews have grown median revenue +29% since the first grant, against +18% for those funded once.

28 repeat relationships: 14 still active in FY2024, 14 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

28
32

Total granted

$469k
$70k

Median revenue growth · since first grant

+29%
+18%

Still filing today

25%
41%

New vs renewed · share of each year

In FY2024, 26% of grant dollars renewed an existing relationship; $153k 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
HealthEducationHuman ServicesArts & CulturePublic Safety & DisasterPhilanthropyOther
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

  • SJ
    ST JOHN FISHER UNIVERSITY
    5× · 2017–2023 · $27k · revenue +29%
  • CS
    CHARLES SETTLEMENT HOUSE INC
    4× · 2017–2023 · $25k · revenue +6%
  • SB
    ST BONAVENTURE UNIVERSITY
    2× · 2022–2023 · $6k · revenue +27%

Funded once

  • UNIVERSITY OF ROCHESTERgraduated
    one grant, 2017 · $25k · revenue +81%
  • SH
    SACRED HEART ACADEMY
    one grant, 2017 · $10k
  • MI
    MUSIC IS ART
    one grant, 2023 · $5k · revenue -4%
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
Stony Brook Urology University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
2
New York University

Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.

Education
3
Memorial Sloan-Kettering Cancer Center

Leadership in the prevention, treatment, and cure of cancer through excellence, vision and cost effectiveness in patient care, outreach programs, research, and education.

Health
4
Albany College of Pharmacy and Health Sciences

We educate the next generation of leaders to improve the health of our society.

Education
5
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
6
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
7
New York Genome Center Inc

Operate a state-of-the-art, world-class genomic research center that creates and uses advanced genomics to understand the genetic basis of disease. for more information, see schedule o.

Health
8
Neurology Associates of Stony Brook University Faculty Practice Corp

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
9
Stony Brook Surgical Associates University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
10
Stony Brook Childrens Services University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
11
Stony Brook Ophthalmology University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
12
Cornell University

Education, research, medical services and other public services.

Education
How this is measured
The grantee most central to the portfolio’s shape is Ecmc Foundation Inc; the most unlike its peers is Mote Marine Laboratory Inc. 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

22 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. 22 of the 65 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)
2
Early backer (in before they grew)
22/22
Grantees still filing
17/22
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $61,900 · OtherIndividual grant recipientUPON THIS ROCK: $50,000 · OtherUPON THIS ROCKCATHOLIC CHARITIES: $43,789 · OtherCATHOLIC CHARITIESST GREGORY THE GREAT ROMAN CATHOLIC CHURCH: $43,000 · OtherST GREGORY THE GREAT ROMAN CATHOLIC CHURCHST MARY'S CHURCH: $40,060 · OtherST MARY'S CHURCHTHE SALVATION ARMY: $30,000 · OtherTHE SALVATION ARMYSAINT GREGORY THE GREAT: $26,125 · OtherSAINT GREGORY THE GREATOUR LADY OF PEACE CHURCH: $18,850 · OtherST MARY'S: $17,970 · Other+38 more: $112,990 · Other+38 moreUNIVERSITY UROLOGY INC: $150,000 · EducationUNIVERSITY UROLOGY INCST JOHN FISHER UNIVERSITY: $27,000 · EducationST JOHN FISHER UNIVERSITYUNIVERSITY OF ROCHESTER: $25,000 · EducationUNIVERSITY OF ROCHESTER+1 more: $250 · EducationCHARLES SETTLEMENT HOUSE INC: $25,000 · Human ServicesCITY MISSION SOCIETY INC: $1,250 · Human ServicesPUNT PEDIATRIC CANCER COLLABORATIVE INC: $2,500 · HealthO'HANA HERITAGE FOUNDATION INC: $2,500 · HealthHOSPICE & PALLIATIVE CARE BUFFALO INC: $1,250 · HealthECMC FOUNDATION INC: $1,000 · HealthNational Kidney Foundation Inc: $1,000 · HealthCHILDREN'S TUMOR FOUNDATION: $500 · HealthMUSIC IS ART: $5,100 · Arts & CultureTHE JOHN & MABLE RINGLING MUSEUM OF ART FOUNDATION INCORPORATED: $900 · Arts & CultureHAWAII COMMUNITY FOUNDATION: $2,500 · PhilanthropySUMMIT FOUNDATION INC: $1,000 · PhilanthropyWINGS FLIGHTS OF HOPE: $2,500 · Public Safety & DisasterCLARENCE CENTER VOLUNTEER FIRE COMPANY: $350 · Public Safety & Disaster
Other$444,684Education$202,250Human Services$26,250Health$8,750Arts & Culture$6,000Philanthropy$3,500Public Safety & Disaster$2,850

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 budgetUNIVERSITY UROLOGY INC: $150,000 over 1y, 1.4% of budgetST JOHN FISHER UNIVERSITY: $27,000 over 5y, 0.0% of budgetUNIVERSITY OF ROCHESTER: $25,000 over 1y, 0.0% of budgetCHARLES SETTLEMENT HOUSE INC: $25,000 over 4y, 0.7% of budgetST BONAVENTURE UNIVERSITY: $5,500 over 2y, 0.0% of budgetMUSIC IS ART: $5,100 over 1y, 2.1% of budgetMOTE MARINE LABORATORY INC: $2,535 over 7y, 0.0% of budgetO'HANA HERITAGE FOUNDATION INC: $2,500 over 1y, 0.2% of budgetWINGS FLIGHTS OF HOPE: $2,500 over 1y, 0.4% of budgetHAWAII COMMUNITY FOUNDATION: $2,500 over 1y, 0.0% of budgetCITY MISSION SOCIETY INC: $1,250 over 1y, 0.0% of budgetHOSPICE & PALLIATIVE CARE BUFFALO INC: $1,250 over 2y, 0.0% of budgetMDRC: $1,000 over 1y, 0.0% of budgetECMC FOUNDATION INC: $1,000 over 1y, 0.0% of budgetNational Kidney Foundation Inc: $1,000 over 1y, 0.0% of budgetTHE JOHN & MABLE RINGLING MUSEUM OF ART FOUNDATION INCORPORATED: $900 over 3y, 0.0% of budgetCHILDREN'S TUMOR FOUNDATION: $500 over 1y, 0.0% of budgetCLARENCE CENTER VOLUNTEER FIRE COMPANY: $350 over 2y, 0.0% of budgetPets for Vets Inc: $250 over 1y, 0.0% of budgetWILKES UNIVERSITY: $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.

  • Who funds UNIVERSITY UROLOGY INC ↗
  • Who funds ST JOHN FISHER UNIVERSITY ↗
  • Who funds UNIVERSITY OF ROCHESTER ↗
  • Who funds CHARLES SETTLEMENT HOUSE INC ↗
  • Who funds ST BONAVENTURE UNIVERSITY ↗
  • Who funds MUSIC IS ART ↗
  • Who funds MOTE MARINE LABORATORY INC ↗
  • Who funds PUNT PEDIATRIC CANCER COLLABORATIVE INC ↗
  • Who funds O'HANA HERITAGE FOUNDATION INC ↗
  • Who funds WINGS FLIGHTS OF HOPE ↗
  • Who funds HAWAII COMMUNITY FOUNDATION ↗
  • Who funds CITY MISSION SOCIETY INC ↗
  • Who funds HOSPICE & PALLIATIVE CARE BUFFALO INC ↗
  • Who funds MDRC ↗
  • Who funds ECMC FOUNDATION INC ↗

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 Bank of America Charitable Foundation IncNC9× affinity8 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Bank of America Charitable Foundation Inc · Vanguard Charitable Endowment Program · Network for Good · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · 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 Montague Family Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Montague Family Charitable 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%23%45%68%90%share of the org’s income from government →median 4%
  • Mote Marine Laboratory Inc: 4% of 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 · 0–90%
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 65 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

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