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· Private foundation

Montan Family Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$19k
Granted FY2025still arriving
5
Grants FY2025still arriving
2
States reached
$8k
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172025.

Health$59kPublic Safety & Disaster$20kEducation$20kHuman Services$12kArts & Culture$10kPhilanthropy$5kRecreation & Sports$3kYouth Development$2k
02FY2025 · 5 grants

Where the money goes

Your grants by size, and where they go.

$2,500
Median grant
2
States reached
$5k
Total assets
Largest grants
RecipientAmount
CALIFORNIA STATE UNIVERSITY FRESNO$7,500
SONOMA VALLEY HOSPITAL FUND$5,000
JACK LONDON STATE HISTORIC PARK$2,500
ROCHESTER INSTITUTE OF TECHNOLOGY$2,500
LA LUZ CENTER$1,000
02The need
03

Do your dollars go where the need is?

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

show:

Your human-services grants (FY17–25, $12k) land where the poverty rate runs at 9%, against an area that typically sits at 8%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 8%LA LUZ CENTER: $5k → 9%LA LUZ CENTER: $4k → 9%LA LUZ CENTER: $2k → 9%LA LUZ CENTER: $1k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

49%of every dollar goes to organizations you’ve funded before.
$63k · 6 repeat orgs$66k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +26% since the first grant, against +20% for the ones you funded once.

6 repeat relationships — 3 still active in FY2025, 3 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

6
12

Total granted

$63k
$56k

Median revenue growth · since first grant

+26%
+20%

Still filing today

50%
50%

New vs renewed · share of each year

In FY2025, 46% of grant dollars renewed an existing relationship; $10k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
Arts & CultureHealthHuman ServicesEducationPhilanthropyOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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

  • SV
    SONOMA VALLEY HOSPITAL FOUNDATION
    5× · 2017–2025 · $26k · revenue +26%
  • LL
    LA LUZ CENTER
    4× · 2017–2025 · $12k · revenue +30%
  • Rochester Institute of Technology
    2× · 2024–2025 · $8k · revenue +2%

Funded once

  • SC
    SONOMA COUNTY VOLUNTEERS FUND
    one grant, 2017 · $20k
  • SV
    SONOMA VALLEY HOSPITAL
    one grant, 2021 · $13k
  • SI
    SUNFLOWERS IN THE SILENT GARDEN
    one grant, 2018 · $5k

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

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Sonoma Botanical Garden
2
Silicon Valley Shakespeare

Silicon valley shakespeare is innovating the classics through unique and relevant theatrical experiences that illuminate and inspire modern audiences.

Arts & Culture
3
Sonoma Valley Film Festival

Sonoma valley film society produces the annual international film festival

Arts & Culture
4
San Lorenzo Valley Mountain Community Theater
Arts & Culture
5
Museum of Sonoma County

The museum of sonoma county engages and inspires our diverse community with art and history exhibitions, collections, and public programs that are inclusive, educational, and relevant.

Arts & Culture
6
Sebastopol Center for the Arts

Enriching Lives Through the Arts

Arts & Culture
7
Sonoma Mountain Institute
Environment
8
Sonoma Ecology Center

The Mission of Sonoma Ecology Center is to work with our community to enhance and sustain ecological health in the Sonoma valley.

Environment
9
Sonoma Plein Air Foundation

Promotion of arts education

Arts & Culture
10
Southern Vermont Arts Center Inc Po Box 617

As one of New Englands leading visual and performing arts institutions, SVAC's mission is to promote and nurture the arts.

Arts & Culture
11
Santa Maria Valley Discovery Museum

Smvdm is a california public benefit corporation whose mission is to foster family and youth inspired learining by creating experiences to explore ourselves, our valley, our world, and beyond. smvdm serves schools, families, and youth…

12
San Jose Chamber Orchestra

The mission of the San Jose Chamber Orchestra (SJCO) is to share exciting, though-provoking, and vibrant Music by contemporary and time-honored composers reflecting the cultural diversity of our everchanging community, and to support and…

Unclassified

For reference, the grantee most central to the portfolio’s shape is Transcendence Theatre Company and the most unlike its peers is Broadway On Tour. 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

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

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 9 of the 20 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
9/9
Grantees still filing
6/9
Grew since you first funded

Where your money sits — by cause, then by grantee

SONOMA COUNTY VOLUNTEERS FUND — $20,000 · OtherSONOMA COUNTY VOLUNTEERS FUNDSONOMA VALLEY HOSPITAL — $12,900 · OtherSONOMA VALLEY HOSPITALRIT NTID EMDOWED FUND — $10,000 · OtherRIT NTID EMDOWED FUNDCALIFORNIA STATE UNIVERSITY FRESNO — $7,500 · OtherCALIFORNIA STATE UNIVERSITY FRESNOJUVENILE DIABETES RESEARCH FUND — $6,000 · OtherJUVENILE DIABETES RESEARCH FUNDSUNFLOWERS IN THE SILENT GARDEN — $5,000 · OtherSUNFLOWERS IN THE SILENT GARDENFRESNO STATE FOUNDATION — $5,000 · OtherFRESNO STATE FOUNDATIONRIT NTID ENDOWED FOUNDATION FUND — $3,500 · OtherBREAKTHROUGH T1D — $3,000 · Other+4 more — $6,500 · Other+4 moreSONOMA VALLEY HOSPITAL FOUNDATION — $26,000 · HealthSONOMA VALLEY HOSPITAL…LA LUZ CENTER — $11,500 · Human ServicesLA LUZ CEN…Rochester Institute of Technology — $7,500 · EducationSonoma Valley Museum of Art — $1,500 · Arts & CultureValley of the Moon Music Festival — $1,000 · Arts & CultureTRANSCENDENCE THEATRE COMPANY — $1,000 · Arts & CultureSonoma Valley Education Foundation — $1,350 · Philanthropy
Other$79,400Health$26,000Human Services$11,500Education$7,500Arts & Culture$3,500Philanthropy$1,350

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetSONOMA VALLEY HOSPITAL FOUNDATION — $26,000 over 5y, 0.3% of budgetLA LUZ CENTER — $11,500 over 4y, 0.3% of budgetRochester Institute of Technology — $7,500 over 2y, 0.0% of budgetSonoma Valley Museum of Art — $1,500 over 1y, 0.1% of budgetSonoma Valley Education Foundation — $1,350 over 1y, 0.1% of budgetEASTER SEALS SOUTHERN CALIFORNIA INC — $1,000 over 1y, 0.0% of budgetTRANSCENDENCE THEATRE COMPANY — $1,000 over 1y, 0.0% of budgetBROADWAY ON TOUR — $1,000 over 1y, 1.8% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

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

  • Who funds SONOMA VALLEY HOSPITAL FOUNDATION
  • Who funds LA LUZ CENTER
  • Who funds Rochester Institute of Technology
  • Who funds Sonoma Valley Museum of Art
  • Who funds Sonoma Valley Education Foundation
  • Who funds Valley of the Moon Music Festival
  • Who funds EASTER SEALS SOUTHERN CALIFORNIA INC
  • Who funds TRANSCENDENCE THEATRE COMPANY
  • Who funds BROADWAY ON TOUR

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Sonoma County Community FoundationCA17.7× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Sonoma County Community Foundation · McNabb Foundation · Sanderson Family Foundation · Simon Blattner Family Foundation · The Vadasz Family Foundation · Marin Community Foundation · Khr McNeely Family Foundation · Vanguard Charitable Endowment Program · National Philanthropic Trust · American Endowment Foundation · Morgan Stanley Global Impact Funding Trust Inc · Donor Advised Charitable Giving Inc

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Montan Family Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 00%0%1%3%5%your share of their income ↑0%10%20%30%40%share of the org’s income from government
    no gov moneyreceives it· size = income
    0get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–40%
    typical government reliance, FY2025

    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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.

    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Montan Family Foundation?

    Find your warmest path to Montan 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 directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 20 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

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