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Illinois · Private foundation

Montgomery Family 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.

$138k
Granted FY2024(still arriving)
11
Grants FY2024
15
Organizations funded FY2023
80%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$5,000
Largest grant, FY2024
$50,000
Organizations funded a year
4 to 15
FY2021 to FY2023
States reached, FY2024
8
Total assets, FY2024
$612k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 80% of the organizations Montgomery Family Foundation funded were first-time grantees, receiving 42% of its grant dollars.

New vs renewed · share of each year

In FY2023, 58% of grant dollars renewed an existing relationship; $22k went to new ones.

50%100%’22’23
RenewedFirst-time

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

’22’23
HealthHuman ServicesReligionCommunity ImprovementSocial ScienceInternationalOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving11$138k73%
FY202315$53k80%
FY20227$57k71%
FY20214$18kn/a
97% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2024.

Health$122kInternational$36kReligion$32kFood & Nutrition$30kCommunity Improvement$10kEnvironment$10kHousing & Shelter$5kPublic Benefit$5kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

NH
IL
NY
MA
PA
CT
CA
CO
MD
AZ
TX
FL

Top grantees

Largest recipients by total granted, FY2021 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Inner Compass Initiative Inc$80,000322%
Calvary Fellowship Susquehanna Valley$26,5472n/a
Feeding America$20,01020%
Tsoknyi Humanitarian Foundation$10,00321%
Collaborative 21 Inc$10,0001100%
Moonshot Missions Inc$10,00010%
Greater Boston Food Bank Inc$5,00010%
Saint Francis House Inc$5,00010%
A Place To Turn Inc$5,00010%
Pundarika Foundation$2,0602n/a
Show all 20 grantees
All grantees of Montgomery Family Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Inner Compass Initiative Inc$80,000322%
Calvary Fellowship Susquehanna Valley$26,5472n/a
Feeding America$20,01020%
Tsoknyi Humanitarian Foundation$10,00321%
Collaborative 21 Inc$10,0001100%
Moonshot Missions Inc$10,00010%
Greater Boston Food Bank Inc$5,00010%
Saint Francis House Inc$5,00010%
A Place To Turn Inc$5,00010%
Pundarika Foundation$2,0602n/a
Esalen Institute$2,00010%
Aryaloka Buddhist Center Inc$2,0001n/a
Wounded Warrior Project Inc$1,00010%
American Heart Association Inc$1,00010%
Prison Dharma Network Inc$1,00010%
Medecins Sans Frontieres USA Inc$1,00010%
Karuna Foundation$1,00010%
Renaissance Men Inc$51511%
Alzheimer's Disease & Related Disorders Association Inc$50010%
Mad in America Foundation$50010%

What it could do for these grantees

Plus 9 recipients with no EIN on record ($81k), not named here.

Where it is load-bearing

Montgomery Family Foundation supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 17 largest grantees; load-bearing ones sit top left.

25%50%75%100%$10k$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetInner Compass Initiative Inc: $80,000 over 3y, 22% of budgetFeeding America: $20,010 over 2y, 0.0% of budgetTsoknyi Humanitarian Foundation: $10,003 over 2y, 0.6% of budgetCollaborative 21 Inc: $10,000 over 1y, 100% of budgetMoonshot Missions Inc: $10,000 over 1y, 0.3% of budgetGreater Boston Food Bank Inc: $5,000 over 1y, 0.0% of budgetSaint Francis House Inc: $5,000 over 1y, 0.0% of budgetA Place To Turn Inc: $5,000 over 1y, 0.3% of budgetEsalen Institute: $2,000 over 1y, 0.0% of budgetWounded Warrior Project Inc: $1,000 over 1y, 0.0% of budgetAmerican Heart Association Inc: $1,000 over 1y, 0.0% of budgetPrison Dharma Network Inc: $1,000 over 1y, 0.1% of budgetMedecins Sans Frontieres USA Inc: $1,000 over 1y, 0.0% of budgetKaruna Foundation: $1,000 over 1y, 0.0% of budgetRenaissance Men Inc: $515 over 1y, 0.8% of budgetAlzheimer's Disease & Related Disorders Association Inc: $500 over 1y, 0.0% of budgetMad in America Foundation: $500 over 1y, 0.1% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 17.

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.

Vanguard Charitable Endowment ProgramPA9.2× affinity7 shared granteesties to 4 of 4Hover any node to trace its alignments.Compare side by side →

Open a dossier: Vanguard Charitable Endowment Program · National Philanthropic Trust · Donor Advised Charitable Giving 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.

Compare Montgomery Family Foundation with peer funders

About Montgomery Family Foundation

How much does Montgomery Family Foundation give?
Montgomery Family Foundation reported 11 grants totaling $137,640 in its FY2024 IRS filing. It funded between 4 and 15 organizations a year over FY2021 to FY2023.
What does Montgomery Family Foundation fund?
By grant dollars over FY2021 to FY2024, its largest causes are Health (46%), International (14%), Religion (12%).
Who are Montgomery Family Foundation's largest grantees?
By total granted over FY2021 to FY2024: Inner Compass Initiative Inc ($80k), Calvary Fellowship Susquehanna Valley ($27k), Feeding America ($20k).
Does Montgomery Family Foundation fund new organizations?
In FY2023, 80% of the organizations it funded were first-time grantees.
Does Montgomery Family Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Montgomery Family Foundation?
Its strongest co-funders, measured against what their size predicts, include Vanguard Charitable Endowment Program, National Philanthropic Trust, Donor Advised Charitable Giving Inc.
Where is Montgomery Family Foundation based?
Montgomery Family Foundation is based in IL.

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 29 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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