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Montgomery Family Foundation at a glance

· 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 FY2024still arriving
11
Grants FY2024still arriving
8
States reached
$50k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0197% 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
02FY2024 · 11 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k6 grants · $18k
  • $10k–50k4 grants · $70k
  • $50k–250k1 grant · $50k
$5,000
Median grant
8
States reached
$612k
Total assets
Largest grants
RecipientAmount
INNER COMPASS INITIATIVE$50,000
ISPS-US$25,000
5TH ELEMENT FOUNDATION - LEGACY GLOBAL FOUNDATION$25,000
AUTISM FORWARD INC$10,100
MOONSHOT MISSIONS$10,000
ALSACST JUDE'S CHILDREN'S RESEARCH HOSPITAL$5,000
GREATER BOSTON FOOD BANK$5,000
Individual grant recipient$5,000
PUNDARIKA FOUNDATION$1,030
MAD SCIENCE SUMMER CAMP$1,010
MAD IN AMERICA FOUNDATION$500
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 (FY22–23, $6k) land where the poverty rate runs at 16%, 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%WOUNDED WARRIOR PROJECT: $1k → 14%ST FRANCIS HOUSE: $5k → 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
IL
NY
MA
PA
CT
CA
CO
MD
AZ
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.

54%of every dollar goes to organizations it has funded before.
$143k · 6 repeat orgs$122k to everyone else

Grantees it renews have grown median revenue +46% since the first grant, against +11% for those funded once.

6 repeat relationships: 3 still active in FY2024, 3 since wound down; 8 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

6
15

Total granted

$143k
$61k

Median revenue growth · since first grant

+46%
+11%

Still filing today

50%
73%

New vs renewed · share of each year

In FY2024, 55% of grant dollars renewed an existing relationship; $62k went to new ones.

50%100%’21’22’23’24
RenewedFirst-time

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

’21’22’23’24
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.

Backed again, and grew

  • IC
    INNER COMPASS INITIATIVE INC
    3× · 2022–2024 · $80k · revenue +46%
  • Feeding America
    2× · 2021–2022 · $20k · revenue +23%
  • TH
    TSOKNYI HUMANITARIAN FOUNDATION
    2× · 2021–2023 · $10k · revenue +169%

Funded once

  • AI
    ADVOCATES INC MENTAL HEALTH COUNSELING
    one grant, 2022 · $25k
  • C2
    Collaborative 21 Inc
    one grant, 2023 · $10k · 100% of their budget
  • SF
    SAINT FRANCIS HOUSE INC
    one grant, 2022 · $5k · revenue 0%
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
American Academy of Neurology

The Academy's mission is to enhance member career fulfillment and promote brain health for all.

Community Improvement
2
Inseparable Inc

Inseparable Inc is focused on creating a world where mental health is treated as a critical and equal piece of overall health, and where systems are designed with their impact on mental health in mind. Inseparable, Inc. is a growing…

Health
3
Humanity's Team

Make conscious living prevalent worldwide by 2040 humanitys team is a global non-profit organization focused on helping people throughout the world awaken to the interconnectednessor onenessof everything in the universe, so they can embody…

Human Services
4
Nonduality Institute Inc

The mission of the Nonduality Institute is to advance scientific understanding of nonduality through conducting research into neural signatures of nondual awareness and its effects on cognitive, affective and perceptual…

Health
5
Global Impact Investing Network Inc

The global impact investing network, inc. is dedicated to increasing the scale and effectiveness of impact investing to solve systemic problems facing people and the planet. impact investments are investments made into companies,…

Philanthropy
6
Open Markets Institute

The open markets institute works to help people relearn how to use competition policy to build stronger democracies, more just and equitable societies, more innovative and sustainable economies, and a more secure and peaceful world.

Education
7
Keralink International Inc

Keralink international works to end avoidable blindness by developing, delivering, and scaling affordable solutions for all, powered by innovative technology and partnerships.

Health
8
Amnesty International of the Usa Inc

Amnesty international of the usa, inc. is the united states section of amnesty international - a worldwide movement of people who campaign for internationally recognized human rights. (continued on schedule o).organization's mission…

International
9
The Global FoodBanking Network

To nourish the world's hungry through uniting and advancing food banks.

International
10
Accion International

Our mission is to create a fair and inclusive economy where underserved people have quality financial choices and opportunities to improve their economic well-being. we find and help build innovative companies with the potential to reach…

International
11
Institute for Protein Innovation Inc

The institute for protein innovation is advancing protein science to accelerate research and improve human health.

Health
12
Aerial Recovery

Aerial recovery's mission is to save lives and stop evil. through the creation and deployment of humanitarian special operators, aerial recovery brings together selected veterans, first responders, and mission-qualified civilians who,…

—
How this is measured
The grantee most central to the portfolio’s shape is Wounded Warrior Project Inc; the most unlike its peers is Collaborative 21 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

17 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. 17 of the 29 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.

1
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
17/17
Grantees still filing
12/17
Grew since first funded

Where the money sits, by cause and then by grantee

CALVARY FELLOWSHIP SUSQUEHANNA VALLEY: $26,547 · OtherCALVARY FELLOWSHIP SUSQUEHANNA VALLEYADVOCATES INC MENTAL HEALTH COUNSELING: $25,000 · OtherADVOCATES INC MENTAL HEALTH COUNSELING5TH ELEMENT FOUNDATION - LEGACY GLOBAL FOUNDATION: $25,000 · Other5TH ELEMENT FOUNDATION - LEGACY GLOBAL FOUNDATIONAUTISM FORWARD INC: $10,100 · OtherAUTISM FORWARD INCTSOKNYI HUMANITARIAN FOUNDATION: $10,003 · OtherTSOKNYI HUMANITARIAN FOUNDATIONGREATER BOSTON FOOD BANK INC: $5,000 · OtherTOWN OF WESTON COMMUNITY PRESERVATION: $5,000 · OtherA Place To Turn Inc: $5,000 · OtherIndividual grant recipient: $5,000 · OtherALSACST JUDE'S CHILDREN'S RESEARCH HOSPITAL: $5,000 · OtherWESTON EDUCATION ENRICHMENT FUND (WEEFC): $4,830 · Other+7 more: $8,092 · Other+7 moreINNER COMPASS INITIATIVE INC: $80,000 · HealthINNER COMPASS INITIATIVE INC+3 more: $2,000 · HealthFeeding America: $20,010 · Food & NutritionCollaborative 21 Inc: $10,000 · Community ImprovementMoonshot Missions Inc: $10,000 · EnvironmentSAINT FRANCIS HOUSE INC: $5,000 · Human ServicesWOUNDED WARRIOR PROJECT INC: $1,000 · Human ServicesARYALOKA BUDDHIST CENTER INC: $2,000 · ReligionPrison Dharma Network Inc: $1,000 · Religion
Other$134,572Health$82,000Food & Nutrition$20,010Community Improvement$10,000Environment$10,000Human Services$6,000Religion$3,000

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

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
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.

Vanguard Charitable E…National Philanthropi…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
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.

How much its grantees rely on government

Each dot is one organization Montgomery Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Montgomery Family Foundation. Bigger dots raise more.

2023
’20’21’22’23’24’25
no gov · 50%6%25%56%100%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 14%
  • Moonshot Missions Inc: 100% of income from government
  • Greater Boston Food Bank Inc: 20% of income from government
  • Renaissance Men Inc: 14% of income from government
  • Saint Francis House Inc: 11% of income from government
  • A Place to Turn Inc: 2% of income from government
no gov moneyreceives it· size = income
5get no government money at all
1rely on government for over half their income
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 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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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