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· Private foundation

Montgomery Family Foundation Inc

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.

$1.2M
Granted FY2025still arriving
23
Grants FY2025still arriving
11
States reached
$505k
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.

Education$5.5MReligion$432kArts & Culture$374kYouth Development$43kHousing & Shelter$41kPhilanthropy$39kHuman Services$31kHealth$24kOther$0
02FY2025 · 23 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • Under $10k13 grants · $36k
  • $10k–50k7 grants · $167k
  • $50k–250k1 grant · $77k
  • $250k+2 grants · $910k
$6,141
Median grant
11
States reached
$16M
Total assets
Largest grants
RecipientAmount
BERRY COLLEGE FOUNDATION$505,000
AUBURN UNIVERSITY FOUNDATION$405,000
GREAT FALLS UNITED METHODIST CHURCH$76,978
LEVELLAND WALLACE THEATRE$37,183
LUTHERAN HIGH SCHOOL OF SAN ANTONIO$35,000
CHOPIN SOCIETY OF ATLANTA$25,000
UNIVERSITY OF NEBRASKA FOUNDATION$25,000
WESTERN TECHNICAL COLLEGE FOUNDATION$17,500
ABAC FOUNDATION$14,046
GEORGIA TECH FOUNDATION$13,000
LAKEVIEW COVENANT CHURCH$9,853
ALASKA CHRISTIAN COLLEGE$6,141
THREE RIVERS COLLEGE$3,500
CHESAPEAKE BAY MARITIME MUSEUM$3,000
MAYO CLINIC$2,500
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 (FY19–19, $5k) 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 your grants land in higher-need ZIPs.

area typical 11%WOUNDED WARRIOR PROJECT: $5k → 14%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.

Which US states your grants reach

AK
MN
IL
WI
NY
SD
IA
IN
RI
NE
MO
KY
VA
MD
AR
TN
LA
MS
AL
GA
TX
FL

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.

98%of every dollar goes to organizations you’ve funded before.
$6.4M · 102 repeat orgs$131k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +51% since the first grant, against +36% for the ones you funded once.

102 repeat relationships — 18 still active in FY2025, 84 since wound down; 5 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

102
63

Total granted

$6.4M
$120k

Median revenue growth · since first grant

+51%
+36%

Still filing today

28%
22%

New vs renewed · share of each year

In FY2025, 99% of grant dollars renewed an existing relationship; $11k 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
EducationArts & CultureHealthHuman ServicesPhilanthropyCommunity ImprovementOther

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

  • AU
    AUBURN UNIVERSITY FOUNDATION
    8× · 2018–2025 · $2.3M · revenue +99%
  • GEORGIA TECH FOUNDATION INC
    9× · 2017–2025 · $887k · revenue +116%
  • SP
    SOUTH PLAINS COLLEGE FOUNDATION
    7× · 2019–2025 · $388k · revenue +131%

Funded once

  • BO
    BOARD OF THE UNIVERSITY OF ALABAMA
    one grant, 2018 · $10k
  • CS
    CHOPIN SOCIETY
    one grant, 2020 · $10k
  • WOUNDED WARRIOR PROJECT INCgraduated
    one grant, 2019 · $5k · revenue +36%

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
LaGrange College

Education - lagrange college challenges the minds and inspires the souls of its students. founded in 1831 and committed to its relationship with the united methodist church and its wesleyan and liberal arts traditions, the college supports…

Education
2
Greenville College

Greenville college d/b/a greenville university empowers students for lives of character and service through a transforming christ-centered education in the liberal arts, sciences, and professional studies.

Education
3
University of the Ozarks

True to our christian heritage, we prepare students from diverse religious, cultural, educational and economic backgrounds to live life fully.

Education
4
Union University

Union university provides christ-centered education that promotes excellence and character development in service to church and society.

Education
5
Augustana College

Rooted in the liberal arts & sciences & lutheran expression of the christian faith, & is committed to offering a challenging education that develops qualities of mind, spirit, & body necessary for a rewarding life of leadership & service…

Education
6
Houston Christian University

The mission of houston christian university is to provide a learning experience that instills in students a passion for academic, spiritual, and professional excellence as a result of our central confession, "jesus christ is lord."

7
Asbury College

Asbury university equips students, through academic excellence and spiritual vitality, for lifelong learning, leadership, and service to the professions, society, the family and the church, preparing them to engage their cultures and…

Education
8
Spring Arbor University

Spring arbor university is a community of learners distinguished by our lifelong involvement in the study and application of the liberal arts, total commitment to jesus christ as the perspective for learning and critical participation in…

Education
9
Gardner-Webb University

The university statement of values consists of christian heritage, baptist heritage, academic excellence, liberal arts, teamwork, a student-centered focus, community engagement and diversity.

Education
10
Spartanburg Methodist College

SMC Delivers an exceptional education that fuses the empowerment of the liberal arts with crucial career skills. Our mission is to equip our students with the knowledge, skills, virtues, and mindset needed to thrive personally, create…

Education
11
University of the South

The College of Arts and Sciences is committed to the development of the whole person through a liberal arts education of the highest quality. The School of Theology educates women and men to serve the broad whole of the Episcopal Church in…

Education
12
Belhaven University

Belhaven university prepares students academically and spiritually to serve jesus christ in their careers, in human relationships, and in the world of ideas.

Education

For reference, the grantee most central to the portfolio’s shape is Reinhardt University and the most unlike its peers is Post-Garza County Ems. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyCommunity FoundationsCommunity College Foundatio…Orchestra and Ensemble Perf…Animal Rescue and ShelterLocal History MuseumsCommunity Arts CentersFaith-Based Liberal Arts Co…
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 54 years old; the field is 16. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number22%4%<5yr14%2%5–10yr19%11%10–20yr16%15%20–35yr13%20%35–55yr16%48%55yr+
THE FIELDby orgYOUR MONEYby value22%0%<5yr14%0%5–10yr19%3%10–20yr16%4%20–35yr13%33%35–55yr16%59%55yr+

The field is 22% startups (under 5 years old) — 4% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 13% of the field you don’t fund.

orgs you fund
0.0%0/57
the rest of the field
13%
240,396/1,819,508

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

44 grantees tracked through their own filings, 2017–2026.

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 20172026, not grant rows in a single year — so this will not match the grant count on the cover. 44 of the 170 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.

1
Load-bearing (≥25% of a budget)
10
Early backer (in before they grew)
44/44
Grantees still filing
37/44
Grew since you first funded

Where your money sits — by cause, then by grantee

AUBURN UNIVERSITY FOUNDATION — $2,295,577 · EducationAUBURN UNIVERSITY FOUNDATIONGEORGIA TECH FOUNDATION INC — $887,000 · EducationGEORGIA TECH FOUNDATION INCABAC FOUNDATION INC — $201,689 · EducationABAC FOUNDATION INCUNIVERSITY OF NEBRASKA FOUNDATION — $123,662 · Education+19 more — $149,100 · EducationBERRY COLLEGE FOUNDATION — $816,000 · OtherBERRY COLLEGE FOUNDATIONSOUTH PLAINS COLLEGE FOUNDATION — $387,750 · OtherSOUTH PLAINS COLLEGE FOUNDATIONGREAT FALLS UNITED METHODIST CHURCH — $232,566 · OtherGREAT FALLS UNITED METHODIST CHURCH+131 more — $1,281,435 · Other+131 moreChopin Society of Atlanta Inc — $58,500 · Arts & CultureCAPROCK CULTURAL ASSOCIATION INC — $12,750 · Arts & CultureCHESAPEAKE BAY MARITIME MUSEUM INC — $11,000 · Arts & CultureLEVELLAND WALLACE THEATER — $9,000 · Arts & Culture+1 more — $1,000 · Arts & CultureRECYCLING GRACE WOMEN'S CENTER INC — $41,400 · HealthPOST-GARZA COUNTY EMS — $3,000 · Health+1 more — $1,000 · HealthMAGDALENA MINISTRIES INC — $17,055 · Human ServicesWOUNDED WARRIOR PROJECT INC — $5,150 · Human ServicesALASKA CHRISTIAN COLLEGE — $6,141 · ReligionSOUTHERN UNION STATE COMMUNITY COLLEGE F — $2,500 · PhilanthropyALL ABOUT CATS — $1,000 · Community Improvement
Education$3,657,028Other$2,717,751Arts & Culture$92,250Health$45,400Human Services$22,205Religion$6,141Philanthropy$2,500Community Improvement$1,000

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetAUBURN UNIVERSITY FOUNDATION — $2,295,577 over 8y, 0.4% of budgetGEORGIA TECH FOUNDATION INC — $887,000 over 9y, 0.1% of budgetSOUTH PLAINS COLLEGE FOUNDATION — $387,750 over 7y, 14% of budgetABAC FOUNDATION INC — $201,689 over 9y, 92% of budgetUNIVERSITY OF NEBRASKA FOUNDATION — $123,662 over 7y, 0.0% of budgetChopin Society of Atlanta Inc — $58,500 over 4y, 17% of budgetWESTERN TECHNICAL COLLEGE FOUNDATION INC — $41,850 over 3y, 0.8% of budgetRECYCLING GRACE WOMEN'S CENTER INC — $41,400 over 3y, 11% of budgetLINCOLN MEMORIAL UNIVERSITY — $20,000 over 3y, 0.0% of budgetGARZA COUNTY HISTORICAL MUSEUM — $18,750 over 9y, 2.3% of budgetMAGDALENA MINISTRIES INC — $17,055 over 4y, 0.4% of budgetCAPROCK CULTURAL ASSOCIATION INC — $12,750 over 9y, 4.1% of budgetUniversity of St Thomas — $12,000 over 5y, 0.0% of budgetOakland City University — $11,500 over 4y, 0.0% of budgetCHESAPEAKE BAY MARITIME MUSEUM INC — $11,000 over 3y, 0.1% of budgetVITERBO UNIVERSITY — $11,000 over 4y, 0.0% of budgetLEVELLAND WALLACE THEATER — $9,000 over 2y, 4.5% of budgetSTEPHENS COLLEGE — $9,000 over 4y, 0.0% of budgetLYON COLLEGE — $7,500 over 3y, 0.0% of budgetALASKA CHRISTIAN COLLEGE — $6,141 over 1y, 0.1% of budgetLUBBOCK CHRISTIAN UNIVERSITY — $5,250 over 2y, 0.0% of budgetWOUNDED WARRIOR PROJECT INC — $5,150 over 1y, 0.0% of budgetWOODWARD ACADEMY INC — $5,000 over 1y, 0.0% of budgetBREWTON-PARKER COLLEGE INC — $4,500 over 2y, 0.0% of budgetUniversity of Health Sciences and Pharmacy in St Louis — $4,500 over 1y, 0.0% of budgetFAULKNER UNIVERSITY — $4,000 over 2y, 0.0% of budgetEvangel University — $3,500 over 4y, 0.0% of budgetPOST-GARZA COUNTY EMS — $3,000 over 1y, 0.5% of budgetCROWLEY'S RIDGE COLLEGE — $3,000 over 1y, 0.1% of budgetST OLAF COLLEGE — $3,000 over 1y, 0.0% of budgetCENTRAL METHODIST UNIVERSITY — $2,500 over 3y, 0.0% of budgetSOUTHERN UNION STATE COMMUNITY COLLEGE F — $2,500 over 2y, 1.6% of budgetCOLLEGE OF THE OZARKS — $2,000 over 2y, 0.0% of budgetWILD HORSE ELEMENTARY PARENT TEACHER ORGANIZATION — $2,000 over 2y, 2.7% of budgetBIRMINGHAM-SOUTHERN COLLEGE — $1,500 over 1y, 0.0% of budgetREINHARDT UNIVERSITY — $1,500 over 1y, 0.0% of budgetCONCORDIA UNIVERSITY ST PAUL — $1,500 over 1y, 0.0% of budgetALL ABOUT CATS — $1,000 over 1y, 0.7% of budgetTHE DELTA SIGMA PHI FOUNDATION — $1,000 over 1y, 0.1% of budgetALS UNITED OF GEORGIA INC — $1,000 over 1y, 0.1% of budgetAVE MARIA UNIVERSITY INC — $1,000 over 2y, 0.0% 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 AUBURN UNIVERSITY FOUNDATION
  • Who funds GEORGIA TECH FOUNDATION INC
  • Who funds SOUTH PLAINS COLLEGE FOUNDATION
  • Who funds ABAC FOUNDATION INC
  • Who funds UNIVERSITY OF NEBRASKA FOUNDATION
  • Who funds Chopin Society of Atlanta Inc
  • Who funds WESTERN TECHNICAL COLLEGE FOUNDATION INC
  • Who funds RECYCLING GRACE WOMEN'S CENTER INC
  • Who funds LINCOLN MEMORIAL UNIVERSITY
  • Who funds GARZA COUNTY HISTORICAL MUSEUM
  • Who funds MAGDALENA MINISTRIES INC

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.

Tulsa Community FoundationOK20.4× affinity10 shared granteesties to 9 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Tulsa Community Foundation · National Collegiate Athletic Association · Folds of Honor Foundation · The G Harold & Leila y Mathers Charitable Foundation · Council of Independent Colleges · Je and le Mabee Foundation Inc · Ibm International Foundation · The Maxine Durrett Earl Charitable Foundation Inc · Kenneth & Harle Montgomery Foundation · Lilly Endowment Inc · Xcel Energy Foundation · Renaissance Charitable Foundation 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 Montgomery Family Foundation Inc 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%6%25%56%100%your share of their income ↑0%13%25%38%50%share of the org’s income from governmentmedian 0%
  • Chesapeake Bay Maritime Museum Inc17% of income from government
  • Wounded Warrior Project Inc0% of income from government
  • Ave Maria University Inc0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
11report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–50%
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 Montgomery Family Foundation Inc?

Find your warmest path to Montgomery Family Foundation Inc 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 170 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

More from the funding graph