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Montgomery Foundation at a glance

· Public charity

Montgomery Foundation

To provide grants to non-profit entities with the goal to enhance coshocton county's natural beauty, preserve and restore its historical heritage, develope its human economic resources, and encourage its entrepreneurial spirit.

$430k
Granted FY2024still arriving
10
Grants FY2024still arriving
1
States reached
$157k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0194% classified

What it funded, over time

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

Arts & Culture$2.0MHealth$452kCommunity Improvement$260kEducation$248kYouth Development$130kEnvironment$116kScience & Tech$90kRecreation & Sports$82kOther$0
02FY2024 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 10 grants below total $410,197, the rows itemized in this filing. The $430,047 headline is the total grant expense on the return; the other $19,850 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2024

  • Under $10k2 grants · $13k
  • $10k–50k5 grants · $90k
  • $50k–250k3 grants · $307k
$20,000
Median grant
1
States reached
$21M
Total assets
Largest grants
RecipientAmount
ROSCOE VILLAGE FOUNDATION$157,447
GENESIS HEALTHCARE SYSTEM$100,000
COSHOCTON IS BLOOMING$50,000
OHIO DYSLEXIA CENTER$25,000
DOLLARS FOR SCHOLARS$20,000
COSHOCTON CITY SCHOOLS$20,000
UNITED WAY OF COSHOCTON$15,000
VILLAGE OF WARSAW$10,000
COSHOCTON PARK DISTRICT$7,500
OHIO MEANS JOBSJFS$5,250
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 (FY18–20, $24k) land where the poverty rate runs at 15%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%ECOHING HILLS VILLAGE: $15k → 15%ECHOING HILLS VILLAGE: $9k → 15%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.
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.

88%of every dollar goes to organizations it has funded before.
$3.2M · 19 repeat orgs$419k to everyone else

Grantees it renews have grown median revenue +50% since the first grant, against +8% for those funded once.

19 repeat relationships: 5 still active in FY2024, 14 since wound down; 5 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

19
23

Total granted

$3.2M
$262k

Median revenue growth · since first grant

+50%
+8%

Still filing today

58%
26%

New vs renewed · share of each year

In FY2024, 62% of grant dollars renewed an existing relationship; $158k went to new ones.

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

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

’17’18’20’21’22’23’24
Arts & CulturePhilanthropyRecreation & SportsCommunity ImprovementInternationalReligionOther
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

  • RV
    ROSCOE VILLAGE FOUNDATION INC
    7× · 2017–2024 · $2.1M · revenue +183% · 58% of their budget
  • CI
    COSHOCTON IS BLOOMING
    3× · 2020–2024 · $93k · revenue +209%
  • NATIONAL INVENTORS HALL OF FAME INC
    2× · 2017–2021 · $90k · revenue +67%

Funded once

  • IG
    Individual grant recipient
    one grant, 2023 · $45k
  • OD
    OHIO DYSLEXIA CENTER
    one grant, 2023 · $25k
  • TS
    THE SALVATION ARMY
    one grant, 2023 · $24k
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
Friends of the Colton Library

Help maintain the library

Education
2
Coshocton County Convention and Visitors Bureau

To promote tourism opportunities in coshocton county through the promotion of lodging facilities, attractions, historic sites, food and beverage establishments, recreation and retail.

—
3
Cole County Historical Society

Historical museum

Arts & Culture
4
Cohos Historical Society

Museum for preserving regional history and bringing local communities together for present and future generations.

Arts & Culture
5
Wasco Co Historical Museum
Arts & Culture
6
Colegrove Family Foundation
—
7
Johnstown Historical Society
—
8
Covington Coop Preschool

Preschool experience for children.

—
9
Cooperstown Foundation for Excellence in Education

Enhancing educational excellence in the cooperstown schools.

Education
10
Cobscook Shores Inc
Philanthropy
11
Sequathchie Valley Historical Association

Historical organization museum and park.

—
12
Friends of St Colmans Foundation

Endowment fund for major repairs, maintenance, and support of historic st colman church in cleveland ohio

Religion
How this is measured
The grantee most central to the portfolio’s shape is Friends of the Museum; the most unlike its peers is Clary Garden Foundation. 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

19 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. 19 of the 47 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.

4
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
19/19
Grantees still filing
10/19
Grew since first funded

Where the money sits, by cause and then by grantee

ROSCOE VILLAGE FOUNDATION INC: $2,093,089 · Arts & CultureROSCOE VILLAGE FOUNDATION INCNATIONAL INVENTORS HALL OF FAME INC: $90,000 · Arts & Culture+2 more: $11,771 · Arts & CultureGENESIS HEALTHCARE SYSTEM: $150,000 · OtherGENESIS HEALTHCARE SYSTEMDOLLARS FOR SCHOLARS: $120,000 · OtherDOLLARS FOR SCHOLARSMUSKINGUM VALLEY COUNCIL BSA: $110,000 · OtherMUSKINGUM VALLEY COUNCIL BSACOSHOCTON CITY SCHOOL DISTRICT: $50,000 · OtherCOSHOCTON CITY SCHOOL DISTRI…Individual grant recipient: $45,000 · OtherCOSHOCTON COUNTY AGRICULTURAL SOCIETY: $35,000 · OtherIndividual grant recipient: $34,400 · Other+30 more: $359,650 · Other+30 moreOUR TOWN COSHOCTON: $235,000 · Community ImprovementGENESIS HEALTHCARE SYSTEM GROUP RETURN: $100,000 · HealthCOSHOCTON IS BLOOMING: $93,338 · EnvironmentKIDS AMERICA INC: $47,677 · Recreation & SportsFRIENDS OF THE PARKS: $6,485 · Recreation & SportsHELP OHIO: $25,000 · Youth Development
Arts & Culture$2,194,860Other$904,050Community Improvement$235,000Health$100,000Environment$93,338Recreation & Sports$54,162Youth Development$25,000

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

25%50%75%100%$100k$1.0M$10Mgrantee revenue →↑ funder's share of their budgetROSCOE VILLAGE FOUNDATION INC: $2,093,089 over 7y, 58% of budgetOUR TOWN COSHOCTON: $235,000 over 3y, 43% of budgetGENESIS HEALTHCARE SYSTEM GROUP RETURN: $100,000 over 1y, 2.5% of budgetCOSHOCTON IS BLOOMING: $93,338 over 3y, 17% of budgetNATIONAL INVENTORS HALL OF FAME INC: $90,000 over 2y, 0.1% of budgetKIDS AMERICA INC: $47,677 over 4y, 3.9% of budgetHELP OHIO: $25,000 over 1y, 61% of budgetECHOING HILLS VILLAGE INC: $23,750 over 2y, 0.1% of budgetUNITED WAY OF COSHOCTON COUNTY INC: $18,000 over 2y, 4.5% of budgetCLARY GARDEN FOUNDATION: $15,789 over 2y, 2.8% of budgetTHE FUSE NETWORK: $12,758 over 1y, 0.3% of budgetJUNIOR ACHIEVEMENT OF NORTH CENTRAL OHIO: $11,077 over 2y, 0.9% of budgetWALHONDING VALLEY HISTORICAL SOCIETY: $10,000 over 1y, 49% of budgetFRIENDS OF THE PARKS: $6,485 over 1y, 14% of budgetCOSHOCTON COMMUNITY CHOIR INC: $4,500 over 5y, 3.9% of budgetPRECIOUS TREASURES INC: $3,500 over 1y, 1.1% of budgetFRIENDS OF THE MUSEUM: $300 over 3y, 0.2% 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 ROSCOE VILLAGE FOUNDATION INC ↗
  • Who funds OUR TOWN COSHOCTON ↗
  • Who funds GENESIS HEALTHCARE SYSTEM GROUP RETURN ↗
  • Who funds COSHOCTON IS BLOOMING ↗
  • Who funds NATIONAL INVENTORS HALL OF FAME INC ↗
  • Who funds KIDS AMERICA INC ↗
  • Who funds HELP OHIO ↗
  • Who funds ECHOING HILLS VILLAGE INC ↗
  • Who funds UNITED WAY OF COSHOCTON COUNTY INC ↗
  • Who funds CLARY GARDEN FOUNDATION ↗
  • Who funds THE FUSE NETWORK ↗
  • Who funds JUNIOR ACHIEVEMENT OF NORTH CENTRAL OHIO ↗
  • Who funds WALHONDING VALLEY HISTORICAL SOCIETY ↗
  • Who funds FRIENDS OF THE PARKS ↗
  • Who funds COSHOCTON COMMUNITY CHOIR 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.

Coshocton FoundationSchooler Family Found…Coshocton Rotary Foun…Amazonsmile Foundation
Coshocton FoundationOH49.5× affinity21 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: Coshocton Foundation · Schooler Family Foundation · Coshocton Rotary Foundation Inc · 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 Foundation funds: left to right is the share of its income from government, bottom to top the share from Montgomery Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%5%19%42%75%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    4report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    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.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Montgomery Foundation?

    Find your warmest path to Montgomery 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 from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 47 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 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

    Play a game based on Montgomery’s filings →

    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