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The Montague Family Foundation at a glance

· Private foundation

The Montague Family Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$273k
Granted FY2025still arriving
1
Grants FY2025still arriving
1
States reached
$273k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0193% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Human Services$323kReligion$60kHousing & Shelter$21kRecreation & Sports$5kPhilanthropy$5kEducation$4kFood & Nutrition$4kHealth$3kOther$0
02FY2025 · 1 grant

Where the money goes

Grants by size, and the largest recipients.

$273,117
Median grant
1
States reached
$0
Total assets
Largest grants
RecipientAmount
Montague Family DAF$273,117
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 (FY17–24, $59k) 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 its grants land in higher-need ZIPs.

area typical 11%Gladney Center for Adoption: $200 → 11%Big Oak Ranch: $6k → 13%The Big Oak Ranch: $5k → 13%The Big Oak Ranch: $5k → 13%The Big Oak Ranch: $5k → 13%The Big Oak Ranch: $5k → 13%The Big Oak Ranch: $5k → 13%The Big Oak Ranch: $4k → 13%The Big Oak Ranch: $3k → 13%First Light: $5k → 16%First Light: $5k → 16%First Light: $5k → 16%First Light: $3k → 16%First Light: $1k → 16%First Light: $1k → 16%First Light: $1k → 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

MN
OH
TN
DC
LA
MS
AL
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.

34%of every dollar goes to organizations it has funded before.
$144k · 16 repeat orgs$278k to everyone else

Grantees it renews have grown median revenue +75% since the first grant, against -1% for those funded once.

16 repeat relationships: 0 still active in FY2025, 16 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

16
19

Total granted

$144k
$5k

Median revenue growth · since first grant

+75%
-1%

Still filing today

56%
26%

New vs renewed · share of each year

In FY2025, 0% of grant dollars renewed an existing relationship; $273k 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
EducationHuman ServicesHealthReligionHousing & ShelterArts & CultureOther
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

  • BO
    BIG OAK RANCH INC
    8× · 2017–2024 · $38k · revenue +105%
  • FL
    FIRST LIGHT INC
    7× · 2017–2024 · $16k · revenue +93%
  • PF
    PRESBYTERIAN FRONTIER FELLOWSHIP
    7× · 2017–2024 · $9k · revenue +36%

Funded once

  • GB
    Grace Baptist Church
    one grant, 2022 · $2k
  • IG
    Individual grant recipient
    one grant, 2020 · $1k
  • ST
    Saint Thomas More Academy
    one grant, 2023 · $500
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
Florida Southern College

Florida southern college (florida southern or the college) is committed to educational excellence and is a selective comprehensive, private, united methodist affiliated college with a strong liberal arts core and signature programs. (see…

Education
2
Uab Medicine Enterprise

To provide common management of the existing and future healthcare delivery operations (the "joint healthcare operations") of the board of trustees of the university of alabama and the university of alabama health services foundation, p.c.

Health
3
Fred Hutchinson Cancer Center

Fred hutch cancer center ("fred hutch") unites innovative research and compassionate care to prevent and eliminate cancer and infectious disease. continued on schedule o

Health
4
Baylor University

The mission of baylor university is to educate men and women for worldwide leadership and service by integrating academic excellence and christian commitment within a caring community.

Education
5
The Board of Trustees of the Leland Stanford Junior University

Stanford university is one of a select group of american universities that have achieved eminence in both undergraduate and graduate education and research - cont'd sch o.

Education
6
University of Mary Hardin-Baylor

The university of mary hardin-baylor prepares students for leadership, service, and faith-informed discrenment in a global society. academic excellence, personal attention, broad-based scholarship and a commitment to a baptist vision for…

Education
7
University of Minnesota Physicians

University of minnesota physicians serves as the integrated group practice for the university of minnesota medical school full-time faculty to provide the highest quality healthcare to patients and their families.university of minnesota…

Health
8
John Brown University

John brown university (jbu) provides christ-centered education that prepares students to honor god and serve others by developing their intellectual, spiritual, and professional lives. (continued on schedule o)jbu serves traditional…

Education
9
The Johns Hopkins Hospital

For more than 125 years, the mission of the johns hopkins hospital has been to lead the world in the diagnosis and treatment of disease and to train tomorrow's great physicians, nurses and scientists. above all, we aim to provide the…

Health
10
Louisiana United Methodist Children & Family Services Inc

The organization seeks to provide the highest quality of care in ministry to the diverse needs of louisiana's children and families by offering a variety of holistic services which promote personal growth and wholesome family life. the…

Human Services
11
Whitworth University

Since 1890, whitworth has held fast to its founding mission of providing "an education of mind and heart" through rigorous intellectual inquiry guided by dedicated christian scholars.

Education
12
Alabama Healthcare Hall of Fame
Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Presbyterian Home for Children; the most unlike its peers is The National World War Ii Museum 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

14 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. 14 of the 36 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.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
14/14
Grantees still filing
10/14
Grew since first funded

Where the money sits, by cause and then by grantee

Montague Family DAF: $273,117 · OtherMontague Family DAFMountain Brook Presbyterian Church: $28,850 · OtherMountain Brook Presbyterian ChurchGrandview Christian Church: $19,000 · OtherGrandview Christian ChurchPRESBYTERIAN HOME FOR CHILDREN: $11,750 · Other+20 more: $19,550 · Other+20 moreBIG OAK RANCH INC: $37,500 · Human ServicesBIG OAK RANCH …FIRST LIGHT INC: $16,000 · Human ServicesFIRST LIGHT IN…+1 more: $200 · Human ServicesPRESBYTERIAN FRONTIER FELLOWSHIP: $8,500 · ReligionDOWNTOWN JIMMIE HALE MISSION: $4,000 · Housing & ShelterTHE UNIVERSITY OF FLORIDA FOUNDATION INC: $2,050 · EducationFRENCH CAMP ACADEMY: $900 · EducationTHE UNIVERSITY OF TENNESSEE FOUNDATION INC: $650 · EducationTROY UNIVERSITY FOUNDATION: $200 · EducationTHE NATIONAL WORLD WAR II MUSEUM INC: $250 · Arts & CultureCHILDREN'S HARBOR INC: $100 · HealthThe Norma Livingston Ovarian Cancer Foundation Inc: $100 · Health
Other$352,267Human Services$53,700Religion$8,500Housing & Shelter$4,000Education$3,800Arts & Culture$250Health$200

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetBIG OAK RANCH INC: $37,500 over 8y, 0.0% of budgetFIRST LIGHT INC: $16,000 over 7y, 0.2% of budgetPRESBYTERIAN HOME FOR CHILDREN: $11,750 over 4y, 0.2% of budgetPRESBYTERIAN FRONTIER FELLOWSHIP: $8,500 over 7y, 0.1% of budgetROBINSON FOUNDATION: $5,500 over 2y, 19% of budgetDOWNTOWN JIMMIE HALE MISSION: $4,000 over 5y, 0.0% of budgetTHE UNIVERSITY OF FLORIDA FOUNDATION INC: $2,050 over 6y, 0.0% of budgetFRENCH CAMP ACADEMY: $900 over 3y, 0.0% of budgetTHE UNIVERSITY OF TENNESSEE FOUNDATION INC: $650 over 3y, 0.0% of budgetTHE NATIONAL WORLD WAR II MUSEUM INC: $250 over 1y, 0.0% of budgetTROY UNIVERSITY FOUNDATION: $200 over 1y, 0.0% of budgetTHE GLADNEY CENTER FOR ADOPTION: $200 over 1y, 0.0% of budgetCHILDREN'S HARBOR INC: $100 over 1y, 0.0% of budgetThe Norma Livingston Ovarian Cancer Foundation Inc: $100 over 1y, 0.0% 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 BIG OAK RANCH INC ↗
  • Who funds FIRST LIGHT INC ↗
  • Who funds PRESBYTERIAN HOME FOR CHILDREN ↗
  • Who funds PRESBYTERIAN FRONTIER FELLOWSHIP ↗
  • Who funds ROBINSON FOUNDATION ↗
  • Who funds DOWNTOWN JIMMIE HALE MISSION ↗
  • Who funds THE UNIVERSITY OF FLORIDA FOUNDATION INC ↗
  • Who funds FRENCH CAMP ACADEMY ↗
  • Who funds THE UNIVERSITY OF TENNESSEE FOUNDATION INC ↗
  • Who funds THE NATIONAL WORLD WAR II MUSEUM INC ↗
  • Who funds TROY UNIVERSITY FOUNDATION ↗
  • Who funds THE GLADNEY CENTER FOR ADOPTION ↗
  • Who funds CHILDREN'S HARBOR INC ↗
  • Who funds The Norma Livingston Ovarian Cancer Foundation 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.

The Daniel Foundation…The Community Foundat…Alabama Power Foundat…Arlington Partners Ch…Servant FoundationHolle Family Foundati…Dunn-French FoundationDebardeleben Foundati…Hill Crest Foundation…Raymond James Charita…Natl Christian Charit…Morgan Stanley Global…
The Daniel Foundation of AlabamaAL21.7× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Daniel Foundation of Alabama · The Community Foundation of Greater Birmingham · Alabama Power Foundation Inc · Arlington Partners Charitable Foundation Inc · Servant Foundation · Holle Family Foundation · Dunn-French Foundation · Debardeleben Foundation Inc · Hill Crest Foundation Inc · Raymond James Charitable Endowment Fund · Natl Christian Charitable Fdn Inc · Morgan Stanley Global Impact Funding Trust Inc

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 The Montague Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Montague Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    1report 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, 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 36 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Montague Family’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