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Connecticut · Private foundation

The Montgomery Family Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$255k
Granted FY2025(still arriving)
16
Grants FY2025
19
Organizations funded FY2024
21%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$10,000
Largest grant, FY2025
$40,000
Organizations funded a year
17 to 24
FY2020 to FY2024
States reached, FY2025
5
Total assets, FY2025
$1.7M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 21% of the organizations The Montgomery Family Foundation funded were first-time grantees, receiving 17% of its grant dollars.

New vs renewed · share of each year

In FY2024, 83% of grant dollars renewed an existing relationship; $40k 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
Youth DevelopmentArts & CultureEducationHealthFood & NutritionPublic BenefitOther
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
FY2025still arriving16$255k25%
FY202419$239k21%
FY202324$304k33%
FY202217$286k18%
FY202121$389k38%
FY202020$416kn/a
99% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Arts & Culture$445kHealth$362kEducation$348kEnvironment$196kCommunity Improvement$145kRecreation & Sports$100kHuman Services$95kAnimals$58kOther$0

Top grantees

Largest recipients by total granted, FY2020 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 23 grantees
All grantees of The Montgomery Family Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Roswell Park Alliance Foundation$237,00060%
Explore & More a Children's Museum$150,00016%
Seneca Street Community Development Corporation$145,00066%
Park School Corporation$75,43610%
Miracle League of Connecticut Inc$60,00059%
New Canaan Nature Center Association Inc$60,00061%
The Jackson Laboratory$55,00060%
Buffalo Society of Natural Sciences$55,00021%
Kaleida Health Foundation$35,00050%
Kevin Guest House Inc$32,50051%
Wildlife in Crisis Inc$27,50052%
Fresh Air Fund$20,00040%
The Jacobs Institute Inc$10,00020%
Covenant Soup Kitchen Inc$10,00020%
Hamburg Alumni Foundation$7,50052%
716 Squash Inc$5,00012%
Zoological Society of Buffalo Inc$5,00010%
Children's Hospital Foundation$5,00010%
Town of East Lyme$5,0001n/a
Cradle Beach Inc$5,00010%
Hartford Audubon Society Inc$5,0001n/a
Y2y Network Inc$2,50010%
Veterans One-Stop Center of Wny Inc$2,5001n/a

What it could do for these grantees

Plus 24 recipients with no EIN on record ($873k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The Montgomery Family Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetRoswell Park Alliance Foundation: $237,000 over 6y, 0.1% of budgetExplore & More a Children's Museum: $150,000 over 1y, 6.3% of budgetSeneca Street Community Development Corporation: $145,000 over 6y, 5.6% of budgetPark School Corporation: $75,436 over 1y, 0.2% of budgetMiracle League of Connecticut Inc: $60,000 over 5y, 8.8% of budgetNew Canaan Nature Center Association Inc: $60,000 over 6y, 0.6% of budgetThe Jackson Laboratory: $55,000 over 6y, 0.0% of budgetBuffalo Society of Natural Sciences: $55,000 over 2y, 0.6% of budgetKaleida Health Foundation: $35,000 over 5y, 0.3% of budgetKevin Guest House Inc: $32,500 over 5y, 0.8% of budgetWildlife in Crisis Inc: $27,500 over 5y, 2.4% of budgetFresh Air Fund: $20,000 over 4y, 0.0% of budgetThe Jacobs Institute Inc: $10,000 over 2y, 0.1% of budgetCovenant Soup Kitchen Inc: $10,000 over 2y, 0.3% of budgetHamburg Alumni Foundation: $7,500 over 5y, 2.1% of budget716 Squash Inc: $5,000 over 1y, 1.6% of budgetZoological Society of Buffalo Inc: $5,000 over 1y, 0.1% of budgetChildren's Hospital Foundation: $5,000 over 1y, 0.0% of budgetCradle Beach Inc: $5,000 over 1y, 0.2% of budgetY2y Network Inc: $2,500 over 1y, 0.2% 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 20.

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 Baird FoundationNY24.1× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Baird Foundation · First Niagara Foundation · Community Foundation for Greater Buffalo Inc · The Margaret L Wendt Foundation · Cullen Foundation · Mother Cabrini Health Foundation Inc · Ferguson Electric Foundation · Children's Foundation of Erie County Inc · The Osc Charitable Foundation · East Hill Foundation · E&W G Foundation · James H Cummings Foundation 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.

Compare The Montgomery Family Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to The Montgomery Family Foundation?

Find your warmest path to The Montgomery Family 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.

About The Montgomery Family Foundation

How much does The Montgomery Family Foundation give?
The Montgomery Family Foundation reported 16 grants totaling $254,500 in its FY2025 IRS filing. It funded between 17 and 24 organizations a year over FY2020 to FY2024.
What does The Montgomery Family Foundation fund?
By grant dollars over FY2020 to FY2025, its largest causes are Arts & Culture (24%), Health (19%), Education (18%).
Who are The Montgomery Family Foundation's largest grantees?
By total granted over FY2020 to FY2025: Roswell Park Alliance Foundation ($237k), Explore & More a Children's Museum ($150k), Seneca Street Community Development Corporation ($145k).
Does The Montgomery Family Foundation fund new organizations?
In FY2024, 21% of the organizations it funded were first-time grantees.
Does The Montgomery Family Foundation accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as The Montgomery Family Foundation?
Its strongest co-funders, measured against what their size predicts, include The Baird Foundation, First Niagara Foundation, Community Foundation for Greater Buffalo Inc.
Where is The Montgomery Family Foundation based?
The Montgomery Family Foundation is based in CT.

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-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

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