Montgomery Family Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Montgomery Family Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 85-6774044
Foundation Overview
Based in Chicago, IL, Montgomery Family Foundation has awarded 77 grants totaling $570,171 to organizations in Massachusetts, Illinois and 10 other states, plus international recipients. Individual grants range from $500 to $50,000, with a median award of $5,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
16 of 22 recipients (73%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.
Geographic Focus
Grants are geographically diversified with 39% in Massachusetts and funding distributed across 14 total locations. This foundation values broad geographic impact and diverse community partnerships. Within Massachusetts, funding concentrates in Weston (30%), Boston (17%), Natick (10%).
Funding Trajectory
Strong 665% growth in annual giving over 3 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Montgomery Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| 5th Element Foundation - Legacy Global Foundation | $25,000 | Mesa, AZ, US | General Purposes | 2024 |
| Alsacst Jude's Children's Research Hospital | $5,000 | Chicago, IL, US | General Purposes | 2024 |
| Autism Forward Inc | $10,100 | South Dennis, MA, US | General Purposes | 2024 |
| Future Dharma | $5,000 | Ledbury, LEDBURY, UK | General Purposes | 2024 |
| Greater Boston Food Bank | $5,000 | Boston, MA, US | General Purposes | 2024 |
| Inner Compass Initiative | $50,000 | West Hartford, CT, US | General Purposes | 2024 |
| Isps-us | $25,000 | Philadelphia, PA, US | General Purposes | 2024 |
| Mad In America Foundation | $500 | Cambridge, MA, US | General Purposes | 2024 |
| Mad Science Summer Camp | $1,010 | Sonoma, CA, US | General Purposes | 2024 |
| Moonshot Missions | $10,000 | Bethesda, MD, US | General Purposes | 2024 |
| Pundarika Foundation | $1,030 | Crestone, CO, US | General Purposes | 2024 |
| 5th Element Foundation - Legacy Global Foundation | $25,000 | Mesa, AZ, US | General Purposes | 2024 |
| Alsacst Jude's Children's Research Hospital | $5,000 | Chicago, IL, US | General Purposes | 2024 |
| Autism Forward Inc | $10,100 | South Dennis, MA, US | General Purposes | 2024 |
| Future Dharma | $5,000 | Ledbury, LEDBURY, UK | General Purposes | 2024 |
| Greater Boston Food Bank | $5,000 | Boston, MA, US | General Purposes | 2024 |
| Inner Compass Initiative | $50,000 | West Hartford, CT, US | General Purposes | 2024 |
| Isps-us | $25,000 | Philadelphia, PA, US | General Purposes | 2024 |
| Mad In America Foundation | $500 | Cambridge, MA, US | General Purposes | 2024 |
| Mad Science Summer Camp | $1,010 | Sonoma, CA, US | General Purposes | 2024 |
| Moonshot Missions | $10,000 | Bethesda, MD, US | General Purposes | 2024 |
| Pundarika Foundation | $1,030 | Crestone, CO, US | General Purposes | 2024 |
| Alzheimer's Association | $500 | Chicago, IL, US | General Purposes | 2023 |
| American Heart Association | $1,000 | Dallas, TX, US | General Purposes | 2023 |
| Aryaloka Buddhist Center | $2,000 | Newmarket, NH, US | General Purposes | 2023 |
| Collaborative21 | $10,000 | Needham, MA, US | General Purposes | 2023 |
| Doctors Without Borders | $1,000 | New York, NY, US | General Purposes | 2023 |
| Esalen Institute | $2,000 | Big Sur, CA, US | General Purposes | 2023 |
| Inner Compass Initiative | $25,000 | West Hartford, CT, US | General Purposes | 2023 |
| Isps-us | $1,547 | Philadelphia, PA, US | General Purposes | 2023 |
| Prison Mindfulness Institute | $1,000 | South Deerfield, MA, US | General Purposes | 2023 |
| Pundarika Foundation | $1,030 | Crestone, CO, US | General Purposes | 2023 |
| Renaissance Men | $515 | Wrentham, MA, US | General Purposes | 2023 |
| The Abhayaratna Trust | $507 | Bromptonbysawdon, SCARBOROUGH, UK | General Purposes | 2023 |
| Tsoknyi Humanitarian Foundation | $5,000 | Steamboat Springs, CO, US | General Purposes | 2023 |
| Weston Education Enrichment Fund (Weefc) | $830 | Weston, MA, US | General Purposes | 2023 |
| Wounded Warrior Project | $1,000 | Jacksonville, FL, US | General Purposes | 2023 |
| Alzheimer's Association | $500 | Chicago, IL, US | General Purposes | 2023 |
| American Heart Association | $1,000 | Dallas, TX, US | General Purposes | 2023 |
| Aryaloka Buddhist Center | $2,000 | Newmarket, NH, US | General Purposes | 2023 |
| Collaborative21 | $10,000 | Needham, MA, US | General Purposes | 2023 |
| Doctors Without Borders | $1,000 | New York, NY, US | General Purposes | 2023 |
| Esalen Institute | $2,000 | Big Sur, CA, US | General Purposes | 2023 |
| Inner Compass Initiative | $25,000 | West Hartford, CT, US | General Purposes | 2023 |
| Isps-us | $1,547 | Philadelphia, PA, US | General Purposes | 2023 |
| Prison Mindfulness Institute | $1,000 | South Deerfield, MA, US | General Purposes | 2023 |
| Pundarika Foundation | $1,030 | Crestone, CO, US | General Purposes | 2023 |
| Renaissance Men | $515 | Wrentham, MA, US | General Purposes | 2023 |
| The Abhayaratna Trust | $507 | Bromptonbysawdon, SCARBOROUGH, UK | General Purposes | 2023 |
| Tsoknyi Humanitarian Foundation | $5,000 | Steamboat Springs, CO, US | General Purposes | 2023 |
| Weston Education Enrichment Fund (Weefc) | $830 | Weston, MA, US | General Purposes | 2023 |
| Wounded Warrior Project | $1,000 | Jacksonville, FL, US | General Purposes | 2023 |
| A Place To Turn - An Emergency Food Pantry | $5,000 | Natick, MA, US | General Purposes | 2022 |
| Advocates Inc Mental Health Counseling | $25,000 | Framingham, MA, US | General Purposes | 2022 |
| Feeding America | $10,010 | Chicago, IL, US | General Purposes | 2022 |
| Inner Compass Initiative | $5,000 | West Hartford, CT, US | General Purposes | 2022 |
| St Francis House | $5,000 | Boston, MA, US | General Purposes | 2022 |
| Town Of Weston Community Preservation | $5,000 | Weston, MA, US | General Purposes | 2022 |
| Weston Education Enrichment Fund (weefc) | $2,000 | Weston, MA, US | General Purposes | 2022 |
| A Place To Turn - An Emergency Food Pantry | $5,000 | Natick, MA, US | General Purposes | 2022 |
| Advocates Inc Mental Health Counseling | $25,000 | Framingham, MA, US | General Purposes | 2022 |
| Feeding America | $10,010 | Chicago, IL, US | General Purposes | 2022 |
| Inner Compass Initiative | $5,000 | West Hartford, CT, US | General Purposes | 2022 |
| St Francis House | $5,000 | Boston, MA, US | General Purposes | 2022 |
| Town Of Weston Community Preservation | $5,000 | Weston, MA, US | General Purposes | 2022 |
| Weston Education Enrichment Fund (Weefc) | $2,000 | Weston, MA, US | General Purposes | 2022 |
| A Place To Turn - An Emergency Food Pantry | $5,000 | Natick, MA, US | General Purposes | 2022 |
| Advocates Inc Mental Health Counseling | $25,000 | Framingham, MA, US | General Purposes | 2022 |
| Feeding America | $10,010 | Chicago, IL, US | General Purposes | 2022 |
| Inner Compass Initiative | $5,000 | West Hartford, CT, US | General Purposes | 2022 |
| St Francis House | $5,000 | Boston, MA, US | General Purposes | 2022 |
| Town Of Weston Community Preservation | $5,000 | Weston, MA, US | General Purposes | 2022 |
| Weston Education Enrichment Fund (Weefc) | $2,000 | Weston, MA, US | General Purposes | 2022 |
| Feeding America | $10,000 | Chicago, IL, US | General Purposes | 2021 |
| Karuna Foundation | $1,000 | Niwot, CO, US | General Purposes | 2021 |
| Tsoknyi Humanitarian Foundation | $5,003 | Steamboat Springs, CO, US | General Purposes | 2021 |
| Weston Education Enrichment Fund (weefc) | $2,000 | Weston, MA, US | General Purposes | 2021 |
Foundations Similar to Montgomery Family Foundation
Discover 5 foundations with comparable assets ($879,003-$883,118), similar grant patterns, and geographic focus in IL that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The Smith 5 Private Foundation Nfp
EIN: 81-5416072 | 75 grants awarded |
$880,268
(≈ Similar) |
$3,470
median grant |
Chicago, IL
Same state |
|
|
Lucille Vatthauer Charitable Trust 1045000157
EIN: 37-6209370 | 36 grants awarded |
$880,257
(≈ Similar) |
$6,151
median grant |
Champaign, IL
Same state |
|
|
Derry Foundation
EIN: 82-3179818 | 53 grants awarded |
$882,713
(≈ Similar) |
$4,716
median grant |
Machesney Park, IL
Same state |
|
|
Tr Uw Mary J Proctor Xxxxx4008
EIN: 35-6009070 | 41 grants awarded |
$883,118
(≈ Similar) |
$7,500
median grant |
Chicago, IL
Same state |
|
|
Howard & Sandra Mandell Charitable
EIN: 36-4265554 | 80 grants awarded |
$879,003
(≈ Similar) |
$5,000
median grant |
Glencoe, IL
Same state |
|
Related Foundation Resources in IL:
Contact Information
Official contact details for Montgomery Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 85-6774044 |
| Website | N/A |
| Address | 333 W WACKER DR STE 1700 Chicago, IL 60606-1247 |
Key People (2)
Board members, trustees, and key staff who oversee Montgomery Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Michael R Montgomery |
|---|---|
| Trustee | Neela Montgomery |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Montgomery Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
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Research Applications
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