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Montgomery Family Foundation is a private trust based in EAST LYME, CT. The foundation received its IRS ruling in 2009. It holds total assets of $1.7M. Annual income is reported at $699K. Total assets have grown from $965K in 2011 to $1.8M in 2023. The foundation is governed by 5 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in New York and Connecticut. According to available records, Montgomery Family Foundation has made 99 grants totaling $1.7M, with a median grant of $8K. Annual giving has decreased from $416K in 2020 to $304K in 2023. Grantmaking activity was highest in 2022 with $572K distributed across 34 grants. Individual grants have ranged from $2K to $200K, with an average award of $17K. The foundation has supported 40 unique organizations. The foundation primarily supports organizations in New York, Connecticut, Massachusetts, which account for 95% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$2K
Median Grant
$8K
Average Grant
$19K
Largest Grant
$150K
Based on 21 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Montgomery Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 99 grants. Its grantmaking reaches organizations primarily in NY, CT, MA.
Montgomery Family Foundation has distributed a total of $1.7M across 99 grants. The median grant size is $8K, with an average of $17K. Individual grants have ranged from $2K to $200K.
Primarily, but not exclusively, limited to the western ny area, educational, religious, health related, cultural and scientific research programs, including such programs which might benefit children and the elderly and such institutions as shall be determined by the trustees, in their sole discretion as enhancing the overall quality of life in the areas served.
Montgomery Family Foundation is headquartered in EAST LYME, CT. While based in CT, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Karen M Risley | TRUSTEE | $6K | $0 | $6K |
| Kathryn M Cambi Md | TRUSTEE | $6K | $0 | $6K |
| Lisa M Hill | TRUSTEE | $6K | $0 | $6K |
| Robert L Montgomery Deceased | PRESIDENT/TRUSTEE | $0 | $0 | N/A |
| Carolyn H Montgomery | TREASURER/TRUSTEE | $0 | $0 | N/A |
Total Giving
$341K
Total Assets
$1.8M
Fair Market Value
$2.9M
Net Worth
$1.8M
Grants Paid
$304K
Contributions
$250
Net Investment Income
$57K
Distribution Amount
$140K
Total: $1.7M
Total Grants
99
Total Giving
$1.7M
Average Grant
$17K
Median Grant
$8K
Unique Recipients
40
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Hospice FoundationCHARITABLE SUPPORT | Buffalo, NY | $10K | 2023 |
| The Park SchoolCHARITABLE SUPPORT | Brookline, MA | $75K | 2023 |
| Roswell Park Alliance FoundationTO SUPPORT CARLY'S CLUB | Buffalo, NY | $40K | 2023 |
| Buffalo Philharmonic OrchestraTO SUPPORT LIVE SYMPHONIC MUSIC | Buffalo, NY | $35K | 2023 |
| Buffalo Museum Of Sciencetifft Nature PreserveTO SUPPORT TIFFT NATURE PRESERVE | Buffalo, NY | $30K | 2023 |
| Seneca Street Community Development CorporationTO SUPPORT COMMUNITY DEVELOPMENT | Buffalo, NY | $25K | 2023 |
| Miracle League Of ConnecticutTO SUPPORT PROGRAM | Bristol, CT | $10K | 2023 |
| New Canaan Nature CenterTO SUPPORT EDUCATIONAL PROGRAMS FOCUSING ON NATURE | New Canaan, CT | $10K | 2023 |
| The Jackson LaboratoryTO SUPPORT BIOMEDICAL RESEARCH | Bar Harbor, ME | $8K | 2023 |
| Kevin Guest HouseTO PROVIDE A HOME FOR PATIENTS | Buffalo, NY | $8K | 2023 |
| Hauptman-Woodward Medical Research IncTO SUPPORT MEDICAL RESEARCH | Buffalo, NY | $8K | 2023 |
| Fresh Air FundTO SUPPORT FUND | New York, NY | $5K | 2023 |
| Covenant Soup KitchenTO SUPPORT KITCHEN IMPROVEMENTS | Willimantic, CT | $5K | 2023 |
| Cradle Beach IncTO SUPPORT SUMMER CAMP | Angola, NY | $5K | 2023 |
| Seneca St United Methodist ChruchTO SUPPORT SHOLARSHIP FUND AND WISH LIST | Buffalo, NY | $5K | 2023 |
| Buffalo Zoological SocietyTO SUPPORT ZOO | Buffalo, NY | $5K | 2023 |
| Kaleida Health FoundationTO SUPPORT COMMUNITY HEALTH | Buffalo, NY | $5K | 2023 |
| Totally Buffalo CaresCHARITABLE SUPPORT | East Aurora, NY | $3K | 2023 |
| Wildlife In Crisis IncTO SUPPORT CHILDREN WITH SPECIAL NEEDS | Weston, CT | $3K | 2023 |
| Y2y Network IncCHARITABLE SUPPORT | Cambridge, MA | $3K | 2023 |
| Care For The Cape & Islands - Center For Responsible TravelTO PRESERVE AND PROTECT THE NATURAL ENVIRONMENT, CULTURAL AND HISTORICAL TREASURES | South Yarmouth, MA | $3K | 2023 |
| Lyman Memorial High School (Ffa)TO SUPPORT SHEEP SHOWING/GROOMING/GENERAL CARE | Lebanon, CT | $3K | 2023 |
| Gilead Congregational ChurchCHARITABLE SUPPORT | Hebron, CT | $3K | 2023 |
| Hamburg Alumni FoundationTO SUPPORT THE HAMBURG CENTRAL SCHOOL DISTRICT | Hamburg, NY | $2K | 2023 |
| Beechwood Continuing Care FoundationTO SUPPORT TRANSPORTATION VEHICLE PURCHASE | Getzville, NY | $90K | 2022 |
| Seneca St United MethodistTO SUPPORT SHOLARSHIP FUND AND WISH LIST | Buffalo, NY | $5K | 2022 |