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Also known as: C/O ROBERT T NAPIER HARRISON & HELD
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Montgomery Family Foundation is a private trust based in CHICAGO, IL. The foundation received its IRS ruling in 2021. The principal officer is Robert T Napier. It holds total assets of $612K. Annual income is reported at $263K. The foundation is governed by 2 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. According to available records, Montgomery Family Foundation has made 33 grants totaling $185K, with a median grant of $5K. Annual giving has grown from $18K in 2021 to $53K in 2023. Grantmaking activity was highest in 2022 with $114K distributed across 14 grants. Individual grants have ranged from $500 to $25K, with an average award of $6K. The foundation has supported 21 unique organizations. The foundation primarily supports organizations in Massachusetts, Connecticut, Illinois, which account for 67% of all grants. Grantmaking reaches organizations across 10 states. Contributions to this foundation are tax-deductible.
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 is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 33 grants. Its grantmaking reaches organizations primarily in MA, CT, IL.
Montgomery Family Foundation has distributed a total of $185K across 33 grants. The median grant size is $5K, with an average of $6K. Individual grants have ranged from $500 to $25K.
Montgomery Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Montgomery Family Foundation is headquartered in CHICAGO, IL. While based in IL, the foundation distributes grants to organizations across 10 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Michael R Montgomery | TRUSTEE | $0 | $0 | N/A |
| Neela Montgomery | TRUSTEE | $0 | $0 | N/A |
Total Giving
$55K
Total Assets
$566K
Fair Market Value
$709K
Net Worth
$566K
Grants Paid
$53K
Contributions
N/A
Net Investment Income
$14K
Distribution Amount
$33K
Total Grants
33
Total Giving
$185K
Average Grant
$6K
Median Grant
$5K
Unique Recipients
21
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Karuna FoundationGENERAL PURPOSES | Niwot, CO | $1K | 2021 |
| Inner Compass InitiativeGENERAL PURPOSES | West Hartford, CT | $25K | 2023 |
| Collaborative21GENERAL PURPOSES | Needham, MA | $10K | 2023 |
| Tsoknyi Humanitarian FoundationGENERAL PURPOSES | Steamboat Springs, CO | $5K | 2023 |
| Aryaloka Buddhist CenterGENERAL PURPOSES | Newmarket, NH | $2K | 2023 |
| Esalen InstituteGENERAL PURPOSES | Big Sur, CA | $2K | 2023 |
| Isps-UsGENERAL PURPOSES | Philadelphia, PA | $2K | 2023 |
| Pundarika FoundationGENERAL PURPOSES | Crestone, CO | $1K | 2023 |
| Wounded Warrior ProjectGENERAL PURPOSES | Jacksonville, FL | $1K | 2023 |
| Doctors Without BordersGENERAL PURPOSES | New York, NY | $1K | 2023 |
| Prison Mindfulness InstituteGENERAL PURPOSES | South Deerfield, MA | $1K | 2023 |
| American Heart AssociationGENERAL PURPOSES | Dallas, TX | $1K | 2023 |
| Weston Education Enrichment Fund (Weefc)GENERAL PURPOSES | Weston, MA | $830 | 2023 |
| Renaissance MenGENERAL PURPOSES | Wrentham, MA | $515 | 2023 |
| The Abhayaratna TrustGENERAL PURPOSES | Bromptonbysawdon | $507 | 2023 |
| Alzheimer'S AssociationGENERAL PURPOSES | Chicago, IL | $500 | 2023 |
| Advocates Inc Mental Health CounselingGENERAL PURPOSES | Framingham, MA | $25K | 2022 |
| Feeding AmericaGENERAL PURPOSES | Chicago, IL | $10K | 2022 |
| Town Of Weston Community PreservationGENERAL PURPOSES | Weston, MA | $5K | 2022 |
| A Place To Turn - An Emergency Food PantryGENERAL PURPOSES | Natick, MA | $5K | 2022 |
| St Francis HouseGENERAL PURPOSES | Boston, MA | $5K | 2022 |