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Montgomery Family Foundation Inc. is a private corporation based in ALPHARETTA, GA. The foundation received its IRS ruling in 1991. It holds total assets of $15.3M. Annual income is reported at $5.3M. Total assets have grown from $8.1M in 2010 to $14.6M in 2022. The foundation is governed by 5 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Funding is distributed across 4 states, including Georgia, Missouri, Texas. According to available records, Montgomery Family Foundation Inc. has made 52 grants totaling $1.4M, with a median grant of $3K. Annual giving has decreased from $798K in 2022 to $609K in 2023. Individual grants have ranged from $173 to $459K, with an average award of $27K. The foundation has supported 35 unique organizations. The foundation primarily supports organizations in Alabama, Georgia, Texas, which account for 54% of all grants. Grantmaking reaches organizations across 10 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$6K
Average Grant
$30K
Largest Grant
$325K
Based on 27 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 Inc. is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 52 grants. Its grantmaking reaches organizations primarily in AL, GA, TX.
Montgomery Family Foundation Inc. has distributed a total of $1.4M across 52 grants. The median grant size is $3K, with an average of $27K. Individual grants have ranged from $173 to $459K.
Montgomery Family Foundation Inc. typically selects its grantees rather than accepting unsolicited proposals.
Montgomery Family Foundation Inc. is headquartered in ALPHARETTA, GA. While based in GA, the foundation distributes grants to organizations across 10 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Lj Montgomery Iii | PRESIDENT | $35K | $0 | $35K |
| Mary Montgomery | TREASURER | $25K | $0 | $25K |
| Beverly Bennett | SENIOR DIRECTOR | $20K | $0 | $20K |
| Elizabeth Scheine | DIRECTOR | $10K | $0 | $10K |
| Christine Eickstead | DIRECTOR | $1K | $0 | $1K |
Total Giving
$968K
Total Assets
$14.6M
Fair Market Value
$16.6M
Net Worth
$14.3M
Grants Paid
$609K
Contributions
N/A
Net Investment Income
$1M
Distribution Amount
$829K
Total Grants
52
Total Giving
$1.4M
Average Grant
$27K
Median Grant
$3K
Unique Recipients
35
Most Common Grant
$2K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Auburn University FoundationVARIOUS CHARITABLE PROGRAM ACTIVITIES | Auburn, AL | $459K | 2023 |
| Georgia Tech FoundationVARIOUS CHARITABLE PROGRAM ACTIVITIES | Atlanta, GA | $52K | 2023 |
| University Of Nebraska FoundationUNDERGRADUATE FINANCIAL ASSISTANCE | Lincoln, NE | $17K | 2023 |
| Western Technical College FoundationUNDERGRADUATE FINANCIAL ASSISTANCE | La Crosse, WI | $11K | 2023 |
| Chopin Society Of AtlantaVARIOUS CHARITABLE PROGRAM ACTIVITIES | Johns Creek, GA | $10K | 2023 |
| Palace Of PraiseVARIOUS CHARITABLE PROGRAM ACTIVITIES | Poplar Bluff, MO | $10K | 2023 |
| Abac FoundationVARIOUS CHARITABLE PROGRAM ACTIVITIES | Tifton, GA | $9K | 2023 |
| Great Falls United Methodist ChurchVARIOUS CHARITABLE PROGRAM ACTIVITIES | Great Falls, VA | $6K | 2023 |
| Poplar Bluff High SchoolUNDERGRADUATE FINANCIAL ASSISTANCE | Poplar Bluff, MO | $6K | 2023 |
| Magdalena HouseVARIOUS CHARITABLE PROGRAM ACTIVITIES | San Antonio, TX | $5K | 2023 |
| University Of Wisconsin-MadisonUNDERGRADUATE FINANCIAL ASSISTANCE | Madison, WI | $3K | 2023 |
| Three Rivers CollegeUNDERGRADUATE FINANCIAL ASSISTANCE | Poplar Bluff, MO | $3K | 2023 |
| Sunnyland Acbs-Scampy Youth ProgramVARIOUS CHARITABLE PROGRAM ACTIVITIES | Mount Dora, FL | $3K | 2023 |
| Georgia Museum Of AgricultureVARIOUS CHARITABLE PROGRAM ACTIVITIES | Tifton, GA | $2K | 2023 |
| Garza County Historical MuseumVARIOUS CHARITABLE PROGRAM ACTIVITIES | Post, TX | $2K | 2023 |
| South Plains College FoundationUNDERGRADUATE FINANCIAL ASSISTANCE | Levelland, TX | $2K | 2023 |
| Levelland Wallace TheatreVARIOUS CHARITABLE PROGRAM ACTIVITIES | Levelland, TX | $2K | 2023 |
| Lakeview Covenant ChurchVARIOUS CHARITABLE PROGRAM ACTIVITIES | Duluth, MN | $2K | 2023 |
| Gt Alexander Tharpe FundVARIOUS CHARITABLE PROGRAM ACTIVITIES | Atlanta, GA | $2K | 2023 |
| The Pickwick PlayersVARIOUS CHARITABLE PROGRAM ACTIVITIES | Ashburn, VA | $1K | 2023 |
| Caprock Cultural AssociationVARIOUS CHARITABLE PROGRAM ACTIVITIES | Post, TX | $1K | 2023 |
| Berry College FoundationUNDERGRADUATE FINANCIAL ASSISTANCE | Mount Berry, GA | $1K | 2023 |
| Lutheran High School Of San AntonionUNDERGRADUATE FINANCIAL ASSISTANCE | San Antonio, TX | $750 | 2023 |
| Mayo ClinicVARIOUS CHARITABLE PROGRAM ACTIVITIES | Jacksonville, FL | $250 | 2023 |
| Fluvanna Correctional Center Fo WomenVARIOUS CHARITABLE PROGRAM ACTIVITIES | Troy, VA | $173 | 2023 |
| Recycling Grace Women'S CenterVARIOUS CHARITABLE PROGRAM ACTIVITIES | Poplar Bluff, MO | $22K | 2022 |
| Auburn UniversityUNDERGRADUATE FINANCIAL ASSISTANCE | Auburn, AL | $15K | 2022 |
| Carrollton First United Methodist ChurchVARIOUS CHARITABLE PROGRAM ACTIVITIES | Carrollton, GA | $10K | 2022 |
| Chesapeake Bay Maritime MuseumVARIOUS CHARITABLE PROGRAM ACTIVITIES | St Michaels, MD | $7K | 2022 |
| Signature Healthcare Of MariettaVARIOUS CHARITABLE PROGRAM ACTIVITIES | Marietta, GA | $3K | 2022 |
| Missouri State UniversityUNDERGRADUATE FINANCIAL ASSISTANCE | Springfield, MO | $3K | 2022 |
| Clearwater High SchoolUNDERGRADUATE FINANCIAL ASSISTANCE | Piedmont, MO | $3K | 2022 |
| University Of Alabama - BirminghamUNDERGRADUATE FINANCIAL ASSISTANCE | Birmingham, AL | $2K | 2022 |