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The Montgomery Family Foundation is a private corporation based in WILMINGTON, DE. The foundation received its IRS ruling in 2014. The principal officer is Foundation Source. It holds total assets of $49K. Annual income is reported at $4K. Total assets have decreased from $2M in 2013 to $199K in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2015 to 2023. The foundation primarily funds organizations in Utah, Florida and Colorado. According to available records, The Montgomery Family Foundation has made 33 grants totaling $511K, with a median grant of $5K. Annual giving has grown from $9K in 2020 to $502K in 2022. Individual grants have ranged from $500 to $120K, with an average award of $15K. The foundation has supported 18 unique organizations. The foundation primarily supports organizations in South Carolina, Oklahoma, Virginia, which account for 27% of all grants. Grantmaking reaches organizations across 9 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$4K
Average Grant
$14K
Largest Grant
$57K
Based on 15 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.
The Montgomery Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 33 grants. Its grantmaking reaches organizations primarily in SC, OK, VA.
The Montgomery Family Foundation has distributed a total of $511K across 33 grants. The median grant size is $5K, with an average of $15K. Individual grants have ranged from $500 to $120K.
The Montgomery Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
The Montgomery Family Foundation is headquartered in WILMINGTON, DE. While based in DE, the foundation distributes grants to organizations across 9 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Marie Cole | Dir, VP | $0 | $0 | N/A |
| Marlene Cogwin | VP | $0 | $0 | N/A |
| Michael Montgomery | Dir, Sec, Pres | $0 | $0 | N/A |
Total Giving
$157K
Total Assets
$199K
Fair Market Value
$199K
Net Worth
$199K
Grants Paid
$136K
Contributions
N/A
Net Investment Income
$2K
Distribution Amount
$14K
Total Grants
33
Total Giving
$511K
Average Grant
$15K
Median Grant
$5K
Unique Recipients
18
Most Common Grant
$1K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Oneworld HealthGeneral & Unrestricted | Charleston, SC | $120K | 2022 |
| Water 4 IncThe Ghana Program | Oklahoma City, OK | $45K | 2022 |
| Hargrave Military AcademyGeneral & Unrestricted | Chatham, VA | $40K | 2022 |
| El PorvenirWater well drilling in Nicaragua | Broomfield, CO | $10K | 2022 |
| Christian Center Of Park CityCharitable Event | Park City, UT | $5K | 2022 |
| Marco Lutheran ChurchHurricane Ian Relief Work | Marco Island, FL | $5K | 2022 |
| Our Daily Bread Food PantryHurricane Ian Relief Work | Marco Island, FL | $5K | 2022 |
| Salem Lutheran ChurchPGRS drive | Tomball, TX | $5K | 2022 |
| Accord NetworkGeneral & Unrestricted | Washington, DC | $3K | 2022 |
| Every VillageCharitable Event | Houston, TX | $2K | 2022 |
| Habitat For Humanity International IncCharitable Event | Park City, UT | $1K | 2022 |
| Amigos De JesusChild Sponsorship INITIATIVE | Malvern, PA | $5K | 2020 |
| Utah Symphony & OperaDeer Valley Music Festival | Salt Lake City, UT | $500 | 2020 |
| Park City Sunrise Rotary Foundation IncGeneral & Unrestricted | Park City, UT | $500 | 2020 |
| Kimball Art CenterGeneral & Unrestricted | Park City, UT | $500 | 2020 |
| Park City PerformancesGeneral & Unrestricted | Park City, UT | $500 | 2020 |
| Park City Historical Society IncPark City Museum | Park City, UT | $500 | 2020 |
| Salt Lake City Film Center And Artists CollaboratiJim Santy Auditorium, Park City | Salt Lake City, UT | $500 | 2020 |