MOB Family Foundation
MOB Family Foundation is a private foundation based in Dallas, Texas. Its 2024 filing reports grants to charitable organizations, including organizations in Texas, California, New York, and Virginia.
MOB Family Foundation at a glance
In short: MOB Family Foundation gave $233K across 23 grants in 2024 (avg $10K), mostly in Texas. 30% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $232,500
- -8.3% vs 2023
- Grants made (2024)
- 23
- +9.5% vs 2023
- Average grant
- $10,109
- -16.3% vs 2023
- Median grant
- $10,000
- Total assets
- $5,455,498
- +4.5% vs 2023
- New grantees (estimate)
- 30% first-time grantees (7 of 23, 2024; small sample)
- Primary geography
- Texas (72% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to MOB Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it does not accept unsolicited requests for funds and contributes only to preselected charitable organizations.
- Contact
Mailing address: 200 Crescent Ct 1200, Dallas, TX 75201
Phone: (214) 756-6900
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who MOB Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was The StewpotFirst Presbyterian Churc ($30K). Together the top 10 received $155K.
Grant Size Distribution
105 grants across all recorded years
The most common grant size was under $50K: 105 grants of 105 (100%).
Geographic Focus
Where this funder awards grants
In 2024, 72% of grant dollars went to recipients in Texas, 17% to California, 9% to New York, and 2% to Virginia.
Grant Distribution by State
Share of 2024 grant dollars across all 23 itemized grants.
Cities
Is MOB Family Foundation open to new grantees?
30%
first-time grantees, 2024
In 2024, 7 of 23 grantees (30%) were first-time recipients. With only 23 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $8K; repeat grants $11K. How we count
Medians: $5K first-time, $10K repeat.
- 65% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+16%). Method
- In 2024 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $192K (2020) to $254K (2023). In 2024 it made 23 grants totaling $233K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The StewpotFirst Presbyterian Churc Dallas, TX | Adopt A Family and general operating support | $30,000 |
| Forefront Living Foundation Dallas, TX | General operating support-event underwriting | $25,000 |
| International Rescue Committee Inc New York, NY | General operating support | $20,000 |
| Rancho Mirage Writers Festival Rancho Mirage, CA | General operating support | $15,000 |
| The Dallas Foundation Aurora Fund Dallas, TX | General operating support | $15,000 |
| At Last Dallas, TX | General operating support | $10,000 |
| Clayton Dabney for Kids with Cancer Dallas, TX | General operating support | $10,000 |
| Community Hospital-Monterey Peninsu Monterey, CA | General operating support | $10,000 |
| George W Bush Foundation Dallas, TX | Support Women's Initiatives | $10,000 |
| Girls Inc Dallas, TX | General operating support | $10,000 |
Ready to take the next step with MOB Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $5,455,498 | $496,684 | $260,709 | $232,500 | 23 | $234,200 | $480,150 | $262,663 |
| 2023 | $5,219,523 | $-50,951 | $269,492 | $253,500 | 21 | $255,350 | $113,174 | $240,393 |
| 2022 | $5,539,966 | $224,439 | $251,223 | $230,500 | 21 | $232,768 | $220,041 | $242,885 |
| 2021 | $5,566,750 | $1,991,154 | $249,882 | $200,000 | 21 | $201,800 | $1,476,882 | $237,845 |
| 2020 | $4,146,101 | $180,929 | $221,337 | $191,500 | 19 | — | $164,769 | $199,172 |
Under IRS private-foundation payout rules, MOB Family Foundation reported a distributable amount of $263K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included support for general operating expenses, event underwriting, an Adopt A Family program, and women’s initiatives.
The grantees’ own descriptions show a range of work among the organizations supported. For example, the International Rescue Committee says it responds to humanitarian crises and helps people affected by conflict and disaster. Transform 1012 N Main Street describes its work as turning a former Ku Klux Klan auditorium into a center for arts and community healing. Clayton Dabney for Kids with Cancer says it assists families with children in the final stages of terminal cancer, while At Last describes its focus as improving educational outcomes for under-resourced elementary school-aged students.
Grantmaking
The foundation reported 23 grants totaling $232,500 in 2024. Grant amounts ranged from $5,000 to $30,000, with a median of $10,000. Notable grants included:
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Susan Byrne Montgomery as president and treasurer, William A Montgomery as vice president, and John Porter Montgomery as secretary.
MOB Family Foundation is led by Susan Byrne Montgomery, President & Treasurer since 2024 (on filings since 2020); none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Susan Byrne Montgomery
President & Treasurer
President → President & Treasurer, 2024
On filings since 2020
5 hrs/week
No compensation reported
John Porter Montgomery
Secretary
On filings since 2020
5 hrs/week
No compensation reported
William A Montgomery
Vice President
On filings since 2020
5 hrs/week
No compensation reported
Former officers (1)
- Former: Timothy M Ognisty (2020–2023) — Treasurer · Filing note: Deceased
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about MOB Family Foundation
How much does MOB Family Foundation give each year?
MOB Family Foundation gave $233K across 23 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $254K across 21 grants.
What is MOB Family Foundation's typical grant size?
MOB Family Foundation's median grant in 2024 was $10,000, and its average grant was $10,109, across 23 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from MOB Family Foundation that year got $8K on average.
Where does MOB Family Foundation give grants?
MOB Family Foundation gives mostly in Texas: 72% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were California (17%) and New York (9%). The most frequent recipient cities were Dallas, TX (14 grants) and Pebble Beach, CA (2 grants).
Does MOB Family Foundation give general operating support?
Yes: 83% of MOB Family Foundation's 2024 grants with a stated purpose (19 of 23) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are MOB Family Foundation's largest grantees?
MOB Family Foundation's largest 2024 grantees include The StewpotFirst Presbyterian Churc ($30,000), Forefront Living Foundation ($25,000) and International Rescue Committee Inc ($20,000), according to its 2024 IRS Form 990-PF. Together they received 32% of its itemized 2024 grant dollars.
How large is MOB Family Foundation?
MOB Family Foundation reported $5.5M in total assets on its 2024 IRS Form 990-PF. It paid out $234K in qualifying distributions that year, against a required minimum of $263K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does MOB Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants included support for general operating expenses, event underwriting, an Adopt A Family program, and women’s initiatives. See mission & focus areas ↑
How do I apply for a grant from MOB Family Foundation?
The foundation states that it does not accept unsolicited requests for funds and contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is MOB Family Foundation's EIN?
MOB Family Foundation's EIN (Employer Identification Number) is 46-1199139. IRS Form 990 filing data is available on this page for 2020–2024.
Does MOB Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 25, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in MOB Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). MOB Family Foundation funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/mob-family-foundation-morg_019d9d864f8a4600aea7c3cd3362fece
BibTeX
@misc{grantable_461199139_2026,
author = {{Grantable}},
title = {{MOB Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/mob-family-foundation-morg_019d9d864f8a4600aea7c3cd3362fece},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
} The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from MOB Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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