Montague Family Charitable Foundation
The Montague Family Charitable Foundation is a private 501(c)(3) family foundation established in 1989 and based in Clarence Center, New York. The foundation operates as a grantmaking organization focused on charitable giving in education, human services, and philanthropy.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.5M
+31.7% YoY
Annual Giving
$208K
+133.7% YoY
Grant Count
18
-30.8% YoY
Avg Grant Size
$12K
+237.5% YoY
Under IRS private-foundation payout rules, Montague Family Charitable Foundation reported a distributable amount of $60K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's grant-making priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
Grant Range
in recent years: $100–$10,000
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in New York, Florida, and Maryland, with a concentration of grants to organizations in the Western New York region, particularly in the Buffalo and Rochester areas.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $1,525,316
- Total Giving: $207,525
- Revenue: $586,000
- Expenses: $222,000
- Total Liabilities: $0
- Number of Grants: 26
Historical Giving Trends:
- 2023: $56,000 in grants (20 grants)
- 2022: $114,000 in grants (20 grants)
- 2021: $62,000 in grants (17 grants)
- 2020: $43,000 in grants (15 grants)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,525,316 | $1,158,536 | $1,181,010 |
| Revenue | $585,896 | $80,815 | $84,684 |
| Expenses | $221,846 | $102,039 | $71,100 |
| Qualifying Distributions | $208,400 | $89,904 | $56,933 |
| Net Investment Income | $222,315 | $69,774 | $73,474 |
| Distributable Amount | $60,024 | $67,537 | $65,134 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
101 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University Urology Inc ($150,000), Salvation Army ($10,000), Wisdom Farm ($7,500).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY UROLOGY INC BUFFALO, NY | PROGRAM SERVICES | $150,000 |
| SALVATION ARMY BUFFALO, NY | PROGRAM SERVICES | $10,000 |
| WISDOM FARM CLARENCE CENTER, NY | PROGRAM SERVICES | $7,500 |
| CATHOLIC CHARITIES BUFFALO, NY | PROGRAM SERVICES | $7,500 |
| OUR LADY OF PEACE CHURCH CLARENCE, NY | PROGRAM SERVICES | $6,600 |
| ST GREGORY THE GREAT ROMAN CATHOLIC CHURCH BUFFALO, NY | PROGRAM SERVICES | $5,500 |
| ST MARY'S CHURCH SWORMVILLE, NY | PROGRAM SERVICES | $5,500 |
| ST MARY STAR OF THE SEA BROOKLYN, NY | PROGRAM SERVICES | $5,000 |
| ROSWELL PARK BUFFALO, NY | PROGRAM SERVICES | $3,750 |
| TEDDI PROJECT ROCHESTER, NY | PROGRAM SERVICES | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM P MONTAGUE | DIRECTOR | 0.5 | — |
| SUSAN J MONTAGUE | DIRECTOR | 0.5 | — |
| WILLIAM PETER MONTAGUE | DIRECTOR | 0.5 | — |
| SUSAN M LAINO | DIRECTOR | 0.5 | — |
Contact Information
- Address: 9729 Silver Birch Court, Clarence Center, NY 14032-9187
- Phone: 716-689-4980
- EIN: 22-3021981
- Tax-Exempt Status: Since March 1990
Frequently Asked Questions
What does Montague Family Charitable Foundation fund?
The foundation's grant-making priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services
How do I apply for a grant from Montague Family Charitable Foundation?
**Grant Characteristics:** • Typical award range: $25,000–$150,000 • Recent grant activity shows smaller awards, with median grants of $1,000–$3,000 • Grant range in recent years: $100–$10,000 • Does not accept unsolicited applications **Recent Grant Recipients (2023):** • Our Lady of Peace Church ($10,000) • St. Gregory the Great Roman Catholic Church ($10,000) • Charles Settlement House ($10,000) • Catholic Charities ($8,000) • St. Mary's Church ($8,000) • Wisdom Farm ($7,000) • Salvation Arm…
Where does Montague Family Charitable Foundation make grants?
The foundation primarily funds organizations in New York, Florida, and Maryland, with a concentration of grants to organizations in the Western New York region, particularly in the Buffalo and Rochester areas.
What size grants does Montague Family Charitable Foundation award?
In 2024, Montague Family Charitable Foundation awarded 18 grants totaling $208K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Montague Family Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Montague Family Charitable Foundation reported a distributable amount of $60K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Montague Family Charitable Foundation's EIN?
Montague Family Charitable Foundation's EIN (Employer Identification Number) is 22-3021981. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Montague Family Charitable Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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