Montague Family Charitable Foundation
The Montague Family Charitable Foundation is a private foundation based in Clarence Center, New York. It makes contributions to charitable organizations; its 2024 filing states that it gives only to preselected organizations.
Montague Family Charitable Foundation at a glance
In short: Montague Family Charitable Foundation gave $208K across 18 grants in 2024 (avg $12K), mostly in New York. 22% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $207,525
- +133.7% vs 2023
- Grants made (2024)
- 18
- -30.8% vs 2023
- Average grant
- $11,529
- +237.5% vs 2023
- Median grant
- $3,375
- Total assets
- $1,525,316
- +31.7% vs 2023
- New grantees (estimate)
- 22% first-time grantees (4 of 18, 2024; small sample)
- Primary geography
- New York (99% 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 Montague Family Charitable Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 9729 Silver Birch Court, Clarence Center, NY 14032
Phone: (716) 689-4980
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Montague Family Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was University Urology Inc ($150K). Together the top 10 received $204K.
Grant Size Distribution
101 grants across all recorded years
The most common grant size was under $50K: 99 grants of 101 (98%).
Geographic Focus
Where this funder awards grants
In 2024, 99% of grant dollars went to recipients in New York; the reported shares for Florida and Maryland were 0%. Listed New York recipients included organizations in Buffalo, Clarence Center, Rochester, and other locations.
Grant Distribution by State
Share of 2024 grant dollars across all 18 itemized grants.
Cities
Is Montague Family Charitable Foundation open to new grantees?
22%
first-time grantees, 2024
In 2024, 4 of 18 grantees (22%) were first-time recipients. With only 18 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $38K; repeat grants $4K. How we count
Medians: $2K first-time, $4K repeat.
- 67% of 2024 grantees were also funded in 2023. Method
- Giving grew 83% from 2021 to 2024. Method
- In 2024 it paid out 347% of its IRS minimum distribution (the 5% rule). 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 $56K (2022) to $208K (2024). In 2024 it made 18 grants totaling $208K.
Grants by year
Grant recipients and amounts by year
| 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 |
Ready to take the next step with Montague Family Charitable 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 | $1,525,316 | $585,896 | $221,846 | $207,525 | 18 | $208,400 | $222,315 | $60,024 |
| 2023 | $1,158,536 | $80,815 | $102,039 | $88,809 | 26 | $89,904 | $69,774 | $67,537 |
| 2022 | $1,181,010 | $84,684 | $71,100 | $55,870 | 20 | $56,933 | $73,474 | $65,134 |
| 2021 | $1,167,071 | $204,105 | $128,908 | $113,500 | 20 | $114,980 | $191,046 | $73,393 |
| 2020 | $1,091,874 | $70,407 | $74,110 | $62,445 | 17 | — | $59,301 | $64,678 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement or formal focus areas are provided. Its 2024 grants included support for a university-affiliated medical education organization, churches, human-service organizations, and other charitable organizations.
University Urology Inc., which received $150,000, says it supports the educational mission of the Jacobs School of Medicine at the State University of New York at Buffalo, including clinical instruction and supervision of students, interns, and residents. Clarence Center Volunteer Fire Company, which received $100, describes itself as a volunteer fire protection corporation providing fire, rescue, and EMS services in its district.
Grantmaking
In 2024, the foundation made 18 grants totaling $207,525. Individual grants ranged from $25 to $150,000, with a median grant of $3,375. The largest grants included $150,000 to University Urology Inc., $10,000 to the Salvation Army, $7,500 to Wisdom Farm, and $6,600 to Our Lady of Peace Church. The listed grants were designated for program services.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists William P. Montague, Susan J. Montague, William Peter Montague, and Susan M. Laino as directors.
Montague Family Charitable Foundation's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Susan J. Montague
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Susan M. Laino
Director
On filings since 2020
0.5 hrs/week
No compensation reported
William Peter Montague
Director
On filings since 2020
0.5 hrs/week
No compensation reported
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 Montague Family Charitable Foundation
How much does Montague Family Charitable Foundation give each year?
Montague Family Charitable Foundation gave $208K across 18 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $89K across 26 grants.
What is Montague Family Charitable Foundation's typical grant size?
Montague Family Charitable Foundation's median grant in 2024 was $3,375, and its average grant was $11,529, across 18 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Montague Family Charitable Foundation that year got $38K on average.
Where does Montague Family Charitable Foundation give grants?
Montague Family Charitable Foundation gives mostly in New York: 99% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Buffalo, NY (6 grants), Clarence Center, NY (2 grants) and Sarasota, FL (2 grants).
Does Montague Family Charitable Foundation give general operating support?
Not in 2024: none of the 18 grants with a stated purpose on Montague Family Charitable Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Services" (18 grants).
Who are Montague Family Charitable Foundation's largest grantees?
Montague Family Charitable Foundation's largest 2024 grantees include University Urology Inc ($150,000), Salvation Army ($10,000) and Wisdom Farm ($7,500), according to its 2024 IRS Form 990-PF. Together they received 81% of its itemized 2024 grant dollars.
How large is Montague Family Charitable Foundation?
Montague Family Charitable Foundation reported $1.5M in total assets on its 2024 IRS Form 990-PF. It paid out $208K in qualifying distributions that year, against a required minimum of $60K (roughly 5% of its investment assets).
What does Montague Family Charitable Foundation fund?
No mission statement or formal focus areas are provided. Its 2024 grants included support for a university-affiliated medical education organization, churches, human-service organizations, and other charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Montague Family Charitable Foundation?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Montague Family Charitable 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
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Montague Family Charitable Foundation funder profile. GrantGraph. Retrieved October 6, 2026, from https://grantable.co/funders/montague-family-charitable-foundation-morg_3fd8d6deb7494de7aab2657b03b57918
BibTeX
@misc{grantable_223021981_2026,
author = {{Grantable}},
title = {{Montague Family Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/montague-family-charitable-foundation-morg_3fd8d6deb7494de7aab2657b03b57918},
note = {Accessed 2026-10-06. 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 Montague Family Charitable 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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