Montague Foundation

Private foundation · Grantmaker Ann Arbor, MI EIN: 38-3315791

Montague Foundation is a private foundation based in Ann Arbor, Michigan. Its 2025 filing reports 43 grants totaling $348,250 to charitable organizations, with recipients including schools, community-service organizations, and arts and cultural groups.

Montague Foundation at a glance

In short: Montague Foundation gave $348K across 43 grants in 2025 (avg $8K), mostly in Michigan. 35% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$348,250
+230.1% vs 2024
Grants made (2025)
43
+22.9% vs 2024
Average grant
$8,099
+168.7% vs 2024
Median grant
$5,000
Total assets
$10,807,387
+64.4% vs 2024
New grantees (estimate)
35% first-time grantees (15 of 43, 2025)
Primary geography
Michigan (85% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Montague Foundation

Accepts unsolicited proposals
No
How to Apply

The foundation does not accept unsolicited requests for funds; it states that it makes contributions only to preselected charitable organizations.

Contact

Mailing address: 1 Hillside Court, Ann Arbor, MI 48103
Phone: (734) 665-0292

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Montague Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Cranbrook Schools: $101KCranbrook Schools$101KUniv of Mich Musical Theatre: $50KUniv of Mich Musical Theatre$50KNaples Children Education Foundatio: $15KNaples Children EducationFoundatio$15KPlanned Parenthood: $13KPlanned Parenthood$13KJewish Family Services: $10KJewish Family Services$10KU of M: $10KU of M$10KUnited Way: $10KUnited Way$10KWashtenaw Community College: $10KWashtenaw Community College$10KShelter Association of Washtenaw: $10KShelter Association ofWashtenaw$10KFood Gatherers: $10KFood Gatherers$10K

The largest 2025 recipient was Cranbrook Schools ($101K). Together the top 10 received $239K.

Grant Size Distribution

174 grants across all recorded years

171<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 171 grants of 174 (98%).

Geographic Focus

Where this funder awards grants

In 2025, 85% of grant dollars went to recipients in Michigan. Other recipient states represented were Florida (4%), the District of Columbia (3%), New York (2%), and Connecticut (2%).

Grant Distribution by State

11states

Share of 2025 grant dollars across all 43 itemized grants.

Cities

Ann ArborYpsilantiNew YorkDetroitBloomfield HillsNaplesLakevilleMiltonBryn MawrLenoxMontpelierSt HelenaNapaSausalitoWashingtonWixomBethanyFairfieldHartfordNorth Bethesda

Is Montague Foundation open to new grantees?

35%

first-time grantees, 2025

In 2025, 15 of 43 grantees (35%) were first-time recipients. First grants averaged $4K; repeat grants $10K. How we count

Medians: $5K first-time, $4K repeat.

  • 53% of 2025 grantees were also funded in 2024. Method
  • Giving grew 183% from 2022 to 2025. Method
  • In 2025 it paid out 88% 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 (2020–2025). 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

$0$100K$200K$300K$400K27 grants2020 37 grants2021 28 grants2022 31 grants2023 35 grants2024 43 grants2025

From 2020 to 2025, annual grant giving ranged from $106K (2024) to $348K (2025). In 2025 it made 43 grants totaling $348K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Cranbrook Schools Bloomfield Hills, MISchool Fund$101,000
Univ of Mich Musical Theatre Ann Arbor, MIFriends of Musical Theatre$50,000
Naples Children Education Foundatio Naples, FLSupport Education Programs$15,000
Planned Parenthood Ann Arbor, MIFamily Services$12,500
Jewish Family Services Ann Arbor, MICritical Services$10,000
U of M Ann Arbor, MIFord School$10,000
United Way Ann Arbor, MISupport Health, Education, Stability$10,000
Washtenaw Community College Ann Arbor, MIAssist School Programs$10,000
Shelter Association of Washtenaw Ann Arbor, MIHomelessness in Community$10,000
Food Gatherers Ann Arbor, MIHealthy School Pantry Program$10,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$10,807,387$4,674,017$441,170$348,25043$358,088$92,852$407,530
2024$6,574,540$4,909,470$125,692$105,50035$107,839$638,482$229,673
2023$1,790,762$105,503$128,819$115,10031$117,152$93,536$109,008
2022$1,814,078$91,694$139,923$123,00028$124,810$79,581$116,771
2021$1,862,307$192,798$128,326$110,00037—$180,977$120,089
2020$1,797,835$137,505$119,096$106,50027—$126,761$106,534

Under IRS private-foundation payout rules, Montague Foundation reported a distributable amount of $408K for 2025 — 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 2025 grants show support for organizations working in areas including education, health care, food assistance, housing and youth services, arts and culture, and conservation.

Grantees describe their own work in varied terms. Food Gatherers says its mission is to alleviate hunger and eliminate its root causes in Washtenaw County. Packard Health says it provides care to patients and the community, including people who might otherwise have difficulty accessing health care. Ozone House describes providing holistic support and housing services to young people. Ann Arbor Summer Festival says it presents arts and entertainment that enrich the region’s cultural, economic, and social vitality.

Grantmaking

In 2025, the foundation made 43 grants totaling $348,250. Grants ranged from $500 to $101,000, with a median of $5,000. The largest awards included $101,000 to Cranbrook Schools for its school fund and $50,000 to the University of Michigan Musical Theatre for Friends of Musical Theatre. Other notable grants were $15,000 to Naples Children Education Foundation for education programs; $12,500 to Planned Parenthood for family services; and $10,000 each to Jewish Family Services, the University of Michigan’s Ford School, United Way, Washtenaw Community College, Shelter Association of Washtenaw, Food Gatherers, and ACLU Detroit.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Menakka W. Bailey as president and trustee, Essel W. Bailey Jr. as treasurer and trustee, and Dyanthe McDougal as vice president and trustee.

Montague Foundation is led by Menakka W. Bailey, President & Trustee on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Menakka W. Bailey

    President & Trustee

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Dyanthe McDougal

    V.p. & Trustee

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Essel W. Bailey Jr.

    Treasurer & Trustee

    On filings since 2020

    2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "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 Foundation

How much does Montague Foundation give each year?

Montague Foundation gave $348K across 43 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $106K across 35 grants.

What is Montague Foundation's typical grant size?

Montague Foundation's median grant in 2025 was $5,000, and its average grant was $8,099, across 43 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Montague Foundation that year got $4K on average.

Where does Montague Foundation give grants?

Montague Foundation gives mostly in Michigan: 85% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Ann Arbor, MI (23 grants), Detroit, MI (3 grants), Bloomfield Hills, MI (2 grants) and Washington, DC (2 grants).

Does Montague Foundation give general operating support?

Occasionally: 5% of Montague Foundation's 2025 grants with a stated purpose (2 of 43) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Montague Foundation's largest grantees?

Montague Foundation's largest 2025 grantees include Cranbrook Schools ($101,000), Univ of Mich Musical Theatre ($50,000) and Naples Children Education Foundatio ($15,000), according to its 2025 IRS Form 990-PF. Together they received 48% of its itemized 2025 grant dollars.

How large is Montague Foundation?

Montague Foundation reported $10.8M in total assets on its 2025 IRS Form 990-PF. It paid out $358K in qualifying distributions that year, against a required minimum of $408K (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 Montague Foundation fund?

No mission statement for the foundation is provided. Its 2025 grants show support for organizations working in areas including education, health care, food assistance, housing and youth services, arts and culture, and conservation. See mission & focus areas ↑

How do I apply for a grant from Montague Foundation?

The foundation does not accept unsolicited requests for funds; it states that it 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 Foundation's EIN?

Montague Foundation's EIN (Employer Identification Number) is 38-3315791. IRS Form 990 filing data is available on this page for 2020–2025.

Does Montague 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

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS February 1, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS February 8, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS January 31, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 27, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS June 10, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 13, 2026)
  7. IRS filings on file for fiscal years 2020–2025

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Cite this profile

Grantable. (2026). Montague Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/montague-foundation-morg_42a185a33f8c4620bbef23d4846b4e77

BibTeX
@misc{grantable_383315791_2026,
  author       = {{Grantable}},
  title        = {{Montague Foundation funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/montague-foundation-morg_42a185a33f8c4620bbef23d4846b4e77},
  note         = {Accessed 2026-10-12. 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 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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