Montgomery Family Foundation Inc
Montgomery Family Foundation Inc is a private foundation based in Alpharetta, Georgia. The foundation was established in 1991 and operates as a 501(c)(3) private grantmaking foundation with no employees.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$15.3M
+4.6% YoY
Annual Giving
$710K
+16.5% YoY
Grant Count
23
-8.0% YoY
Avg Grant Size
$31K
+26.6% YoY
Grantmaking
The foundation makes grants across multiple focus areas including Education, Philanthropy, Voluntarism & Grantmaking, and Human Services. Recent grant activity shows awards to educational institutions and undergraduate financial assistance programs.
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Geographic Focus
Where this funder awards grants
The foundation supports organizations across 12 states: Alabama, Arkansas, Florida, Georgia, Maryland, Minnesota, Missouri, Nebraska, Tennessee, Texas, Virginia, and Wisconsin. Primary funding activity is concentrated in Texas, Georgia, and Missouri.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | Amount |
|---|---|
| Total Assets (2024) | $15,323,709 |
| Total Revenue (2024) | $1,659,035 |
| Total Expenses (2024) | $1,060,322 |
| Investment Income & Dividends (2024) | $358,600 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $15,323,709 | $14,645,773 | $14,466,699 |
| Revenue | $1,659,035 | $1,221,576 | $1,840,455 |
| Expenses | $1,060,322 | $968,076 | $1,144,266 |
| Qualifying Distributions | $709,923 | $609,436 | $797,745 |
| Net Investment Income | $1,445,967 | $1,002,202 | $1,647,927 |
| Distributable Amount | $901,651 | $828,869 | $735,261 |
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
154 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- LJ Montgomery III – President (20 hours per week, $35,000 compensation)
- Mary Montgomery – Treasurer (20 hours per week, $25,000 compensation)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LJ MONTGOMERY III | PRESIDENT | 20 | $40,000 |
| MARY MONTGOMERY | TREASURER | 20 | $25,000 |
| ELIZABETH SCHEINE | DIRECTOR | 15 | $10,000 |
| BEVERLY BENNETT | SENIOR DIRECTOR | 20 | $20,000 |
| CHRISTINE EICKSTEAD | DIRECTOR | 2 | $1,500 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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