Montgomery Family Foundation Inc
Montgomery Family Foundation Inc is a private foundation based in Alpharetta, Georgia. In 2024, it awarded 23 grants totaling $709,923 to charitable organizations, including educational institutions, churches, and other organizations.
Key facts about Montgomery Family Foundation Inc
In short: Montgomery Family Foundation Inc gave $1.2M across 23 grants in 2025 (avg $52K), top state Georgia. 22% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 58-1928906
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,189,972
- Grants made (2025)
- 23
- Average grant
- $51,738
- Median grant
- $6,141
- New grantees (estimate)
- 22% first-time grantees (5 of 23, 2025)
- Total assets
- $15,605,819
- Primary geography
- Georgia (47% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$15.6M
+1.8% YoY
Annual Giving
$1.2M
+67.6% YoY
Grant Count
23
+0.0% YoY
Avg Grant Size
$52K
+67.6% YoY
Under IRS private-foundation payout rules, Montgomery Family Foundation Inc reported a distributable amount of $940K for 2025 — the minimum it must pay out in qualifying distributions.
Is Montgomery Family Foundation Inc open to new grantees?
22%
first-time grantees, 2025
In 2025, 5 of 23 grantees (22%) were first-time recipients. First grants averaged $2K; repeat grants $65K. How we count
Medians: $1K first-time, $14K repeat.
- 74% of 2025 grantees were also funded in 2024. Method
- Giving grew 49% from 2022 to 2025. Method
- In 2025 it paid out 127% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included support for charitable program activities and undergraduate financial assistance. Grantees describe their own work in varied terms: Auburn University Foundation says it operates for the exclusive benefit of Auburn University, an educational, land-grant institution; the University of Nebraska Foundation says it grows relationships and resources to help the university change lives and save lives; and South Plains College Foundation says it supports student financial assistance and the college’s educational program.
Grantmaking
In 2024, the foundation made 23 grants totaling $709,923. Grant amounts ranged from $368 to $400,763, with a median grant of $4,500.
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Geographic Focus
Where this funder awards grants
In 2024, 56% of grant dollars went to recipients in Alabama, 21% to Virginia, 7% to Georgia, 4% to Nebraska, and 3% to Texas. Other listed recipients were in Minnesota, Wisconsin, Missouri, Florida, Maryland, and Tennessee.
Grant Distribution by State
Share of 2025 grant dollars across all 23 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $609K (2023) to $1.2M (2025). In 2025 it made 23 grants totaling $1.2M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Berry College Foundation ($505K). Together the top 10 received $1.2M.
Grant Size Distribution
132 grants across all recorded years
The most common grant size was under $50K: 117 grants of 132 (89%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Berry College Foundation Mount Berry, GA | Undergraduate Financial Assistance | $505,000 |
| Auburn University Foundation Auburn, AL | Various Charitable Program Activities | $405,000 |
| Great Falls United Methodist Church Great Falls, VA | Various Charitable Program Activities | $76,978 |
| Levelland Wallace Theatre Levelland, TX | Various Charitable Program Activities | $37,183 |
| Lutheran High School of San Antonio San Antonio, TX | Undergraduate Financial Assistance | $35,000 |
| Chopin Society of Atlanta Johns Creek, GA | Various Charitable Program Activities | $25,000 |
| University of Nebraska Foundation Lincoln, NE | Undergraduate Financial Assistance | $25,000 |
| Western Technical College Foundation La Crosse, WI | Undergraduate Financial Assistance | $17,500 |
| Abac Foundation Tifton, GA | Various Charitable Program Activities | $14,046 |
| Georgia Tech Foundation Atlanta, GA | Various Charitable Program Activities | $13,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $15,323,709 | $1,659,035 | $1,060,322 | $709,923 |
| 2023 | $14,645,773 | $1,221,576 | $968,076 | $609,436 |
| 2022 | $14,466,699 | $1,840,455 | $1,144,266 | $797,745 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $15,605,819 | $15,323,709 | $14,645,773 |
| Revenue | $1,876,981 | $1,659,035 | $1,221,576 |
| Expenses | $1,566,236 | $1,060,322 | $968,076 |
| Qualifying Distributions | $1,189,972 | $709,923 | $609,436 |
| Net Investment Income | $1,644,872 | $1,445,967 | $1,002,202 |
| Distributable Amount | $939,903 | $901,651 | $828,869 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 11, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 27, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists LJ Montgomery III as president, Mary Montgomery as treasurer, Elizabeth Scheine and Christine Eickstead as directors, and Beverly Bennett as senior director.
Montgomery Family Foundation Inc is led by Lj Montgomery III, President on every filing since 2019; 4 of 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
Lj Montgomery III
President
On filings since 2019
20 hrs/week
$25K (2019) → $50K (2025)
Beverly Edmundson Bennett
Senior Director
On filings since 2019
20 hrs/week
$23K (2019) → $0 (2025)
Christine Eickstead
Director
On filings since 2019
2 hrs/week
$5K (2019) → $2K (2025)
Elizabeth Montgomery Scheine
Director
On filings since 2019
15 hrs/week
$10K (2019) → $10K (2025)
Mary Montgomery
Treasurer
On filings since 2019
20 hrs/week
$20K (2019) → $25K (2025)
Former officers (1)
- Former: Lj Montgomery (2019) — CEO
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $50K, to LJ Montgomery III (President). 4 officers or directors reported compensation on that filing.
Contact
Mailing address: 11175 Cicero Drive 300, Alpharetta, GA 30022
Phone: (678) 350-9500
Frequently asked questions about Montgomery Family Foundation Inc
How much does Montgomery Family Foundation Inc give each year?
Montgomery Family Foundation Inc gave $1.2M across 23 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $710K across 23 grants.
What is Montgomery Family Foundation Inc's typical grant size?
Montgomery Family Foundation Inc's median grant in 2025 was $6,141, and its average grant was $51,738, across 23 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Montgomery Family Foundation Inc that year got $2K on average.
Where does Montgomery Family Foundation Inc give grants?
Montgomery Family Foundation Inc's top state is Georgia, with 47% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Alabama (34%) and Virginia (7%). The most frequent recipient cities were Great Falls, VA (2 grants), Levelland, TX (2 grants), Atlanta, GA (2 grants) and Post, TX (2 grants).
Does Montgomery Family Foundation Inc give general operating support?
Not in 2025: none of the 23 grants with a stated purpose on Montgomery Family Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Various Charitable Program Activities" (17 grants) and "Undergraduate Financial Assistance" (6 grants).
Who are Montgomery Family Foundation Inc's largest grantees?
Montgomery Family Foundation Inc's largest 2025 grantees include Berry College Foundation ($505,000), Auburn University Foundation ($405,000) and Great Falls United Methodist Church ($76,978), according to its 2025 IRS Form 990-PF. Together they received 83% of its itemized 2025 grant dollars.
How large is Montgomery Family Foundation Inc?
Montgomery Family Foundation Inc reported $15.6M in total assets on its 2025 IRS Form 990-PF. It paid out $1.2M in qualifying distributions that year, against a required minimum of $940K (roughly 5% of its investment assets).
What does Montgomery Family Foundation Inc fund?
No mission statement for the foundation is provided. Its 2024 grants included support for charitable program activities and undergraduate financial assistance. See mission & focus areas ↑
How do I apply for a grant from Montgomery Family Foundation Inc?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Montgomery Family Foundation Inc's EIN?
Montgomery Family Foundation Inc's EIN (Employer Identification Number) is 58-1928906. IRS Form 990 filing data is available on this page for 2019–2025.
Does Montgomery Family Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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