Montgomery Family Foundation
Montgomery Family Foundation is a private foundation based in Chicago, Illinois. It made 11 grants totaling $137,640 in 2024 to charitable organizations in several states.
Montgomery Family Foundation at a glance
In short: Montgomery Family Foundation gave $138K across 11 grants in 2024 (avg $13K), top state Connecticut. 73% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $137,640
- +160.0% vs 2023
- Grants made (2024)
- 11
- -26.7% vs 2023
- Average grant
- $12,513
- +254.6% vs 2023
- Median grant
- $5,000
- Total assets
- $611,780
- +8.0% vs 2023
- New grantees (estimate)
- 73% first-time grantees (8 of 11, 2024; small sample)
- Primary geography
- Connecticut (36% 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 Montgomery Family 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: 333 W Wacker Drive 1700, Chicago, IL 60606
Phone: (312) 332-1111
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Montgomery Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Inner Compass Initiative ($50K). Together the top 10 received $137K.
Grant Size Distribution
37 grants across all recorded years
The most common grant size was under $50K: 36 grants of 37 (97%).
Geographic Focus
Where this funder awards grants
The 2024 grant dollars went primarily to recipients in Connecticut (36%), Arizona (18%), Pennsylvania (18%), Massachusetts (11%), and Maryland (7%). The listed grants also included recipients in Illinois, Colorado, and California, as well as Future Dharma, for which no location is listed.
Grant Distribution by State
Share of 2024 grant dollars across all 11 itemized grants.
States
Cities
Is Montgomery Family Foundation open to new grantees?
73%
first-time grantees, 2024
In 2024, 8 of 11 grantees (73%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $8K; repeat grants $25K. How we count
Medians: $5K first-time, $25K repeat.
- 27% of 2024 grantees were also funded in 2023. Method
- Giving grew 665% from 2021 to 2024. Method
- In 2024 it paid out 375% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2024). 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 2021 to 2024, annual grant giving ranged from $18K (2021) to $138K (2024). In 2024 it made 11 grants totaling $138K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Inner Compass Initiative West Hartford, CT | General Purposes | $50,000 |
| 5TH Element Foundation - Legacy Global Foundation Mesa, AZ | General Purposes | $25,000 |
| Isps-US Philadelphia, PA | General Purposes | $25,000 |
| Autism Forward Inc South Dennis, MA | General Purposes | $10,100 |
| Moonshot Missions Bethesda, MD | General Purposes | $10,000 |
| Alsacst Jude's Children's Research Hospital Chicago, IL | General Purposes | $5,000 |
| Future Dharma | General Purposes | $5,000 |
| Greater Boston Food Bank Boston, MA | General Purposes | $5,000 |
| Pundarika Foundation Crestone, CO | General Purposes | $1,030 |
| Mad Science Summer Camp Sonoma, CA | General Purposes | $1,010 |
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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 | $611,780 | $186,463 | $141,134 | $137,640 | 11 | $137,953 | $14,621 | $36,778 |
| 2023 | $566,451 | $16,069 | $55,117 | $52,929 | 15 | $52,944 | $13,896 | $33,337 |
| 2022 | $605,499 | $91,628 | $60,032 | $57,010 | 7 | $57,025 | $11,487 | $30,827 |
| 2021 | $573,903 | $93,506 | $19,594 | $18,003 | 4 | $18,003 | $18,506 | $28,361 |
| 2020 | $499,991 | $542,918 | $9 | — | — | — | $40,863 | $984 |
Under IRS private-foundation payout rules, Montgomery Family Foundation reported a distributable amount of $37K 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 for the foundation is provided. Its 2024 grants included support for organizations working in areas such as drinking water and clean waterways, food distribution, and psychiatric care. These are grantees’ stated missions, not a stated focus for the foundation: Moonshot Missions describes its work as advising communities on safe, accessible, and affordable drinking water and clean waterways; the Greater Boston Food Bank describes distributing food through member agencies and direct distribution sites; and Mad in America Foundation describes its mission as catalyzing a rethinking of psychiatric care.
Grantmaking
In 2024, the foundation gave 11 grants totaling $137,640. Grant amounts ranged from $500 to $50,000, with a median of $5,000. The largest grants were $50,000 to Inner Compass Initiative, $25,000 each to 5th Element Foundation – Legacy Global Foundation and ISPS-US, $10,100 to Autism Forward Inc, and $10,000 to Moonshot Missions.
Other listed 2024 grants included $5,000 to ALSAC St Jude’s Children’s Research Hospital, $5,000 to Future Dharma, $5,000 to Greater Boston Food Bank, $1,030 to Pundarika Foundation, $1,010 to Mad Science Summer Camp, and $500 to Mad in America Foundation. The stated purpose for each listed grant was general purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Michael R Montgomery and Neela Montgomery as trustees.
Montgomery Family Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Michael R. Montgomery
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Neela Montgomery
Trustee
On filings since 2020
0.3 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 Montgomery Family Foundation
How much does Montgomery Family Foundation give each year?
Montgomery Family Foundation gave $138K across 11 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $53K across 15 grants.
What is Montgomery Family Foundation's typical grant size?
Montgomery Family Foundation's median grant in 2024 was $5,000, and its average grant was $12,513, across 11 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Montgomery Family Foundation that year got $8K on average.
Where does Montgomery Family Foundation give grants?
Montgomery Family Foundation's top state is Connecticut, with 36% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Arizona (18%) and Pennsylvania (18%).
Does Montgomery Family Foundation give general operating support?
Yes: 100% of Montgomery Family Foundation's 2024 grants with a stated purpose (11 of 11) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Montgomery Family Foundation's largest grantees?
Montgomery Family Foundation's largest 2024 grantees include Inner Compass Initiative ($50,000), 5TH Element Foundation - Legacy Global Foundation ($25,000) and Isps-US ($25,000), according to its 2024 IRS Form 990-PF. Together they received 73% of its itemized 2024 grant dollars.
How large is Montgomery Family Foundation?
Montgomery Family Foundation reported $612K in total assets on its 2024 IRS Form 990-PF. It paid out $138K in qualifying distributions that year, against a required minimum of $37K (roughly 5% of its investment assets).
What does Montgomery Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants included support for organizations working in areas such as drinking water and clean waterways, food distribution, and psychiatric care. See mission & focus areas ↑
How do I apply for a grant from Montgomery Family 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 Montgomery Family Foundation's EIN?
Montgomery Family Foundation's EIN (Employer Identification Number) is 85-6774044. IRS Form 990 filing data is available on this page for 2020–2024.
Does Montgomery Family 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). Montgomery Family Foundation funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/montgomery-family-foundation-morg_4e46dc5d66e9464bb8621ad0b7b68ee5
BibTeX
@misc{grantable_856774044_2026,
author = {{Grantable}},
title = {{Montgomery Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/montgomery-family-foundation-morg_4e46dc5d66e9464bb8621ad0b7b68ee5},
note = {Accessed 2026-10-19. 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 Montgomery Family 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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