The Montage Foundation
The Montage Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Calabasas, CA. IRS filing data is available from 2020 through 2024. In 2024, it awarded 6 grants totaling $393K. Net investment income was $113K.
Key facts about The Montage Foundation
In short: The Montage Foundation gave $393K across 6 grants in 2024 (avg $66K), top state California. Source: 2024 IRS Form 990-PF.
- EIN
- 27-1272655
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $393,260
- Grants made (2024)
- 6
- Average grant
- $65,543
- Median grant
- $15,000
- Primary geography
- California (47% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Quick answers about The Montage Foundation
How much does The Montage Foundation give each year?
The Montage Foundation gave $393K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $28K across 10 grants.
What is The Montage Foundation's typical grant size?
The Montage Foundation's median grant in 2024 was $15,000, and its average grant was $65,543, across 6 grants on its 2024 IRS Form 990-PF.
Where does The Montage Foundation give grants?
The Montage Foundation's top state is California, with 47% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Nebraska (45%) and Montana (5%).
Does The Montage Foundation give general operating support?
Yes: 17% of The Montage Foundation's 2024 grants with a stated purpose (1 of 6) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Montage Foundation's largest grantees?
The Montage Foundation's largest 2024 grantees include Jewish Community Foundation Los Angeles ($176,130), Schwab Charitable Fund ($176,130) and Reach Inc ($20,000), according to its 2024 IRS Form 990-PF. Together they received 95% of its itemized 2024 grant dollars.
How The Montage Foundation gives
- Giving grew 1648% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with The Montage Foundation
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$393K
+1292.1% YoY
Grant Count
6
-40.0% YoY
Avg Grant Size
$66K
+2220.1% YoY
Under IRS private-foundation payout rules, The Montage Foundation reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.
About The Montage Foundation
Based on IRS filings
The Montage Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Calabasas, CA. IRS filing data is available from 2020 through 2024. In 2024, it awarded 6 grants totaling $393K. Net investment income was $113K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 6 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | $290,506 | $311,132 |
| Revenue | $116,093 | $18,386 | $9,271 |
| Expenses | $406,599 | $39,532 | $29,358 |
| Qualifying Distributions | $403,027 | $35,304 | $19,225 |
| Net Investment Income | $112,718 | $14,160 | $178 |
| Distributable Amount | $15,550 | $17,463 | $18,723 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
52 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| JEWISH COMMUNITY FOUNDATION LOS ANGELES Los Angeles, CA | SCHWARTZ FAMILY FOUNDATION FUND AND DANIEL & RONIT SCHWARTZ CHARITABLE FUND | $176,130 |
| SCHWAB CHARITABLE FUND Omaha, NE | FISHER-SCHWARTZ FAMILY CHARITABLE FUND AND SCHWARTZ FAMILY FOUNDATION FUND | $176,130 |
| REACH INC Bozeman, MT | GENERAL SUPPORT | $20,000 |
| NEW MUSICALS INC North Hollywood, CA | TO SUPPORT WOMEN MAKING MUSIC | $10,000 |
| THEATER RESOURCES UNLIMITED INC New York, NY | PROVIDE INFO AND ASSISTANCE TO WRITERS, DIRECTORS AND PERFORMERS | $10,000 |
| ACRE Chicago, IL | TO SUPPORT ARTIST RESIDENCIES | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
The Montage Foundation is led by Rick L. Schwartz, President & Trustee since 2023 (on filings since 2020); none of the 6 officers listed in 2024 report compensation.
Officers on the 2024 filing
Rick L. Schwartz
President & Trustee
President → President & Trustee, 2023
On filings since 2020
1 hr/week
No compensation reported
Daniel C. Schwartz
Trustee & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Deidra Schweitzer
Trustee
On filings since 2020
1 hr/week
No compensation reported
James M. Eisenman
Trustee
On filings since 2020
1 hr/week
No compensation reported
Stacey A. Schwartz
Trustee
On filings since 2020
1 hr/week
No compensation reported
Linda D. Fisher
Secretary
On filings since 2020
1 hr/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.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Montage Foundation?
The Montage Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Calabasas, CA. It holds — in total assets as of 2024.
How much is The Montage Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Montage Foundation reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Montage Foundation's EIN?
The Montage Foundation's EIN (Employer Identification Number) is 27-1272655. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.