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.
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
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 |
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
Among its reported 2024 grants, the largest include Jewish Community Foundation Los Angeles ($176,130), Schwab Charitable Fund ($176,130), Reach Inc ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACRE CHICAGO, IL | TO SUPPORT ARTIST RESIDENCIES | $1,000 |
| JEWISH COMMUNITY FOUNDATION LOS ANGELES LOS ANGELES, CA | SCHWARTZ FAMILY FOUNDATION FUND AND DANIEL & RONIT SCHWARTZ CHARITABLE FUND | $176,130 |
| NEW MUSICALS INC NORTH HOLLYWOOD, CA | TO SUPPORT WOMEN MAKING MUSIC | $10,000 |
| REACH INC BOZEMAN, MT | GENERAL SUPPORT | $20,000 |
| SCHWAB CHARITABLE FUND OMAHA, NE | FISHER-SCHWARTZ FAMILY CHARITABLE FUND AND SCHWARTZ FAMILY FOUNDATION FUND | $176,130 |
| THEATER RESOURCES UNLIMITED INC NEW YORK, NY | PROVIDE INFO AND ASSISTANCE TO WRITERS, DIRECTORS AND PERFORMERS | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DANIEL C SCHWARTZ | TRUSTEE, TREASURER | 1 | — |
| STACEY A SCHWARTZ | TRUSTEE | 1 | — |
| JAMES M EISENMAN | TRUSTEE | 1 | — |
| DEIDRA SCHWEITZER | TRUSTEE | 1 | — |
| RICK L SCHWARTZ | PRESIDENT, TRUSTEE | 1 | — |
| LINDA D FISHER | SECRETARY | 1 | — |
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.
Where does The Montage Foundation operate?
The Montage Foundation has awarded grants in California, Florida, Hawaii, Illinois, Indiana, Montana, North Carolina, Nebraska, New York.
What size grants does The Montage Foundation award?
In 2024, The Montage Foundation awarded 6 grants totaling $393K — an average of about $66K per grant, based on its IRS Form 990 filings.
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.
Explore Open Grants
Browse active grant opportunities in The Montage Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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