The Montague Family Foundation
The Montague Family Foundation is a private foundation, based in Birmingham, AL. IRS filing data is available from 2019 through 2025. In 2025, it awarded 1 grant totaling $273K. Net investment income was $10K.
The Montague Family Foundation at a glance
In short: The Montague Family Foundation gave $273K across 1 grant in 2025 (avg $273K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $273,117
- +1311.5% vs 2024
- Grants made (2025)
- 1
- -94.4% vs 2024
- Average grant
- $273,117
- +25306.2% vs 2024
- Median grant
- $273,117
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Montague Family Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Montague Family DAF ($273K).
Grant Size Distribution
56 grants across all recorded years
The most common grant size was under $50K: 55 grants of 56 (98%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How The Montague Family Foundation gives
- Giving grew 1341% from 2022 to 2025. Method
- In 2024 it paid out 103% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $17K (2019) to $273K (2025). In 2025 it made 1 grant totaling $273K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Montague Family DAF Cincinnati, OH | General Fund | $273,117 |
Ready to take the next step with The Montague Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | — | $993 | $279,959 | $273,117 | 1 | $273,117 | $10,351 | — |
| 2024 | $278,966 | $17,621 | $22,120 | $19,350 | 18 | $19,350 | $17,621 | $18,850 |
| 2023 | $283,465 | $16,893 | $25,208 | $22,600 | 13 | $22,600 | $16,893 | $17,202 |
| 2022 | $291,780 | $9,918 | $16,126 | $18,950 | 11 | $13,950 | $12,488 | $19,212 |
| 2021 | $297,988 | $25,058 | $22,103 | $20,050 | 13 | $20,050 | $25,058 | $19,457 |
| 2020 | $295,033 | $12,796 | $21,940 | $17,900 | 16 | — | $12,796 | $17,555 |
| 2019 | $304,177 | $66,395 | $19,206 | $17,050 | 7 | — | $66,395 | $18,919 |
Leadership & Key People
Officers and directors from IRS filings
The Montague Family Foundation is led by Norton T Montague, President & Director on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Norton T Montague
President & Director
On filings since 2019
5 hrs/week
No compensation reported
Margaret Montague Lauck
Director
On filings since 2019
No compensation reported
Cynthia G Montague
Secretary & Treasurer
On filings since 2019
1 hr/week
No compensation reported
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.
Frequently asked questions about The Montague Family Foundation
How much does The Montague Family Foundation give each year?
The Montague Family Foundation gave $273K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $19K across 18 grants.
Where does The Montague Family Foundation operate?
The Montague Family Foundation has awarded grants in Alabama, District of Columbia, Florida, Louisiana, Minnesota, Mississippi, Ohio, Tennessee, Texas.
What is The Montague Family Foundation's EIN?
The Montague Family Foundation's EIN (Employer Identification Number) is 63-1181945. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 30, 2020)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work The Montague Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Montague Family Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
The Crowe Foundation
Birmingham, AL
The Crowe Foundation funds preselected charitable organizations, with recent grants supporting cancer services, education, family services, and the arts. Its 2025 grants ranged from $50 to $20,000, with a median of $1,000, and went mainly to organizations in Georgia, Alabama, and Missouri. It does not accept unsolicited funding requests.
Assets
$1.5M
Grants
17
Total Given
$47K
Matthews Family Foundation
San Antonio, TX
The Matthews Family Foundation supports charitable organizations addressing human welfare, including women’s rights, LGBTQ youth, family violence, disability services, and community needs. Its 2025 grants ranged from $1,000 to $10,500, with a median of $3,500, and went to organizations in several states, especially Alabama, Texas, and Pennsylvania. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$1.3M
Grants
26
Total Given
$128K
Burton Family Foundation
Birmingham, AL
The Burton Family Foundation supports a varied range of charitable programs, with 2025 grants going to organizations working in health, education, community development, and human services. Its 26 grants totaled about $1.5 million, with a median grant of $15,000 and awards ranging from $1,000 to $1 million; most funding went to Minnesota and the rest to Alabama. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$3.1M
Grants
26
Total Given
$1.5M
Joe Lee Griffin Foundation
Birmingham, AL
The Joe Lee Griffin Foundation supports churches and charitable organizations, including cancer, children’s and family, and community groups, primarily in Alabama. In 2025, grants ranged from $500 to $45,000, with a median of $5,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$2.9M
Grants
33
Total Given
$239K
Nall-Whatley Foundation
Birmingham, AL
The Nall-Whatley Foundation funds Alabama organizations working in areas including education, conservation, health, recovery services, arts, and community support. Its 2025 grants ranged from $100 to $25,700, with a median of $2,000. It gives only to preselected charitable organizations and does not accept unsolicited funding requests.
Assets
$1.8M
Grants
33
Total Given
$155K
More similar funders
More Funders in Alabama
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Montague 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.
The Montague Family Foundation down — hundreds of funders to go?