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.
Key facts about The Montague Family Foundation
In short: The Montague Family Foundation gave $273K across 1 grant in 2025 (avg $273K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- EIN
- 63-1181945
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $273,117
- Grants made (2025)
- 1
- Average grant
- $273,117
- Median grant
- $273,117
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$273K
+1311.5% YoY
Grant Count
1
-94.4% YoY
Avg Grant Size
$273K
+25306.2% YoY
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Montague Family DAF Cincinnati, OH | General Fund | $273,117 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | $278,966 | $283,465 |
| Revenue | $993 | $17,621 | $16,893 |
| Expenses | $279,959 | $22,120 | $25,208 |
| Qualifying Distributions | $273,117 | $19,350 | $22,600 |
| Net Investment Income | $10,351 | $17,621 | $16,893 |
| Distributable Amount | — | $18,850 | $17,202 |
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 June 30, 2020)
- IRS filings on file for fiscal years 2020–2025
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.
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