The Montgomery Family Foundation
The Montgomery Family Foundation is a private foundation based in East Lyme, Connecticut. It primarily, but not exclusively, supports programs and institutions in Western New York, including educational, religious, health-related, cultural, and scientific research activities.
The Montgomery Family Foundation at a glance
In short: The Montgomery Family Foundation gave $255K across 16 grants in 2025 (avg $16K), mostly in New York. 25% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $254,500
- +6.5% vs 2024
- Grants made (2025)
- 16
- -15.8% vs 2024
- Average grant
- $15,906
- +26.5% vs 2024
- Median grant
- $10,000
- Total assets
- $1,691,776
- -1.1% vs 2024
- New grantees (estimate)
- 25% first-time grantees (4 of 16, 2025; small sample)
- Primary geography
- New York (77% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Montgomery Family Foundation
- How to Apply
-
The foundation’s 2024 filing says a request should describe the organization, its management, its reason for being, and the specific intended use of the grant. The filing lists Kathryn Cambi as the contact for requests. It states that trustees determine eligible institutions in their sole discretion.
- Review Cycle
- N/A, according to the 2024 filing.
- Deadline
- N/A, according to the 2024 filing.
- Contact
Application contact: Kathryn Cambi
Mailing address: 2 Rocco Drive, East Lyme, CT 06333
Phone: (716) 627-4686
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Montgomery Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Buffalo Philharmonic Orchestra ($40K). Together the top 10 received $230K.
Grant Size Distribution
97 grants across all recorded years
The most common grant size was under $50K: 94 grants of 97 (97%).
Geographic Focus
Where this funder awards grants
The foundation’s 2024 filing says giving is primarily, but not exclusively, limited to Western New York. Its 2025 grant dollars went to recipients in New York (77%), Connecticut (10%), Maine (10%), Maryland (2%), and Massachusetts (1%).
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
Cities
Is The Montgomery Family Foundation open to new grantees?
25%
first-time grantees, 2025
In 2025, 4 of 16 grantees (25%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $14K; repeat grants $16K. How we count
Medians: $15K first-time, $10K repeat.
- 75% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 205% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). 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 2020 to 2025, annual grant giving ranged from $239K (2024) to $416K (2020). In 2025 it made 16 grants totaling $255K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Buffalo Philharmonic Orchestra Buffalo, NY | To Support Live Symphonic Music | $40,000 |
| Roswell Park Alliance Foundation Buffalo, NY | To Support Carly's Club | $39,500 |
| Buffalo Museum of Science Tifft Nature Preserve Buffalo, NY | To Support Tifft Nature Preserve | $30,000 |
| Cradle Beach Pathways Angola, NY | Charitable Support | $25,000 |
| Musical Fare Theatre Buffalo, NY | Charitable Support | $25,000 |
| Seneca Street Community Development Corporation Buffalo, NY | To Support Community Development | $25,000 |
| The Jackson Laboratory Bar Harbor, ME | To Support Biomedical Research | $15,000 |
| Miracle League of Connecticut Bristol, CT | To Support Program | $10,000 |
| New Canaan Nature Center New Canaan, CT | To Support Educational Programs Focusing on Nature | $10,000 |
| Park School Brookline, ME | Charitable Support | $10,000 |
Ready to take the next step with The Montgomery 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 | $1,691,776 | $274,475 | $293,677 | $254,500 | 16 | $265,437 | $245,650 | $129,654 |
| 2024 | $1,710,978 | $143,388 | $279,148 | $239,000 | 19 | $250,724 | $185,515 | $127,389 |
| 2023 | $1,846,738 | $86,625 | $341,345 | $303,936 | 24 | $314,448 | $56,978 | $139,676 |
| 2022 | $2,085,794 | $111,892 | $354,492 | $286,000 | 17 | $300,444 | $68,052 | $204,253 |
| 2021 | $2,328,394 | $1,452,244 | $425,540 | $388,500 | 21 | $398,304 | $771,166 | $183,209 |
| 2020 | $1,230,639 | $227,287 | $462,099 | $416,000 | 20 | — | $208,939 | $149,160 |
Under IRS private-foundation payout rules, The Montgomery Family Foundation reported a distributable amount of $130K for 2025 — 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 separate mission statement for the foundation is provided. Its 2024 filing describes its giving as primarily, but not exclusively, limited to Western New York and identifies educational, religious, health-related, cultural, and scientific research programs. It also mentions programs that may benefit children and older adults, and institutions trustees determine enhance quality of life in the areas served.
Grantees’ own descriptions illustrate the range of organizations supported. The Buffalo Philharmonic Orchestra says it produces symphonic music for the cultural benefit of the Buffalo area, including arts education for local youth. The Roswell Park Alliance Foundation says it supports cancer research, treatment, prevention, and the psychosocial needs of patients and families. Seneca Street Community Development says it works with the Seneca Babcock community to address educational, social, and economic barriers. The Miracle League of Connecticut says it provides accessible recreational opportunities for children with physical and cognitive challenges. Kevin Guest House says it provides temporary accommodation for patients and families traveling for medical care.
Grantmaking
In 2025, the foundation reported 16 grants totaling $254,500. Grants ranged from $2,500 to $40,000, with a median of $10,000.
Among the largest 2025 grants were $40,000 to the Buffalo Philharmonic Orchestra for live symphonic music; $39,500 to the Roswell Park Alliance Foundation to support Carly’s Club; $30,000 to the Buffalo Museum of Science Tifft Nature Preserve; $25,000 each to Cradle Beach Pathways, Musical Fare Theatre, and Seneca Street Community Development Corporation; and $15,000 to The Jackson Laboratory for biomedical research.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Carolyn H Montgomery as president and trustee; Lisa M Hill and Karen M Risley as trustees; and Kathryn M Cambi MD as treasurer and trustee.
The Montgomery Family Foundation is led by Carolyn H. Montgomery, President & Trustee since 2023 (on filings since 2020); 3 of 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
Carolyn H. Montgomery
President & Trustee
Treasurer & Trustee → President & Trustee, 2023
On filings since 2020
2 hrs/week
No compensation reported
Karen M. Risley
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $3K (2025)
Kathryn M. Cambi MD
Treasurer & Trustee
Trustee → Treasurer & Trustee, 2024
On filings since 2020
1 hr/week
$4K (2020) → $3K (2025)
Lisa M. Hill
Trustee
On filings since 2020
1 hr/week
$4K (2020) → $3K (2025)
Former officers (1)
- Former: Robert L. Montgomery (2020–2022) — President & Trustee · Filing note: Deceased
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $3K, to Lisa M Hill (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about The Montgomery Family Foundation
How much does The Montgomery Family Foundation give each year?
The Montgomery Family Foundation gave $255K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $239K across 19 grants.
What is The Montgomery Family Foundation's typical grant size?
The Montgomery Family Foundation's median grant in 2025 was $10,000, and its average grant was $15,906, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Montgomery Family Foundation that year got $14K on average.
Where does The Montgomery Family Foundation give grants?
The Montgomery Family Foundation gives mostly in New York: 77% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Connecticut (10%) and Maine (10%). The most frequent recipient cities were Buffalo, NY (8 grants) and New Canaan, CT (2 grants).
Does The Montgomery Family Foundation give general operating support?
Not in 2025: none of the 16 grants with a stated purpose on The Montgomery Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable Support" (6 grants).
Who are The Montgomery Family Foundation's largest grantees?
The Montgomery Family Foundation's largest 2025 grantees include Buffalo Philharmonic Orchestra ($40,000), Roswell Park Alliance Foundation ($39,500) and Buffalo Museum of Science Tifft Nature Preserve ($30,000), according to its 2025 IRS Form 990-PF. Together they received 43% of its itemized 2025 grant dollars.
How large is The Montgomery Family Foundation?
The Montgomery Family Foundation reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $265K in qualifying distributions that year, against a required minimum of $130K (roughly 5% of its investment assets).
What does The Montgomery Family Foundation fund?
No separate mission statement for the foundation is provided. Its 2024 filing describes its giving as primarily, but not exclusively, limited to Western New York and identifies educational, religious, health-related, cultural, and scientific research programs. See mission & focus areas ↑
How do I apply for a grant from The Montgomery Family Foundation?
The foundation’s 2024 filing says a request should describe the organization, its management, its reason for being, and the specific intended use of the grant. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Montgomery Family Foundation's EIN?
The Montgomery Family Foundation's EIN (Employer Identification Number) is 26-6620815. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 3, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 26, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). The Montgomery Family Foundation funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/the-montgomery-family-foundation-morg_d66d328bfc9f4a10905fd546121f65d0
BibTeX
@misc{grantable_266620815_2026,
author = {{Grantable}},
title = {{The Montgomery Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-montgomery-family-foundation-morg_d66d328bfc9f4a10905fd546121f65d0},
note = {Accessed 2026-10-04. 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 The 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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