The Montgomery Family Foundation
The Montgomery Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in EAST LYME, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 19 grants totaling $239K. Net investment income was $186K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.7M
-7.4% YoY
Annual Giving
$239K
-21.4% YoY
Grant Count
19
-20.8% YoY
Avg Grant Size
$13K
-0.7% YoY
Under IRS private-foundation payout rules, The Montgomery Family Foundation reported a distributable amount of $127K for 2024 — the minimum it must pay out in qualifying distributions.
About The Montgomery Family Foundation
Based on IRS filings
The Montgomery Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in EAST LYME, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 19 grants totaling $239K. Net investment income was $186K.
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 | $1,710,978 | $1,846,738 | $2,085,794 |
| Revenue | $143,388 | $86,625 | $111,892 |
| Expenses | $279,148 | $341,345 | $354,492 |
| Qualifying Distributions | $250,724 | $314,448 | $300,444 |
| Net Investment Income | $185,515 | $56,978 | $68,052 |
| Distributable Amount | $127,389 | $139,676 | $204,253 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
101 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Roswell Park Alliance Foundation ($39,500), Buffalo Philharmonic Orchestra ($35,000), Buffalo Museum of Science Tifft Nature Preserve ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| A BETTER CHANCE NEW CANAAN NEW CANAAN, CT | CHARITABLE SUPPORT | $5,000 |
| BUFFALO MUSEUM OF SCIENCE TIFFT NATURE PRESERVE BUFFALO, NY | TO SUPPORT TIFFT NATURE PRESERVE | $30,000 |
| BUFFALO PHILHARMONIC ORCHESTRA BUFFALO, NY | TO SUPPORT LIVE SYMPHONIC MUSIC | $35,000 |
| BUFFALO ZOOLOGICAL SOCIETY BUFFALO, NY | TO SUPPORT ZOO | $5,000 |
| CARE FOR THE CAPE AND ISLANDS - CENTER FOR RESPONSIBLE TRAVEL SOUTH YARMOUTH, MA | TO PRESERVE AND PROTECT THE NATURAL ENVIRONMENT, CULTURAL AND HISTORICAL TREASURES | $3,000 |
| COVENANT SOUP KITCHEN WILLIMANTIC, CT | TO SUPPORT KITCHEN IMPROVEMENTS | $5,000 |
| HAMBURG ALUMNI FOUNDATION HAMBURG, NY | TO SUPPORT THE HAMBURG CENTRAL SCHOOL DISTRICT | $1,500 |
| HOSPICE FOUNDATION BUFFALO, NY | CHARITABLE SUPPORT | $10,000 |
| KALEIDA HEALTH FOUNDATION BUFFALO, NY | TO SUPPORT COMMUNITY HEALTH | $5,000 |
| KEVIN GUEST HOUSE BUFFALO, NY | TO PROVIDE A HOME FOR PATIENTS | $7,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CAROLYN H MONTGOMERY | PRESIDENT/TRUSTEE | 2 | — |
| LISA M HILL | TRUSTEE | 1 | $2,984 |
| KAREN M RISLEY | TRUSTEE | 1 | $2,984 |
| KATHRYN M CAMBI MD | TREASURER/TRUSTEE | 1 | $2,984 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Montgomery Family Foundation?
The Montgomery Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in EAST LYME, CT. It holds $1.7M in total assets as of 2024.
How large is The Montgomery Family Foundation?
As of 2024, The Montgomery Family Foundation holds $1.7M in total assets with $143K in annual revenue. It awarded 19 grants totaling $239K in 2024.
Where does The Montgomery Family Foundation operate?
The Montgomery Family Foundation has awarded grants in Connecticut, Massachusetts, Maine, New York, Ohio.
What size grants does The Montgomery Family Foundation award?
In 2024, The Montgomery Family Foundation awarded 19 grants totaling $239K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is The Montgomery Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Montgomery Family Foundation reported a distributable amount of $127K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Montgomery Family 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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