THE THOMAS & JANET MONTAG FAMILY FOUNDATION
https://N/ATotal Given 2020–2023
$8.6M
5 grants · $2.1M avg/year
based on 4 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$1.0M
typical big bets · $997K–$1.9M
grant size
33%
supporter · 1/3 multi-year
repeat
$36.7M
Assets · 2021
3
Distinct recipients
About
Provide Investment Management Services
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
2129025628
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $3.9M | $28.1M | $7.8M | 1 |
| 2021 | $1.0M | $36.7M | $7.9M | 1 |
| 2022 | $1.9M | $30.4M | $1.9M | 1 |
| 2023 | $1.7M | $32.6M | $1.4M | 2 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$667K
25th Pctl
$997K
Median
$1.0M
Average
$1.7M
75th Pctl
$1.9M
Maximum
$3.9M
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| JANET M MONTAG | TRUSTEE | — |
| THOMAS K MONTAG | TRUSTEE(Ended 12/9/21) | — |
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| SEE ATTACHED SCHEDULE | SEE ATTACHED SCHEDULE, NY | $3,932,333 | GENERAL SUPPORT | 2020 |
| SEE ATTACHED SCHEDULE | SEE ATTACHED SCHEDULE, NY | $1,945,890 | GENERAL SUPPORT | 2022 |
| SEE ATTACHED SCHEDULE | SEE ATTACHED SCHEDULE, NY | $1,014,511 | GENERAL SUPPORT | 2021 |
| SEE ATTACHED LIST | SEE ATTACHED SCHEDULE, NY | $996,650 | GENERAL PURPOSE | 2023 |
| SEE ATTACHED LIST | Evanston, IL | $667,449 | General Purpose | 2023 |