Montgomery Family Foundation
EIN 856774044Total Given 2021–2024
$266K
37 grants · $66K avg/year
based on 4 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$5K
typical small grants · $1K–$10K
grant size
21%
balanced · 6/29 multi-year
repeat
$881K
Assets (2024)
29
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(312) 332-1111
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $500K | $543K | N/A |
| 2021 | $18K | $677K | $94K | 4 |
| 2022 | $57K | $656K | $92K | 7 |
| 2023 | $53K | $709K | $16K | 15 |
| 2024 | $138K | $881K | $186K | 11 |
Grant Size Distribution
Based on 37 grants on record
Minimum
$500
25th Pctl
$1K
Median
$5K
Average
$7K
75th Pctl
$10K
Maximum
$50K
Geographic Distribution
Officers & Directors
NM
Neela Montgomery
Trustee
MM
Michael R Montgomery
Trustee
NM
Neela Montgomery
Trustee
MM
Michael R Montgomery
Trustee
MM
Michael R Montgomery
Trustee
NM
Neela Montgomery
Trustee
NM
Neela Montgomery
Trustee
MM
Michael R Montgomery
Trustee
NM
Neela Montgomery
Trustee
MM
Michael R Montgomery
Trustee
Grants Awarded (37 total)
| Purpose | ||||
|---|---|---|---|---|
| Inner Compass Initiative | West Hartford, CT | $50,000 | GENERAL PURPOSES | 2024 |
| Inner Compass Initiative | West Hartford, CT | $25,000 | GENERAL PURPOSES | 2023 |
| 5Th Element Foundation - Legacy Global Foundation | Mesa, AZ | $25,000 | GENERAL PURPOSES | 2024 |
| Isps-Us | Philadelphia, PA | $25,000 | GENERAL PURPOSES | 2024 |
| Advocates Inc Mental Health Counseling | Framingham, MA | $25,000 | GENERAL PURPOSES | 2022 |
| Autism Forward Inc | South Dennis, MA | $10,100 | GENERAL PURPOSES | 2024 |
| Feeding America | Chicago, IL | $10,010 | GENERAL PURPOSES | 2022 |
| Feeding America | Chicago, IL | $10,000 | GENERAL PURPOSES | 2021 |
| Collaborative21 | Needham, MA | $10,000 | GENERAL PURPOSES | 2023 |
| Moonshot Missions | Bethesda, MD | $10,000 | GENERAL PURPOSES | 2024 |
| Tsoknyi Humanitarian Foundation | Steamboat Springs, CO | $5,003 | GENERAL PURPOSES | 2021 |
| Tsoknyi Humanitarian Foundation | Steamboat Springs, CO | $5,000 | GENERAL PURPOSES | 2023 |
| Alsacst Jude'S Children'S Research Hospital | Chicago, IL | $5,000 | GENERAL PURPOSES | 2024 |
| Future Dharma | Ledbury, None | $5,000 | GENERAL PURPOSES | 2024 |
| Greater Boston Food Bank | Boston, MA | $5,000 | GENERAL PURPOSES | 2024 |
| A Place to Turn - an Emergency Food Pantry | Natick, MA | $5,000 | GENERAL PURPOSES | 2022 |
| Inner Compass Initiative | West Hartford, CT | $5,000 | GENERAL PURPOSES | 2022 |
| St Francis House | Boston, MA | $5,000 | GENERAL PURPOSES | 2022 |
| Town of Weston Community Preservation | Weston, MA | $5,000 | GENERAL PURPOSES | 2022 |
| Weston Education Enrichment Fund (Weefc) | Weston, MA | $2,000 | GENERAL PURPOSES | 2021 |
| Aryaloka Buddhist Center | Newmarket, NH | $2,000 | GENERAL PURPOSES | 2023 |
| Esalen Institute | Big Sur, CA | $2,000 | GENERAL PURPOSES | 2023 |
| Weston Education Enrichment Fund (Weefc) | Weston, MA | $2,000 | GENERAL PURPOSES | 2022 |
| Isps-Us | Philadelphia, PA | $1,547 | GENERAL PURPOSES | 2023 |
| Pundarika Foundation | Crestone, CO | $1,030 | GENERAL PURPOSES | 2023 |