Montgomery Family Foundation

Organization Overview

Montgomery Family Foundation is located in Lake View, NY. The organization was established in 2009. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Montgomery Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 12/2021, Montgomery Family Foundation generated $1.5m in total revenue. This organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 41.0% each year . All expenses for the organization totaled $425.5k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.

Since 2020, Montgomery Family Foundation has awarded 58 individual grants totaling $1,090,500. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.

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Board, Officers & Key Employees

Name (title)Compensation
Robert L Montgomery Deceased
President/trustee
$0
Carolyn H Montgomery
Treasurer/trustee
$0
Lisa M Hill
Trustee
$5,875
Karen M Risley
Trustee
$5,875
Kathryn M Cambi MD
Trustee
$5,875

Financial Statements

Statement of Revenue
Contributions, Gifts, Grants & Similar $654,092
Interest on Savings $0
Dividends & Interest $30,372
Net Rental Income$0
Net Gain on Sale of Assets $767,780
Capital Gain Net Income $767,780
Net ST Capital Gain $0
Income Modifications $0
Profit on Inventory Sales $0
Other Income $0
Total Revenue $1,452,244

Grants Awarded

Over the last fiscal year, Montgomery Family Foundation has awarded $286,000 in support to 17 organizations.

Grant RecipientAmount

BUFFALO PHILHARMONIC ORCHESTRA

PURPOSE: TO SUPPORT LIVE SYMPHONIC MUSIC

$35,000

BUFFALO MUSEUM OF SCIENCETIFFT NATURE PRESERVE

PURPOSE: TO SUPPORT TIFFT NATURE PRESERVE

$30,000

BEECHWOOD CONTINUING CARE FOUNDATION

PURPOSE: TO SUPPORT TRANSPORTATION VEHICLE PURCHASE

$90,000

CARE FOR THE CAPE & ISLANDS - CENTER FOR RESPONSIBLE TRAVEL

PURPOSE: TO PRESERVE AND PROTECT THE NATURAL ENVIRONMENT, CULTURAL AND HISTORICAL TREASURES

$2,500

FRESH AIR FUND

PURPOSE: TO SUPPORT FUND

$5,000

HAMBURG ALUMNI FOUNDATION

PURPOSE: TO SUPPORT THE HAMBURG CENTRAL SCHOOL DISTRICT

$1,500
View Grant Profile

Peer Organizations

Organization NameAssets
Jennifer And Jonathan Allan Soros Foundation
New York, NY
$14,530,000
S & G Foundation
Albany, NY
$294,936,683
Foundation For A Just Society
New York, NY
$23,356,523
Robertson Foundation
New York, NY
$4,107,693
J E Barbey 8 Tenacre Foundation
Pittsburgh, PA
$68,931,213
Carson Fam Charitable Tr
New York, NY
$111,506,666
Johnson & Johnson Foundation United States Inc
New Brunswick, NJ
$26,965,810
One Tree Planted Inc
Shelburne, VT
$66,866,015
Paulson Family Foundation
New York, NY
-$29,391,565
Blavatnik Family Foundation 2020
New York, NY
$14,146
William Randolph Hearst Foundation
New York, NY
$78,532,237
Henry Luce Foundation Inc
New York, NY
$92,432,116
Overdeck Family Foundation
New York, NY
$71,309,969
Bernard And Anne Spitzer Charitable Tr
New York, NY
$35,284,395
Liberty Mutual Foundation Inc
Boston, MA
$46,323,148
Surdna Foundation Inc
New York, NY
$50,900,057
Gray Foundation
Albany, NY
$64,021,931
Maguire Foundation
West Conshohocken, PA
$44,719,997
Tl Foundation
Suffern, NY
$24,643,909
Gould Family Foundation
Westport, CT
$302,888
Park Foundation Inc
Ithaca, NY
$14,200,366
The Nathan Cummings Foundation Inc
New York, NY
$724,216
Deerbrook Charitable Tr
New York, NY
$14,170
Richard And Susan Smith 1990 Charitable Trust
Newton, MA
$9,502,312
Mercer Family Foundation
Waltham, MA
$23,608,938

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