FundersConnecticut

The Montgomery Family Foundation

East Lyme, CT · EIN 26-6620815. Reported 81 grants totalling $1,217,436 to 39 organizations across tax years 2021-2024. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$7,500median grant
$1,217,436granted, 2021-2024
39organizations funded
62%of grantees funded again the next year
$2,652,486assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. The Montgomery Family Foundation did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $7,500. Half of everything it gave fell between $5,000 and $20,000; the smallest was $1,500 and the largest $150,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

$1,000 - $5,000
16 grants
$5,000 - $10,000
31 grants
$10,000 - $25,000
14 grants
$25,000 - $50,000
17 grants
$50,000 - $100,000
2 grants
$100,000 and Up
1 grant

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
Roswell Park Alliance FoundationBuffalo, NY$158,000442024
Explore & More ChildrenBuffalo, NY$150,000112021
Buffalo Philharmonic OrchestraBuffalo, NY$140,000442024
Seneca Street Community Development CorporationBuffalo, NY$100,000442024
Beechwood Continuing Care FoundationGetzville, NY$90,000112022
The Park SchoolBrookline, MA$75,436112023
Buffalo Museum of Sciencetifft Nature PreserveBuffalo, NY$60,000222023
Miracle League of ConnecticutBristol, CT$50,000442024
New Canaan Nature CenterNew Canaan, CT$40,000442024
The Jackson LaboratoryBar Harbor, ME$32,500442024
Buffalo Museum of ScienceBuffalo, NY$30,000112021
Buffalo Museum of Science Tifft Nature PreserveBuffalo, NY$30,000112024
Kaleida Health FoundationBuffalo, NY$30,000442024
Kevin Guest HouseBuffalo, NY$27,500442024
Park SchoolBrookline, ME$25,000112024
Hospice FoundationBuffalo, NY$20,000222024
Wildlife in Crisis IncWeston, CT$17,500442024
Buffalo Zoological SocietyBuffalo, NY$15,000332024
Fresh Air FundNew York, NY$15,000332023
Hauptman-Woodward Medical Research IncBuffalo, NY$12,500222023
Covenant Soup KitchenWillimantic, CT$10,000222024
Seneca St United MethodistBuffalo, NY$10,000222022
Care for the Cape & Islands - Center for Responsible TravelSouth Yarmouth, MA$7,500332023
Hamburg Alumni FoundationHamburg, NY$6,000442024
716SQUASHBuffalo, NY$5,000112021
A Better Chance New CanaanNew Canaan, CT$5,000112024
Cradle Beach IncAngola, NY$5,000112023
Hoffmanan-Woodward Medical Research IncBuffalo, NY$5,000112021
Lyman Memorial High School (ffa)Lebanon, CT$5,000222023
Pink Ribbon Good (buffalo)Dayton, OH$5,000112024
Seneca St United Methodist ChruchBuffalo, NY$5,000112023
Seneca Street United Methodist ChurchBuffalo, NY$5,000112024
Silver Lake Conference CenterSharon, CT$5,000112021
The Jacobs InstituteBuffalo, NY$5,000112021
Town of East LymeNiantic, CT$5,000112021
Care for the Cape and Islands - Center for Responsible TravelSouth Yarmouth, MA$3,000112024
Gilead Congregational ChurchHebron, CT$2,500112023
Totally Buffalo CaresEast Aurora, NY$2,500112023
Y2Y Network IncCambridge, MA$2,500112023

19 of 39 (49%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 62%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is about typical. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the recipient's own IRS classification, for the 50 grants where we could identify the organization. These are assigned categories, not our guesses.

Health Care
9 grants
Animal Welfare
7 grants
Medical Research
7 grants
Philanthropy & Grantmaking
6 grants
Education
5 grants
Recreation & Sports
4 grants
Environment
4 grants
Employment
4 grants

Giving by year

Tax yearGrantsTotalMedian grant
202121$388,500$7,500
202217$286,000$7,500
202324$303,936$5,000
202419$239,000$7,500

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Foundations concentrate geographically far more than their mission statements suggest. 76% of this one's giving went to organizations in New York. If you are outside its footprint, that matters more than how well your programme fits.

New York
$926K
Connecticut
$140K
Massachusetts
$88K
Maine
$58K
Ohio
$5K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

Fidelity Investments Charitable Gift Fund14 shared recipientsAmerican Online Giving Foundation Inc12 shared recipientsDonor Advised Charitable Giving Inc11 shared recipientsCommunity Foundation for Greater Buffalo10 shared recipientsThe Bank of America Charitable Foundation Inc10 shared recipientsVanguard Charitable Endowment Program10 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $7,500. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in New York.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Related guides

Foundations funding health care in New YorkEvery funder in this group, rankedFoundations funding animal welfare in New YorkEvery funder in this group, ranked

Where these numbers come from

Everything above is taken from The Montgomery Family Foundation's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: 2 Rocco Drive, East Lyme, CT, 06333. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 26-6620815 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

Is something here wrong about your foundation? Email hello@funderscope.com and we will correct it.