Funders › Connecticut

The Montgomery Family Foundation

East Lyme, CT · EIN 26-6620815. Reported 97 grants totalling $1,471,936 to 43 recipients across tax years 2021-2025. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$7,500median grant
$1,471,936granted, 2021-2025
43recipients, as named on its returns
63%of grantees funded again the next year
$2,747,234assets, 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 $25,000; 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
18 grants
$5,000 - $10,000
35 grants
$10,000 - $25,000
18 grants
$25,000 - $50,000
23 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. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.

OrganizationLocationTotal receivedGrantsYears fundedLast
Roswell Park Alliance FoundationBuffalo, NY$197,500552025
Buffalo Philharmonic OrchestraBuffalo, NY$180,000552025
Explore & More ChildrenBuffalo, NY$150,000112021
Seneca Street Community Development CorporationBuffalo, NY$125,000552025
Beechwood Continuing Care FoundationGetzville, NY$90,000112022
The Park SchoolBrookline, MA$75,436112023
Buffalo Museum of Science Tifft Nature PreserveBuffalo, NY$60,000222025
Buffalo Museum of Sciencetifft Nature PreserveBuffalo, NY$60,000222023
Miracle League of ConnecticutBristol, CT$60,000552025
New Canaan Nature CenterNew Canaan, CT$50,000552025
The Jackson LaboratoryBar Harbor, ME$47,500552025
Park SchoolBrookline, ME$35,000222025
Kevin Guest HouseBuffalo, NY$32,500552025
Buffalo Museum of ScienceBuffalo, NY$30,000112021
Kaleida Health FoundationBuffalo, NY$30,000442024
Cradle Beach PathwaysAngola, NY$25,000112025
Musical Fare TheatreBuffalo, NY$25,000112025
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
A Better Chance New CanaanNew Canaan, CT$10,000222025
Covenant Soup KitchenWillimantic, CT$10,000222024
Seneca St United MethodistBuffalo, NY$10,000222022
Seneca Street United Methodist ChurchBuffalo, NY$10,000222025
Care for the Cape & Islands - Center for Responsible TravelSouth Yarmouth, MA$7,500332023
Hamburg Alumni FoundationHamburg, NY$6,000442024
Care for the Cape and Islands - Center for Responsible TravelSouth Yarmouth, MA$5,500222025
716SQUASHBuffalo, NY$5,000112021
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
Silver Lake Conference CenterSharon, CT$5,000112021
The Children's Hospital FoundationSilver Spring, MD$5,000112025
The Jacobs InstituteBuffalo, NY$5,000112021
Town of East LymeNiantic, CT$5,000112021
Gilead Congregational ChurchHebron, CT$2,500112023
Totally Buffalo CaresEast Aurora, NY$2,500112023
Veterans's One-Stop Center of WnyBuffalo, NY$2,500112025
Y2Y Network IncCambridge, MA$2,500112023

24 of 43 (56%) received money in more than one year over the 5 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 63%, across 4 year-to-year transitions. The median foundation retains about 67%, so this one is about typical. This measures how often it paid the same organizations again. It says nothing about whether it would consider a new one.

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 activity category the IRS assigns each recipient, for the 57 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.

Health Care
11 grants
Medical Research
8 grants
Animal Welfare
7 grants
Philanthropy & Grantmaking
7 grants
Education
5 grants
Environment
5 grants
Employment
5 grants
Recreation & Sports
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
202516$254,500$10,000

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

76% of its giving went to organizations in New York. If your organization is based elsewhere, look in the recipient list for grants to your area before writing.

New York
$1.1M
Connecticut
$165K
Massachusetts
$91K
Maine
$82K
Ohio
$5K
Maryland
$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 a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.

Donor Advised Charitable Giving Inc16 shared recipientsFidelity Investments Charitable Gift Fund15 shared recipientsAmerican Online Giving Foundation Inc15 shared recipientsCommunity Foundation for Greater Buffalo11 shared recipientsVanguard Charitable Endowment Program11 shared recipientsThe Bank of America Charitable Foundation Inc11 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $7,500. A request many times that size asks for something it has rarely or never given.
  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 groupFoundations funding animal welfare in New YorkEvery funder in this group

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 5 returns (tax years 2021-2025). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.

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.

Is something here wrong about your foundation? Email [email protected] and we will correct it.