Montgomerie Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Montgomerie Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 13-4195642
Foundation Overview
Based in New York, NY, Montgomerie Foundation has awarded 26 grants totaling $52,000 to organizations in New York, Florida and 2 other states across the US. Individual grants range from $250 to $5,000, with a median award of $1,625.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
10 of 14 recipients (71%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.
Geographic Focus
42% of grants are awarded in New York, with additional funding distributed across 3 other locations. The foundation balances regional focus with broader geographic diversity. Within New York, funding concentrates in New York (55%), Mill Neck (18%), Old Westbury (18%).
Funding Trajectory
Strong 100% growth in annual giving over 3 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Montgomerie Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Grace Institute | $5,000 | New York, NY, US | General Operating Purposes | 2023 |
| Uca Scholarship Fund | $2,000 | Lake Worth, FL, US | General Operating Purposes | 2023 |
| Heartworks Foundation | $1,000 | Bayboro, NC, US | General Operating Purposes | 2023 |
| Russell Byers Charter School | $1,000 | Philadelphia, PA, US | General Operating Purposes | 2023 |
| Super School Inc | $3,000 | Plantation, FL, US | General Operating Purposes | 2023 |
| Old Westbury Gardens | $2,000 | Old Westbury, NY, US | General Operating Purposes | 2023 |
| Uucfnuca Of Florida | $1,000 | Tallahassee, FL, US | General Operating Purposes | 2023 |
| Grace Institute | $5,000 | New York, NY, US | General Operating Purposes | 2023 |
| Uca Scholarship Fund | $2,000 | Lake Worth, FL, US | General Operating Purposes | 2023 |
| Heartworks Foundation | $1,000 | Bayboro, NC, US | General Operating Purposes | 2023 |
| Russell Byers Charter School | $1,000 | Philadelphia, PA, US | General Operating Purposes | 2023 |
| Super School Inc | $3,000 | Plantation, FL, US | General Operating Purposes | 2023 |
| Old Westbury Gardens | $2,000 | Old Westbury, NY, US | General Operating Purposes | 2023 |
| Uucfnuca Of Florida | $1,000 | Tallahassee, FL, US | General Operating Purposes | 2023 |
| Grace Institute | $3,000 | New York, NY, US | General Operating Purposes | 2022 |
| Grace Institute | $3,000 | New York, NY, US | General Operating Purposes | 2022 |
| Grace Institute | $3,000 | New York, NY, US | General Operating Purposes | 2021 |
| North Shore Wildlife Sanctuary Inc | $500 | Mill Neck, NY, US | General Operating Purposes | 2021 |
| Super School | $1,000 | Plantation, FL, US | Generl Operating Purposes | 2021 |
| Uca Scholarship Fund | $1,000 | Coconut Creek, FL, US | General Operating Purposes | 2021 |
| Center For Developmental Disabilities | $3,000 | Woodbury, NY, US | General Operating Purposes | 2021 |
| Grace Institute | $5,000 | New York, NY, US | General Operating Purposes | 2020 |
| North Shore Wildlife Sanctuary Inc | $500 | Mill Neck, NY, US | General Operating Purposes | 2020 |
| Super School | $500 | Plantation, FL, US | Generl Operating Purposes | 2020 |
| Uca Scholarship Fund | $1,250 | Coconut Creek, FL, US | General Operating Purposes | 2020 |
| Uucfasj Memorial Scholarship Fdn | $250 | Tallshassee, FL, US | General Operating Purposes | 2020 |
Foundations Similar to Montgomerie Foundation
Discover 5 foundations with comparable assets ($166,693-$169,017), similar grant patterns, and geographic focus in NY that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The Crane Family Foundation
EIN: 90-0626810 | 164 grants awarded |
$167,598
(≈ Similar) |
$1,000
median grant |
Fairport, NY
Same state |
|
|
Alfred J Lippman Foundation Co Mordfin Llp
EIN: 11-3500406 | 29 grants awarded |
$167,190
(≈ Similar) |
$2,500
median grant |
Great Neck, NY
Same state |
|
|
Collary Melva C Tw
EIN: 52-7200928 | 21 grants awarded |
$167,131
(≈ Similar) |
$1,585
median grant |
Buffalo, NY
Same state |
|
|
Evelyn B Troutman Mountz Ta
EIN: 23-6244281 | 5 grants awarded |
$166,693
(≈ Similar) |
$1,313
median grant |
Buffalo, NY
Same state |
|
|
Linden Arts Fund For Children Inc
EIN: 38-3849286 | 58 grants awarded |
$169,017
(≈ Similar) |
$2,000
median grant |
New York, NY
Same state |
|
Related Foundation Resources in NY:
Contact Information
Official contact details for Montgomerie Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 13-4195642 |
| Website | N/A |
| Address | CO CORIENT 101 PARK AVE SUITE 3100 New York, NY 10178-0000 |
Key People (5)
Board members, trustees, and key staff who oversee Montgomerie Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Chairman/director | Patricia Montgomerie |
|---|---|
| President/director | Russell E Montgomerie |
| Vice President/director | Robert Montgomerie |
| Treasurer/director | Robert B Deans Iii |
| Secretary/director | Lauren Waldo |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Montgomerie Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.