Montag Family Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Montag Family Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 56-1546268

Foundation Overview

Based in Hilton Head Island, SC, Montag Family Foundation has awarded 81 grants totaling $100,015 to organizations in Georgia, South Carolina and 12 other states across the US. Individual grants range from $36 to $15,150, with a median award of $200.

Latest Tax Year
2018
Total Giving (all years)
$100,015
Total Assets
$443,665
Median Grant (all grants)
$200

Latest Form 990-PF Snapshot

Total Grants
26
Median Grant
$159
% Median Grant Decline
-29% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: June 2019

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Relationship-Focused: 23%

6 of 26 recipients (23%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
Georgia

46% of grants are awarded in Georgia, with additional funding distributed across 13 other locations. The foundation balances regional focus with broader geographic diversity. Within Georgia, funding concentrates in Savannah (68%), Atlanta (22%), Savannnah (8%).

Funding Trajectory
+1%

Stable funding levels with 1% change over 2 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
General Purposes + 3 others

Diversified giving across multiple program areas with primary emphasis on general purposes (53%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Montag Family 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
Agudath Achim Synagogue $3,000 Savannah, GA, US Charitable 2018
Arts Center Of Coastal Carolina $1,250 Hilton Head Island, SC, US Charitable 2018
B'nai Brith International $36 Washington, DC, US Humanitarian 2018
Breman Museum $100 Atlanta, GA, US Educational 2018
Congreation Beth Yam $1,563 Hilton Head Island, SC, US Charitable 2018
Congreation Mickve Israel $618 Savannah, GA, US Religious 2018
Emory Annual Fund $1,000 Atlanta, GA, US Charitable 2018
Gates Foundation $40 Seattle, WA, US Health Care And Education 2018
Georgia Rotary Student Program $100 Savannah, GA, US Educational 2018
Rotary Foundation $100 Evanston, IL, US Humanitaarian 2018
Savannah Jewish Archives $100 Savannah, GA, US Religious 2018
Savannah Jewish Federation $15,000 Savannah, GA, US Humanitarian 2018
Savannah Music Festival $3,275 Savannah, GA, US To Promote The Arts 2018
Telfair Museums $1,000 Savannnah, GA, US Promote Art, Architecture And History 2018
Temple Israel $2,000 Charlotte, NC, US Charitable 2018
The Lawrenceville School $100 Lawrenceville, NJ, US Educational 2018
Various Under 100 $411 Savannah, GA, US Various 2018
Yale Alumni Fund $100 New Haven, CT, US Charitable 2018
Yale University $100 New Haven, CT, US Educational 2018
David Silverman Brain Tumor Research $200 Durham, NC, US Medical Research 2018
Senior Citizens Inc $2,500 Savannah, GA, US Humanitarian 2018
Royce Learning Center $500 Savannah, GA, US Educational 2018
The Uso $100 Washington, DC, US Service To Us Armed Forces 2018
Hadassah $118 New York City, NY, US Humanitarion 2018
Tree Of Light Congregation $100 Pittsburgh, PA, US Religious 2018
Adl $100 Washington, DC, US Defense Of Civil Rights For All 2018
Agudath Achim Synagogue $3,750 Savannah, GA, US Charitable 2017
American Red Cross $100 Boone, IA, US Humanitarian 2017
Arts Center Of Coastal Carolina $1,250 Hilton Head Island, SC, US Charitable 2017
Atlanta History Center $250 Atlanta, GA, US Charitable 2017
B'nai Brith International $75 Washington, DC, US Humanitarian 2017
Breman Museum $50 Atlanta, GA, US Educational 2017
Camp Seafarer $300 Arapahoe, NC, US Educational 2017
Congreation Beth Yam $1,280 Hilton Head Island, SC, US Charitable 2017
Congreation Mickve Israel $556 Savannah, GA, US Religious 2017
Emory Annual Fund $1,000 Atlanta, GA, US Charitable 2017
Georgia Rotary Student Program $100 Savannah, GA, US Educational 2017
Proctor Academy Annual Fund $200 Andover, NH, US Charitable 2017
Providence Day School $450 Charlotte, NC, US Charitable 2017
Rotary Foundation $275 Evanston, IL, US Humanitaarian 2017
Savannah Jewish Archives $100 Savannah, GA, US Religious 2017
Savannah Jewish Federation $15,150 Savannah, GA, US Humanitarian 2017
Savannah Music Festival $2,500 Savannah, GA, US To Promote The Arts 2017
Telfair Museums $150 Savannnah, GA, US Promote Art, Architecture And History 2017
Temple Israel $4,000 Charlotte, NC, US Charitable 2017
The Lawrenceville School $100 Lawrenceville, NJ, US Educational 2017
Theater Of Charlotte $600 Charlotte, NC, US Cultural 2017
Various Under 100 $172 Savannah, GA, US Various 2017
Yale Alumni Fund $200 New Haven, CT, US Charitable 2017
Yale University $100 New Haven, CT, US Educational 2017
Gates Foundation $40 Seattle, WA, US Health Care And Education 2017
Friendship Circle Lubavitch $250 Charlotte, NC, US Support Special Need Children 2017
Greater Houston Jewish Federation $100 Houston, TX, US Flood Supportflood Support 2017
Foundation Of Shalom Park $180 Charlotte, NC, US Community Development 2017
Agudath Achim Synagogue $1,938 Savannah, GA, US Charitable 2016
Arts Center Of Coastal Carolina $1,250 Hilton Head Island, SC, US Charitable 2016
Coastal Discovery Museum $100 Hilton Head Island, SC, US Charitable 2016
Congreation Beth Yam $1,685 Hilton Head Island, SC, US Charitable 2016
Congreation Mickve Israel $438 Savannah, GA, US Religious 2016
Emory Annual Fund $1,000 Atlanta, GA, US Charitable 2016
Savannah Jewish Archives $100 Savannah, GA, US Religious 2016
Svannah Music Festival $5,000 Savannah, GA, US To Promote The Arts 2016
Telfair Museums $300 Savannnah, GA, US Promote Art, Architecture And History 2016
Temple Israel $3,500 Charlotte, NC, US Charitable 2016
The Lawrenceville School $100 Lawrenceville, NJ, US Educational 2016
Theater Of Charlotte $600 Charlotte, NC, US Cultural 2016
Various Under 100 $290 Savannah, GA, US Various 2016
Yale Alumni Fund $100 New Haven, CT, US Charitable 2016
Atlanta Ballet Michael Carlos Dance Centre $100 Atlanta, GA, US Cultural 2016
American Red Cross $300 Boone, IA, US Humanitarian 2016
B'nai Brith International $100 Washington, DC, US Humanitarian 2016
Bridge Of Columbus $100 Columbus, GA, US Educational 2016
Breman Museum $100 Atlanta, GA, US Educational 2016
David Silverman Brain Tumor Research $300 Durham, NC, US Medical Research 2016
The National Gem Consortium $100 Alexandria, VA, US Educational 2016
Georgia Rotary Student Program $100 Savannah, GA, US Educational 2016
Live Oak Public Library $175 Savannah, GA, US Cultural 2016
Porter Pierpont Scholarship $250 Savannah, GA, US Educational 2016
Rotary Foundation $100 Evanston, IL, US Humanitaarian 2016
Yale University $100 New Haven, CT, US Educational 2016
Savannah Jewish Federation $15,000 Savannah, GA, US Humanitarian 2016

Foundations Similar to Montag Family Foundation

Discover 5 foundations with comparable assets ($378,496-$640,334), similar grant patterns, and geographic focus in SC 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

EIN: 61-6289436 | 27 grants awarded
$389,623
(≈ Similar)
$350
median grant
Charleston, SC
Same state
94%
Excellent match

EIN: 43-1885761 | 203 grants awarded
$378,496
(≈ Similar)
$200
median grant
Bluffton, SC
Same state
93%
Excellent match

EIN: 57-0994011 | 312 grants awarded
$640,334
(↑ Larger)
$300
median grant
Columbia, SC
Same state
78%
Good match

EIN: 14-1818722 | 313 grants awarded
$443,103
(≈ Similar)
$100
median grant
Rhinebeck, NY
70%
Good match

EIN: 11-6033492 | 265 grants awarded
$444,239
(≈ Similar)
$300
median grant
Norfolk, VA
70%
Good match

Contact Information

Official contact details for Montag Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 56-1546268
Website N/A
Address 33 OFFICE PARK ROAD NO A-121 Hilton Head Island, SC 29928-4612

Key People (3)

Board members, trustees, and key staff who oversee Montag Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Director James Montag
Director Jeffrey G Vaughan
Director Emily Vaughan

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 Montag Family 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.

Data Currency: Last updated June 2019 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.