Private Foundation

THE MONTGOMERY FAMILY FOUNDATION

Based in EAST LYME, CT, THE MONTGOMERY FAMILY FOUNDATION operates as a Private Foundation. The organization reported $274K in revenue, $294K in expenses, $1.7M in total assets for fiscal year 2025. Imperigo tracks 96 reported grants from this foundation totaling approximately $1.5M.

EIN: 266620815 EAST LYME, CT Latest filing: 2025

Total Revenue$274K

Total Expenses$294K

Total Assets$1.7M

Grants Given96

Grant Total$1.5M

Filing Years2020–2025

Sample Grants Given

BUFFALO PHILHARMONIC ORCHESTRA

BUFFALO, NY · 2025

TO SUPPORT LIVE SYMPHONIC MUSIC

$40,000

ROSWELL PARK ALLIANCE FOUNDATION

BUFFALO, NY · 2025

TO SUPPORT CARLY'S CLUB

$39,500

BUFFALO MUSEUM OF SCIENCE TIFFT NATURE PRESERVE

BUFFALO, NY · 2025

TO SUPPORT TIFFT NATURE PRESERVE

$30,000

MUSICAL FARE THEATRE

BUFFALO, NY · 2025

CHARITABLE SUPPORT

$25,000

CRADLE BEACH PATHWAYS

ANGOLA, NY · 2025

CHARITABLE SUPPORT

$25,000

Showing up to 5 of 96 total records — full history available with membership.

Officers & Directors

PRESIDENT/TRUSTEE Carolyn H Montgomery

TRUSTEE Karen M Risley

TREASURER/TRUSTEE Kathryn M Cambi Md

TRUSTEE Lisa M Hill

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITABLE SUPPORT

$210,436 15 grants

TO SUPPORT SCHOLARSHIPS FOR STUDENTS AND TEACHER DEVELOPMENT

$200,000 1 grant

TO SUPPORT CARLY'S CLUB

$197,500 5 grants

TO SUPPORT LIVE SYMPHONIC MUSIC

$180,000 5 grants

TO SUPPORT TIFFT NATURE PRESERVE

$145,000 5 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$274K	$294K	$1.7M
2024	$143K	$279K	$1.7M
2023	$87K	$341K	$1.8M
2022	$112K	$354K	$2.1M
2020	$227K	$462K	$1.2M

Between 2020 and 2025, reported annual revenue grew from $227K to $274K (+21%), with total assets most recently reported at $1.7M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CT, MA, MD, ME, NY, OH.

CTMAMDMENYOH

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE MONTGOMERY FAMILY FOUNDATION

Complete financials, all 96 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports