STRATEGY STUDIO / PUBLIC DATA EXPLORER

THOMAS AND JANET MONTAG FAMILY FOUNDATION

Cite this

Plain text THOMAS AND JANET MONTAG FAMILY FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2019–2024. https://strategystudio.org/org/137103239. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). THOMAS AND JANET MONTAG FAMILY FOUNDATION [Nonprofit organization profile; tax years 2019–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/137103239

MLA “THOMAS AND JANET MONTAG FAMILY FOUNDATION.” Strategy Studio, tax years 2019–2024, https://strategystudio.org/org/137103239. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2019–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $1.6M · expenses $3.6M · assets $30.2M

EIN
13-7103239
Address
PO BOX 73, NEW YORK, NY 10274-0073
NTEE code
T20
Subsection
501(c)(3)
Ruling year
2013
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 2 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Janet M Montag TRUSTEE2019-2024 1 $0 reported 1
Thomas K Montag (former) TRUSTEE(Ended 12/9/21)2019-2020 1 $0 reported 1

People by year

2024 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANET M MONTAG TRUSTEE1 $0-$0 $01
2023 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANET M MONTAG TRUSTEE1 $0-$0 $01
2022 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANET M MONTAG TRUSTEE1 $0-$0 $01
2021 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANET M MONTAG TRUSTEE1 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS K MONTAG TRUSTEE(Ended 12/9/21)1 $0-$0 $01
JANET M MONTAG TRUSTEE1 $0-$0 $01
2019 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS K MONTAG TRUSTEE1 $0-$0 $01
JANET M MONTAG TRUSTEE1 $0-$0 $01

Highest-paid independent contractors

2024 · 1 contractor · $113K
NameLocationServicePaid
GOLDMAN SACHS & CO LLCNEW YORK, NYINVEST MANAGEMENT$113,360
2023 · 1 contractor · $67K
NameLocationServicePaid
GOLDMAN SACHS & CO LLCNEW YORK, NYINVEST MANAGEMENT$66,612
2022 · 1 contractor · $62K
NameLocationServicePaid
GOLDMAN SACHS & CO LLCNEW YORK, NYINVEST MANAGEMENT$62,406
2021 · 1 contractor · $74K
NameLocationServicePaid
Goldman Sachs & Co LLCNEW YORK, NYInvest Management$73,913

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 0 grants to organizations · $0 · 1 summary line · $3.4M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2023 · 0 grants to organizations · $0 · 2 summary lines · $2.2M

This return lists 2 summary lines (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2022 · 0 grants to organizations · $0 · 2 summary lines · $1.7M

This return lists 2 summary lines (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2021 · 0 grants to organizations · $0 · 1 summary line · $1.9M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2020 · 0 grants to organizations · $0 · 1 summary line · $1.0M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2019 · 0 grants to organizations · $0 · 1 summary line · $3.9M

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2019 · 1 contributor · $7.0M
#ContributorTypeCity, stateTotalNoncashSource
1 THOMAS K MONTAG Person NEW YORK, NY $7,012,255$7,012,255 Form 990PF Sch. B, 2019 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-06-30 · view filing · original 990 ↗
$1,617,627$3,603,590 $30,173,627$30,173,627 $0- $0--
2023 · Form 990PF period ending 2024-06-30 · view filing · original 990 ↗
$8,849,541$2,319,069 $32,159,590$32,159,590 $0- $0--
2022 · Form 990PF period ending 2023-06-30 · view filing · original 990 ↗
$1,379,195$1,774,255 $25,304,414$25,304,414 $0- $0--
2021 · Form 990PF period ending 2022-06-30 · view filing · original 990 ↗
$1,879,121$2,177,086 $25,043,345$25,043,345 $0- $0--
2020 · Form 990PF period ending 2021-06-30 · view filing · original 990 ↗
$7,918,234$1,088,654 $25,341,645$25,341,645 $0- $0--
2019 · Form 990PF period ending 2020-06-30 · view filing · original 990 ↗
$7,809,628$3,972,253 $18,523,797$18,523,797 $7,012,255- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
JENNIFER AND THOMAS BELL FAMILY FOUNDATIONNYT20 $1,856,439$757,438 Trustee$0 Same NTEE code T20, revenue within 2x, same state, similar name
JOHN AND ELAINE KANAS FAMILY FOUNDATIONNYT20 $1,585,217$2,765,118 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
THE KILTS FAMILY FOUNDATIONNYT20 $1,600,689$1,982,030 VP/SECRETARY & DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
JORDAN FAMILY FOUNDATIONNYT20 $1,497,675$673,017 PRESIDENT, SECRETARY & DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
MIRMAN FAMILY FOUNDATIONNYT20 $1,763,731$255,666 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
GISEL FAMILY FOUNDATIONNYT20 $1,778,770$383,502 Trustee$0 Same NTEE code T20, revenue within 2x, same state
RICHARD AND BARBARA MOORE FAMILY FOUNDATION INCNYT20 $1,710,683$1,739,642 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
RATHER FAMILY FOUNDATIONNYT20 $1,523,105$1,711,944 DIRECTOR, PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
FREY FAMILY FOUNDATION INCNYT20 $1,771,520$941,178 TREASURER$0 Same NTEE code T20, revenue within 2x, same state
GREIFELD FAMILY FOUNDATIONNYT20 $1,538,378$770,415 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
REYNOLDS FAMILY FOUNDATIONNYT20 $1,782,673$2,310,000 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
HOOPES FAMILY FOUNDATION INCNYT20 $1,857,636$732,686 President$0 Same NTEE code T20, revenue within 2x, same state
DAVID & LENI MOORE FAMILY FOUNDATION IINYT20 $1,521,900$1,123,410 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
JENNY JOHNSON FAMILY FOUNDATION INCNYT20 $1,553,245$1,443,191 PRESIDENT/SECRETARY$0 Same NTEE code T20, revenue within 2x, same state
RICHARD RINEY FAMILY FOUNDATIONNYT20 $1,437,054$1,800,107 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
STAINMAN FAMILY FOUNDATION INCNYT20 $1,615,942$2,567,431 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
VICTOR AZRAK & SONS FAMILY FOUNDATION INCNYT20 $1,713,943$1,968,743 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
TRACY AND GREG JOHNSON FOUNDATION INCNYT20 $1,576,614$1,348,034 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
THE YAD FOUNDATIONNYT20 $1,661,307$965,743 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
JOEL FOUNDATIONNYT20 $1,470,566$2,007,679 Director$0 Same NTEE code T20, revenue within 2x, same state
HEALEY FAM FOUNDATIONNYT20 $1,568,211$957,677 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
TERRANCE AND BETTE NOBLE FOUNDATIONNYT20 $1,546,557$1,065,560 Trustee$0 Same NTEE code T20, revenue within 2x, same state
MAUNA FOUNDATIONNYT20 $1,858,522$571,968 Dir, Pres, Sec, Treas$80,000 Same NTEE code T20, revenue within 2x, same state
SONIA JAYE FOUNDATIONNYT20 $1,759,805$2,226,073 TRUSTEE$114,187 Same NTEE code T20, revenue within 2x, same state
JAMES B MINTZER FOUNDATIONNYT20 $1,728,982$286,666 PRESIDENT AND DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
BUTLER CONSERVATION FUND INC Private foundation$16,003,8097 12018–2024 COBSCOOK SHORES INC
DAVID AND KATHERINE MOORE FAMILY Private foundation$5,591,9081 12023–2023 RICHARD AND BARBARA MOORE FAMILY FOUNDATION INC
NATIONAL PHILANTHROPIC TR DAF sponsor$5,583,25015 42015–2024 MUSIC MATTERS FUND INC; GROUNDWORK HUDSON VALLEY INC; ART COUNCIL INC; JEWELERS FOR CHILDREN
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$2,496,64724 32016–2024 ART COUNCIL INC; U S FRIEND OF YAD EZRAH; GROUNDWORK HUDSON VALLEY INC
THE MORNINGSTAR PHILANTHROPIC FOUNDATION Private foundation$1,484,9006 12019–2020 SARAH AND DANIEL RUEVEN FOUNDATION
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$1,183,3009 22020–2024 U S FRIEND OF YAD EZRAH; GROUNDWORK HUDSON VALLEY INC
BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation$853,54021 32017–2023 GROUNDWORK HUDSON VALLEY INC; ART COUNCIL INC; JEWELERS FOR CHILDREN
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$600,0003 12018–2020 ART COUNCIL INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$580,52218 42017–2024 ART COUNCIL INC; GROUNDWORK HUDSON VALLEY INC; U S FRIEND OF YAD EZRAH; JEWELERS FOR CHILDREN
FORGOOD INC DAF sponsor$486,43711 22011–2020 GROUNDWORK HUDSON VALLEY INC; JEWELERS FOR CHILDREN
MAX STENBECK CHARITABLE FUND Private foundation$462,8001 12021–2021 ART COUNCIL INC
PARY AND ABDULRAHIM LEVIAN CHARITABLE FOUNDATION INC Private foundation$458,7155 12010–2017 JEWELERS FOR CHILDREN
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$359,79913 32019–2024 JEWELERS FOR CHILDREN; GROUNDWORK HUDSON VALLEY INC; ART COUNCIL INC
FREEDOM TOGETHER FOUNDATION Private foundation$275,0002 12019–2020 ART COUNCIL INC
JEWISH COMMUNAL FUND DAF sponsor$257,41411 12009–2024 U S FRIEND OF YAD EZRAH

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $3,603,590 spent · pay $0 · grants $3,355,400 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,355,400 93.1%
Taxes $119,224 3.3%
Fees: other professional $113,360 3.1%
Fees: accounting $12,900 0.4%
Interest $1,956 0.1%
Other expenses $750 0.0%
Total$3,603,590100%

View the filing

2023 · Form 990PF · $2,319,069 spent · pay $0 · grants $2,153,888 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,153,888 92.9%
Fees: other professional $66,612 2.9%
Taxes $62,495 2.7%
Interest $22,704 1.0%
Fees: accounting $12,600 0.5%
Other expenses $770 0.0%
Total$2,319,069100%

View the filing

2022 · Form 990PF · $1,774,255 spent · pay $0 · grants $1,664,099 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,664,099 93.8%
Fees: other professional $62,406 3.5%
Taxes $30,000 1.7%
Fees: accounting $17,000 1.0%
Other expenses $750 0.0%
Total$1,774,255100%

View the filing

2021 · Form 990PF · $2,177,086 spent · pay $0 · grants $1,945,890 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,945,890 89.4%
Taxes $147,388 6.8%
Fees: other professional $73,913 3.4%
Fees: accounting $6,500 0.3%
Other expenses $3,395 0.2%
Total$2,177,086100%

View the filing

2020 · Form 990PF · $1,088,654 spent · pay $0 · grants $1,014,511 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,014,511 93.2%
Fees: other professional $42,777 3.9%
Fees: accounting $16,500 1.5%
Taxes $14,116 1.3%
Other expenses $750 0.1%
Total$1,088,654100%

View the filing

2019 · Form 990PF · $3,972,253 spent · pay $0 · grants $3,932,333 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,932,333 99.0%
Fees: other professional $39,170 1.0%
Other expenses $750 0.0%
Total$3,972,253100%

View the filing