How to apply
Preselected only
The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.
Assets and giving by year
-
Tax year 2025
$263,500
- Grants listed
- 28
- Assets, end of year
- $5,528,709
-
Tax year 2024
$232,500
- Grants listed
- 23
- Assets, end of year
- $5,455,498
-
Tax year 2023
$253,500
- Grants listed
- 21
- Assets, end of year
- $5,219,523
-
Tax year 2022
$230,500
- Grants listed
- 21
- Assets, end of year
- $5,539,966
-
Tax year 2021
$200,000
- Grants listed
- 21
- Assets, end of year
- $5,566,750
-
Tax year 2020
$191,500
- Grants listed
- 19
- Assets, end of year
- $4,146,101
Grants paid in 2025
As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.
-
Individual
Adopt A Family and general operating support
$30,000 -
Forefront Living FoundationDallas, TX
General operating support-event underwriting
$15,000 -
International Rescue Committee IncNew York, NY
General operating support
$15,000 -
North Dallas Shared MinistriesDallas, TX
General operating support
$15,000 -
Perot Museum of Nature and ScienceDallas, TX
General operating support
$15,000 -
Rancho Mirage Writers FestivalRancho Mirage, CA
General operating support
$15,000 -
A-Rt ExperienceDallas, TX
General operating support
$10,000 -
At LastDallas, TX
General operating support
$10,000 -
Clayton Dabney for Kids with CancerDallas, TX
General operating support
$10,000 -
George W Bush FoundationDallas, TX
Support Women's Initiatives
$10,000 -
Individual
General operating support
$10,000 -
Montage Health FoundationMonterey, CA
General operating support
$10,000 -
Individual
General operating support for KERA
$10,000 -
Individual
General operating support
$10,000 -
Turtle Crrek Association IncDallas, TX
General operating support
$10,000 -
United to LearnDallas, TX
General operating support
$10,000 -
Individual
General operating support
$7,500 -
Visiting Nurse Association of TexasDallas, TX
Special event underwriting and general operating support
$7,500 -
Carmel Ideas FoundationPebble Beach, CA
Pebble Beach Authors & Ideas Festival support
$5,000 -
Individual
General operating support
$5,000 -
Desert Community FoundationPalm Desert, CA
El Dorado Scholarship Fund
$5,000 -
Morse FoundationPebble Beach, CA
Scholarship Fund
$5,000 -
Individual
General operating support
$5,000 -
The Bridge Homeless Recovery CenterDallas, TX
General operating support
$5,000 -
Young Women's Preparatory NetworkDallas, TX
General operating support
$5,000 -
The Family PlaceDallas, TX
General operating support
$3,500 -
Individual
General operating support
$2,500 -
Individual
General operating support
$2,500
Where the money goes
By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.
- Human services4 grants $43,50027% of the total
- Education4 grants $40,00025% of the total
- Arts and culture3 grants $30,00019% of the total
- International aid1 grant $15,0009% of the total
- Health1 grant $10,0006% of the total
- Philanthropy and grantmaking2 grants $10,0006% of the total
- 1 other causes1 grant $10,0006% of the total
By State
Grants to organizations with a US address, latest year.
- Texas13 grants $126,000
- California5 grants $40,000
- New York1 grant $15,000
Officers, directors and trustees
As filed on the return, with average hours per week and pay from the foundation.
- Susan Byrne MontgomeryPresident/Dir Hours 5Pay $0
- William A MontgomeryVP/Director Hours 5Pay $0
- William A Montgomery IISecretary/Dir Hours 5Pay $0
- John Porter MontgomeryTreasurer/Dir Hours 5Pay $0
The return
More foundations
- Private foundations in Texas
- Private foundations in Dallas
- Foundations that fund human services in Texas
- Foundations that fund education in Texas
- Foundations that fund arts and culture in Texas
Similar foundations
Same main cause (human services), giving between a quarter and four times this foundation’s where possible, nearby first.
- TUW Emily Burmeister Charitable 3 grants Preselected only $262,926 giving
- UW William H Ellsworth FND 16 grants Preselected only $261,000 giving
- Charles H Hall Tua 38 grants Accepts applications $260,000 giving
- Anna K Pfeiffer Charitable Trust 10 grants Preselected only $269,840 giving
- TW Warren Fulmer 2 grants Preselected only $256,693 giving