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Montague Family Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$16.9k (2023)

Expenses
$25.2k (2023)

Total Assets
$283k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,893
Expenses
$25,208
Net Income
-$8,315
Net Assets
$283,465
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $196
1.2%
Dividends $15,767
93.3%
Sales of Assets $1,332
7.9%
Other Income -$402
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,600
89.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $283,465
Total Liabilities $0
Net Assets $283,465
Compensation
Key Employees and Officers Compensation Other
Norton T Montague (President & Director) $0 $0
Cynthia G Montague (Secretary & Treasurer) $0 $0
Margaret Montague Lauck (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,918
Expenses
$16,126
Net Income
-$6,208
Net Assets
$291,780
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $15
0.2%
Dividends $12,677
> 100%
Sales of Assets -$2,570
Other Income -$204
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,950
86.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $291,780
Total Liabilities $0
Net Assets $291,780
Compensation
Key Employees and Officers Compensation Other
Norton T Montague (President & Director) $0 $0
Cynthia G Montague (Secretary & Treasurer) $0 $0
Margaret Montague Lauck (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,058
Expenses
$22,103
Net Income
$2,955
Net Assets
$297,988
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $14,047
56.1%
Sales of Assets $1,521
6.1%
Other Income $9,488
37.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,050
90.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $297,988
Total Liabilities $0
Net Assets $297,988
Compensation
Key Employees and Officers Compensation Other
Norton T Montague (President & Director) $0 $0
Cynthia G Montague (Secretary & Treasurer) $0 $0
Margaret Montague Lauck (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,796
Expenses
$21,940
Net Income
-$9,144
Net Assets
$295,032
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4
0.0%
Dividends $13,325
> 100%
Sales of Assets $1,172
9.2%
Other Income -$1,705
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,900
81.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $295,033
Total Liabilities $1
Net Assets $295,032
Compensation
Key Employees and Officers Compensation Other
Norton T Montague (President & Director) $0 $0
Cynthia G Montague (Secretary & Treasurer) $0 $0
Margaret Montague Lauck (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$66,395
Expenses
$19,206
Net Income
$47,189
Net Assets
$304,176
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $27
0.0%
Dividends $16,693
25.1%
Sales of Assets $51,603
77.7%
Other Income -$1,928
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,050
88.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $304,177
Total Liabilities $1
Net Assets $304,176
Compensation
Key Employees and Officers Compensation Other
Norton T Montague (President & Director) $0 $0
Cynthia G Montague (Secretary & Treasurer) $0 $0
Margaret Montague Lauck (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,397
Expenses
$22,668
Net Income
-$6,271
Net Assets
$256,988
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $19
0.1%
Dividends $15,863
96.7%
Sales of Assets $2,136
13.0%
Other Income -$1,621
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,600
90.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $256,988
Total Liabilities $0
Net Assets $256,988
Compensation
Key Employees and Officers Compensation Other
Norton T Montague (President & Director) $0 $0
Cynthia G Montague (Secretary & Treasurer) $0 $0
Margaret Montague Lauck (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,537
Expenses
$20,172
Net Income
$17,365
Net Assets
$263,259
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $15,925
42.4%
Interest Revenue $4
0.0%
Dividends $15,892
42.3%
Sales of Assets $6,586
17.5%
Other Income -$870
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,100
89.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $263,259
Total Liabilities $0
Net Assets $263,259
Compensation
Key Employees and Officers Compensation Other
Norton T Montague (President & Director) $0 $0
Cynthia G Montague (Secretary & Treasurer) $0 $0
Margaret Montague Lauck (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,084
Expenses
$19,453
Net Income
-$2,369
Net Assets
$245,894
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $14,575
85.3%
Sales of Assets $2,569
15.0%
Other Income -$62
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,325
89.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $245,894
Total Liabilities $0
Net Assets $245,894
Compensation
Key Employees and Officers Compensation Other
Norton T Montague (President & Director) $0 $0
Cynthia G Montague (Secretary & Treasurer) $0 $0
Margaret Montague Lauck (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,958
Expenses
$18,177
Net Income
$4,781
Net Assets
$248,263
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,000
13.1%
Interest Revenue $2
0.0%
Dividends $14,098
61.4%
Sales of Assets $5,922
25.8%
Other Income -$64
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,100
88.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $248,263
Total Liabilities $0
Net Assets $248,263
Compensation
Key Employees and Officers Compensation Other
Norton T Montague (President & Director) $0 $0
Cynthia G Montague (Secretary & Treasurer) $0 $0
Margaret Montague Lauck (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,622
Expenses
$17,542
Net Income
-$2,920
Net Assets
$243,482
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,000
20.5%
Interest Revenue $0
Dividends $13,383
91.5%
Sales of Assets -$1,675
Other Income -$86
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,250
86.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $243,482
Total Liabilities $0
Net Assets $243,482
Compensation
Key Employees and Officers Compensation Other
Norton T Montague (President & Director) $0 $0
Cynthia G Montague (Secretary & Treasurer) $0 $0
Margaret Montague Lauck (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,078
Expenses
$16,961
Net Income
-$2,883
Net Assets
$246,402
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,000
21.3%
Interest Revenue $0
Dividends $12,693
90.2%
Sales of Assets -$1,564
Other Income -$51
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,800
87.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $246,402
Total Liabilities $0
Net Assets $246,402
Compensation
Key Employees and Officers Compensation Other
Norton T Montague (President & Director) $0 $0
Cynthia G Montague (Secretary & Treasurer) $0 $0
Margaret Montague Lauck (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$49,244
Expenses
$8,405
Net Income
$40,839
Net Assets
$249,284
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $62,585
> 100%
Interest Revenue $0
Dividends $10,372
21.1%
Sales of Assets $0
Other Income -$106
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,700
79.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $249,285
Total Liabilities $1
Net Assets $249,284

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,680
Expenses
$12,760
Net Income
-$4,080
Net Assets
$208,445
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,856
> 100%
Sales of Assets $67
0.8%
Other Income -$243
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,100
87.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $208,446
Total Liabilities $1
Net Assets $208,445

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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