2025-04-14T09:05:20-05:00 2024-12-31 346565596 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE SUITE 4000 INDIANAPOLIS IN 46204 990PF 2024-01-01 266620815 THE MONTGOMERY FAMILY FOUNDATION MONT 7166274686 2 ROCCO DRIVE EAST LYME CT 06333 CAROYLN MONTOMGERY PRESIDENT/TRUSTEE 7166274686 2025-04-07 1 1 JENNIFER D RHODERICK P00395735 3176817000 2025-04-04 2024 2025-03-06 01:10:19Z X X 2652486 X 500 X 48601 48601 93050 648178 164102 1237 1237 0 143388 213940 0 8951 4476 0 4476 12206 6103 0 6103 17296 17296 0 0 754 504 0 250 941 46 0 895 40148 28425 0 11724 239000 239000 279148 28425 0 250724 -135760 185515 1206 1550 1550 34998 52726 52726 342940 417027 406451 1109873 1051492 2008239 288403 188183 183520 28769 0 0 40549 0 0 1846738 1710978 2652486 0 0 X 467283 467283 0 0 1379455 1243695 1846738 1710978 1846738 1710978 1846738 -135760 0 1710978 0 1710978 PUBLICLY TRADED SECURITIES 617675 0 484076 133599 133599 WRITE-OFF OF PARTNERSHIP INVESTMENT P 30503 0 30503 30503 164102 164102 2579 0 2579 0 2579 12475 0 0 0 12475 X 0 9896 9896 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A CAROLYN MONTGOMERY 7166274686 5784 OLD LAKE SHORE ROAD LAKE VIEW NY 140859763 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAROLYN H MONTGOMERY 5784 OLD LAKE SHORE ROAD LAKE VIEW NY 14085 PRESIDENT/TRUSTEE 2.00 0 0 0 LISA M HILL 132 TURTLEBACK ROAD NEW CANAAN CT 06231 TRUSTEE 1.00 2984 0 0 KAREN M RISLEY 293 WEST MAIN STREET AMSTON CT 06231 TRUSTEE 1.00 2984 0 0 KATHRYN M CAMBI MD 2 ROCCO DRIVE EAST LYME CT 06333 TREASURER/TRUSTEE 1.00 2984 0 0 NONE 0 NONE 0 0 2541847 97096 0 2638943 0 0 2638943 39584 2599359 129968 129968 2579 2579 127389 0 127389 0 127389 250724 0 250724 127389 0 0 183735 277428 215095 96191 174772 947221 250724 0 0 0 127389 123335 0 0 1070556 0 0 0 0 0 0 183735 886821 277428 215095 96191 174772 123335 CAROLYN H MONTGOMERY KATHRYN CAMBI 2 ROCCO DRIVE EAST LYME CT 06333 7166274686 REQUEST SHOULD CONTAIN A DESCRIPTION OF THE ORGANIZATION, ITS MANAGEMENT, ITS REASON FOR BEING, AND SPECIFICALLY THE INTENDED USE OF THE GRANT. N/A PRIMARILY, BUT NOT EXCLUSIVELY, LIMITED TO THE WESTERN NY AREA, EDUCATIONAL, RELIGIOUS, HEALTH RELATED, CULTURAL AND SCIENTIFIC RESEARCH PROGRAMS, INCLUDING SUCH PROGRAMS WHICH MIGHT BENEFIT CHILDREN AND THE ELDERLY AND SUCH INSTITUTIONS AS SHALL BE DETERMINED BY THE TRUSTEES, IN THEIR SOLE DISCRETION AS ENHANCING THE OVERALL QUALITY OF LIFE IN THE AREAS SERVED. 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