2026-03-26T11:47:05-05:00 2025-12-31 346565596 ERNST & YOUNG US LLP 835 N COLLEGE AVENUE INDIANAPOLIS IN 46204 990PF 2025-01-01 266620815 THE MONTGOMERY FAMILY FOUNDATION MONT 7166274686 2 ROCCO DRIVE EAST LYME CT 06333 CAROYLN MONTGOMERY PRESIDENT/TRUSTEE 7166274686 2026-03-18 1 JENNIFER D RHODERICK P00395735 3176817000 2026-03-18 2025 2025-03-06 01:10:19Z X 2747234 X 250 X 53990 53656 220235 693935 220235 274475 273891 0 8555 4278 0 4278 12818 6409 0 6409 17240 17240 0 0 251 251 0 0 313 63 0 250 39177 28241 0 10937 254500 254500 293677 28241 0 265437 -19202 245650 0 1550 1550 1550 52726 139604 139604 417027 457365 461736 1051492 959515 2006865 188183 133742 137479 1710978 1691776 2747234 0 0 X 467283 467283 0 0 1243695 1224493 1710978 1691776 1710978 1691776 1710978 -19202 0 1691776 0 1691776 PUBLICLY TRADED SECURITIES P 693935 473700 220235 220235 220235 220235 3415 0 3415 0 3415 9896 0 0 0 9896 X 0 6481 6481 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 2852 0 0 KAREN M RISLEY 293 WEST MAIN STREET AMSTON CT 06231 TRUSTEE 1.00 2852 0 0 KATHRYN M CAMBI MD 2 ROCCO DRIVE EAST LYME CT 06333 TREASURER/TRUSTEE 1.00 2852 0 0 NONE 0 NONE 0 0 2560875 141029 0 2701904 0 0 2701904 40529 2661375 133069 133069 3415 3415 129654 0 129654 0 129654 265437 0 265437 129654 0 0 277428 215095 96191 174772 123335 886821 265437 0 0 0 129654 135783 0 0 1022604 0 0 0 0 0 0 277428 745176 215095 96191 174772 123335 135783 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. 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