Private foundation (trust)EIN 461547058Est. 2013-02
THE MOUNTZ FAMILY FOUNDATION
WELLESLEY, MA 02481
Total Assets
$1.7M
FY 2023
Annual Giving
$236K
FY 2023
Grants Made
8
FY 2023
Avg Grant
$30K
FY 2023
Grant Range
$1K–$161K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$75K
Total Expenses
$244K
Qualifying Distributions
$236K
Distributable Amount
$86K
Min. Investment Return
$87K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
8 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
60 grants
Grant Size Distribution
60 grants
Geographic Focus
8 states
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