Ahepa Charities of Montgomery

MONTGOMERY, AL EIN: 63-1169584

Ahepa Charities of Montgomery is a private foundation focused on Human Services, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $664K in total assets. In 2024, it awarded 6 grants totaling $19K. Net investment income was $28K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$664K

-2.6% YoY

Annual Giving

$19K

-21.7% YoY

Grant Count

6

-14.3% YoY

Avg Grant Size

$3K

-8.7% YoY

Under IRS private-foundation payout rules, Ahepa Charities of Montgomery reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.

About Ahepa Charities of Montgomery

Based on IRS filings

Ahepa Charities of Montgomery is a private foundation focused on Human Services, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $664K in total assets. In 2024, it awarded 6 grants totaling $19K. Net investment income was $28K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

AuburnBirminghamMontgomeryOzarkPike RoadPrattvilleShorter

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$164K$327K$491K$654K20202021202220232024
Metric202420232022
Total Assets$663,849$681,912$687,564
Revenue$5,195$23,316$27,740
Expenses$23,258$28,968$27,423
Qualifying Distributions$594,699$160,885$99,964
Net Investment Income$28,395$29,443$24,740
Distributable Amount$31,347$29,935$30,896

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$18K$27K$37K12 grants20209 grants20217 grants20227 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

SOPHIA KAMBURIS$4KGEORGIA KAMBURIS$4KELIZABETH SCHISLER$3KPAMELA ADAM$3KCOSTANDINOS WHITEHEAD$3KHARRIETTE ADAM$3K

Grant Size Distribution

41 grants across all recorded years

41<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Sophia Kamburis ($3,875), Georgia Kamburis ($3,625), Elizabeth Schisler ($3,125).

RecipientPurposeAmount
GEORGIA KAMBURIS BIRMINGHAM, ALSCHOLARSHIP$3,625
SOPHIA KAMBURIS BIRMINGHAM, ALSCHOLARSHIP$3,875
ELIZABETH SCHISLER OZARK, ALSCHOLARSHIP$3,125
HARRIETTE ADAM BIRMINGHAM, ALSCHOLARSHIP$2,563
PAMELA ADAM BIRMINGHAM, ALSCHOLARSHIP$2,875
COSTANDINOS WHITEHEAD SHORTER, ALSCHOLARSHIP$2,625

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LOUIS CALLIGASPRESIDENT
WILLIAM R BURRELLSEC/TREASURE
JOHN PAPPANASTOSDIRECTOR
BOB CORLEYVICE PRESIDE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Ahepa Charities of Montgomery?

Ahepa Charities of Montgomery is a private foundation focused on Human Services, based in MONTGOMERY, AL. It holds $664K in total assets as of 2024.

How large is Ahepa Charities of Montgomery?

As of 2024, Ahepa Charities of Montgomery holds $664K in total assets with $5K in annual revenue. It awarded 6 grants totaling $19K in 2024.

Where does Ahepa Charities of Montgomery operate?

Ahepa Charities of Montgomery has awarded grants in Alabama.

What size grants does Ahepa Charities of Montgomery award?

In 2024, Ahepa Charities of Montgomery awarded 6 grants totaling $19K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Ahepa Charities of Montgomery required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ahepa Charities of Montgomery reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ahepa Charities of Montgomery's EIN?

Ahepa Charities of Montgomery's EIN (Employer Identification Number) is 63-1169584. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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