AHEPA Charities of Montgomery
AHEPA Charities of Montgomery is a private foundation focused on Human Services, based in Montgomery, AL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $665K in total assets. In 2025, it awarded 6 grants totaling $24K. Net investment income was $26K.
Key facts about AHEPA Charities of Montgomery
In short: AHEPA Charities of Montgomery gave $24K across 6 grants in 2025 (avg $4K), mostly in Alabama. Source: 2025 IRS Form 990-PF.
- EIN
- 63-1169584
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $24,375
- Grants made (2025)
- 6
- Average grant
- $4,063
- Median grant
- $4,000
- Total assets
- $664,542
- Primary geography
- Alabama (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$665K
+0.1% YoY
Annual Giving
$24K
+30.4% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$4K
+30.4% YoY
Under IRS private-foundation payout rules, AHEPA Charities of Montgomery reported a distributable amount of $32K for 2025 — the minimum it must pay out in qualifying distributions.
How AHEPA Charities of Montgomery gives
- Giving held roughly steady from 2022 to 2025 (+6%). Method
- In 2025 it paid out 190% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $19K (2024) to $37K (2021). In 2025 it made 6 grants totaling $24K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 35 grants of 35 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 6 individual scholarships Recipients not named | — | $24,375 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $664,542 | $663,849 | $681,912 |
| Revenue | $37,180 | $5,195 | $23,316 |
| Expenses | $36,487 | $23,258 | $28,968 |
| Qualifying Distributions | $61,438 | $594,699 | $160,885 |
| Net Investment Income | $26,438 | $28,395 | $29,443 |
| Distributable Amount | $32,414 | $31,347 | $29,935 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 18, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
AHEPA Charities of Montgomery is led by Louis Calligas, President on every filing since 2019; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Louis Calligas
President
On filings since 2019
No compensation reported
John Pappanastos
Director
On filings since 2019
No compensation reported
William R. Burrell
Secretary & Treasurer
On filings since 2019
No compensation reported
Bob Corley
Vice President
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about AHEPA Charities of Montgomery
How much does AHEPA Charities of Montgomery give each year?
AHEPA Charities of Montgomery gave $24K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $19K across 6 grants.
What is AHEPA Charities of Montgomery's typical grant size?
AHEPA Charities of Montgomery's median grant in 2025 was $4,000, and its average grant was $4,063, across 6 grants on its 2025 IRS Form 990-PF.
Where does AHEPA Charities of Montgomery give grants?
AHEPA Charities of Montgomery gives mostly in Alabama: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does AHEPA Charities of Montgomery give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on AHEPA Charities of Montgomery's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (6 grants).
How large is AHEPA Charities of Montgomery?
AHEPA Charities of Montgomery reported $665K in total assets on its 2025 IRS Form 990-PF. It paid out $61K in qualifying distributions that year, against a required minimum of $32K (roughly 5% of its investment assets).
What is AHEPA Charities of Montgomery?
AHEPA Charities of Montgomery is a private foundation focused on Human Services, based in Montgomery, AL. It holds $665K in total assets as of 2025.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching AHEPA Charities of Montgomery by hand.
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