Alan L Bird Trust Under Agreement
Alan L Bird Trust Under Agreement is a private foundation, based in Portland, ME. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $631K in total assets. In 2025, it awarded 1 grant totaling $66K. Net investment income was $12K.
Alan L Bird Trust Under Agreement at a glance
In short: Alan L Bird Trust Under Agreement gave $66K across 1 grant in 2025 (avg $66K), mostly in Maine. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $65,622
- +1.4% vs 2024
- Grants made (2025)
- 1
- -50.0% vs 2024
- Average grant
- $65,622
- +102.9% vs 2024
- Median grant
- $65,622
- Total assets
- $630,640
- +2.3% vs 2024
- Primary geography
- Maine (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Alan L Bird Trust Under Agreement funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Rockland Congregational Church ($66K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 3 grants of 6 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Alan L Bird Trust Under Agreement gives
- Giving grew 49% from 2022 to 2025. Method
- In 2025 it paid out 152% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $41K (2020) to $66K (2025). In 2025 it made 1 grant totaling $66K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rockland Congregational Church Rockland, ME | Unrestricted Use | $65,622 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $630,640 | $88,431 | $74,346 | $65,622 | 1 | $65,622 | $12,164 | $43,193 |
| 2024 | $616,555 | $62,201 | $73,321 | $64,692 | 2 | $64,692 | $10,072 | $41,622 |
| 2023 | $627,675 | $15,453 | $52,091 | $42,371 | 1 | $42,371 | $7,231 | $40,692 |
| 2022 | $664,261 | $67,642 | $54,306 | $44,185 | 1 | $44,185 | $57,521 | $42,371 |
| 2021 | $650,980 | $58,282 | $61,839 | $51,739 | 1 | $51,739 | $48,182 | $44,185 |
| 2020 | $654,537 | $10,417 | $50,712 | $41,160 | 1 | — | $9,178 | $43,893 |
Under IRS private-foundation payout rules, Alan L Bird Trust Under Agreement reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Alan L Bird Trust Under Agreement's only listed officer is Sara Gilmore Camden National Bank, COO on the 2025 filing (uncompensated).
Officers on the 2025 filing
Sara Gilmore Camden National Bank
COO
New on the 2025 filing
No compensation reported
Former officers (1)
- Former: Lauren Epstein As Officer (2020–2024) — COO
Data from IRS Form 990 filings, 2020–2025. "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 Alan L Bird Trust Under Agreement
How much does Alan L Bird Trust Under Agreement give each year?
Alan L Bird Trust Under Agreement gave $66K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $65K across 2 grants.
How large is Alan L Bird Trust Under Agreement?
Alan L Bird Trust Under Agreement reported $631K in total assets on its 2025 IRS Form 990-PF. It paid out $66K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets).
Where does Alan L Bird Trust Under Agreement operate?
Alan L Bird Trust Under Agreement has awarded grants in Maine.
What is Alan L Bird Trust Under Agreement's EIN?
Alan L Bird Trust Under Agreement's EIN (Employer Identification Number) is 13-6211751. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 25, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
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