Anita C Montgomery Trust
Anita C Montgomery Trust is a private foundation, based in PORTLAND, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $404K in total assets. In 2024, it awarded 1 grants totaling $43K. Net investment income was $29K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$404K
-3.6% YoY
Annual Giving
$43K
+159.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$43K
+159.7% YoY
About Anita C Montgomery Trust
Based on IRS filings
Anita C Montgomery Trust is a private foundation, based in PORTLAND, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $404K in total assets. In 2024, it awarded 1 grants totaling $43K. Net investment income was $29K.
Ready to take the next step with Anita C Montgomery Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $403,812 | $418,778 | $431,523 |
| Revenue | $34,946 | $11,424 | $51,644 |
| Expenses | $49,912 | $24,169 | $38,274 |
| Qualifying Distributions | $42,644 | $16,422 | $30,896 |
| Net Investment Income | $28,630 | $7,405 | $45,210 |
| Distributable Amount | $27,958 | $26,456 | $29,250 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Camden National Wealth Mgmt | Trustee | — | $6,316 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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