Anita C Montgomery Trust

PORTLAND, ME EIN: 01-6037659

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

+0.0% YoY

Avg Grant Size

$43K

+159.7% YoY

Under IRS private-foundation payout rules, Anita C Montgomery Trust reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.

About Anita C Montgomery Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maine $137K (100%)

States

Maine

Cities

Camden

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include co Frances I Moore ($42,644).

Recipient	Purpose	Amount
co Frances I Moore Camden, ME	Funds for the indigent.	$42,644

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

Frequently Asked Questions

How large is Anita C Montgomery Trust?

As of 2024, Anita C Montgomery Trust holds $404K in total assets with $35K in annual revenue. It awarded 1 grants totaling $43K in 2024.

Where does Anita C Montgomery Trust operate?

Anita C Montgomery Trust has awarded grants in Maine.

What size grants does Anita C Montgomery Trust award?

In 2024, Anita C Montgomery Trust awarded 1 grants totaling $43K — an average of about $43K per grant, based on its IRS Form 990 filings.

How much is Anita C Montgomery Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Anita C Montgomery Trust reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.