Anita Card Montgomery Foundation

CAMDEN, ME EIN: 23-7091570

Anita Card Montgomery Foundation is a private foundation, based in CAMDEN, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $165K in total assets. In 2024, it awarded 5 grants totaling $10K. Net investment income was $16.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$165K

+23.3% YoY

Annual Giving

$10K

-48.1% YoY

Grant Count

5

-50.0% YoY

Avg Grant Size

$2K

+3.7% YoY

About Anita Card Montgomery Foundation

Based on IRS filings

Anita Card Montgomery Foundation is a private foundation, based in CAMDEN, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $165K in total assets. In 2024, it awarded 5 grants totaling $10K. Net investment income was $16.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

CamdenHopeLincolnvilleRockport

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$12K$23K$35K$46K20202021202220232024
Metric202420232022
Total Assets$164,610$133,493$116,798
Revenue$42,171$36,303$26,908
Expenses$11,054$19,608$21,574
Qualifying Distributions$10,315$19,020$20,804
Net Investment Income$16$14$13
Distributable Amount$8,030$6,163$5,621

Giving Over Time

Total grant dollars and number of grants per year

$0$6K$13K$19K$25K4 grants20209 grants202112 grants202210 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

RAYA LUEHMAN$5KLILLIAN GAUDETTE$3KGENE KELLY$1KCRYSTAL THOMAS$419INGRID PERRY$370

Grant Size Distribution

40 grants across all recorded years

40<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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

NameTitleHoursCompensation
PAMELA C TERRY ESQPRESIDENT0.15
FRAN MOORETREASURER0.92
ROBERT JOSSELYNTRUSTEE0.15
ALICEN HEINTZMANTRUSTEE
JUDY CLOSSEY RNTRUSTEE0.15
TONY BATESTRUSTEE0.15
JANE BERNIERTRUSTEE0.15

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

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