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

-50.0% YoY

Avg Grant Size

$2K

+3.7% YoY

Under IRS private-foundation payout rules, Anita Card Montgomery Foundation reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About Anita Card Montgomery Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maine $81K (100%)

States

Maine

Cities

CamdenHopeLincolnvilleRockport

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

40 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Raya Luehman ($4,924), Lillian Gaudette ($2,524), Gene Kelly ($1,303).

Recipient	Purpose	Amount
CRYSTAL THOMAS CAMDEN, ME	DENTAL	$419
INGRID PERRY ROCKPORT, ME	DENTAL	$370
RAYA LUEHMAN HOPE, ME	DENTAL	$4,924
LILLIAN GAUDETTE CAMDEN, ME	DENTAL	$2,524
GENE KELLY ROCKPORT, ME	DENTAL	$1,303

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PAMELA C TERRY ESQ	PRESIDENT	0.15	—
FRAN MOORE	TREASURER	0.92	—
ROBERT JOSSELYN	TRUSTEE	0.15	—
ALICEN HEINTZMAN	TRUSTEE	—	—
JUDY CLOSSEY RN	TRUSTEE	0.15	—
TONY BATES	TRUSTEE	0.15	—
JANE BERNIER	TRUSTEE	0.15	—

Frequently Asked Questions

How large is Anita Card Montgomery Foundation?

As of 2024, Anita Card Montgomery Foundation holds $165K in total assets with $42K in annual revenue. It awarded 5 grants totaling $10K in 2024.

Where does Anita Card Montgomery Foundation operate?

Anita Card Montgomery Foundation has awarded grants in Maine.

What size grants does Anita Card Montgomery Foundation award?

In 2024, Anita Card Montgomery Foundation awarded 5 grants totaling $10K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Anita Card Montgomery Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Anita Card Montgomery Foundation reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Anita Card Montgomery Foundation's EIN?

Anita Card Montgomery Foundation's EIN (Employer Identification Number) is 23-7091570. IRS Form 990 filing data is available on this page for 2020–2024.