Anne & Mead Montgomery Family Foundation
Anne & Mead Montgomery Family Foundation is a private foundation, based in Glenview, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 9 grants totaling $66K. Net investment income was $115K.
Anne & Mead Montgomery Family Foundation at a glance
In short: Anne & Mead Montgomery Family Foundation gave $66K across 9 grants in 2025 (avg $7K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $66,000
- -8.1% vs 2024
- Grants made (2025)
- 9
- -10.0% vs 2024
- Average grant
- $7,333
- +2.1% vs 2024
- Median grant
- $5,500
- Total assets
- $1,165,446
- +3.9% vs 2024
- Primary geography
- Illinois (77% 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 Anne & Mead Montgomery Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Oakton Community College Educational Foundation ($23K). Together the top 9 received $66K.
Grant Size Distribution
55 grants across all recorded years
The most common grant size was under $50K: 55 grants of 55 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Anne & Mead Montgomery Family Foundation gives
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 83% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2019 to 2025, annual grant giving ranged from $65K (2019) to $76K (2022). In 2025 it made 9 grants totaling $66K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Oakton Community College Educational Foundation Des Plaines, IL | Unrestricted | $23,000 |
| Pancreatic Cancer Action Network Manhatten Beach, CA | Unrestricted | $15,000 |
| North Shore Senior Center Northfield, IL | Unrestricted | $10,000 |
| Shirley Ryan Ability Lab Chicago, IL | Unrestricted | $7,500 |
| Evans Scholars Foundation Golf, IL | Unrestricted | $5,500 |
| Daniel Murphy Scholarship Fund Chicago, IL | Unrestricted | $2,500 |
| American Red Cross Chicago, IL | Unrestricted | $1,000 |
| Christ Church Winnetka Winnetka, IL | Unrestricted | $1,000 |
| Skokie Educational Foundation Skokie, IL | Unrestricted | $500 |
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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 | $1,165,446 | $128,532 | $84,010 | $66,000 | 9 | $67,463 | $115,010 | $81,084 |
| 2024 | $1,121,170 | $113,543 | $84,923 | $71,850 | 10 | $71,965 | $100,941 | $75,602 |
| 2023 | $1,093,487 | $57,279 | $82,797 | $71,380 | 9 | $71,380 | $45,344 | $62,005 |
| 2022 | $1,121,428 | $31,285 | $92,379 | $75,850 | 13 | $75,850 | $18,886 | $62,915 |
| 2021 | $1,181,576 | $191,370 | $78,445 | $65,300 | 14 | $65,366 | $178,291 | $76,397 |
| 2020 | $1,069,127 | $30,085 | $78,391 | $66,720 | 14 | — | $18,609 | $65,837 |
| 2019 | $1,116,605 | $70,543 | $76,882 | $64,730 | 18 | — | $59,431 | $65,450 |
Under IRS private-foundation payout rules, Anne & Mead Montgomery Family Foundation reported a distributable amount of $81K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Anne & Mead Montgomery Family Foundation is led by M. Mead Montgomery, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
M. Mead Montgomery
Trustee
On filings since 2019
No compensation reported
Former officers (1)
- Former: Anne M. Montgomery (2019–2021) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 Anne & Mead Montgomery Family Foundation
How much does Anne & Mead Montgomery Family Foundation give each year?
Anne & Mead Montgomery Family Foundation gave $66K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $72K across 10 grants.
What is Anne & Mead Montgomery Family Foundation's typical grant size?
Anne & Mead Montgomery Family Foundation's median grant in 2025 was $5,500, and its average grant was $7,333, across 9 grants on its 2025 IRS Form 990-PF.
Where does Anne & Mead Montgomery Family Foundation give grants?
Anne & Mead Montgomery Family Foundation gives mostly in Illinois: 77% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (23%). The most frequent recipient cities were Chicago, IL (3 grants).
Does Anne & Mead Montgomery Family Foundation give general operating support?
Yes: 100% of Anne & Mead Montgomery Family Foundation's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Anne & Mead Montgomery Family Foundation's largest grantees?
Anne & Mead Montgomery Family Foundation's largest 2025 grantees include Oakton Community College Educational Foundation ($23,000), Pancreatic Cancer Action Network ($15,000) and North Shore Senior Center ($10,000), according to its 2025 IRS Form 990-PF. Together they received 73% of its itemized 2025 grant dollars.
How large is Anne & Mead Montgomery Family Foundation?
Anne & Mead Montgomery Family Foundation reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $67K in qualifying distributions that year, against a required minimum of $81K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Anne & Mead Montgomery Family Foundation's EIN?
Anne & Mead Montgomery Family Foundation's EIN (Employer Identification Number) is 35-2196822. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 8, 2026)
- IRS filings on file for fiscal years 2019–2024
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