Anne & Mead Montgomery Family Foundation
Anne & Mead Montgomery Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GLENVIEW, IL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 10 grants totaling $72K. Net investment income was $101K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1M
+2.5% YoY
Annual Giving
$72K
+0.7% YoY
Grant Count
10
+11.1% YoY
Avg Grant Size
$7K
-9.4% YoY
Under IRS private-foundation payout rules, Anne & Mead Montgomery Family Foundation reported a distributable amount of $76K for 2024 — the minimum it must pay out in qualifying distributions.
About Anne & Mead Montgomery Family Foundation
Based on IRS filings
Anne & Mead Montgomery Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GLENVIEW, IL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 10 grants totaling $72K. Net investment income was $101K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,121,170 | $1,093,487 | $1,121,428 |
| Revenue | $113,543 | $57,279 | $31,285 |
| Expenses | $84,923 | $82,797 | $92,379 |
| Qualifying Distributions | $71,965 | $71,380 | $75,850 |
| Net Investment Income | $100,941 | $45,344 | $18,886 |
| Distributable Amount | $75,602 | $62,005 | $62,915 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
60 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Oakton Community College Educational Foundation ($22,000), Pancreatic Cancer Action Network ($15,000), North Shore Senior Center ($13,000).
| Recipient | Purpose | Amount |
|---|---|---|
| STAG FOUNDATION PLACIDA, FL | UNRESTRICTED | $850 |
| EVANS SCHOLARS FOUNDATION GOLF, IL | UNRESTRICTED | $5,500 |
| NORTH SHORE SENIOR CENTER NORTHFIELD, IL | UNRESTRICTED | $13,000 |
| DANIEL MURPHY SCHOLARSHIP FUND CHICAGO, IL | UNRESTRICTED | $2,500 |
| OAKTON COMMUNITY COLLEGE EDUCATIONAL FOUNDATION DES PLAINES, IL | UNRESTRICTED | $22,000 |
| SKOKIE EDUCATIONAL FOUNDATION SKOKIE, IL | UNRESTRICTED | $500 |
| SHIRLEY RYAN ABILITY LAB CHICAGO, IL | UNRESTRICTED | $7,500 |
| PANCREATIC CANCER ACTION NETWORK MANHATTEN BEACH, CA | UNRESTRICTED | $15,000 |
| CHRIST CHURCH WINNETKA WINNETKA, IL | UNRESTRICTED | $3,000 |
| AMERICAN CANCER SOCIETY ATLANTA, GA | UNRESTRICTED | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| M MEAD MONTGOMERY | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Anne & Mead Montgomery Family Foundation?
Anne & Mead Montgomery Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GLENVIEW, IL. It holds $1.1M in total assets as of 2024.
How large is Anne & Mead Montgomery Family Foundation?
As of 2024, Anne & Mead Montgomery Family Foundation holds $1.1M in total assets with $114K in annual revenue. It awarded 10 grants totaling $72K in 2024.
Where does Anne & Mead Montgomery Family Foundation operate?
Anne & Mead Montgomery Family Foundation has awarded grants in California, Colorado, Florida, Georgia, Illinois, Maryland, Oregon.
What size grants does Anne & Mead Montgomery Family Foundation award?
In 2024, Anne & Mead Montgomery Family Foundation awarded 10 grants totaling $72K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Anne & Mead Montgomery Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Anne & Mead Montgomery Family Foundation reported a distributable amount of $76K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2019–2024.
Explore Open Grants
Browse active grant opportunities in Anne & Mead Montgomery Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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