Anne And Mead Montgomery Family Fdn

Glenview, IL
Tax-exempt since April 2003
EIN: 35-2196822

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$114k (2024)

Expenses

$84.9k (2024)

Total Assets

$1.12M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$113,543

Expenses

$84,923

Net Income

$28,620

Net Assets

$1,121,170

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,126	1.0%
Dividends	$34,514	30.4%
Sales of Assets	$77,903	68.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,965	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,121,170
Total Liabilities	$0
Net Assets	$1,121,170

Compensation

Key Employees and Officers	Compensation	Other
M Mead Montgomery (Trustee)	$0	$0

990-PF

Filed on July 8, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$57,279

Expenses

$82,797

Net Income

-$25,518

Net Assets

$1,093,487

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,742	55.4%
Sales of Assets	$23,444	40.9%
Other Income	$2,093	3.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,380	86.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,093,487
Total Liabilities	$0
Net Assets	$1,093,487

Compensation

Key Employees and Officers	Compensation	Other
M Mead Montgomery (Trustee)	$0	$0

990-PF

Filed on Sept. 30, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$31,285

Expenses

$92,379

Net Income

-$61,094

Net Assets

$1,121,428

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$27,674	88.5%
Sales of Assets	$3,080	9.8%
Other Income	$521	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,850	82.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,121,428
Total Liabilities	$0
Net Assets	$1,121,428

Compensation

Key Employees and Officers	Compensation	Other
M Mead Montgomery (Trustee)	$0	$0

990-PF

Filed on June 22, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$191,370

Expenses

$78,445

Net Income

$112,925

Net Assets

$1,181,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,200	13.2%
Sales of Assets	$166,170	86.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,366	83.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,181,576
Total Liabilities	$0
Net Assets	$1,181,576

Compensation

Key Employees and Officers	Compensation	Other
M Mead Montgomery (Trustee)	$0	$0
Anne M Montgomery (Trustee)	$0	$0

990-PF

Filed on July 6, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$30,085

Expenses

$78,391

Net Income

-$48,306

Net Assets

$1,069,126

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,002	73.1%
Sales of Assets	$8,078	26.9%
Other Income	$5	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,720	85.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,069,127
Total Liabilities	$1
Net Assets	$1,069,126

Compensation

Key Employees and Officers	Compensation	Other
M Mead Montgomery (Trustee)	$0	$0
Anne M Montgomery (Trustee)	$0	$0

990-PF

Filed on June 7, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$70,543

Expenses

$76,882

Net Income

-$6,339

Net Assets

$1,116,604

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,588	43.4%
Sales of Assets	$39,936	56.6%
Other Income	$19	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,730	84.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,116,605
Total Liabilities	$1
Net Assets	$1,116,604

Compensation

Key Employees and Officers	Compensation	Other
M Mead Montgomery (Trustee)	$0	$0
Anne M Montgomery (Trustee)	$0	$0

990-PF

Filed on May 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$108,334

Expenses

$74,787

Net Income

$33,547

Net Assets

$1,123,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,693	27.4%
Sales of Assets	$78,641	72.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,800	84.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,123,246
Total Liabilities	$0
Net Assets	$1,123,246

Compensation

Key Employees and Officers	Compensation	Other
M Mead Montgomery (Trustee)	$0	$0
Anne M Montgomery (Trustee)	$0	$0

990-PF

Filed on May 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$103,244

Expenses

$66,941

Net Income

$36,303

Net Assets

$1,089,473

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,271	26.4%
Sales of Assets	$75,959	73.6%
Other Income	$14	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,120	82.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,089,473
Total Liabilities	$0
Net Assets	$1,089,473

Compensation

Key Employees and Officers	Compensation	Other
M Mead Montgomery (Trustee)	$0	$0
Anne M Montgomery (Trustee)	$0	$0

990-PF

Filed on July 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$100,399

Expenses

$71,343

Net Income

$29,056

Net Assets

$1,042,105

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,805	23.7%
Sales of Assets	$76,556	76.3%
Other Income	$38	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,176	84.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,042,105
Total Liabilities	$0
Net Assets	$1,042,105

Compensation

Key Employees and Officers	Compensation	Other
M Mead Montgomery (Trustee)	$0	$0
Anne M Montgomery (Trustee)	$0	$0

990-PF

Filed on June 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$53,822

Expenses

$48,939

Net Income

$4,883

Net Assets

$1,024,173

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,581	47.5%
Sales of Assets	$28,241	52.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,753	79.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,024,173
Total Liabilities	$0
Net Assets	$1,024,173

Compensation

Key Employees and Officers	Compensation	Other
M Mead Montgomery (Trustee)	$0	$0
Anne M Montgomery (Trustee)	$0	$0

990-PF

Filed on June 2, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$79,369

Expenses

$40,884

Net Income

$38,485

Net Assets

$1,021,991

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,596	36.0%
Sales of Assets	$50,757	64.0%
Other Income	$16	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,512	69.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,021,991
Total Liabilities	$0
Net Assets	$1,021,991

Compensation

Key Employees and Officers	Compensation	Other
M Mead Montgomery (Trustee)	$0	$0
Anne M Montgomery (Trustee)	$0	$0

990-PF

Filed on June 8, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$100,671

Expenses

$70,939

Net Income

$29,732

Net Assets

$979,921

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,797	28.6%
Sales of Assets	$71,711	71.2%
Other Income	$163	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,470	82.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$979,921
Total Liabilities	$0
Net Assets	$979,921

Compensation

Key Employees and Officers	Compensation	Other
M Mead Montgomery (Trustee)	$0	$0
Anne M Montgomery (Trustee)	$0	$0

990-PF

Filed on July 7, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$89,022

Expenses

$73,779

Net Income

$15,243

Net Assets

$951,346

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,021	36.0%
Sales of Assets	$57,001	64.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,045	85.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$951,347
Total Liabilities	$1
Net Assets	$951,346

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$95,240

Expenses

$76,092

Net Income

$19,148

Net Assets

$936,103

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,787	47.0%
Sales of Assets	$50,435	53.0%
Other Income	$18	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,442	87.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$936,104
Total Liabilities	$1
Net Assets	$936,103

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Anne And Mead Montgomery Family Fdn

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $114k (2024)

Expenses $84.9k (2024)

Total Assets $1.12M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$114k (2024)

Expenses

$84.9k (2024)

Total Assets

$1.12M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2020

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2019

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2018

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2017

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2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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Fiscal Year Ending Dec.
2003