Nonprofit · EIN 01-6037659
ANITA C MONTGOMERY TRUST
Tax-exempt · PORTLAND, ME 04101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $21,084 | $22,537 | -$1,453 | $402,360 | $1 | $402,359 |
| December 31, 2024 | 990-PF | $34,946 | $49,912 | -$14,966 | $403,812 | $0 | $403,812 |
| December 31, 2023 | 990-PF | $11,424 | $24,169 | -$12,745 | $418,778 | $0 | $418,778 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $13,725
- Interest
- $1,150
- Net gain from sales of assets
- $6,209
Expenses
- Grants and similar amounts paid
- $15,213
- Compensation of officers, directors and key employees
- $6,398
- Disbursements for charitable purposes
- $15,213
- Excise tax on investment income
- $204
Balance sheet and other
- Total assets, start of year
- $403,812
- Total assets, end of year
- $402,360
- Total liabilities, end of year
- $1
- Net assets, end of year
- $402,359
- Fair market value of assets
- $593,629
- Qualifying distributions
- $15,213
- Net investment income
- $21,084
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Camden National Wealth Mgmt 220 Middle St Suite 201, Portland, ME 04101 | Trustee | 0 | $6,397 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Camden National Wealth Mgmt 5 Milk Street 1st Floor, Portland, ME 04101 | Trustee | 0 | $6,316 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Camden National Wealth Mgmt 5 Milk Street 1st Floor, Portland, ME 04101 | Trustee | 0 | $5,834 |
Address and contacts
- Address (IRS master file)
- 220 MIDDLE ST STE 201, PORTLAND, ME 04101-6462
- In care of
- % ACADIA TRUST N A
- Signed the 990-PF
- Camden National Wealth Mgmt, Trustee
- Phone
- (800) 224-5166
- Return prepared by
- Leighton & Longtin CPA LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 01-6037659
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $402,360
- Income (IRS master file)
- $37,942
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $21,084 | $22,537 | $402,360 | IRS |
| 990-PF | December 2024 | $34,946 | $49,912 | $403,812 | XML |
| 990-PF | December 2023 | $11,424 | $24,169 | $418,778 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-6037659).
Questions about ANITA C MONTGOMERY TRUST
- What is the EIN of ANITA C MONTGOMERY TRUST?
- The employer identification number (EIN) of ANITA C MONTGOMERY TRUST is 01-6037659.
- Is ANITA C MONTGOMERY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does ANITA C MONTGOMERY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANITA C MONTGOMERY TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANITA C MONTGOMERY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ANITA C MONTGOMERY TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,397 (Camden National Wealth Mgmt, Trustee).
- How much revenue does ANITA C MONTGOMERY TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $21,084, expenses of $22,537 and total assets of $402,360 at year end.
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