Charles Montague Charitable Tr
Charles Montague Charitable Tr is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 1 grants totaling $70K. Net investment income was $123K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.4M
+3.5% YoY
Annual Giving
$70K
+7.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$70K
+7.7% YoY
Under IRS private-foundation payout rules, Charles Montague Charitable Tr reported a distributable amount of $86K for 2025 — the minimum it must pay out in qualifying distributions.
About Charles Montague Charitable Tr
Based on IRS filings
Charles Montague Charitable Tr is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 1 grants totaling $70K. Net investment income was $123K.
Ready to take the next step with Charles Montague Charitable Tr?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,439,839 | $1,391,651 | $1,382,222 |
| Revenue | $140,194 | $56,633 | $-164 |
| Expenses | $98,164 | $93,396 | $102,045 |
| Qualifying Distributions | $81,952 | $78,448 | $82,487 |
| Net Investment Income | $123,319 | $37,955 | $18,667 |
| Distributable Amount | $86,048 | $81,267 | $75,592 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include The Scholarship Foundation of Wakefield ($70,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE SCHOLARSHIP FOUNDATION OF WAKEFIELD WAKEFIELD, MA | SCHOLARSHIPS | $70,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $20,901 |
Frequently Asked Questions
How large is Charles Montague Charitable Tr?
As of 2025, Charles Montague Charitable Tr holds $1.4M in total assets with $140K in annual revenue. It awarded 1 grants totaling $70K in 2025.
Where does Charles Montague Charitable Tr operate?
Charles Montague Charitable Tr has awarded grants in Massachusetts.
What size grants does Charles Montague Charitable Tr award?
In 2025, Charles Montague Charitable Tr awarded 1 grants totaling $70K — an average of about $70K per grant, based on its IRS Form 990 filings.
How much is Charles Montague Charitable Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Charles Montague Charitable Tr reported a distributable amount of $86K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charles Montague Charitable Tr's EIN?
Charles Montague Charitable Tr's EIN (Employer Identification Number) is 04-6047134. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Charles Montague Charitable Tr'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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