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 grant totaling $70K. Net investment income was $123K.
Charles Montague Charitable Tr at a glance
In short: Charles Montague Charitable Tr gave $70K across 1 grant in 2025 (avg $70K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $70,000
- +7.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $70,000
- +7.7% vs 2024
- Median grant
- $70,000
- Total assets
- $1,439,839
- +3.5% vs 2024
- Primary geography
- Massachusetts (100% 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 Charles Montague Charitable Tr funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Scholarship Foundation of Wakefield ($70K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Charles Montague Charitable Tr gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 95% 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 2021 to 2025, annual grant giving ranged from $60K (2021) to $80K (2022). In 2025 it made 1 grant totaling $70K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Scholarship Foundation of Wakefield Wakefield, MA | Scholarships | $70,000 |
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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 | $1,439,839 | $140,194 | $98,164 | $70,000 | 1 | $81,952 | $123,319 | $86,048 |
| 2024 | $1,391,651 | $56,633 | $93,396 | $65,000 | 1 | $78,448 | $37,955 | $81,267 |
| 2023 | $1,382,222 | $-164 | $102,045 | $72,000 | 1 | $82,487 | $18,667 | $75,592 |
| 2022 | $1,456,271 | $280,018 | $107,039 | $80,000 | 1 | $91,746 | $263,379 | $79,981 |
| 2021 | $1,524,723 | $102,615 | $90,448 | $60,000 | 1 | — | $87,788 | $87,202 |
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.
Leadership & Key People
Officers and directors from IRS filings
Charles Montague Charitable Tr's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$21K (2021) → $21K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $21K, to Bank of America (Trustee).
Frequently asked questions about Charles Montague Charitable Tr
How much does Charles Montague Charitable Tr give each year?
Charles Montague Charitable Tr gave $70K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $65K across 1 grant.
How large is Charles Montague Charitable Tr?
Charles Montague Charitable Tr reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $82K in qualifying distributions that year, against a required minimum of $86K (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.
Where does Charles Montague Charitable Tr operate?
Charles Montague Charitable Tr has awarded grants in Massachusetts.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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