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
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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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