Harry E and Eda L Montandon Charitable Tr
The Harry E and Eda L Montandon Charitable Trust is a private foundation based in Austin, Texas, established in 2019. The organization operates as a non-operating foundation with all charitable activities focused on grant making.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$42.5M
+0.4% YoY
Annual Giving
$2.3M
+1.7% YoY
Grant Count
1
-98.6% YoY
Avg Grant Size
$2.3M
+7017.6% YoY
Under IRS private-foundation payout rules, Harry E and Eda L Montandon Charitable Tr reported a distributable amount of $2.2M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation does not have a publicly stated mission statement. However, its grant-making activities concentrate on:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Capital campaigns and facility expansion projects
The foundation has historically supported capital campaigns, including the purchase of Bertec CD/IVR equipment for San Antonio locations and land acquisition to expand programs.
Grantmaking
Average Grant
amount: $38,000
Review Cycle
November 1st and April 1st
How to Apply
**
Ready to take the next step with Harry E and Eda L Montandon Charitable Tr?
Geographic Focus
Where this funder awards grants
The foundation's grantmaking is concentrated in Texas, with 139 unique organizations supported to date.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total assets: $42,485,059
- Total revenues: $2,897,925
- Total expenses: $2,725,878
- Investment income and dividends: $1,094,404
- Net gain from sale of non-inventory assets: $1,803,499
As of December 2023:
- Investment income and dividends: $1,020,897
- Net gain from sale of non-inventory assets: $900,597
Annual Income: $32.1 million (reported)
Total Giving: $2,270,500–$2,233,000 (recent year)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $42,485,059 | $42,307,331 | $43,058,743 |
| Revenue | $2,897,925 | $1,921,664 | $573,332 |
| Expenses | $2,725,878 | $2,664,981 | $3,203,766 |
| Qualifying Distributions | $2,356,089 | $2,343,738 | $2,813,039 |
| Net Investment Income | $2,643,790 | $1,614,635 | $997,524 |
| Distributable Amount | $2,246,890 | $1,957,414 | $2,225,326 |
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 2024
Grant Size Distribution
201 grants across all recorded years
Open Grants
1 open opportunity from Harry E and Eda L Montandon Charitable Tr
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include See Attachment a ($2,270,500).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHMENT A SEE ATTACHMENT A, TX | GENERAL CHARITABLE CONTRIBUTION | $2,270,500 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Richard Buratti – Principal Officer/Trustee
- Jeffrey Mayes – Compensation of $22,500 (as of 2023)
The foundation is governed by 5 officers and trustees.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RICHARD BURATTI | TRUSTEE | — | $15,000 |
| KATHLEEN M MAYES | TRUSTEE | — | $15,000 |
| ELINE BURATTI | TRUSTEE | — | $15,000 |
| BARRETT RIESS | TRUSTEE | — | $15,000 |
| JEFFREY MAYES | 0 | — | $15,000 |
Contact Information
- Phone: (512) 476-1040
- Website: montandoncharitabletrust.org
- EIN: 82-6673963
- Location: Austin, Texas
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Harry E and Eda L Montandon Charitable Tr fund?
The foundation does not have a publicly stated mission statement. However, its grant-making activities concentrate on: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Capital campaigns and facility expansion projects The foundation has historically supported capital campaigns, including the purchase of Bertec CD/IVR equipment for San Antonio locations and land acquisition to expand programs.
How do I apply for a grant from Harry E and Eda L Montandon Charitable Tr?
**Grant Characteristics:** • Typical award range: $10,000–$200,000 • Average grant amount: $38,000 • Median grant amount: $30,000 • Individual grants have ranged from $10,000 to $200,000 **Recent Activity:** • Made 50 grants in the most recent year • Historical grantmaking activity peaked in 2022 with $5.4 million distributed across 138 grants • Total grants made: 326 grants totaling $12.3 million (based on available records from 2020-2023) • Annual distribution has ranged between $2 million an…
Where does Harry E and Eda L Montandon Charitable Tr make grants?
The foundation's grantmaking is concentrated in Texas, with 139 unique organizations supported to date.
What size grants does Harry E and Eda L Montandon Charitable Tr award?
In 2024, Harry E and Eda L Montandon Charitable Tr awarded 1 grants totaling $2.3M — an average of about $2.3M per grant, based on its IRS Form 990 filings.
How much is Harry E and Eda L Montandon Charitable Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Harry E and Eda L Montandon Charitable Tr reported a distributable amount of $2.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Harry E and Eda L Montandon Charitable Tr's EIN?
Harry E and Eda L Montandon Charitable Tr's EIN (Employer Identification Number) is 82-6673963. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Harry E and Eda L Montandon Charitable Tr's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
Austin Community Foundation Inc
AUSTIN, TX
Assets
$556.3M
Grants
764
Total Given
$54.7M
St David's Foundation
AUSTIN, TX
Assets
$2.0B
Grants
145
Total Given
$85.1M
United Way for Greater Austin
AUSTIN, TX
Assets
$20.0M
Grants
55
Total Given
$2.3M
The Moody Foundation
GALVESTON, TX
Assets
$3.5B
Grants
373
Total Given
$121.3M
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Carl C Anderson Sr and Marie Jo Anderson
DALLAS, TX
Assets
$64.1M
Grants
304
Total Given
$9.8M
Enterprise Holdings Foundation
SAINT LOUIS, MO
Assets
—
Grants
9,499
Total Given
$73.1M
Jpmorgan Chase Foundation
NEW YORK, NY
Assets
$1.2B
Grants
10,334
Total Given
$202.5M
United Way Worldwide
ALEXANDRIA, VA
Assets
$68.0M
Grants
209
Total Given
$11.4M
Silicon Valley Community Foundation
MOUNTAIN VIEW, CA
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Harry E and Eda L Montandon Charitable Tr on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities