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
**
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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
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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