Harry E and Eda L Montandon Charitable Tr

AUSTIN, TX EIN: 82-6673963

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

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

1states

States

Cities

AddisonAmarilloAustinBastropBrenhamCarrolltonCypressDallasDripping SpringsEl PasoElginGeorgetownGeorgetwonHoustonIrvingJohnson CityKingwoodLeanderLiberty HillManchaca

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)

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$3M$4M$6M20202021202220232024
Metric202420232022
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

$0$675K$1M$2M$3M50 grants202068 grants202169 grants202270 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SEE ATTACHMENT A$2.3M

Grant Size Distribution

201 grants across all recorded years

136<$50K49$50–100K15$100–250K$250–500K$500K–1M1$1–5M$5M+

Open Grants

1 open opportunity from Harry E and Eda L Montandon Charitable Tr

Giving History

Grant recipients and amounts by year

No grants recorded for .

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

RICHARD BURATTITRUSTEE$15KKATHLEEN M MAYESTRUSTEE$15KELINE BURATTITRUSTEE$15KBARRETT RIESSTRUSTEE$15KJEFFREY MAYES0$15K

From 2024 filing

NameTitleHoursCompensation
RICHARD BURATTITRUSTEE$15,000
KATHLEEN M MAYESTRUSTEE$15,000
ELINE BURATTITRUSTEE$15,000
BARRETT RIESSTRUSTEE$15,000
JEFFREY MAYES0$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

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

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