Montaner Charitable Tr Uw CB Funk Dtd 6-14-16
The montaner charitable trust's sole mission is to provide annual support to seven (7) public charities based in Taos county New Mexico
Key facts about Montaner Charitable Tr Uw CB Funk Dtd 6-14-16
In short: Montaner Charitable Tr Uw CB Funk Dtd 6-14-16 gave $355K across 7 grants in 2025 (avg $51K), mostly in New Mexico. Source: 2025 IRS Form 990.
- EIN
- 83-6455052
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $355,383
- Grants made (2025)
- 7
- Average grant
- $50,769
- Median grant
- $50,769
- Total assets
- $3,053,550
- Primary geography
- New Mexico (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$3.1M
+0.6% YoY
Annual Giving
$355K
+9.0% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$51K
+9.0% YoY
How Montaner Charitable Tr Uw CB Funk Dtd 6-14-16 gives
- Giving held roughly steady from 2022 to 2025 (+8%). Method
From the foundation's IRS Form 990 filings. Methodology.
About Montaner Charitable Tr Uw CB Funk Dtd 6-14-16
Based on IRS filings
Montaner Charitable Tr Uw CB Funk Dtd 6-14-16 is a public charity, based in Taos, NM. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.1M in total assets. In 2025, it awarded 7 grants totaling $355K. Net investment income was $422K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $203K (2019) to $355K (2025). In 2025 it made 7 grants totaling $355K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Taos Land Trust ($51K). Together the top 7 received $355K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 28 grants of 35 (80%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Taos Land Trust Taos, NM | Essential Operations | $50,769 |
| Taos Volunteer Fire Department Taos, NM | Essential Operations | $50,769 |
| Taos Historic Museums Taos, NM | Essential Operations | $50,769 |
| University of New Mexico Foundation Inc Taos, NM | Essential Operations | $50,769 |
| Millicent Rogers Museum Inc Taos, NM | Essential Operations | $50,769 |
| Humane Society of Taos DBA Stray Hearts Taos, NM | Essential Operations | $50,769 |
| Dream Tree Project Inc Taos, NM | Essential Operations | $50,769 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,053,550 | $3,035,504 | $3,119,432 |
| Revenue | $421,802 | $310,651 | $211,616 |
| Expenses | $403,756 | $394,579 | $320,865 |
| Net Investment Income | $421,802 | $310,651 | $211,616 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS June 6, 2026)
- Added Form 990 for fiscal year 2019 (received by the IRS June 14, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS September 13, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS August 8, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 9, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS August 29, 2024)
Leadership & Key People
Officers and directors from IRS filings
Montaner Charitable Tr Uw CB Funk Dtd 6-14-16's only listed officer is Heritage Trust Company Of NM, Corp-Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Heritage Trust Company Of NM
Corp-Trustee
On filings since 2019
1 hr/week
$35K (2019) → $40K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $40K, to Heritage Trust Company of NM (Corp-Trustee).
Frequently asked questions about Montaner Charitable Tr Uw CB Funk Dtd 6-14-16
How much does Montaner Charitable Tr Uw CB Funk Dtd 6-14-16 give each year?
Montaner Charitable Tr Uw CB Funk Dtd 6-14-16 gave $355K across 7 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $326K across 7 grants.
What is Montaner Charitable Tr Uw CB Funk Dtd 6-14-16's typical grant size?
Montaner Charitable Tr Uw CB Funk Dtd 6-14-16's median grant in 2025 was $50,769, and its average grant was $50,769, across 7 grants on its 2025 IRS Form 990.
Where does Montaner Charitable Tr Uw CB Funk Dtd 6-14-16 give grants?
Montaner Charitable Tr Uw CB Funk Dtd 6-14-16 gives mostly in New Mexico: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Taos, NM (7 grants).
Does Montaner Charitable Tr Uw CB Funk Dtd 6-14-16 give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on Montaner Charitable Tr Uw CB Funk Dtd 6-14-16's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Essential Operations" (7 grants).
Who are Montaner Charitable Tr Uw CB Funk Dtd 6-14-16's largest grantees?
Montaner Charitable Tr Uw CB Funk Dtd 6-14-16's largest 2025 grantees include Taos Land Trust ($50,769), Taos Volunteer Fire Department ($50,769) and Taos Historic Museums ($50,769), according to its 2025 IRS Form 990. Together they received 43% of its itemized 2025 grant dollars.
How large is Montaner Charitable Tr Uw CB Funk Dtd 6-14-16?
Montaner Charitable Tr Uw CB Funk Dtd 6-14-16 reported $3.1M in total assets on its 2025 IRS Form 990. Its revenue that year was $422K.
What is Montaner Charitable Tr Uw CB Funk Dtd 6-14-16's EIN?
Montaner Charitable Tr Uw CB Funk Dtd 6-14-16's EIN (Employer Identification Number) is 83-6455052. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Montaner Charitable Tr Uw CB Funk Dtd 6-14-16 by hand.
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