Montgomery Napa Trust
Montgomery Napa Trust is a private foundation, based in Nacogdoches, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $1.4M in total assets. In 2026, it awarded 1 grant totaling $126K. Net investment income was $200K.
Key facts about Montgomery Napa Trust
In short: Montgomery Napa Trust gave $126K across 1 grant in 2026 (avg $126K), mostly in Texas. Source: 2026 IRS Form 990-PF.
- EIN
- 27-6402235
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $126,116
- Grants made (2026)
- 1
- Average grant
- $126,116
- Median grant
- $126,116
- Total assets
- $1,365,638
- Primary geography
- Texas (100% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$1.4M
+5.8% YoY
Annual Giving
$126K
+4.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$126K
+4.7% YoY
Under IRS private-foundation payout rules, Montgomery Napa Trust reported a distributable amount of $131K for 2026 — the minimum it must pay out in qualifying distributions.
How Montgomery Napa Trust gives
- Giving held roughly steady from 2023 to 2026 (+0%). Method
- In 2026 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $100K (2020) to $126K (2023). In 2026 it made 1 grant totaling $126K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Texas Land Conservancy ($126K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Texas Land Conservancy Austin, TX | General Operations | $126,116 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $1,365,638 | $1,290,946 | $1,362,696 |
| Revenue | $224,141 | $71,832 | $122,978 |
| Expenses | $151,531 | $142,149 | $138,687 |
| Qualifying Distributions | $128,366 | $123,405 | $117,431 |
| Net Investment Income | $200,154 | $50,100 | $96,148 |
| Distributable Amount | $131,180 | $129,116 | $123,155 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 6, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Montgomery Napa Trust's only listed officer is Commercial Bank Of Texas, Trustee on every filing since 2020 (uncompensated).
Officers on the 2026 filing
Commercial Bank Of Texas
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Montgomery Napa Trust
How much does Montgomery Napa Trust give each year?
Montgomery Napa Trust gave $126K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $120K across 1 grant.
How large is Montgomery Napa Trust?
Montgomery Napa Trust reported $1.4M in total assets on its 2026 IRS Form 990-PF. It paid out $128K in qualifying distributions that year, against a required minimum of $131K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Montgomery Napa Trust operate?
Montgomery Napa Trust has awarded grants in Texas.
What is Montgomery Napa Trust's EIN?
Montgomery Napa Trust's EIN (Employer Identification Number) is 27-6402235. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Montgomery Napa Trust by hand.
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