Montgomery Napa Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NACOGDOCHES, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 1 grants totaling $120K. Net investment income was $50K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.3M
-5.3% YoY
Annual Giving
$120K
+5.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$120K
+5.0% YoY
Under IRS private-foundation payout rules, Montgomery Napa Trust reported a distributable amount of $129K for 2025 — the minimum it must pay out in qualifying distributions.
About Montgomery Napa Trust
Based on IRS filings
Montgomery Napa Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NACOGDOCHES, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 1 grants totaling $120K. Net investment income was $50K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,290,946 | $1,362,696 | $1,383,530 |
| Revenue | $71,832 | $122,978 | $498,037 |
| Expenses | $142,149 | $138,687 | $154,175 |
| Qualifying Distributions | $123,405 | $117,431 | $128,233 |
| Net Investment Income | $50,100 | $96,148 | $470,511 |
| Distributable Amount | $129,116 | $123,155 | $116,731 |
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 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Texas Land Conservancy ($120,405).
| Recipient | Purpose | Amount |
|---|---|---|
| TEXAS LAND CONSERVANCY AUSTIN, TX | GENERAL OPERATIONS | $120,405 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| COMMERCIAL BANK OF TEXAS | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Montgomery Napa Trust?
Montgomery Napa Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NACOGDOCHES, TX. It holds $1.3M in total assets as of 2025.
How large is Montgomery Napa Trust?
As of 2025, Montgomery Napa Trust holds $1.3M in total assets with $72K in annual revenue. It awarded 1 grants totaling $120K in 2025.
Where does Montgomery Napa Trust operate?
Montgomery Napa Trust has awarded grants in Texas.
What size grants does Montgomery Napa Trust award?
In 2025, Montgomery Napa Trust awarded 1 grants totaling $120K — an average of about $120K per grant, based on its IRS Form 990 filings.
How much is Montgomery Napa Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Montgomery Napa Trust reported a distributable amount of $129K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2025.
Explore Open Grants
Browse active grant opportunities in Montgomery Napa Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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