William Edwin Montan Charitable Trust
The William Edwin Montan Charitable Trust is an independent private foundation established in 2005 and based in New Orleans, Louisiana. The trust operates from offices located at 701 Poydras Street, Suite 3100, New Orleans, LA 70139-6001.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.7M
+2.4% YoY
Annual Giving
$373K
-5.5% YoY
Grant Count
26
-16.1% YoY
Avg Grant Size
$14K
+12.6% YoY
Mission & Focus Areas
The trust's primary funding interests include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Health Care
Grantmaking
Organizations interested in applying can contact the trust at:
Grant Range
& Activity:**
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Geographic Focus
Where this funder awards grants
The William Edwin Montan Charitable Trust primarily directs its funding toward Louisiana-based organizations and initiatives.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Resources:
- Total assets: $7,747,075
Financial Data Source: Financial information is based on the most recent IRS Form 990 filing from 2024.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,747,075 | $7,564,351 | $7,742,942 |
| Revenue | $648,360 | $313,233 | $-118,075 |
| Expenses | $467,712 | $493,347 | $521,158 |
| Qualifying Distributions | $393,846 | $420,597 | $427,019 |
| Net Investment Income | $577,979 | $243,307 | $52,394 |
| Distributable Amount | $387,959 | $398,557 | $417,507 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
148 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HANCOCK WHITNEY BANK | TRUSTEE | 1 | $77,727 |
Subject Areas
Focus areas based on grantmaking activity
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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