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.
Key facts about William Edwin Montan Charitable Trust
- EIN
- 20-2128402
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $373,414
- Grants made (2024)
- 26
- Average grant
- $14,362
- Median grant
- $12,500
- New grantees (estimate)
- 19% first-time grantees (5 of 26, 2024)
- Total assets
- $7,747,075
- Primary geography
- Louisiana (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who William Edwin Montan Charitable Trust funds
By grant dollars, the top recipient states for William Edwin Montan Charitable Trust's 26 itemized 2024 grants were Louisiana (100%). The most frequent recipient cities were Baton Rouge, LA (19 grants), New Orleans, LA (4 grants) and Gonzales, LA (2 grants). 100% of grants with a stated purpose were for general or operating support.
Is William Edwin Montan Charitable Trust open to new grantees?
19%
first-time grantees, 2024
In 2024, 5 of 26 grantees (19%) were first-time recipients. First grants averaged $8K; repeat grants $16K. How we count
Medians: $5K first-time, $13K repeat.
- 81% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−6%). Method
- In 2024 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with William Edwin Montan Charitable Trust
- How to evaluate William Edwin Montan Charitable Trust as a funder
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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
Under IRS private-foundation payout rules, William Edwin Montan Charitable Trust reported a distributable amount of $388K for 2024 — the minimum it must pay out in qualifying distributions.
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:**
Ready to take the next step with William Edwin Montan Charitable Trust?
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
Share of all 26 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
Among its reported 2024 grants, the largest recipients include Baton Rouge General Foundation ($65,500), Catholic Charities of the Diocese ($53,414), Alzheimer's Services ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BATON ROUGE GENERAL FOUNDATION Baton Rouge, LA | GENERAL SUPPORT | $65,500 |
| CATHOLIC CHARITIES OF THE DIOCESE New Orleans, LA | GENERAL OPERATING | $53,414 |
| ALZHEIMER'S SERVICES Baton Rouge, LA | GENERAL OPERATING | $20,000 |
| CANCER SERVICES OF GREATER BATON Baton Rouge, LA | GENERAL SUPPORT | $20,000 |
| CAPITAL AREA CASA ASSOCIATION Baton Rouge, LA | GENERAL SUPPORT | $20,000 |
| REBUILDING TOGETHER BATON ROUGE Baton Rouge, LA | GENERAL SUPPORT | $20,000 |
| TEACH FOR AMERICA Baton Rouge, LA | GENERAL SUPPORT | $15,000 |
| AMERICAN RED CROSS Baton Rouge, LA | GENERAL SUPPORT | $15,000 |
| CAREER COMPASS OF LOUISANA New Orleans, LA | GENERAL OPERATING | $15,000 |
| FRANCISCIAN MISSIONARIES OF OUR Baton Rouge, LA | GENERAL SUPPORT | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Hancock Whitney Bank | Trustee | 1 | $77,727 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does William Edwin Montan Charitable Trust fund?
The trust's primary funding interests include: • Education • Philanthropy, Voluntarism & Grantmaking • Health Care
How do I apply for a grant from William Edwin Montan Charitable Trust?
**Grant Size & Activity:** • Total annual giving: $373,414 • Typical award range: $2,500–$65,500 • The trust maintains an active grantmaking program focused on its priority areas **Application & Contact:** Organizations interested in applying can contact the trust at: • Telephone: 504-599-2191
Where does William Edwin Montan Charitable Trust make grants?
The William Edwin Montan Charitable Trust primarily directs its funding toward Louisiana-based organizations and initiatives.
What size grants does William Edwin Montan Charitable Trust award?
In 2024, William Edwin Montan Charitable Trust awarded 26 grants totaling $373K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is William Edwin Montan Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, William Edwin Montan Charitable Trust reported a distributable amount of $388K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is William Edwin Montan Charitable Trust's EIN?
William Edwin Montan Charitable Trust's EIN (Employer Identification Number) is 20-2128402. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.