William Edwin Montan Charitable Trust

NEW ORLEANS, LA EIN: 20-2128402

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$444K$888K$1M$2M20202021202220232024
Metric202420232022
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

$0$101K$202K$304K$405K26 grants202028 grants202137 grants202231 grants202326 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BATON ROUGE GENERAL FOUN…$66KCATHOLIC CHARITIES OF TH…$53KALZHEIMER'S SERVICES$20KCANCER SERVICES OF GREAT…$20KCAPITAL AREA CASA ASSOCI…$20KREBUILDING TOGETHER BATO…$20KTEACH FOR AMERICA$15KAMERICAN RED CROSS$15KCAREER COMPASS OF LOUISANA$15KFRANCISCIAN MISSIONARIES…$15K

Grant Size Distribution

148 grants across all recorded years

146<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does William Edwin Montan Charitable Trust fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

HANCOCK WHITNEY BANKTRUSTEE$78K

From 2024 filing

NameTitleHoursCompensation
HANCOCK WHITNEY BANKTRUSTEE1$77,727

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Baton RougeDenham SpringsGonzalesHammondNew OrleansNew Roads

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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