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
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
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
Among its reported 2024 grants, the largest include Baton Rouge General Foundation ($65,500), Catholic Charities of the Diocese ($53,414), Alzheimer's Services ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| TEACH FOR AMERICA BATON ROUGE, LA | GENERAL SUPPORT | $15,000 |
| ALZHEIMER'S SERVICES BATON ROUGE, LA | GENERAL OPERATING | $20,000 |
| AMERICAN RED CROSS BATON ROUGE, LA | GENERAL SUPPORT | $15,000 |
| BATON ROUGE GENERAL FOUNDATION BATON ROUGE, LA | GENERAL SUPPORT | $65,500 |
| HABITAT FOR HUMANITY BATON ROUGE, LA | GENERAL OPERATING | $12,500 |
| KNOCK KNOCK CHILDREN'S MUSEUM BATON ROUGE, LA | GENERAL OPERATING | $7,500 |
| CAREER COMPASS OF LOUISANA NEW ORLEANS, LA | GENERAL OPERATING | $15,000 |
| CATHOLIC CHARITIES OF THE DIOCESE NEW ORLEANS, LA | GENERAL OPERATING | $53,414 |
| BATON ROUGE YOUTH COALITION BATON ROUGE, LA | GENERAL OPERATING | $13,000 |
| LRCE BATON ROUGE, LA | GENERAL OPERATING | $10,000 |
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
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.
Explore Open Grants
Browse active grant opportunities in William Edwin Montan Charitable Trust's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Team Lamada
BATON ROUGE, LA
Assets
—
Grants
0
Total Given
—
The Feather Fund NOLA
MANDEVILLE, LA
Assets
$3K
Grants
0
Total Given
—
Orleans Parish Prison Reform Coalition
NEW ORLEANS, LA
Assets
$156K
Grants
1
Total Given
$20K
Ballengee Family Foundation Trust
SHREVEPORT, LA
Assets
—
Grants
4
Total Given
$7K
Foundation for Louisiana
NEW ORLEANS, LA
Assets
$16.8M
Grants
99
Total Given
$2.1M
The Fellowship of Orthopaedic
METAIRIE, LA
Assets
$903K
Grants
0
Total Given
—
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with William Edwin Montan Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching William Edwin Montan Charitable Trust to a real strategy.