William Edwin Montan Charitable Trust
The William Edwin Montan Charitable Trust is a private foundation based in New Orleans, Louisiana. In 2024, it gave $373,414 in grants to 26 organizations, with all grant dollars going to recipients in Louisiana.
William Edwin Montan Charitable Trust at a glance
In short: William Edwin Montan Charitable Trust gave $373K across 26 grants in 2024 (avg $14K), mostly in Louisiana. 19% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $373,414
- -5.5% vs 2023
- Grants made (2024)
- 26
- -16.1% vs 2023
- Average grant
- $14,362
- +12.6% vs 2023
- Median grant
- $12,500
- Total assets
- $7,747,075
- +2.4% vs 2023
- New grantees (estimate)
- 19% first-time grantees (5 of 26, 2024)
- Primary geography
- Louisiana (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to William Edwin Montan Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations.
- Contact
Mailing address: 701 Poydras Street Ste 3100, New Orleans, LA 70139-7727
Phone: (504) 599-2191
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who William Edwin Montan Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Baton Rouge General Foundation ($66K). Together the top 10 received $259K.
Grant Size Distribution
148 grants across all recorded years
The most common grant size was under $50K: 146 grants of 148 (99%).
Geographic Focus
Where this funder awards grants
All 2024 grant dollars went to organizations in Louisiana.
Grant Distribution by State
Share of 2024 grant dollars across all 26 itemized grants.
States
Cities
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 grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $359K (2020) to $405K (2022). In 2024 it made 26 grants totaling $373K.
Grants by year
Grant recipients and amounts by year
| 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 |
Ready to take the next step with William Edwin Montan Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $7,747,075 | $648,360 | $467,712 | $373,414 | 26 | $393,846 | $577,979 | $387,959 |
| 2023 | $7,564,351 | $313,233 | $493,347 | $395,344 | 31 | $420,597 | $243,307 | $398,557 |
| 2022 | $7,742,942 | $-118,075 | $521,158 | $404,842 | 37 | $427,019 | $52,394 | $417,507 |
| 2021 | $8,385,474 | $1,615,102 | $529,604 | $399,079 | 28 | $430,180 | $1,516,250 | $440,884 |
| 2020 | $7,299,799 | $139,455 | $447,600 | $358,880 | 26 | — | $74,279 | $410,335 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2024 grantees include organizations working in child advocacy, housing, youth education, women’s and infant health, children’s learning, and early childhood education. These are the grantees’ stated missions and describe their work, not a stated mission or focus-area list for the trust.
For example, Capital Area CASA Association says it provides child advocacy in the court system. Rebuilding Together Baton Rouge says it brings volunteers and communities together to improve homes and lives for low-income elderly and disabled homeowners. Baton Rouge Youth Coalition says it helps teens pursue post-secondary education through resources including ACT preparation, mentoring, and college guidance.
Grantmaking
In 2024, the trust made 26 grants totaling $373,414. Awards ranged from $2,500 to $65,500, with a median of $12,500.
The largest grants included $65,500 to Baton Rouge General Foundation for general support and $53,414 to Catholic Charities of the Diocese for general operating support. Other notable grants were $20,000 each to Alzheimer’s Services, Cancer Services of Greater Baton Rouge, Capital Area CASA Association, and Rebuilding Together Baton Rouge; and $15,000 each to Teach for America, the American Red Cross, Career Compass of Louisiana, and Franciscan Missionaries of Our.
Among other 2024 recipients, Knock Knock Children’s Museum received $7,500; Junior Achievement of Greater New Orleans received $5,000; and Pointe Coupee Early Childhood received $4,000.
Leadership & Key People
Leadership team and compensation from IRS filings
Hancock Whitney Bank is listed as trustee on the 2024 filing.
William Edwin Montan Charitable Trust's only listed officer is Hancock Whitney Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2024 filing
Hancock Whitney Bank
Trustee
On filings since 2020
1 hr/week
$79K (2020) → $78K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $78K, to Hancock Whitney Bank (Trustee).
Frequently asked questions about William Edwin Montan Charitable Trust
How much does William Edwin Montan Charitable Trust give each year?
William Edwin Montan Charitable Trust gave $373K across 26 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $395K across 31 grants.
What is William Edwin Montan Charitable Trust's typical grant size?
William Edwin Montan Charitable Trust's median grant in 2024 was $12,500, and its average grant was $14,362, across 26 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from William Edwin Montan Charitable Trust that year got $8K on average.
Where does William Edwin Montan Charitable Trust give grants?
William Edwin Montan Charitable Trust gives mostly in Louisiana: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Baton Rouge, LA (19 grants), New Orleans, LA (4 grants) and Gonzales, LA (2 grants).
Does William Edwin Montan Charitable Trust give general operating support?
Yes: 100% of William Edwin Montan Charitable Trust's 2024 grants with a stated purpose (26 of 26) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are William Edwin Montan Charitable Trust's largest grantees?
William Edwin Montan Charitable Trust's largest 2024 grantees include Baton Rouge General Foundation ($65,500), Catholic Charities of the Diocese ($53,414) and Alzheimer's Services ($20,000), according to its 2024 IRS Form 990-PF. Together they received 37% of its itemized 2024 grant dollars.
How large is William Edwin Montan Charitable Trust?
William Edwin Montan Charitable Trust reported $7.7M in total assets on its 2024 IRS Form 990-PF. It paid out $394K in qualifying distributions that year, against a required minimum of $388K (roughly 5% of its investment assets).
What does William Edwin Montan Charitable Trust fund?
No mission statement for the trust is provided. Its 2024 grantees include organizations working in child advocacy, housing, youth education, women’s and infant health, children’s learning, and early childhood education. See mission & focus areas ↑
How do I apply for a grant from William Edwin Montan Charitable Trust?
The trust does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does William Edwin Montan Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in William Edwin Montan Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Huey & Angelina Wilson Foundation
Baton Rouge, LA
The foundation funds human services, education, healthcare, prison reentry, and nonprofit capacity building, with emphasis on people facing poverty, disability, chronic illness, or barriers after incarceration. Its 2024 grants had a median of about $40,000 (ranging from $50 to $628,000) and went to Louisiana organizations, especially in the Greater Baton Rouge area; requests are submitted online, but the profile does not say whether unsolicited requests are accepted.
Assets
$170.5M
Grants
104
Total Given
$5.8M
Baton Rouge Area Foundation
Baton Rouge, LA
The Baton Rouge Area Foundation supports nonprofits and community projects addressing needs such as education, health, human services, economic opportunity, and community resilience, primarily in Baton Rouge and Southern Louisiana. In 2024, its grants ranged from $5,100 to $2,201,762, with a median award of $21,000. It offers competitive funding opportunities, but the profile does not state whether it accepts unsolicited requests generally.
Assets
$342.7M
Grants
340
Total Given
$31.1M
Albemarle Foundation
Charlotte, NC
In 2024, the Albemarle Foundation funded emergency relief, education, community philanthropy, and services for people with intellectual and developmental disabilities, among other causes. It made 147 grants totaling $3.65 million; awards ranged from $10 to $1,359,587, with a median of $1,000. Most grant dollars went to Delaware, with additional funding in the District of Columbia and North Carolina; the filing says applicants should contact the foundation and directs them to application materials, but does not explicitly state whether unsolicited requests are accepted.
Assets
$30.2M
Grants
147
Total Given
$3.7M
Capital Area United Way
Baton Rouge, LA
Capital Area United Way funds partner agencies addressing education, economic mobility, health, and basic needs in its 10-parish Capital Region service area. A recent Basic Needs opportunity typically offered one-year grants of $10,000–$30,000, with requests up to $50,000. Agencies apply through e-CImpact; the profile does not state whether unsolicited requests are accepted.
Assets
$13.3M
Grants
47
Total Given
$2.6M
The Charles Lamar Family Foundation
Baton Rouge, LA
The foundation supports nonprofit projects in Pre-K–12 education, companion animal welfare, water resources, and other areas including conservation, social services, and arts and culture, usually in the Baton Rouge, Louisiana area. Grants are typically around $20,780 by median, with awards generally ranging from $5,000 to $400,000. It describes competitive application rounds but does not state whether it accepts unsolicited requests.
Assets
$13.8M
Grants
47
Total Given
$1.5M
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
More similar funders
More Funders in Louisiana
Cite this profile
Grantable. (2026). William Edwin Montan Charitable Trust funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/william-edwin-montan-charitable-trust-morg_217f980313d143c7a1640a5422d7cb96
BibTeX
@misc{grantable_202128402_2026,
author = {{Grantable}},
title = {{William Edwin Montan Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/william-edwin-montan-charitable-trust-morg_217f980313d143c7a1640a5422d7cb96},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from William Edwin Montan Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
William Edwin Montan Charitable Trust down — hundreds of funders to go?