Funder DirectoryWILLIAM EDWIN MONTAN CHARITABLE TRUST
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Private foundation (trust)EIN 202128402Est. 2006-11

WILLIAM EDWIN MONTAN CHARITABLE TRUST

NEW ORLEANS, LA 701397727

Total Assets

$8.3M

FY 2023

Annual Giving

$395K

FY 2023

Grants Made

31

FY 2023

Avg Grant

$13K

FY 2023

Grant Range

$3K–$28K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$313K

Total Expenses

$493K

Qualifying Distributions

$421K

Distributable Amount

$399K

Min. Investment Return

$402K

Undistributed Income

$373K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

31 grants

Grant sizes from minimum $3K through median $13K to maximum $28K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $405K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

122 grants

ST VINCENT DE PAUL
$127K
4 grants
ALZHEIMER'S SERVICES
$80K
4 grants
CANCER SERVICES OF GREATER BATON
$80K
4 grants
LRCE
$68K
4 grants
BATON ROUGE YOUTH COALITION
$68K
4 grants
THE EMERGE CENTER
$66K
3 grants
CAREER COMPASS OF LOUISANA
$65K
4 grants
GREATER BATON ROUGE FOOD BANK
$60K
4 grants

Grant Size Distribution

122 grants

<$10K
56
grants
$10–50K
66
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Louisiana
$1.6M
100% of total

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WILLIAM EDWIN MONTAN CHARITABLE TRUST — Grants, Financials & Contact | Grantivo