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Charles Montague Charitable Trust is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1972. The principal officer is % Fleet Private Clients Group. It holds total assets of $1.4M. Annual income is reported at $183K. According to available records, Charles Montague Charitable Trust has made 4 grants totaling $269K, with a median grant of $69K. The foundation has distributed between $60K and $144K annually from 2021 to 2024. Grantmaking activity was highest in 2023 with $144K distributed across 2 grants. Individual grants have ranged from $60K to $72K, with an average award of $67K. Grant recipients are concentrated in Massachusetts. Contributions to this foundation are tax-deductible.
Charles Montague Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in MA.
Charles Montague Charitable Trust has distributed a total of $269K across 4 grants. The median grant size is $69K, with an average of $67K. Individual grants have ranged from $60K to $72K.
FOR HIGHER EDUCATION FOR CHILDRED OF WAKEFIELD, MA.
Charles Montague Charitable Trust is headquartered in DALLAS, TX.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $20K | $0 | $20K |
Total Giving
$102K
Total Assets
$1.4M
Fair Market Value
$1.5M
Net Worth
$1.4M
Grants Paid
$72K
Contributions
$0
Net Investment Income
$19K
Distribution Amount
$76K
Total Grants
4
Total Giving
$269K
Average Grant
$67K
Median Grant
$69K
Unique Recipients
1
Most Common Grant
$72K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| The Scholarship Foundation Of WakefieldUNRESTRICTED GENERAL | Wakefield, MA | $65K | 2024 |
| 2019 | 990PF | View |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
HOUSTON, TX
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