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Montgomery Napa Trust is a private trust based in NACOGDOCHES, TX. The foundation received its IRS ruling in 2011. The principal officer is Commercial Bank Of Texas. It holds total assets of $1.3M. Annual income is reported at $422K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2024. According to available records, Montgomery Napa Trust has made 5 grants totaling $571K, with a median grant of $115K. The foundation has distributed between $100K and $252K annually from 2021 to 2024. Grantmaking activity was highest in 2023 with $252K distributed across 2 grants. Individual grants have ranged from $100K to $126K, with an average award of $114K. Grant recipients are concentrated in Texas. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Montgomery Napa Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 5 grants. Its grantmaking reaches organizations primarily in TX.
Montgomery Napa Trust has distributed a total of $571K across 5 grants. The median grant size is $115K, with an average of $114K. Individual grants have ranged from $100K to $126K.
Grants are made only to charitable organizations having an exemption letter from the internal revenue service evidencing that it is such an organization. Has a policy of making grants to organizations which are actively engaged in educational programs on protection of the natural environment, conservation of natural resources, and the preservation of wildlife habitats.
Montgomery Napa Trust is headquartered in NACOGDOCHES, TX.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Commercial Bank Of Texas | TRUSTEE | $0 | $0 | N/A |
Total Giving
$139K
Total Assets
$1.4M
Fair Market Value
$2.6M
Net Worth
$1.2M
Grants Paid
$115K
Contributions
N/A
Net Investment Income
$96K
Distribution Amount
$123K
Total: $983K
Total Grants
5
Total Giving
$571K
Average Grant
$114K
Median Grant
$115K
Unique Recipients
1
Most Common Grant
$126K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Texas Land ConservancyGENERAL OPERATIONS | Austin, TX | $115K | 2024 |