Montaner Charitable Tr Uw Cb Funk Dtd 6-14-16
- Assets
- $3.5m
- Revenue
- $316.4k
- Investments
- $0.0
- Employees
- 0
- Location
- Taos, NM
- Founding
- 09/2019
- Data as of
- 12/2021
- EIN
- 83-6455052
Organization Overview
Montaner Charitable Tr Uw Cb Funk Dtd 6-14-16 is located in Taos, NM. The organization was established in 2019. According to its NTEE Classification (T30) the organization is classified as: Public Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Montaner Charitable Tr Uw Cb Funk Dtd 6-14-16 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Montaner Charitable Tr Uw Cb Funk Dtd 6-14-16 generated $316.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (45.3%) each year.
Since 2019, Montaner Charitable Tr Uw Cb Funk Dtd 6-14-16 has awarded 21 individual grants totaling $718,931. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE TRUST ORGANIZATION'S SOLE PURPOSE IS TO SUPPORT THE ACTIVITIES OF SEVEN PUBLIC CHARITIES LOCATED IN TAOS COUNTY, NEW MEXICO.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ORGANIZATION CONTINUED ITS REQUIRED DISTRIBUTION OF INCOME AND PRINCIPAL TO ITS SEVEN SUPPORTED ORGANIZATIONS.
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PDF Copies of 990 Filings
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $104,884 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $104,884 |
| Total Program Service Revenue | $0 |
| Investment income | $97,713 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $113,844 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $316,441 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $271,300 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $45,894 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $4,312 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $694 |
| Fees for services: Other | $22,947 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $345,147 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $116,000 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $3,359,515 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $3,475,515 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $3,475,515 |
| Total liabilities and net assets/fund balances | $3,475,515 |
Grants Awarded
Over the last fiscal year, Montaner Charitable Tr Uw Cb Funk Dtd 6-14-16 has awarded $271,300 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
Taos, NM PURPOSE: ESSENTIAL OPERATIONS | $39,003 |
Taos, NM PURPOSE: ESSENTIAL OPERATIONS | $39,003 |
TAOS VOLUNTEER FIRE DEPARTMENT PURPOSE: ESSENTIAL OPERATIONS | $39,003 |
Taos, NM PURPOSE: ESSENTIAL OPERATIONS | $39,003 |
Taos, NM PURPOSE: ESSENTIAL OPERATIONS | $39,003 |
Taos, NM PURPOSE: ESSENTIAL OPERATIONS | $39,003 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Jasper Ridge Charitable Fund Fort Worth, TX | $1,059,804,391 | $51,342,189 |
Communities Foundation Of Oklahoma Inc Oklahoma City, OK | $155,793,943 | $76,729,791 |
W W Caruth Jr Foundation Dallas, TX | $444,705,321 | $32,925,098 |
Dallas Center For The Performing Arts Foundation Inc Dallas, TX | $209,822,251 | $21,963,048 |
Houston Parks Board Houston, TX | $62,239,000 | $18,357,527 |
Fossil Foundation Richardson, TX | $2,468,423 | $514,916 |
Pratham Usa Houston, TX | $25,223,728 | $25,510,214 |
Amg Charitable Gift Foundation Greenwood Village, CO | $149,608,626 | $31,189,759 |
Amarillo Area Foundation Inc Amarillo, TX | $153,231,166 | $11,027,021 |
University Of North Texas Foundation Inc Denton, TX | $307,856,436 | $18,135,985 |
Soi Dog Houston, TX | $2,898,470 | $10,171,466 |
The Livestrong Foundation Austin, TX | $32,201,486 | $2,234,840 |