Montgomery Napa Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Montgomery Napa Trust. Data shown is extracted from Form 990-PF filings.
EIN: 27-6402235
Foundation Overview
Based in Nacogdoches, TX, Montgomery Napa Trust has awarded 12 grants totaling $1,337,771 to organizations in Texas. Individual grants range from $90,921 to $126,183, with a median award of $114,681.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
100% of all grants are concentrated in Texas, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Texas, funding concentrates in Austin (100%).
Funding Trajectory
Moderate 32% growth trend over 8 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.
Program Areas
Dual focus on general purposes (75%) and environment, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Montgomery Napa Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Texas Land Conservancy | $120,405 | Austin, TX, US | General Operations | 2024 |
| Texas Land Conservancy | $120,405 | Austin, TX, US | General Operations | 2024 |
| Texas Land Conservancy | $114,681 | Austin, TX, US | General Operations | 2023 |
| Texas Land Conservancy | $114,681 | Austin, TX, US | General Operations | 2023 |
| Texas Land Conservancy | $126,183 | Austin, TX, US | General Operations | 2022 |
| Texas Land Conservancy | $126,183 | Austin, TX, US | General Operations | 2022 |
| Texas Land Conservancy | $126,183 | Austin, TX, US | General Operations | 2022 |
| Texas Land Conservancy | $104,404 | Austin, TX, US | General Operations | 2021 |
| Texas Land Conservancy | $100,026 | Austin, TX, US | General Operations | 2020 |
| Texas Land Conservancy | $99,962 | Austin, TX, US | General Operations | 2018 |
| Texas Land Conservancy | $93,737 | Austin, TX, US | Various Projects | 2017 |
| Texas Land Conservancy | $90,921 | Austin, TX, US | Various Projects Related To Texas Land Conservation | 2016 |
Foundations Similar to Montgomery Napa Trust
Discover 5 foundations with comparable assets ($2,555,608-$2,573,080), similar grant patterns, and geographic focus in TX that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Cf Barth St Pauls Missionary
EIN: 38-6063158 | 11 grants awarded |
$2,560,991
(≈ Similar) |
$99,674
median grant |
Dallas, TX
Same state |
|
|
C & I Eaton Trust Fund
EIN: 54-6898265 | 10 grants awarded |
$2,565,850
(≈ Similar) |
$84,613
median grant |
Dallas, TX
Same state |
|
|
Nels D Sedwall Trust
EIN: 36-7364250 | 11 grants awarded |
$2,559,498
(≈ Similar) |
$97,075
median grant |
Dallas, TX
Same state |
|
|
Elizabeth M Watkins Trust For Lawrence
EIN: 44-6009257 | 11 grants awarded |
$2,555,608
(≈ Similar) |
$102,688
median grant |
Dallas, TX
Same state |
|
|
Gaines H Billue Charitable Living Trust
EIN: 48-6195087 | 12 grants awarded |
$2,573,080
(≈ Similar) |
$80,000
median grant |
Dallas, TX
Same state |
|
Related Foundation Resources in TX:
Contact Information
Official contact details for Montgomery Napa Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 27-6402235 |
| Website | N/A |
| Address | PO BOX 635455 Nacogdoches, TX 75963-5455 |
Key People (1)
Board members, trustees, and key staff who oversee Montgomery Napa Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Commercial Bank Of Texas |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Montgomery Napa Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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