Charles Montague Charitable Tr
EIN 046047134Total Given 2018–2025
$477K
7 grants · $60K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$65K
typical mid grants · $65K–$71K
grant size
100%
deep partner · 2/2 multi-year
repeat
$1.9M
Assets (2025)
2
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
BANK OF AMERICA CO CHELSEA CRAIG
Phone
(888) 866-3275
Deadlines
NONE
How to Apply
NONE
Restrictions
FOR HIGHER EDUCATION FOR CHILDRED OF WAKEFIELD, MA
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $65K | $1.5M | $132K | 1 |
| 2019 | $65K | $1.5M | $84K | 1 |
| 2020 | N/A | $1.5M | $127K | N/A |
| 2021 | $60K | $1.8M | $103K | 1 |
| 2022 | $80K | $1.4M | $280K | 1 |
| 2023 | $72K | $1.5M | $-164 | 1 |
| 2024 | $65K | $1.7M | $57K | 1 |
| 2025 | $70K | $1.9M | $140K | 1 |
Grant Size Distribution
Based on 7 grants on record
Minimum
$60K
25th Pctl
$65K
Median
$65K
Average
$68K
75th Pctl
$71K
Maximum
$80K
Geographic Distribution
Officers & Directors
BA
Bank of America
8+ yrs
Trustee
BA
Bank of America
8+ yrs
Trustee
BA
Bank of America
8+ yrs
Trustee
BA
Bank of America
8+ yrs
Trustee
BA
Bank of America
8+ yrs
Trustee
BA
Bank of America
8+ yrs
Trustee
BA
Bank of America
8+ yrs
Trustee
BA
Bank of America
8+ yrs
Trustee
Grants Awarded (7 total)
| Purpose | ||||
|---|---|---|---|---|
| The Scholarship Foundation of Wakefield | Wakefield, MA | $80,000 | UNRESTRICTED GENERAL | 2022 |
| The Scholarship Foundation of Wakefield | Wakefield, MA | $72,000 | UNRESTRICTED GENERAL | 2023 |
| The Scholarship Foundation of Wakefield | Wakefield, MA | $70,000 | SCHOLARSHIPS | 2025 |
| The Scholarship Foundation of Wakefield | Wakefield, MA | $65,000 | UNRESTRICTED GENERAL | 2024 |
| Citizens Scholarship Fdn Wakefld | Wakefield, MA | $65,000 | UNRESTRICTED GENERAL | 2018 |
| Citizens Scholarship Fdn Wakefld | Wakefield, MA | $65,000 | UNRESTRICTED GENERAL | 2019 |
| The Scholarship Foundation of Wakefield | Wakefield, MA | $60,000 | UNRESTRICTED GENERAL | 2021 |