Montgomery Napa Trust
EIN 276402235Total Given 2017–2025
$850K
8 grants · $94K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$102K
typical big bets · $98K–$116K
grant size
100%
deep partner · 2/2 multi-year
repeat
$2.6M
Assets (2025)
2
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
MONTGOMERY NAPA TRUST
Phone
(936) 715-4118
Deadlines
NONE
How to Apply
FURNISH CORRECT NAME, ADDRESS AND PHONE NUMBER OF APPLICANT. ALSO PROVIDE A BRIEF RESUME OF: (1) THE OPERATIONS OF THE APPLICANT, AND (2) EXPLANATION OF THE REQUEST EVIDENCING THE NEED, THE SERVICE TO BE RENDERED AND HOW, WHEN AND WHERE MEMBERS OF THE PUBLIC WILL BE BENEFITED.
Restrictions
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.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $91K | $2.0M | $52K | 1 |
| 2018 | $94K | $2.1M | $56K | 1 |
| 2019 | $100K | $2.1M | $84K | 1 |
| 2021 | $100K | $2.5M | $47K | 1 |
| 2022 | $104K | $2.7M | $51K | 1 |
| 2023 | $126K | $2.5M | $498K | 1 |
| 2024 | $115K | $2.6M | $123K | 1 |
| 2025 | $120K | $2.6M | $72K | 1 |
Grant Size Distribution
Based on 8 grants on record
Minimum
$91K
25th Pctl
$98K
Median
$102K
Average
$106K
75th Pctl
$116K
Maximum
$126K
Geographic Distribution
Officers & Directors
CT
Commercial Bank of Texas
Trustee
CT
Commercial Bank of Texas
Trustee
CT
Commercial Bank of Texas
Trustee
CT
Commercial Bank of Texas
Trustee
CT
Commercial Bank of Texas
Trustee
CT
Commercial Bank of Texas
Trustee
CT
Commercial Bank of Texas
Trustee
CT
Commercial Bank of Texas
Trustee
Grants Awarded (8 total)
| Purpose | ||||
|---|---|---|---|---|
| Texas Land Conservancy | Austin, TX | $126,183 | GENERAL OPERATIONS | 2023 |
| Texas Land Conservancy | Austin, TX | $120,405 | GENERAL OPERATIONS | 2025 |
| Texas Land Conservancy | Austin, TX | $114,681 | GENERAL OPERATIONS | 2024 |
| Texas Land Conservancy | Austin, TX | $104,404 | GENERAL OPERATIONS | 2022 |
| Texas Land Conservancy | Austin, TX | $100,026 | GENERAL OPERATIONS | 2021 |
| Texas Land Conservancy | Austin, TX | $99,962 | GENERAL OPERATIONS | 2019 |
| Texas Land Conservancy | Austin, TX | $93,737 | VARIOUS PROJECTS | 2018 |
| Texas Land Conservancy | Austin, TX | $90,921 | VARIOUS PROJECTS RELATED TO TEXAS LAND CONSERVATION | 2017 |