EIN 83-6455052

Montaner Charitable TR Uw CB Funk DTD 6-14-16

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Taos
Year formed
2018
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Montaner Charitable trust's sole mission is to provide annual support to seven (7) public charities based in taos county new mexico. The trust organization's sole purpose is to support the activities of seven public charities located in taos county, new mexico.
Related structure
Montaner Charitable TR Uw CB Funk DTD 6-14-16 is a subordinate organization under University of New Mexico Foundation.
Total revenues
$211,616
2023
Total expenses
$320,865
2023
Total assets
$3,119,432
2023
Num. employees
0
2023

Program areas at Montaner Charitable TR Uw CB Funk DTD 6-14-16

The organization continued its required distribution of income and principal to its seven supported organizations.

Grants made by Montaner Charitable TR Uw CB Funk DTD 6-14-16

GranteeGrant descriptionAmount
Dream Tree ProjectEssential Operations$37,977
Millicent Rogers MuseumEssential Operations$37,977
Taos Historic MuseumsEssential Operations$37,977
...and 4 more grants made

Personnel at Montaner Charitable TR Uw CB Funk DTD 6-14-16

NameTitle
Fred WinterTrustee , Heritage Trust Co
Daniel MontoyaPresident , Trustee , Heritage Trust Co

Financials for Montaner Charitable TR Uw CB Funk DTD 6-14-16

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Program services$0
Investment income and dividends$92,459
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$119,157
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$211,616

Form 990s for Montaner Charitable TR Uw CB Funk DTD 6-14-16

Fiscal year endingDate received by IRSFormPDF link
2023-122024-08-29990View PDF
2022-122023-11-09990View PDF
2021-122022-08-08990View PDF
2020-122021-09-13990View PDF
2019-122020-09-25990View PDF
...and 1 more Form 990
Data update history
November 6, 2024
Posted financials
Added Form 990 for fiscal year 2023
January 18, 2024
Posted financials
Added Form 990 for fiscal year 2022
December 28, 2023
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
May 13, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsChapter / child organizationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
630 Paseo Del Pueblo Sur 170
Taos, NM 87571
County
Taos County, NM
Website URL
montanercharitabletrust.org/ 
Phone
(575) 758-7700
IRS details
EIN
83-6455052
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2018
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T30: Public Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Subordinate organization
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