MONTANER CHARITABLE TR UW Our MissionSupport. Our aim is to support the impact and sustainability of the family of beneficiaries within the Montaner Charitable Trust. By maintaining a close and continuous working relationship with the beneficiaries, Montaner Charitable Trust will provide support that is fair, transparent, and attentive to the beneficiaries’ needs.2026 Distributions & Schedule I. Income Distribution: $13,803.89Schedule:April 15: $3,450.97July 15: $3,450.97October 15: $3,450.97January 15, 2027: $3,450.97II. Principal Distribution: $37,010.81Schedule: December 15, 2026Total Distribution for Fiscal Year 2025: $40,894.74Submit a Distribution Request Application.
Annual Revenue
$310,651
Known Funders
0
Grants Received
0
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $310,651 | $394,579 | $3,035,504 |
| 2023 | $211,616 | $320,865 | $3,119,432 |
| 2022 | $142,562 | $389,396 | $3,228,681 |
| 2021 | $316,441 | $345,147 | $3,475,515 |
| 2020 | $416,706 | $303,405 | $3,504,221 |
| 2019 | $118,415 | $261,805 | $3,390,920 |
| 2018 | $3,535,190 | — | $3,534,310 |
Top Funders
No funder data available yet for this nonprofit.
Key Personnel
From 2024 IRS 990 filing
HERITAGE TRUST COMPANY OF NM
CORP-TRUSTEE
Frequently Asked Questions
Other Nonprofits in New Mexico
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