Private foundation · EIN 27-6402235 · Nacogdoches, Texas · Philanthropy & grantmaking

Montgomery Napa Tr

Should you approach them?

Yes, approach them if you're in Texas. The foundation accepts applications (NONE) and its median grant is $126K.

From the 2025 Form 990-PF: 1 grants paid, $126K total, median $126K. 100% of grants stayed in Texas. Stated restrictions: Grants are made only to charitable organizations having an exemption letter from the internal revenue service evidencing that it is such an organization.

Accepts applications
Yes
per 990-PF Part XV
Grants paid, 2025
1
$126K
Median grant
$126K
Stays in TX
100%
of grants
Deadline
NONE
Assets
$1.4M

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. Contact: Montgomery Napa Trust, 215 East Main, Nacogdoches, Tx, 9367154114, HDAVIS@CBTX.COM Deadlines: NONE 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.

Quoted from Part XV of the foundation's 2025 Form 990-PF; the full text is in the filing. Confirm on the foundation's website before you write.

Grants paid in 2025

1 grants, all shown · from Form 990-PF Part XV

RecipientPurposeAmount
Texas Land ConservancyAustin, TXGeneral operations$126K

About this foundation

Montgomery Napa Tr is a private grantmaking foundation in Nacogdoches, Texas, administered in care of Commercial Bank of Texas, tax-exempt since 2011. Private foundations must pay out roughly 5% of their assets each year, mostly as grants to 501(c)(3) public charities.

All filings on ProPublica

Does Montgomery Napa Tr accept grant applications?

Yes. On its 2025 Form 990-PF the foundation indicates it accepts applications. Furnish correct name, address and phone number of applicant. Deadlines: NONE.

How much does Montgomery Napa Tr give each year?

In tax year 2025 it paid $126K across 1 grants, a median of $126K.

Where does Montgomery Napa Tr give?

Texas (1 grants), per its latest filing.

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