Private Foundation

CHARLES MONTAGUE CHARITABLE TR

Based in DALLAS, TX, CHARLES MONTAGUE CHARITABLE TR operates as a Private Foundation. The organization reported $140K in revenue, $98K in expenses, $1.4M in total assets for fiscal year 2025. Imperigo tracks 8 reported grants from this foundation totaling approximately $514K.

EIN: 046047134 DALLAS, TX Latest filing: 2025

Total Revenue$140K

Total Expenses$98K

Total Assets$1.4M

Grants Given8

Grant Total$514K

Filing Years2020–2025

Sample Grants Given

THE SCHOLARSHIP FOUNDATION OF WAKEFIELD

WAKEFIELD, MA · 2024

SCHOLARSHIPS

$70,000

THE SCHOLARSHIP FOUNDATION OF WAKEFIELD

WAKEFIELD, MA · 2023

UNRESTRICTED GENERAL

$65,000

THE SCHOLARSHIP FOUNDATION OF WAKEFIELD

WAKEFIELD, MA · 2020

UNRESTRICTED GENERAL

$60,000

THE SCHOLARSHIP FOUNDATION OF WAKEFIELD

WAKEFIELD, MA · 2019

UNRESTRICTED GENERAL

$60,000

CITIZENS SCHOLARSHIP FDN WAKEFLD

WAKEFIELD, MA · 2018

UNRESTRICTED GENERAL

$65,000

Showing up to 5 of 8 total records — full history available with membership.

Officers & Directors

TRUSTEE Bank Of America

Officer compensation and complete director data available with membership.

Top Grant Purposes

UNRESTRICTED GENERAL

$444,000 7 grants

SCHOLARSHIPS

$70,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2025	$140K	$98K	$1.4M
2024	$57K	$93K	$1.4M
2023	$-164	$102K	$1.4M
2021	$103K	$90K	$1.5M
2020	$127K	$82K	$1.3M

Between 2020 and 2025, reported annual revenue grew from $127K to $140K (+10%), with total assets most recently reported at $1.4M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MA.

Full geographic grant map with state-by-state breakdown available with membership.

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