The Texas State Capitol

Form 990-PFTax year 2024EIN 04-6047134

Charles Montague Charitable TR

A private foundation in Dallas, TX. Its return for tax year 2024 lists 1 grant and $70,000 paid in grants.

Tax year 2024 (period ending Sep 30, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Bank of America Co Chelsea Craig
101 E River Dr
East Hartford, CT 061083285
(860) 244-4871
Form and materials
None
Deadlines
None
Restrictions
For higher education for childred of wakefield, ma

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $70,000

    Grants listed
    1
    Assets, end of year
    $1,439,839
  • Tax year 2023

    $65,000

    Grants listed
    1
    Assets, end of year
    $1,391,651
  • Tax year 2022

    $72,000

    Grants listed
    1
    Assets, end of year
    $1,382,222
  • Tax year 2021

    $80,000

    Grants listed
    1
    Assets, end of year
    $1,456,271
  • Tax year 2020

    $60,000

    Grants listed
    1
    Assets, end of year
    $1,524,723
  • Tax year 2019

    $60,000

    Grants listed
    1
    Assets, end of year
    $1,321,212
  • Tax year 2018

    $65,000

    Grants listed
    1
    Assets, end of year
    $1,281,609

Grants paid in 2024

1 grant, largest first

As listed on the return.

  1. The Scholarship Foundation of WakefieldWakefield, MA

    Scholarships

    $70,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education1 grant $70,000100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Massachusetts1 grant $70,000

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Bank of AmericaTRUSTEE Hours 1Pay $20,901

The return

More foundations

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Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.

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  4. Dena and Eric Frankfurt Family FoundationDallas, TX 4 grants Preselected only $69,300 giving
  5. Elizabeth M Watkins Trust for Kansas UnivDallas, TX 1 grant Preselected only $71,957 giving