The Texas State Capitol

Form 990-PFTax year 2025EIN 27-6402235

Montgomery Napa Trust

A private foundation in Nacogdoches, TX. Its return for tax year 2025 lists 1 grant and $126,116 paid in grants.

Tax year 2025 (period ending Mar 31, 2026), 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 person
On file
Phone
On file
Email
On file
Mailing address
On file
Form and materials
On file
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.

Contact person, phone, email, mailing address and application materials on file. See them with a plan.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $126,116

    Grants listed
    1
    Assets, end of year
    $1,365,638
  • Tax year 2024

    $120,405

    Grants listed
    1
    Assets, end of year
    $1,290,946
  • Tax year 2023

    $114,681

    Grants listed
    1
    Assets, end of year
    $1,362,696
  • Tax year 2022

    $126,183

    Grants listed
    1
    Assets, end of year
    $1,383,530
  • Tax year 2021

    $104,404

    Grants listed
    1
    Assets, end of year
    $1,033,495
  • Tax year 2020

    $100,026

    Grants listed
    1
    Assets, end of year
    $1,108,099
  • Tax year 2019

    $99,989

    Grants listed
    1
    Assets, end of year
    $1,178,825
  • Tax year 2018

    $99,962

    Grants listed
    1
    Assets, end of year
    $1,242,190

Grants paid in 2025

1 grant, largest first

As listed on the return.

  1. Texas Land ConservancyAustin, TX

    General operations

    $126,116

Where the money goes

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

  1. Environment1 grant $126,116100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Texas1 grant $126,116

Officers, directors and trustees

1 person as filed

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

  • Commercial Bank of TexasTRUSTEE Hours 1Pay $0

The return

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