Nonprofit · EIN 83-6455052
MONTANER CHARITABLE TR UW CB FUNK DTD 6-14-16
Tax-exempt · TAOS, NM 87571
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $421,802 | $403,756 | $18,046 | $3,053,550 | $0 | $3,053,550 |
| December 31, 2024 | 990 | $310,651 | $394,579 | -$83,928 | $3,035,504 | $0 | $3,035,504 |
| December 31, 2023 | 990 | $211,616 | $320,865 | -$109,249 | $3,119,432 | $0 | $3,119,432 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $421,802
- Net gain from sales of assets
- $293,048
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $355,384
- Compensation of officers, directors and key employees
- $40,333
- Salaries, compensation and benefits (total)
- $40,333
- Professional fundraising fees
- $0
- Accounting fees
- $5,459
- Program services (functional)
- $379,569
- Management and general (functional)
- $24,187
Balance sheet and other
- Total assets, start of year
- $3,035,504
- Total assets, end of year
- $3,053,550
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,053,550
- Publicly traded securities
- $2,379,247
- Gross receipts
- $964,859
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2018
- State of legal domicile
- NM
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HERITAGE TRUST COMPANY OF NM | CORP-TRUSTEE Institutional trustee | 1 | $40,333 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HERITAGE TRUST COMPANY OF NM | CORP-TRUSTEE Institutional trustee | 1 | $28,872 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HERITAGE TRUST COMPANY OF NM | CORP-TRUSTEE Institutional trustee | 1 | $38,224 |
Address and contacts
- Address (IRS master file)
- 630 PASEO DEL PUEBLO SUR STE 170, TAOS, NM 87571-7001
- In care of
- % HERITAGE TRUST COMPANY OF NEW MEX
- Principal officer (990 for 2025)
- MANUEL VIGIL, 630 PASEO DEL PUEBLO SUR 170, TAOS, NM 87571
- Signed the 990
- MANUEL VIGIL, TRUST OFFICER, ADAMS BROWN TRU
- Phone
- (575) 758-7700
- Return prepared by
- BURT & COMPANY CPAS LLC
Mission
THE MONTANER CHARITABLE TRUST'S SOLE MISSION IS TO PROVIDE ANNUAL SUPPORT TO SEVEN (7) PUBLIC CHARITIES BASED IN TAOS COUNTY NEW MEXICO
Program accomplishments
- THE ORGANIZATION CONTINUED ITS REQUIRED DISTRIBUTION OF INCOME AND PRINCIPAL TO ITS SEVEN SUPPORTED ORGANIZATIONS.Expenses $379,569 · grants $355,384
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 83-6455052
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III non-functionally integrated
- Donations deductible (Pub 78)
- Non-functionally integrated Type III supporting organization
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $3,053,550
- Income (IRS master file)
- $964,859
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $421,802 | $403,756 | $3,053,550 | XML |
| 990 | December 2024 | $310,651 | $394,579 | $3,035,504 | IRS |
| 990 | December 2023 | $211,616 | $320,865 | $3,119,432 | XML |
| 990 | December 2022 | $142,562 | $389,396 | $3,228,681 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-6455052).
Questions about MONTANER CHARITABLE TR UW CB FUNK DTD 6-14-16
- What is the EIN of MONTANER CHARITABLE TR UW CB FUNK DTD 6-14-16?
- The employer identification number (EIN) of MONTANER CHARITABLE TR UW CB FUNK DTD 6-14-16 is 83-6455052.
- Is MONTANER CHARITABLE TR UW CB FUNK DTD 6-14-16 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to MONTANER CHARITABLE TR UW CB FUNK DTD 6-14-16 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
- Which annual return does MONTANER CHARITABLE TR UW CB FUNK DTD 6-14-16 file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTANER CHARITABLE TR UW CB FUNK DTD 6-14-16 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTANER CHARITABLE TR UW CB FUNK DTD 6-14-16 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MONTANER CHARITABLE TR UW CB FUNK DTD 6-14-16?
- The 990 for the year ended December 31, 2025 names MANUEL VIGIL.
- Who are the officers and directors of MONTANER CHARITABLE TR UW CB FUNK DTD 6-14-16?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $40,333 (HERITAGE TRUST COMPANY OF NM, CORP-TRUSTEE).
- How much revenue does MONTANER CHARITABLE TR UW CB FUNK DTD 6-14-16 have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $421,802, expenses of $403,756 and total assets of $3,053,550 at year end.
Other nonprofits in TAOS
- THE TAOS COMMUNITY FOUNDATION INC EIN 85-0425147 · last filed 990 for 2025
- THE HARWOOD MUSEUM ALLIANCE INC EIN 85-0434186 · last filed 990-EZ for 2025
- MAGIC RUBBER CHICKEN FOUNDATION EIN 99-1806077 · last filed 990-N for 2025
- TAOS HEALTH SYSTEMS INC HOLY CROSS HOSPITAL EIN 85-0289839 · last filed 990 for 2025
- KIT CARSON ELECTRIC COOPERATIVE INC EIN 85-0081882 · last filed 990 for 2025
- NONVIOLENCE WORKS INC EIN 26-1486393 · last filed 990 for 2024
- DREAMTREE PROJECT INC EIN 85-0462470 · last filed 990 for 2024
- ROCKY MOUNTAIN YOUTH CORPS EIN 85-0404817 · last filed 990 for 2025
All nonprofits in TAOS · New Mexico · Philanthropy, voluntarism and grantmaking foundations