Montaner Charitable TR Uw CB Funk DTD 6-14-16

Analysis

Montaner Charitable TR Uw CB Funk DTD 6-14-16 is a registered charity in United States, based in Taos, NM. It received its IRS tax-exemption ruling in September 2019, 7 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a supporting organisation (type iii other) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Montaner Charitable TR Uw CB Funk DTD 6-14-16 reported income of $212k and spending of $321k, spending 152% of what it took in. Across the 5 years on record, from December 2019 to December 2023, income grew from $118k to $212k (+79%), an average of +16% a year. The sharpest change came in the year to December 2020, when income rose by 252%. Over the whole period it spent 134% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Montaner Charitable TR Uw CB Funk DTD 6-14-16 sits at the 59th percentile: it is larger than about 59% of them. Against every charity in United States with reported income it ranks in the 55th percentile, and in the 53rd percentile within NM. Charities of a similar size with the same main cause include Chisholm Trail Ranger Regiment Band Boosters ($211k), Association for the Community Parent Center Inc ($212k) and Friends of Hospice San Antonio Inc ($211k).

At year end it held assets of $3.1m against liabilities of $0, net assets of $3.1m.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.