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Montaner Charitable Tr Uw Cb Funk Dtd 6-14-16 at a glance

· Public charity

Montaner Charitable Tr Uw Cb Funk Dtd 6-14-16

The montaner charitable trust's sole mission is to provide annual support to seven (7) public charities based in taos county new mexico

$355k
Granted FY2025still arriving
7
Grants FY2025still arriving
1
States reached
$51k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2025.

Arts & Culture$571kHousing & Shelter$285kEducation$285kEnvironment$285kAnimals$285kPublic Safety & Disaster$285k
02FY2025 · 7 grants

Where the money goes

Grants by size, and the largest recipients.

$50,769
Median grant
1
States reached
$3.1M
Total assets
Largest grants
RecipientAmount
TAOS HISTORIC MUSEUMS$50,769
TAOS LAND TRUST$50,769
UNIVERSITY OF NEW MEXICO FOUNDATION INC$50,769
TAOS VOLUNTEER FIRE DEPARTMENT$50,769
MILLICENT ROGERS MUSEUM INC$50,769
DREAM TREE PROJECT INC$50,769
HUMANE SOCIETY OF TAOS DBA STRAY HEARTS$50,769
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY19–25, $285k) land where the poverty rate runs at 18%, against an area that typically sits at 15%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 15%DREAM TREE PROJECT INC: $51k → 18%DREAM TREE PROJECT INC: $47k → 18%DREAM TREE PROJECT INC: $47k → 18%DREAM TREE PROJECT INC: $39k → 18%DREAM TREE PROJECT INC: $38k → 18%DREAM TREE PROJECT INC: $35k → 18%DREAM TREE PROJECT INC: $29k → 18%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

100%of every dollar goes to organizations it has funded before.
$2.0M · 7 repeat orgs$0 to everyone else

7 repeat relationships: 7 still active in FY2025, 0 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

7
0

Total granted

$2.0M
$0

Still filing today

100%
0%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’20’21’22’23’24’25
Arts & CultureHuman ServicesEducationEnvironmentAnimalsPublic Safety & DisasterOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • MR
    MILLICENT ROGERS MUSEUM INC
    7× · 2019–2025 · $286k · revenue +41%
  • DT
    DREAM TREE PROJECT
    7× · 2019–2025 · $285k · revenue +191%
  • UNIVERSITY OF NEW MEXICO FOUNDATION INC
    7× · 2019–2025 · $285k · revenue +93%

Funded once

    How this is measured

    Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

    04Its field
    04the grantee network

    7 grantees tracked through their own filings, 2017–2025.

    Each grant beside the grantee’s revenue from every source, year by year.

    How this is measured

    Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover.

    Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

    2
    Load-bearing (≥25% of a budget)
    2
    Early backer (in before they grew)
    7/7
    Grantees still filing
    6/7
    Grew since first funded

    Where the money sits, by cause and then by grantee

    MILLICENT ROGERS MUSEUM INC: $285,521 · Arts & CultureMILLICENT ROGERS MUSEUM INCTAOS HISTORIC MUSEUMS INC: $285,020 · Arts & CultureTAOS HISTORIC MUSEUMS INCDREAM TREE PROJECT: $285,138 · Human ServicesDREAM TREE PROJE…UNIVERSITY OF NEW MEXICO FOUNDATION INC: $285,119 · EducationUNIVERSITY OF NE…TAOS LAND TRUST: $285,021 · EnvironmentTAOS LAND TRUSTHumane Society of Taos Inc dba Stray Hearts Animal Shelter: $285,020 · AnimalsHumane Society o…Taos Volunteer Fire Department Inc: $285,019 · Public Safety & DisasterTaos Volunteer F…
    Arts & Culture$570,541Human Services$285,138Education$285,119Environment$285,021Animals$285,020Public Safety & Disaster$285,019

    Each grantee by its size and the funder’s share of it; top left is load-bearing

    25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetMILLICENT ROGERS MUSEUM INC: $285,521 over 7y, 7.8% of budgetDREAM TREE PROJECT: $285,138 over 7y, 1.9% of budgetUNIVERSITY OF NEW MEXICO FOUNDATION INC: $285,119 over 7y, 0.1% of budgetTAOS LAND TRUST: $285,021 over 7y, 13% of budgetTAOS HISTORIC MUSEUMS INC: $285,020 over 7y, 26% of budgetHumane Society of Taos Inc dba Stray Hearts Animal Shelter: $285,020 over 7y, 5.1% of budgetTaos Volunteer Fire Department Inc: $285,019 over 7y, 47% of budget
    Grantee by grantee: a decade per organization, before and after funding

    A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

    • Who funds MILLICENT ROGERS MUSEUM INC ↗
    • Who funds DREAM TREE PROJECT ↗
    • Who funds UNIVERSITY OF NEW MEXICO FOUNDATION INC ↗
    • Who funds TAOS LAND TRUST ↗
    • Who funds TAOS HISTORIC MUSEUMS INC ↗
    • Who funds Humane Society of Taos Inc dba Stray Hearts Animal Shelter ↗
    • Who funds Taos Volunteer Fire Department Inc ↗

    Co-funders

    Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

    The Taos Community Fo…Reed Family Foundatio…Marshall L and Perrin…Donor Advised Charita…Amazonsmile Foundation
    The Taos Community Foundation IncNM15.7× affinity5 shared granteesties to 4 of 4Hover any node to trace its alignments.Compare side by side →

    Open a dossier: The Taos Community Foundation Inc · Reed Family Foundation Inc · Marshall L and Perrine D McCune Charitable Foundation Inc · Donor Advised Charitable Giving Inc · Amazonsmile Foundation

    How this is measured
    Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

    How much its grantees rely on government

    Each dot is one organization Montaner Charitable Tr Uw Cb Funk Dtd 6-14-16 funds: left to right is the share of its income from government, bottom to top the share from Montaner Charitable Tr Uw Cb Funk Dtd 6-14-16. Bigger dots raise more.

    2024
    ’20’21’22’23’24’25
    no gov · 00%3%13%28%50%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →
      no gov moneyreceives it· size = income
      0get no government money at all
      2report government grants on their 990 we could not trace to a source (not plotted)
      0rely on government for over half their income
      ⤢ axis zoomed · 0–50%
      typical government reliance, FY20–25
      How this is measured
      Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

      On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 7 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

      How this is measured
      Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

      Generated from the IRS Form 990 e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

      Source object · view filing

      Play a game based on Montaner Charitable Tr Uw Cb Funk Dtd 6-14-16’s filings →

      More from the funding graph

      The unnamed billions
      grants reported with no recipient in the public record
      The regranting layer
      51% of grant dollars land in the regranting layer
      The DAF merry-go-round
      $9.7B circulates between donor-advised funds
      The endowment market
      who holds foundation money, and what just moved
      The camps
      funders cluster by geography, not ideology
      By state
      where grant money is based, and what stays home