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· Private foundation

William Edwin Montan Charitable Trust

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$373k
Granted FY2024still arriving
26
Grants FY2024still arriving
1
States reached
$66k
Largest
01What it funds
0191% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Health$677kHuman Services$218kEducation$168kYouth Development$159kHousing & Shelter$113kArts & Culture$91kEmployment$80kCrime & Legal$78kOther$0
02FY2024 · 26 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k10 grants · $44k
  • $10k–50k14 grants · $211k
  • $50k–250k2 grants · $119k
$12,500
Median grant
1
States reached
$7.7M
Total assets
Largest grants
RecipientAmount
BATON ROUGE GENERAL FOUNDATION$65,500
CATHOLIC CHARITIES OF THE DIOCESE$53,414
CANCER SERVICES OF GREATER BATON$20,000
CAPITAL AREA CASA ASSOCIATION$20,000
REBUILDING TOGETHER BATON ROUGE$20,000
ALZHEIMER'S SERVICES$20,000
FRANCISCIAN MISSIONARIES OF OUR$15,000
CAREER COMPASS OF LOUISANA$15,000
AMERICAN RED CROSS$15,000
TEACH FOR AMERICA$15,000
BATON ROUGE YOUTH COALITION$13,000
Individual grant recipient$12,500
HABITAT FOR HUMANITY$12,500
OLOL CHILDREN'S HEALTH CHILDRENS$12,500
LRCE$10,000
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 (FY20–22, $49k) land where the poverty rate runs at 10%, against an area that typically sits at 13%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 13%THE ARC OF EAST ASCENSION: $20k → 10%THE ARC OF EAST ASCENSION: $15k → 10%THE ARC OF EAST ASCENSION: $14k → 10%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.

87%of every dollar goes to organizations it has funded before.
$1.7M · 36 repeat orgs$244k to everyone else

36 repeat relationships: 21 still active in FY2024, 15 since wound down; 5 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

36
17

Total granted

$1.7M
$205k

Median revenue growth · since first grant

+3%
+16%

Still filing today

50%
59%

New vs renewed · share of each year

In FY2024, 90% of grant dollars renewed an existing relationship; $39k went to new ones.

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

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

’20’21’22’23’24
EducationHealthYouth DevelopmentHuman ServicesCivil RightsPublic 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

  • GH
    GENERAL HEALTH SYSTEM FOUNDATION
    5× · 2020–2024 · $123k · revenue +88%
  • BR
    Baton Rouge Youth Coalition Inc
    5× · 2020–2024 · $81k · revenue +62%
  • TE
    THE EMERGE CENTER INC
    3× · 2021–2023 · $66k · revenue +10%

Funded once

  • CR
    CRISTO REY BATON ROUGE HIGH
    one grant, 2020 · $27k
  • TE
    The Emerge School for Autism Incgraduated
    one grant, 2020 · $21k · revenue +95%
  • HR
    HERITAGE RANCH
    one grant, 2023 · $20k · revenue -42%
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

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Baton Rouge Children's Advocacy Center

Baton rouge children's advocacy center serves abused children and their non-offending family members. services include forensic interviews, therapy services, and a family advocacy support program.

Youth Development
2
Baton Rouge Crisis Intervention Center

To offer prevention, intervention and postvention services that provide support in times of crisis and reduce the impact of suicide, homicide and violence.

Health
3
Louisiana Center for Children's Rights

Using direct representation and advocacy, we fight to keep children out of the justice system so that they can thrive in their homes and communities.

Crime & Legal
4
Louisiana Alliance for Nonprofits

To strengthen, promote, and build the capacity of louisiana's nonprofit sector through education, advocacy, and member services.

Philanthropy
5
Invest in Louisiana

To provide sound analysis of state fiscal issues to promote economic prosperity, a rising standard of living, and the opportunity for all citizens to reach their highest potential.

Public Benefit
6
Louisiana Baptist Childrens Home and Family Ministries

To provide love, care, and a positive christian witness for children and families in need.

—
7
The Arc of Louisiana

The arc of louisiana advocates for and with individuals with intellectual and developmental disabilities and their families.

—
8
Care Net Center of Greater Orleans

Pregnancy counseling

Unclassified
9
Baton Rouge College Preparatory Inc

Baton rouge college preparatory charter school equips all students in grades five through twelve with the knowledge, skills, and character necessary to excel in college and in life.

—
10
The Arc Baton Rouge

To improve the quality of life of children and adults with development disabilites and their families through advocacy services and support

Human Services
11
Childrens Advocacy Center - Hope House

To provide a child-oriented, multidisciplinary forensice interview enviroment facility and counseling center for victims of abuse and their families.

Civil Rights
12
Hope Ministries of Baton Rouge

Prevent homelessness. promote self-sufficiency and dignity.

Housing & Shelter
How this is measured
The grantee most central to the portfolio’s shape is Health Care Centers in Schools Inc; the most unlike its peers is Capital Area Family Violence Intervention Center Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

29 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. 29 of the 58 grantees resolved in that span have returns of their own we could reconcile.

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

0
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
29/29
Grantees still filing
18/29
Grew since first funded

Where the money sits, by cause and then by grantee

ST VINCENT DE PAUL: $127,477 · OtherST VINCENT DE PAULGENERAL HEALTH SYSTEM FOUNDATION: $123,332 · OtherGENERAL HEALTH SYSTEM FOUNDATIONCANCER SERVICES OF GREATER BATON: $100,000 · OtherCANCER SERVICES OF GREATER BATONALZHEIMER'S SERVICES: $100,000 · OtherALZHEIMER'S SERVICESCAREER COMPASS OF LOUISANA: $80,000 · OtherCAREER COMPASS OF LOUISANACATHOLIC CHARITIES OF THE DIOCESE: $78,414 · OtherCATHOLIC CHARITIES OF THE DIOCESELRCE: $78,000 · OtherLRCEGREATER BATON ROUGE FOOD BANK: $60,000 · OtherAMERICAN RED CROSS: $60,000 · OtherHABITAT FOR HUMANITY: $52,500 · OtherLIFE HOUSE: $55,000 · Other+31 more: $496,097 · Other+31 moreTeach for America Inc: $55,000 · EducationST LILLIAN ACADEMY: $48,586 · EducationThe Emerge School for Autism Inc: $21,087 · EducationGREATER BATON ROUGE HOPE ACADEMY: $17,330 · EducationBaton Rouge Youth Coalition Inc: $80,765 · Youth DevelopmentHERITAGE RANCH: $20,000 · Youth Development+1 more: $2,500 · Youth DevelopmentThe Arc of East Ascension: $48,825 · Human ServicesCAPITAL AREA FAMILY VIOLENCE INTERVENTION CENTER INC: $20,000 · Human ServicesTHE LIFE OF A SINGLE MOM: $7,500 · Human ServicesMARY BIRD PERKINS CANCER CENTER FOUNDATION: $35,000 · HealthFOUNDATION FOR WOMANS: $25,400 · HealthMARY BIRD PERKINS CANCER CENTER: $10,500 · HealthHealth Care Centers in Schools Inc: $2,500 · HealthTHE EMERGE CENTER INC: $65,746 · PhilanthropyREBUILDING TOGETHER BATON ROUGE INC: $60,000 · Public Safety & Disaster
Other$1,410,820Education$142,003Youth Development$103,265Human Services$76,325Health$73,400Philanthropy$65,746Public Safety & Disaster$60,000

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 budgetGENERAL HEALTH SYSTEM FOUNDATION: $123,332 over 5y, 1.3% of budgetBaton Rouge Youth Coalition Inc: $80,765 over 5y, 1.4% of budgetTHE EMERGE CENTER INC: $65,746 over 3y, 2.5% of budgetREBUILDING TOGETHER BATON ROUGE INC: $60,000 over 3y, 5.6% of budgetGREATER BATON ROUGE FOOD BANK: $60,000 over 4y, 0.1% of budgetLIFE HOUSE: $55,000 over 4y, 0.4% of budgetTeach for America Inc: $55,000 over 4y, 0.0% of budgetThe Arc of East Ascension: $48,825 over 3y, 0.8% of budgetST LILLIAN ACADEMY: $48,586 over 4y, 1.6% of budgetKNOCK KNOCK CHILDREN'S MUSEUM INC: $40,000 over 4y, 0.9% of budgetMARY BIRD PERKINS CANCER CENTER FOUNDATION: $35,000 over 3y, 0.3% of budgetCAPITAL AREA CASA ASSOCIATION: $30,000 over 3y, 1.8% of budgetFOUNDATION FOR WOMANS: $25,400 over 3y, 0.4% of budgetThe Emerge School for Autism Inc: $21,087 over 1y, 2.7% of budgetHERITAGE RANCH: $20,000 over 1y, 4.6% of budgetCAPITAL AREA FAMILY VIOLENCE INTERVENTION CENTER INC: $20,000 over 1y, 1.4% of budgetGREATER BATON ROUGE HOPE ACADEMY: $17,330 over 2y, 1.1% of budgetCAPITAL REGION CRIME STOPPERS INC: $15,000 over 2y, 3.6% of budgetCHILD ADVOCACY SERVICES INC: $15,000 over 1y, 0.6% of budgetMARY BIRD PERKINS CANCER CENTER: $10,500 over 1y, 0.0% of budgetCITY YEAR INC: $10,000 over 1y, 0.0% of budgetEMPOWER 225: $8,000 over 2y, 0.2% of budgetLOUISIANA ART & SCIENCE MUSEUMINC: $7,500 over 2y, 0.2% of budgetTHE LIFE OF A SINGLE MOM: $7,500 over 3y, 0.3% of budgetVOLUNTEERS IN PUBLIC SCHOOLS: $5,270 over 1y, 2.1% of budgetCOUNCIL FOR A BETTER LOUISIANA: $2,500 over 1y, 0.5% of budgetHealth Care Centers in Schools Inc: $2,500 over 1y, 0.1% of budgetGIRL SCOUTS LOUISIANA EAST INC: $2,500 over 1y, 0.1% 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 GENERAL HEALTH SYSTEM FOUNDATION ↗
  • Who funds Baton Rouge Youth Coalition Inc ↗
  • Who funds THE EMERGE CENTER INC ↗
  • Who funds REBUILDING TOGETHER BATON ROUGE INC ↗
  • Who funds GREATER BATON ROUGE FOOD BANK ↗
  • Who funds LIFE HOUSE ↗
  • Who funds Teach for America Inc ↗
  • Who funds The Arc of East Ascension ↗
  • Who funds ST LILLIAN ACADEMY ↗
  • Who funds KNOCK KNOCK CHILDREN'S MUSEUM INC ↗
  • Who funds MARY BIRD PERKINS CANCER CENTER FOUNDATION ↗
  • Who funds CAPITAL AREA CASA ASSOCIATION ↗
  • Who funds FOUNDATION FOR WOMANS ↗
  • Who funds The Emerge School for Autism Inc ↗
  • Who funds HERITAGE RANCH ↗
  • Who funds CAPITAL AREA FAMILY VIOLENCE INTERVENTION CENTER INC ↗
  • Who funds GREATER BATON ROUGE HOPE ACADEMY ↗
  • Who funds THE HOSPICE FOUNDATION OF GREATER BATON ROUGE ↗
  • Who funds CAPITAL REGION CRIME STOPPERS INC ↗
  • Who funds CHILD ADVOCACY SERVICES 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 Huey & Angelina Wilson FoundationLA36.7× affinity15 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Huey & Angelina Wilson Foundation · Baton Rouge Area Foundation · Albemarle Foundation · The Credit Bureau of Baton Rouge Foundation · Capital Area United Way · Shell USA Company Foundation · The Merice Boo Johnston Grigsby Foundation · Pennington Family Foundation · The Ej and Marjory B Ourso Family Foundation · The Charles Lamar Family Foundation · Irene W & Cb Pennington Private Foundation · Moyse Family 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 William Edwin Montan Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from William Edwin Montan Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%3%6%10%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 11%
  • City Year Inc: 11% of income from government
no gov moneyreceives it· size = income
0get no government money at all
12report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
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 58 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-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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