Nonprofit · EIN 27-6402231
MONTGOMERY HUMANE TR
Tax-exempt · NACOGDOCHES, TX 75963
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $213,046 | $145,085 | $67,961 | $1,315,892 | $123,903 | $1,191,989 |
| March 31, 2025 | 990-PF | $68,943 | $137,092 | -$68,149 | $1,245,959 | $120,579 | $1,125,380 |
| March 31, 2024 | 990-PF | $102,322 | $130,675 | -$28,353 | $1,315,275 | $117,580 | $1,197,695 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $38,632
- Interest
- $28,552
- Net gain from sales of assets
- $145,862
Expenses
- Grants and similar amounts paid
- $120,579
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $122,829
- Excise tax on investment income
- $2,652
Balance sheet and other
- Total assets, start of year
- $1,245,959
- Total assets, end of year
- $1,315,892
- Total liabilities, end of year
- $123,903
- Net assets, end of year
- $1,191,989
- Fair market value of assets
- $2,620,964
- Qualifying distributions
- $122,829
- Net investment income
- $210,157
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-PF for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMMERCIAL BANK OF TEXAS PO BOX 635050, NACOGDOCHES, TX 75963 | TRUSTEE | 1 | $0 |
| DIANNE BAKER 1400 VICTORIA DR, NACOGDOCHES, TX 75965 | TRUST ADVISORY | 1 | $0 |
| STAN BOBO 4805 WOOD CREEK DRIVE, NACOGDOCHES, TX 75965 | TRUST ADVISORY | 1 | $0 |
| LUD DAVIS 3210 SW STALLINGS DR, NACOGDOCHES, TX 75964 | TRUST ADVISORY | 1 | $0 |
990-PF for the year ended March 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMMERCIAL BANK OF TEXAS CLAY PATRICK PO BOX 635050, NACOGDOCHES, TX 75963 | TRUSTEE | 1 | $0 |
| EDWARD B BAKER PO BOX 632768, NACOGDOCHES, TX 75963 | TRUST ADVISO | 1 | $0 |
| STAN BOBO WOODCREEK DRIVE, NACOGDOCHES, TX 75963 | TRUST ADVISO | 1 | $0 |
990-PF for the year ended March 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMMERCIAL BANK OF TEXAS JARROD REID PO BOX 635050, NACOGDOCHES, TX 75963 | TRUSTEE | 1 | $0 |
| EDWARD B BAKER PO BOX 632768, NACOGDOCHES, TX 75963 | TRUST ADVISO | 1 | $0 |
| STAN BOBO WOODCREEK DRIVE, NACOGDOCHES, TX 75963 | TRUST ADVISO | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 635455, NACOGDOCHES, TX 75963-5455
- In care of
- % COMMERCIAL BANK OF TEXAS
- Signed the 990-PF
- HOLT DAVIS, TRUST OFFICER
- Phone
- (936) 715-4114
- Return prepared by
- CRI ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-6402231
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2011
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,315,892
- Income (IRS master file)
- $565,036
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $213,046 | $145,085 | $1,315,892 | XML |
| 990-PF | March 2025 | $68,943 | $137,092 | $1,245,959 | XML |
| 990-PF | March 2024 | $102,322 | $130,675 | $1,315,275 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2019 | – | – | – | 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 27-6402231).
Questions about MONTGOMERY HUMANE TR
- What is the EIN of MONTGOMERY HUMANE TR?
- The employer identification number (EIN) of MONTGOMERY HUMANE TR is 27-6402231.
- Is MONTGOMERY HUMANE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to MONTGOMERY HUMANE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MONTGOMERY HUMANE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MONTGOMERY HUMANE TR due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTGOMERY HUMANE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of MONTGOMERY HUMANE TR?
- The 990-PF for the year ended March 31, 2026 lists 4 people; 0 received compensation from the organization.
- How much revenue does MONTGOMERY HUMANE TR have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $213,046, expenses of $145,085 and total assets of $1,315,892 at year end.
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All nonprofits in NACOGDOCHES · Texas · Philanthropy, voluntarism and grantmaking foundations