Montgomery Humane Tr

Nacogdoches, TX
Tax-exempt since May 2011
EIN: 27-6402231

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$68.9k (2025)

Expenses

$137k (2025)

Total Assets

$1.25M (2025)

Total Liabilities

$121k (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2025

Revenue

$68,943

Expenses

$137,092

Net Income

-$68,149

Net Assets

$1,125,380

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29,794	43.2%
Dividends	$39,664	57.5%
Sales of Assets	-$515
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,413	87.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,245,959
Total Liabilities	$120,579
Net Assets	$1,125,380

Compensation

Key Employees and Officers	Compensation	Other
Commercial Bank Of Texas Clay Patrick (Trustee)	$0	$0
Edward B Baker (Trust Adviso)	$0	$0
Stan Bobo (Trust Adviso)	$0	$0

990-PF

Filed on July 28, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2024

Revenue

$102,322

Expenses

$130,675

Net Income

-$28,353

Net Assets

$1,197,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25,289	24.7%
Dividends	$37,111	36.3%
Sales of Assets	$39,922	39.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,544	86.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,315,275
Total Liabilities	$117,580
Net Assets	$1,197,695

Compensation

Key Employees and Officers	Compensation	Other
Commercial Bank Of Texas Jarrod Reid (Trustee)	$0	$0
Edward B Baker (Trust Adviso)	$0	$0
Stan Bobo (Trust Adviso)	$0	$0

990-PF

Filed on July 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2023

Revenue

$450,364

Expenses

$147,590

Net Income

$302,774

Net Assets

$1,231,685

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,231	2.0%
Dividends	$40,732	9.0%
Sales of Assets	$400,401	88.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,386	82.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,348,386
Total Liabilities	$116,701
Net Assets	$1,231,685

Compensation

Key Employees and Officers	Compensation	Other
Commercial Bank Of Texas Jarrod Reid (Trustee)	$0	$0
Edward B Baker (Trust Adviso)	$0	$0
Stan Bobo (Trust Adviso)	$0	$0

990-PF

Filed on Aug. 14, 2023

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Fiscal Year Ending March
2022

Revenue

$49,063

Expenses

$123,380

Net Income

-$74,317

Net Assets

$919,351

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,946	18.2%
Dividends	$39,637	80.8%
Sales of Assets	$480	1.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,147	84.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,039,687
Total Liabilities	$120,336
Net Assets	$919,351

Compensation

Key Employees and Officers	Compensation	Other
Commercial Bank Of Texas Jarrod Reid (Trustee)	$0	$0
Edward B Baker (Trust Adviso)	$0	$0
Stan Bobo (Trust Adviso)	$0	$0

990-PF

Filed on Aug. 8, 2022

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Fiscal Year Ending March
2021

Revenue

$47,035

Expenses

$111,513

Net Income

-$64,478

Net Assets

$1,012,964

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,164	21.6%
Dividends	$39,266	83.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,026	85.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,114,004
Total Liabilities	$101,040
Net Assets	$1,012,964

Compensation

Key Employees and Officers	Compensation	Other
Commercial Bank Of Texas David Shofner (Trustee)	$0	$0
Edward B Baker (Trust Adviso)	$0	$0
Stan Bobo (Trust Adviso)	$0	$0

990-PF

Filed on Aug. 16, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2020

Revenue

$53,899

Expenses

$121,953

Net Income

-$68,054

Net Assets

$1,085,406

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,537	23.3%
Dividends	$40,825	75.7%
Sales of Assets	$537	1.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,908	86.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,178,482
Total Liabilities	$93,076
Net Assets	$1,085,406

Compensation

Key Employees and Officers	Compensation	Other
Commercial Bank Of Texas David Shofner (Trustee)	$0	$0
Edward B Baker (Trust Adviso)	$0	$0
Stan Bobo (Trust Adviso)	$0	$0

990-PF

Filed on June 30, 2020

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Fiscal Year Ending March
2019

Revenue

$86,318

Expenses

$117,831

Net Income

-$31,513

Net Assets

$1,148,404

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,574	9.9%
Dividends	$40,341	46.7%
Sales of Assets	$37,403	43.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,776	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,246,536
Total Liabilities	$98,132
Net Assets	$1,148,404

Compensation

Key Employees and Officers	Compensation	Other
Commercial Bank Of Texas David Shofner (Trustee)	$0	$0
Edward B Baker (Trust Adviso)	$0	$0
Stan Bobo (Trust Adviso)	$0	$0

990-PF

Filed on Aug. 8, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2018

Revenue

$63,700

Expenses

$113,943

Net Income

-$50,243

Net Assets

$1,180,083

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,484	8.6%
Dividends	$42,170	66.2%
Sales of Assets	$16,046	25.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,834	83.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,278,559
Total Liabilities	$98,476
Net Assets	$1,180,083

Compensation

Key Employees and Officers	Compensation	Other
Commercial Bank Of Texas David Shofner (Trustee)	$0	$0
Edward B Baker (Trust Adviso)	$0	$0
Stan Bobo (Trust Adviso)	$0	$0

990-PF

Filed on Aug. 6, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2017

Revenue

$50,615

Expenses

$110,346

Net Income

-$59,731

Net Assets

$1,235,258

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,379	8.7%
Dividends	$50,383	99.5%
Sales of Assets	-$4,147
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,417	83.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,328,655
Total Liabilities	$93,397
Net Assets	$1,235,258

Compensation

Key Employees and Officers	Compensation	Other
Commercial Bank Of Texas (Trustee)	$0	$0
Edward B Baker (Trust Advisory)	$0	$0
Stan Bobo (Trust Advisory)	$0	$0

990-PF

Filed on Aug. 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2016

Revenue

$50,176

Expenses

$114,869

Net Income

-$64,693

Net Assets

$1,297,479

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,401	6.8%
Dividends	$47,332	94.3%
Sales of Assets	-$557
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,398	84.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,388,173
Total Liabilities	$90,694
Net Assets	$1,297,479

Compensation

Key Employees and Officers	Compensation	Other
Commercial Bank Of Texas (Trustee)	$0	$0
Edward B Baker (Trust Advisory)	$0	$0
Stan Bobo (Trust Advisory)	$0	$0

990-PF

Filed on Aug. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2015

Revenue

$50,117

Expenses

$108,645

Net Income

-$58,528

Net Assets

$1,357,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,406	4.8%
Dividends	$62,893	> 100%
Sales of Assets	-$15,182
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,271	83.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,452,714
Total Liabilities	$95,648
Net Assets	$1,357,066

Compensation

Key Employees and Officers	Compensation	Other
Commercial Bank Of Texas (Trustee)	$0	$0
Edward B Baker (Trust Advisory)	$0	$0
Stan Bobo (Trust Advisory)	$0	$0

990-PF

Filed on Aug. 17, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2014

Revenue

$79,686

Expenses

$99,645

Net Income

-$19,959

Net Assets

$1,422,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,831	2.3%
Dividends	$49,934	62.7%
Sales of Assets	$27,921	35.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,750	82.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,511,457
Total Liabilities	$88,736
Net Assets	$1,422,721

Compensation

Key Employees and Officers	Compensation	Other
Commercial Bank Of Texas (Trustee)	$0	$0
Edward B Baker (Trust Advisory)	$0	$0
Marilyn Jeffries Meehan (Trust Advisory)	$0	$0
Stan Bobo (Trust Advisory)	$0	$0

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990-PF

Filed on Aug. 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2013

Revenue

$55,836

Expenses

$98,423

Net Income

-$42,587

Net Assets

$1,454,672

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,705	3.1%
Dividends	$48,992	87.7%
Sales of Assets	$5,139	9.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,750	83.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,531,201
Total Liabilities	$76,529
Net Assets	$1,454,672

990-PF

Filed on Dec. 9, 2013

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2012

Revenue

$96,664

Expenses

$65,565

Net Income

$31,099

Net Assets

$1,503,152

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,264	1.3%
Dividends	$47,294	48.9%
Sales of Assets	$54,774	56.7%
Other Income	-$6,668

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,836	68.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,575,355
Total Liabilities	$72,203
Net Assets	$1,503,152

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2011

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated January 26, 2026

Montgomery Humane Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $68.9k (2025)

Expenses $137k (2025)

Total Assets $1.25M (2025)

Total Liabilities $121k (2025)

Tax Filings by Year

Fiscal Year Ending March 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$68.9k (2025)

Expenses

$137k (2025)

Total Assets

$1.25M (2025)

Total Liabilities

$121k (2025)

Fiscal Year Ending March
2025

Fiscal Year Ending March
2024

Fiscal Year Ending March
2023

Fiscal Year Ending March
2022

Fiscal Year Ending March
2021

Fiscal Year Ending March
2020

Fiscal Year Ending March
2019

Fiscal Year Ending March
2018

Fiscal Year Ending March
2017

Fiscal Year Ending March
2016

Fiscal Year Ending March
2015

Fiscal Year Ending March
2014

Fiscal Year Ending March
2013

Fiscal Year Ending March
2012

Fiscal Year Ending March
2011