MCT Distribution Request Form

Montaner Charitable Trust Distribution Access Request Application

The Montaner Charitable Trust accepts Request Applications from eligible beneficiaries named in the Will of Clark B. Funk, and for purposes intended to serve the mission of those named organizations.

This application initiates the process to access funds designated for your beneficiary. Distribution Request Applications are due by April 15, 2024.

Montaner Charitable Trust

630 Paseo del Pueblo Sur, Suite 170
Taos, NM 87571

Pursuant to the Will of Clark B. Funk, scheduled distributions to eligible beneficiaries are based on applicable portions of the Income and Principal of Mr. Funk’s estate.

Distribution Application Checklist

Applicant agrees to send b.kelly@montanercharitabletrust.org your organization’s latest 990.

Is your organization’s corporate status with the New Mexico Secretary of State as a non-profit current?

Is your status as a “Charitable Organization” current with the New Mexico Registry?

Date

YYYY

Beneficiary Requesting Funds

Name of Authorized Representative

Title

Contact Phone Number

(###)

###

####

Contact Email

Intended use for funds

Do you have an extraordinary reason to request a distribution to exceed the amounts listed above?

If yes, please set forth the extraordinary reasons justifying the request in a separate attachment. Please also schedule a meeting with your Montaner Charitable Trust representative as soon as possible.

The Applicant Agrees & Affirms:

All beneficiaries must remain a non-profit under the Internal Revenue Code to qualify for distributions.

Beneficiaries may use their distributions for core support needs, including, but not limited to, capital improvements; professional support; educational staff; communication efforts; and outreach programs. In the event a beneficiary has the extraordinary need for financial support, a discretionary request may be submitted to Montaner Charitable Trust which will be evaluated on a case-by-case basis.

Beneficiaries must submit a follow-up form with Montaner Charitable Trust detailing how distributions were spent (including receipts, proof of bids, etc.).

Beneficiaries should understand that all distributions from Montaner Charitable Trust are subject to the approval of Heritage Trust Company of New Mexico, as trustee of Montaner Charitable Trust, and nothing in this commitment standard should be construed to limit that ability or the exercise of discretion.

Name of Authorized Representative / Title

Montaner Charitable Trust Distribution Access Request Application

Montaner Charitable Trust

CONTACT

INFO

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