EIN 23-7411509

Caroline and Roxanne Montrose Educational Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
1975
Most recent tax filings
2024-06-01
NTEE code, primary
Description
The Caroline and Roxanna Montrose Educational Foundation is a private foundation located in Los Altos, CA. Its purpose is to provide support for the children of Tres Islas Orphanage and Nios de Baja, as well as to provide quality education and medical care to women. It primarily funds its activities through excise and payroll tax refunds. Grantees of the foundation include Tres Islas Orphanage Fund and others, and it made three grants last year.
Also known as...
Caroline and Roxanna Montrose Educational Foundation
Total revenues
$33,685
2024
Total expenses
$75,611
2024
Total assets
$418,352
2024
Num. employees
0
2024

Program areas at Caroline and Roxanne Montrose Educational Foundation

Excise and payroll tax refund

Grants made by Caroline and Roxanne Montrose Educational Foundation

GranteeGrant descriptionAmount
Homes For Orphans of Mexican ExtractionLos Ninos De Baja at El Porvenir, Baja California, Mexico for Program Support$10,000

Personnel at Caroline and Roxanne Montrose Educational Foundation

NameTitleCompensation
Eric MillarPresident and Tstee$13,137

Financials for Caroline and Roxanne Montrose Educational Foundation

RevenuesFYE 06/2024
Total grants, contributions, etc.$0
Investment income and dividends$30,642
Net rental income$0
Net gain from sale of non-inventory assets$2,995
Gross sales of inventory$0
Miscellaneous revenues$48
Total revenues$33,685

Form 990s for Caroline and Roxanne Montrose Educational Foundation

Fiscal year endingDate received by IRSFormPDF link
2024-062024-08-08990PFView PDF
2023-062023-09-18990PFView PDF
2022-062022-11-28990PFView PDF
2021-062021-11-15990PFView PDF
2020-062021-06-17990PFView PDF
...and 8 more Form 990s
Data update history
September 27, 2024
Posted financials
Added Form 990PF for fiscal year 2024
November 14, 2023
Posted financials
Added Form 990PF for fiscal year 2023
August 6, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 30, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 23, 2021
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 1622
Los Altos, CA 94023
Metro area
San Jose-Sunnyvale-Santa Clara, CA
County
Santa Clara County, CA
Phone
(650) 941-3710
IRS details
EIN
23-7411509
Fiscal year end
June
Taxreturn type
Form 990-PF
Year formed
1975
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
016015
FTB Entity ID
0723369
AB 488 data last updated ("as-of") date
2024-12-04
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