Nonprofit · EIN 13-7103239
THOMAS AND JANET MONTAG FAMILY FOUNDATION
Tax-exempt · NEW YORK, NY 10274
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,617,627 | $3,603,590 | -$1,985,963 | $30,173,627 | $0 | $30,173,627 |
| June 30, 2024 | 990-PF | $8,849,541 | $2,319,069 | $6,530,472 | $32,159,590 | $0 | $32,159,590 |
| June 30, 2023 | 990-PF | $1,379,195 | $1,774,255 | -$395,060 | $25,304,414 | $0 | $25,304,414 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $816,599
- Interest
- $42,325
- Net gain from sales of assets
- $688,820
- Other income
- $69,883
Expenses
- Grants and similar amounts paid
- $3,355,400
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,362,600
- Excise tax on investment income
- $20,664
Balance sheet and other
- Total assets, start of year
- $32,159,590
- Total assets, end of year
- $30,173,627
- Total liabilities, end of year
- $0
- Net assets, end of year
- $30,173,627
- Fair market value of assets
- $38,026,346
- Qualifying distributions
- $3,362,600
- Net investment income
- $1,617,627
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANET M MONTAG PO BOX 73, BOWLING GREEN STATION, NEW YORK, NY 102740073 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANET M MONTAG PO BOX 73, BOWLING GREEN STATION, NEW YORK, NY 102740073 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANET M MONTAG PO BOX 73, BOWLING GREEN STATION, NEW YORK, NY 102740073 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 73, NEW YORK, NY 10274-0073
- In care of
- % GOLDMAN PARTNER OFFICE GPO
- Signed the 990-PF
- JANET M MONTAG, TRUSTEE
- Phone
- (212) 902-5628
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-7103239
- 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
- 2013
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $30,173,627
- Income (IRS master file)
- $4,493,708
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,617,627 | $3,603,590 | $30,173,627 | IRS |
| 990-PF | June 2024 | $8,849,541 | $2,319,069 | $32,159,590 | IRS |
| 990-PF | June 2023 | $1,379,195 | $1,774,255 | $25,304,414 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | 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 13-7103239).
Questions about THOMAS AND JANET MONTAG FAMILY FOUNDATION
- What is the EIN of THOMAS AND JANET MONTAG FAMILY FOUNDATION?
- The employer identification number (EIN) of THOMAS AND JANET MONTAG FAMILY FOUNDATION is 13-7103239.
- Is THOMAS AND JANET MONTAG FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to THOMAS AND JANET MONTAG FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THOMAS AND JANET MONTAG FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THOMAS AND JANET MONTAG FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THOMAS AND JANET MONTAG FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of THOMAS AND JANET MONTAG FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does THOMAS AND JANET MONTAG FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,617,627, expenses of $3,603,590 and total assets of $30,173,627 at year end.
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