Nonprofit · EIN 23-7411509
CAROLINE & ROXANNA MONTROSE EDUCATIONAL FOUNDATION
Tax-exempt · LOS ALTOS, CA 94023
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $33,032 | $45,179 | -$12,147 | $406,204 | $1,540 | $404,664 |
| June 30, 2024 | 990-PF | $33,685 | $75,611 | -$41,926 | $418,352 | $1,541 | $416,811 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $31,975
- Interest
- $139
- Net gain from sales of assets
- $3
- Other income
- $915
Expenses
- Grants and similar amounts paid
- $5,000
- Compensation of officers, directors and key employees
- $26,316
- Disbursements for charitable purposes
- $27,262
- Excise tax on investment income
- $206
Balance sheet and other
- Total assets, start of year
- $418,352
- Total assets, end of year
- $406,204
- Total liabilities, end of year
- $1,540
- Net assets, end of year
- $404,664
- Fair market value of assets
- $1,010,824
- Qualifying distributions
- $27,262
- Net investment income
- $32,566
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 |
|---|---|---|---|
| ERIC S MILLAR PO BOX 1622, LOS ALTOS, CA 94023 | PRESIDENT/TSTEE | 5 | $13,158 |
| HOLLY D MILLAR PO BOX 1622, LOS ALTOS, CA 94023 | SECRETARY/TSTEE | 5 | $13,158 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC S MILLAR PO BOX 1622, LOS ALTOS, CA 94023 | PRESIDENT/TSTEE | 5 | $13,137 |
| HOLLY D MILLAR PO BOX 1622, LOS ALTOS, CA 94023 | SECRETARY/TSTEE | 5 | $13,136 |
Address and contacts
- Address (IRS master file)
- PO BOX 1622, LOS ALTOS, CA 94023-1622
- Signed the 990-PF
- ERIC MILLAR, PRESIDENT/TSTEE
- Phone
- (650) 941-3710
- Return prepared by
- JOHANSON & YAU ACCOUNTANCY CORP
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7411509 or by the name CAROLINE & ROXANNA MONTROSE EDUCATIONAL FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 23-7411509
- 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
- 1975
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $406,204
- Income (IRS master file)
- $33,043
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $33,032 | $45,179 | $406,204 | XML |
| 990-PF | June 2024 | $33,685 | $75,611 | $418,352 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | 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 23-7411509).
Questions about CAROLINE & ROXANNA MONTROSE EDUCATIONAL FOUNDATION
- What is the EIN of CAROLINE & ROXANNA MONTROSE EDUCATIONAL FOUNDATION?
- The employer identification number (EIN) of CAROLINE & ROXANNA MONTROSE EDUCATIONAL FOUNDATION is 23-7411509.
- Is CAROLINE & ROXANNA MONTROSE EDUCATIONAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to CAROLINE & ROXANNA MONTROSE EDUCATIONAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAROLINE & ROXANNA MONTROSE EDUCATIONAL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAROLINE & ROXANNA MONTROSE EDUCATIONAL 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 CAROLINE & ROXANNA MONTROSE EDUCATIONAL 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 CAROLINE & ROXANNA MONTROSE EDUCATIONAL FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $13,158 (ERIC S MILLAR, PRESIDENT/TSTEE).
- How much revenue does CAROLINE & ROXANNA MONTROSE EDUCATIONAL FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $33,032, expenses of $45,179 and total assets of $406,204 at year end.
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