Nonprofit · EIN 35-7184482
MONTANI FAM CHARITABLE FOUNDATION TR AGREEMENT
Also known as LARRY A MONTANI ET AL TTEE
Tax-exempt · LEWISTON, NY 14092
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $241,051 | $375,531 | -$134,480 | $2,519,721 | $0 | $2,519,721 |
| December 31, 2024 | 990-PF | $192,553 | $408,842 | -$216,289 | $2,654,201 | $0 | $2,654,201 |
| December 31, 2023 | 990-PF | $180,846 | $360,629 | -$179,783 | $2,870,490 | $0 | $2,870,490 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $78,986
- Net gain from sales of assets
- $162,065
Expenses
- Grants and similar amounts paid
- $357,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $359,518
- Excise tax on investment income
- $3,168
Balance sheet and other
- Total assets, start of year
- $2,654,201
- Total assets, end of year
- $2,519,721
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,519,721
- Fair market value of assets
- $3,468,582
- Qualifying distributions
- $359,518
- Net investment income
- $241,051
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY MONTANI PO BOX 792 150 SOUTH 8TH STREET, LEWISTON, NY 14092 | TRUSTEE | 10 | $0 |
| MARY MONTANI PO BOX 792 150 SOUTH 8TH STREET, LEWISTON, NY 14092 | TRUSTEE | 10 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY MONTANI PO BOX 792 150 SOUTH 8TH STREET, LEWISTON, NY 14092 | TRUSTEE | 10 | $0 |
| MARY MONTANI PO BOX 792 150 SOUTH 8TH STREET, LEWISTON, NY 14092 | TRUSTEE | 10 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY MONTANI PO BOX 792 150 SOUTH 8TH STREET, LEWISTON, NY 14092 | TRUSTEE | 10 | $0 |
| MARY MONTANI PO BOX 792 150 SOUTH 8TH STREET, LEWISTON, NY 14092 | TRUSTEE | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 792, LEWISTON, NY 14092-0792
- In care of
- % LARRY MONTANI
- Signed the 990-PF
- LARRY MONTANI, TRUSTEE
- Phone
- (716) 282-2633
- Return prepared by
- COHEN & CO ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-7184482
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,519,721
- Income (IRS master file)
- $805,379
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $241,051 | $375,531 | $2,519,721 | IRS |
| 990-PF | December 2024 | $192,553 | $408,842 | $2,654,201 | IRS |
| 990-PF | December 2023 | $180,846 | $360,629 | $2,870,490 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 35-7184482).
Questions about MONTANI FAM CHARITABLE FOUNDATION TR AGREEMENT
- What is the EIN of MONTANI FAM CHARITABLE FOUNDATION TR AGREEMENT?
- The employer identification number (EIN) of MONTANI FAM CHARITABLE FOUNDATION TR AGREEMENT is 35-7184482.
- Is MONTANI FAM CHARITABLE FOUNDATION TR AGREEMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to MONTANI FAM CHARITABLE FOUNDATION TR AGREEMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MONTANI FAM CHARITABLE FOUNDATION TR AGREEMENT file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MONTANI FAM CHARITABLE FOUNDATION TR AGREEMENT due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTANI FAM CHARITABLE FOUNDATION TR AGREEMENT last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MONTANI FAM CHARITABLE FOUNDATION TR AGREEMENT?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does MONTANI FAM CHARITABLE FOUNDATION TR AGREEMENT have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $241,051, expenses of $375,531 and total assets of $2,519,721 at year end.
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