Nonprofit · EIN 38-3315791
MONTAGUE FOUNDATION
Tax-exempt · ANN ARBOR, MI 48104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $4,674,017 | $441,170 | $4,232,847 | $10,807,387 | $0 | $10,807,387 |
| September 30, 2024 | 990-PF | $4,909,470 | $125,692 | $4,783,778 | $6,574,540 | $0 | $6,574,540 |
| September 30, 2023 | 990-PF | $105,503 | $128,819 | -$23,316 | $1,790,762 | $0 | $1,790,762 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $4,420,747
- Dividends
- $66,100
- Interest
- $26,790
- Net gain from sales of assets
- $160,380
Expenses
- Grants and similar amounts paid
- $348,250
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $358,088
- Excise tax on investment income
- $1,291
Balance sheet and other
- Total assets, start of year
- $6,574,540
- Total assets, end of year
- $10,807,387
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,807,387
- Fair market value of assets
- $11,893,422
- Qualifying distributions
- $358,088
- Net investment income
- $160,380
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MENAKKA W BAILEY 1 HILLSIDE COURT, ANN ARBOR, MI 48104 | PRES/TRUSTEE | 2 | $0 |
| ESSEL W BAILEY JR 1 HILLSIDE COURT, ANN ARBOR, MI 48104 | TREAS/TRUSTE | 2 | $0 |
| DYANTHE MCDOUGAL 351 WEST 24TH APT 14H, NEW YORK, NY 10011 | V.P./TRUSTEE | 2 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MENAKKA W BAILEY 1 HILLSIDE COURT, ANN ARBOR, MI 48104 | PRES/TRUSTEE | 2 | $0 |
| ESSEL W BAILEY JR 1 HILLSIDE COURT, ANN ARBOR, MI 48104 | TREAS/TRUSTE | 2 | $0 |
| DYANTHE MCDOUGAL 351 WEST 24TH APT 14H, NEW YORK, NY 10011 | V.P./TRUSTEE | 2 | $0 |
990-PF for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MENAKKA W BAILEY 1 HILLSIDE COURT, ANN ARBOR, MI 48104 | PRES/TRUSTEE | 2 | $0 |
| ESSEL W BAILEY JR 1 HILLSIDE COURT, ANN ARBOR, MI 48104 | TREAS/TRUSTE | 2 | $0 |
| DYANTHE MCDOUGAL 351 WEST 24TH, APT 14H, NEW YORK, NY 10011 | V.P./TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1 HILLSIDE CT, ANN ARBOR, MI 48104-2605
- In care of
- % MENAKKA BAILEY
- Signed the 990-PF
- MENAKKA W BAILEY, PRESIDENT
- Phone
- (734) 665-0292
- Return prepared by
- SCHLAUPITZ MADHAVAN PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 38-3315791
- 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
- 1997
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $10,807,387
- Income (IRS master file)
- $7,738,213
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $4,674,017 | $441,170 | $10,807,387 | XML |
| 990-PF | September 2024 | $4,909,470 | $125,692 | $6,574,540 | XML |
| 990-PF | September 2023 | $105,503 | $128,819 | $1,790,762 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 38-3315791).
Questions about MONTAGUE FOUNDATION
- What is the EIN of MONTAGUE FOUNDATION?
- The employer identification number (EIN) of MONTAGUE FOUNDATION is 38-3315791.
- Is MONTAGUE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to MONTAGUE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MONTAGUE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MONTAGUE FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTAGUE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of MONTAGUE FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MONTAGUE FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $4,674,017, expenses of $441,170 and total assets of $10,807,387 at year end.
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