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Nonprofit · EIN 46-1602212

MONTROSE FOUNDATION

Tax-exempt · MONSEY, NY 10952

Financials

$41K$110K2023$23K$306K2024
Revenue Expenses · by fiscal year end
Financials of MONTROSE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$23,195$306,214-$283,019$618,613$0$618,613
November 30, 2024990-PF$40,734$109,650-$68,916$902,115$0$902,115
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$22,161
Interest
$33
Net gain from sales of assets
$1,001

Expenses

Grants and similar amounts paid
$300,500
Disbursements for charitable purposes
$300,500
Excise tax on investment income
$243

Balance sheet and other

Total assets, start of year
$902,115
Total assets, end of year
$618,613
Total liabilities, end of year
$0
Net assets, end of year
$618,613
Fair market value of assets
$816,351
Qualifying distributions
$300,500
Net investment income
$23,195

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
MALKA A ROSENBERG
7963 LOVE LANE, BOCA RATON, FL 33433
Trustee0$0
CHARLES ROSENBERG
10 JUDITH LANE, MONSEY, NY 10952
Trustee0$0
990-PF for the year ended November 30, 2024: 2 people
NameTitleHours / weekCompensation
MALKA A ROSENBERG
7963 LOVE LANE, BOCA RATON, FL 33433
Trustee0$0
CHARLES ROSENBERG
10 JUDITH LANE, MONSEY, NY 10952
Trustee0$0

Address and contacts

Address (IRS master file)
10 JUDITH LN, MONSEY, NY 10952-1404
In care of
% MAX ROSENBERG
Signed the 990-PF
CHARLES ROSENBERG, Trustee
Phone
(201) 447-2525
Return prepared by
Samuel Reinhold CPA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
46-1602212
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
November
Files
Form 990-PF
Assets (IRS master file)
$618,613
Income (IRS master file)
$357,942

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025–––IRS
990-PFNovember 2024–––IRS
990-PFNovember 2023$83,756$160,076$971,096IRS
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS
990-PFNovember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about MONTROSE FOUNDATION

What is the EIN of MONTROSE FOUNDATION?
The employer identification number (EIN) of MONTROSE FOUNDATION is 46-1602212.
Is MONTROSE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
Are donations to MONTROSE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MONTROSE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MONTROSE FOUNDATION due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONTROSE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of MONTROSE FOUNDATION?
The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does MONTROSE FOUNDATION have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $23,195, expenses of $306,214 and total assets of $618,613 at year end.

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