Nonprofit · EIN 82-0569392
MONTELEONE FAMILY FOUNDATION
Tax-exempt · NEW ORLEANS, LA 70130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $87,671 | $117,637 | -$29,966 | $2,286,386 | $0 | $2,286,386 |
| December 31, 2024 | 990-PF | $77,209 | $117,946 | -$40,737 | $2,316,352 | $0 | $2,316,352 |
| December 31, 2023 | 990-PF | $54,225 | $172,190 | -$117,965 | $2,357,089 | $0 | $2,357,089 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $54,551
- Interest
- $43,360
- Net gain from sales of assets
- -$10,240
Expenses
- Grants and similar amounts paid
- $116,256
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $95,261
- Excise tax on investment income
- $1,361
Balance sheet and other
- Total assets, start of year
- $2,316,352
- Total assets, end of year
- $2,286,386
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,286,386
- Fair market value of assets
- $2,266,427
- Qualifying distributions
- $95,261
- Net investment income
- $97,911
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 |
|---|---|---|---|
| William A Monteleone III 5968 Riverview Way, Houston, TX 77057 | President | 0 | $0 |
| Anne Monteleone Burr 214 Royal St, New Orleans, LA 70130 | Director | 0 | $0 |
| David Monteleone 214 Royal St, New Orleans, LA 70130 | Director | 0 | $0 |
| Charles Lacinak Jr 526 Glendale Dr, METAIRIE, LA 70001 | Sect Treas | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William A Monteleone III 5968 Riverview Way, Houston, TX 77057 | President | 0 | $0 |
| Anne Monteleone Burr 214 Royal St, New Orleans, LA 70130 | Director | 0 | $0 |
| David Monteleone 214 Royal St, New Orleans, LA 70130 | Director | 0 | $0 |
| Charles Lacinak Jr 526 Glendale Dr, METAIRIE, LA 70001 | Sect Treas | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William A Monteleone III 5968 Riverview Way, Houston, TX 77057 | President | 0 | $0 |
| Anne Monteleone Burr 214 Royal St, New Orleans, LA 70130 | Director | 0 | $0 |
| David Monteleone 214 Royal St, New Orleans, LA 70130 | Director | 0 | $0 |
| Charles Lacinak Jr 526 Glendale Dr, METAIRIE, LA 70001 | Sect Treas | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 214 ROYAL ST, NEW ORLEANS, LA 70130-2227
- In care of
- % CHARLES LACINAK
- Signed the 990-PF
- Charles Lacinak, Sect Treas
- Phone
- (504) 207-4503
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
- 82-0569392
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,286,386
- Income (IRS master file)
- $822,391
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $87,671 | $117,637 | $2,286,386 | XML |
| 990-PF | December 2024 | $77,209 | $117,946 | $2,316,352 | XML |
| 990-PF | December 2023 | $54,225 | $172,190 | $2,357,089 | 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 82-0569392).
Questions about MONTELEONE FAMILY FOUNDATION
- What is the EIN of MONTELEONE FAMILY FOUNDATION?
- The employer identification number (EIN) of MONTELEONE FAMILY FOUNDATION is 82-0569392.
- Is MONTELEONE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to MONTELEONE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MONTELEONE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MONTELEONE FAMILY FOUNDATION 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 MONTELEONE FAMILY FOUNDATION 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 MONTELEONE FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does MONTELEONE FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $87,671, expenses of $117,637 and total assets of $2,286,386 at year end.
Other nonprofits in NEW ORLEANS
- THE GREATER NEW ORLEANS FOUNDATION EIN 72-0408921 · last filed 990 for 2024
- KEMPER AND LEILA WILLIAMS FOUNDATION EIN 23-7336090 · last filed 990-PF for 2025
- UNITED WAY OF SOUTHEAST LOUISIANA EIN 72-0471369 · last filed 990 for 2025
- REBUILDING TOGETHER NEW ORLEANS INC EIN 83-4047337 · last filed 990 for 2025
- HOGS FOR THE CAUSE EIN 32-0273586 · last filed 990 for 2025
- EMERIL LAGASSE FOUNDATION EIN 42-1536915 · last filed 990 for 2025
- ENTERGY CHARITABLE FOUNDATION EIN 71-0845366 · last filed 990-PF for 2024
- SAMUEL Z STONE CIPR SUPPORT TRUST EIN 20-6070361 · last filed 990 for 2024
All nonprofits in NEW ORLEANS · Louisiana · Philanthropy, voluntarism and grantmaking foundations