MONTROSE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MONTROSE FOUNDATION (EIN 46-1602212)
Tax period
2017-12-01 to 2018-11-30
Filed
2019-03-14
IRS object ID
201900749349100000
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-03-14T21:38:27-07:00ReturnTs
Tax Period End2018-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Henry Reinhold CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11354 E 13th StAddressLine1Txt
CityBrooklynCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11230ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461602212EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTROSE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMONTBusinessNameControlTxt
Phone2014472525PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 JUDITH LANEAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMAX ROSENBERGPersonNm
Person TitleTrusteePersonTitleTxt
Signature2019-03-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHENRY REINHOLDPreparerPersonNm
PTINP01391884PTIN
Phone7188712290PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$443,726FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$54InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$54InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,440DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,440DividendsNetInvstIncmAmt
Total Rev And Expnss$107,494TotalRevAndExpnssAmt
Total Net Invst Incm$7,494TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$100OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$100TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$100TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,900TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$100TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$88,594ExcessRevenueOverExpensesAmt
Net Investment Income$7,394NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$109,694SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$49,919SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$49,919SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$248,615USGovernmentObligationsBOYAmt
US Government Obligations EOY$371,590USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$369,176USGovtObligationsEOYFMVAmt
Other Investments EOY$25,194OtherInvestmentsEOYAmt
Other Investments EOYFMV$24,631OtherInvestmentsEOYFMVAmt
Total Assets BOY$358,309TotalAssetsBOYAmt
Total Assets EOY$446,703TotalAssetsEOYAmt
Total Assets EOYFMV$443,726TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$358,309RetainedEarningBOYAmt
Retained Earning EOY$446,703RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$358,309TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$446,703TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$358,309TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$446,703TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$358,309TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$88,594ExcessRevenueOverExpensesAmt
Subtotal$446,903SubtotalAmt
Other Decreases$200OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$446,703TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$17,400AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$322,875NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05389DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$258,524NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.01160DistributionYr2Rt
Net Vl Noncharitable Assets Yr3$204,740NetVlNoncharitableAssetsYr3Amt
Adjusted Qlfy Distri Yr4$35,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$56,281NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.63076DistributionYr4Rt
Adjusted Qlfy Distri Yr5$40,110AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$22,886NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.75260DistributionYr5Rt
Total Distribution2.448858TotalDistributionRt
Average Distribution0.489772AverageDistributionRt
Net Vl Noncharitable Assets$428,455NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$209,845AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$74NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$209,919AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$18,800QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$148InvestmentIncomeExciseTaxAmt
Subtotal$148SubtotalAmt
Tax Based On Investment Income$148TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$76EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$76TotalPaymentsAndCreditsAmt
Tax Due$72TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CHARLES ROSENBERGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2014472525PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 JUDITH LANEAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MAX ROSENBERG
7963 LOVE LANEBOCA RATONFL33433Trustee0.00$0
MALKA A ROSENBERG
7963 LOVE LANEBOCA RATONFL33433Trustee0.00$0
CHARLES ROSENBERG
10 JUDITH LANEMONSEYNY10952Trustee0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$291,616AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$143,364AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$434,980TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$434,980AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,525CashDeemedCharitableAmt
Net Vl Noncharitable Assets$428,455NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,423MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,423MinimumInvestmentReturnAmt
Tax Based On Investment Income$148TaxBasedOnInvestmentIncomeAmt
Total Tax$148TotalTaxAmt
Distributable Before Adj$21,275DistributableBeforeAdjAmt
Distributable Before Ded$21,275DistributableBeforeDedAmt
Distributable As Adjusted$21,275DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,800ExpensesAndContributionsAmt
Qualifying Distributions$18,800QualifyingDistributionsAmt
Adjusted Qualifying Distri$18,800AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,275DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$18,966ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$32,686ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$1,380ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$53,032TotalExcessDistributionCyovAmt
Qualifying Distributions$18,800QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$18,800AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$2,475ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,475ExcessDistributionCyovAppCYAmt
Total Corpus$50,557TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$16,491ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$34,066ExcessDistriCyovToNextYrAmt
Excess From Year4$32,686ExcessFromYear4Amt
Excess From Year1$1,380ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIKUR CHOLIM OF LAKEWOOD INC
93 PROSPECT STLAKEWOODNJ08701PCTO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES$5,000
EZER L'YISROEL
49 FORSHAY ROADMONSEYNY10952PCTO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES$1,800
TOMCHE SHABBOS OF ROCKLAND COUNTY
78 COLLAGE ROADMONSEYNY10952PCTO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES$1,000
CONG OHR HATORAH
2 UNIVERSITY PLAZA SUITEHACKENSACKNJ07601PCTO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES$1,000
CONG SHEM MSHMUEL
1876 50TH STREETBROOKLYNNY11204PCTO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$54ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,440ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,494ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,494TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMAX ROSENBERGContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17963 LOVE LANEAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33433ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$371,590USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$369,176USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOOSCXCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$25,194BookValueAmt
EOYFMV$24,631EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTAXESDesc
Amt$200Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescLICENSE & FEESDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt
Net Investment Income$100NetInvestmentIncomeAmt

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