MONTROSE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MONTROSE FOUNDATION (EIN 46-1602212)
Tax period
2024-12-01 to 2025-11-30
Filed
2026-02-09
IRS object ID
202630409349100718
Schema version
2024v5.2
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)
Return2026-02-09T10:36:26-08:00ReturnTs
Tax Period End2025-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Samuel Reinhold CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11764 49th StAddressLine1Txt
CityBrooklynCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-12-01TaxPeriodBeginDt

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)
PersonCHARLES ROSENBERGPersonNm
Person TitleTrusteePersonTitleTxt
Signature2026-02-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHENRY REINHOLDPreparerPersonNm
PTINP01391884PTIN
Phone7186502030PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$816,351FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$33InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$33InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$22,161DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,161DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,001NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$335,748GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,001CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$23,195TotalRevAndExpnssAmt
Total Net Invst Incm$23,195TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$5,714OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,714OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,714TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,714TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$300,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$300,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$306,214TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,714TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$300,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$283,019ExcessRevenueOverExpensesAmt
Net Investment Income$17,481NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$28,231SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$46,599SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$46,599SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$873,884CorporateStockBOYAmt
Corporate Stock EOY$572,014CorporateStockEOYAmt
Corporate Stock EOYFMV$769,752CorporateStockEOYFMVAmt
Total Assets BOY$902,115TotalAssetsBOYAmt
Total Assets EOY$618,613TotalAssetsEOYAmt
Total Assets EOYFMV$816,351TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$902,115RetainedEarningBOYAmt
Retained Earning EOY$618,613RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$902,115TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$618,613TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$902,115TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$618,613TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$902,115TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$283,019ExcessRevenueOverExpensesAmt
Subtotal$619,096SubtotalAmt
Other Decreases$483OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$618,613TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
LPLP2021-01-012025-11-30$10,752$10,752$10,752
LPLP2025-12-012025-11-30$124$124$124
LPLP2021-01-012025-11-30$324,872-$9,875-$9,875$334,747
FieldValueIRS element (for citing)
Capital Gain Net Income$1,001CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$124NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$243InvestmentIncomeExciseTaxAmt
Subtotal$243SubtotalAmt
Tax Based On Investment Income$243TaxBasedOnInvestmentIncomeAmt
Tax Due$243TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
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
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
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$893,078AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,080AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$921,158TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$921,158AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,817CashDeemedCharitableAmt
Net Vl Noncharitable Assets$907,341NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,367MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,367MinimumInvestmentReturnAmt
Tax Based On Investment Income$243TaxBasedOnInvestmentIncomeAmt
Total Tax$243TotalTaxAmt
Distributable Before Adj$45,124DistributableBeforeAdjAmt
Distributable Before Ded$45,124DistributableBeforeDedAmt
Distributable As Adjusted$45,124DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$300,500ExpensesAndContributionsAmt
Qualifying Distributions$300,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,124DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$295,727ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$321,292ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$244,128ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$99,921ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$53,304ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,014,372TotalExcessDistributionCyovAmt
Qualifying Distributions$300,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$45,124AppliedToCurrentYearAmt
Remaining Distri From Corpus$255,376RemainingDistriFromCorpusAmt
Total Corpus$1,269,748TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$295,727ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$974,021ExcessDistriCyovToNextYrAmt
Excess From Year4$321,292ExcessFromYear4Amt
Excess From Year3$244,128ExcessFromYear3Amt
Excess From Year2$99,921ExcessFromYear2Amt
Excess From Year1$53,304ExcessFromYear1Amt
Excess From Current Year$255,376ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonTHE DONORS FUNDSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1328 3RD STREETAddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeTO FURTHER JEWISH STUDIES AND CHARITABLE CAUSESGrantOrContributionPurposeTxt
Amt$300,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$300,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,161ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,001ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$23,195ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,195TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
LVHD$103,617$118,679
VYM$108,162$177,778
EITVX$70,637$99,119
EPLCX$53,426$70,801
ACGYX$8,979$7,441
GHQYX$9,540$8,344
PCBIX$64,659$81,197
TFGYX$21,138$18,506
FAB
LGLIX$70,972$125,298
SPMD
MGOIX$60,884$62,589

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTAXESDesc
Amt$483Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK CHARGES$5,464$5,464
LICENSE & FEES$250$250

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