EIN 23-7411509

Caroline and Roxanne Montrose Educational Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
1975
Most recent tax filings
2025-06-01
NTEE code, primary
Description
The Caroline and Roxanna Montrose Educational Foundation is a private foundation located in Los Altos, CA. Its purpose is to provide support for the children of Tres Islas Orphanage and Nios de Baja, as well as to provide quality education and medical care to women. It primarily funds its activities through excise and payroll tax refunds. Grantees of the foundation include Tres Islas Orphanage Fund and others, and it made three grants last year.
Also known as...
Caroline and Roxanna Montrose Educational Foundation
Total revenues
$33,032
2025
Total expenses
$45,179
2025
Total assets
$406,204
2025
Num. employees
0
2025

Program areas at Caroline and Roxanne Montrose Educational Foundation

Return of capital
Payroll tax refund

Grants made by Caroline and Roxanne Montrose Educational Foundation

GranteeGrant descriptionAmount
Tres Islas Orphanage Fund IncorporatedProvide Support for the Children of Tres Islas Orphanage$5,000

Financials for Caroline and Roxanne Montrose Educational Foundation

RevenuesFYE 06/2025
Total grants, contributions, etc.$0
Investment income and dividends$32,114
Net rental income$0
Net gain from sale of non-inventory assets$3
Gross sales of inventory$0
Miscellaneous revenues$915
Total revenues$33,032

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Data update history
April 6, 2026
Posted financials
Added Form 990PF for fiscal year 2025
September 27, 2024
Posted financials
Added Form 990PF for fiscal year 2024
November 14, 2023
Posted financials
Added Form 990PF for fiscal year 2023
August 6, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 30, 2023
Posted financials
Added Form 990PF for fiscal year 2021
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 1622
Los Altos, CA 94023
Metro area
San Jose-Sunnyvale-Santa Clara, CA
County
Santa Clara County, CA
Phone
(650) 941-3710
IRS details
EIN
23-7411509
Fiscal year end
June
Taxreturn type
Form 990-PF
Year formed
1975
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
016015
FTB Entity ID
0723369
AB 488 data last updated ("as-of") date
2026-08-19
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