Caroline & Roxanna Montrose Educational Foundation
- Assets
- $520.0k
- Revenue
- $17.5k
- Investments
- $442.3k
- Employees
- 0
- Location
- Los Altos, CA
- Founding
- 09/1975
- Data as of
- 06/2022
- EIN
- 23-7411509
Organization Overview
Caroline & Roxanna Montrose Educational Foundation is located in Los Altos, CA. The organization was established in 1975. According to its NTEE Classification (B11) the organization is classified as: Single Organization Support, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Caroline & Roxanna Montrose Educational Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Caroline & Roxanna Montrose Educational Foundation generated $17.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (22.3%) each year. All expenses for the organization totaled $124.3k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Caroline & Roxanna Montrose Educational Foundation has awarded 55 individual grants totaling $1,070,550. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Holly D Millar Secretary/tstee | 5 | $13,158 | |
Eric S Millar President/tstee | 5 | $13,158 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $43 |
| Dividends & Interest | $32,141 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$14,701 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $17,483 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $26,316 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $5,558 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $4,723 |
| Total operating and administrative expenses | $44,347 |
| Contributions, gifts, grants paid | $80,000 |
| Total expenses and disbursements | $124,347 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $77,711 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | -$1 |
| Total assets | $519,995 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $488 |
| Total liabilities | $488 |
Grants Awarded
Over the last fiscal year, Caroline & Roxanna Montrose Educational Foundation has awarded $80,000 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
TRES ISLAS ORPHANAGE FUND PURPOSE: PROVIDE SUPPORT FOR THE CHILDREN OF TRES ISLAS ORPHANAGE | $50,000 |
Camarillo, CA PURPOSE: PROVIDE SUPPORT FOR THE CHILDREN OF NIOS DE BAJA | $25,000 |
San Francisco, CA PURPOSE: PROVIDE QUALITY EDUCATION AND MEDICAL CARE TO WOMEN AND CHILDREN IN NEPAL | $5,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
U C San Diego Foundation La Jolla, CA | $1,658,962,820 | $199,905,173 |
California State University Fresno Foundation Fresno, CA | $305,581,286 | $82,049,002 |
University Of Hawaii Foundation Honolulu, HI | $548,406,506 | $76,733,850 |
University Corporation At Monterey Bay Seaside, CA | $199,917,843 | $49,155,763 |
San Jose State University Research Foundation San Jose, CA | $57,091,451 | $53,661,013 |
University Of Nevada-Reno Foundation Reno, NV | $310,760,494 | $35,673,494 |
The U C Davis Foundation Davis, CA | $716,342,130 | $110,976,640 |
Southwestern Law School Los Angeles, CA | $126,801,745 | $54,692,632 |
Associated Students Ucla Los Angeles, CA | $54,580,827 | $39,327,069 |
Csu Fullerton Auxiliary Services Corporation Fullerton, CA | $104,352,109 | $45,637,535 |
New Schools Fund Oakland, CA | $55,397,321 | $41,218,694 |
Chico State Enterprises Chico, CA | $47,170,077 | $46,861,327 |