Civic Intelligence

Montrose Foundation

990PF • Fiscal year 2023 • EIN 46-1602212

Dec 01, 2022 to Nov 30, 2023 • Filed on Apr 10, 2024

Organization Profile
10 Judith LaneMonsey, NY 10952

(201) 447-2525

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

80th percentile

0.00x

Higher debt load relative to assets than 80% of similar nonprofits.

2023 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

77th percentile

0.00x

Higher debt load relative to revenue than 77% of similar nonprofits.

2023 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2023

Net Margin

29th percentile

-91%

Higher net margin than 29% of similar nonprofits.

2023 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2023

Asset Growth

24th percentile

-7.3%

Faster asset growth than 24% of similar nonprofits.

2023 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-70%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$971,096

Down $76,320 (-7.3%) from 2022

Net Assets

Down

$971,096

Down $76,320 (-7.3%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin29th percentile

Revenue

Down

$83,756

Down $190,978 (-70%) from 2022

Expenses

Down

$160,076

Down $149,334 (-48%) from 2022

Net Income

Down

-$76,320

Down $41,644 (-120%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2013: $39,879Liabilities 2013: $02013Assets 2014: $74,397Liabilities 2014: $02014Assets 2015: $275,905Liabilities 2015: $1Net Assets 2015: $275,9052015Assets 2016: $279,647Liabilities 2016: $0Net Assets 2016: $279,6472016Assets 2017: $358,309Liabilities 2017: $0Net Assets 2017: $358,3092017Assets 2018: $446,703Liabilities 2018: $0Net Assets 2018: $446,7032018Assets 2019: $1,082,917Liabilities 2019: $1Net Assets 2019: $1,082,9172019Assets 2020: $1,251,933Liabilities 2020: $1Net Assets 2020: $1,251,9332020Assets 2021: $1,082,823Liabilities 2021: $1Net Assets 2021: $1,082,8232021Assets 2022: $1,047,416Liabilities 2022: $1Net Assets 2022: $1,047,4162022Assets 2023: $971,096Liabilities 2023: $1Net Assets 2023: $971,0962023Assets 2024: $902,115Liabilities 2024: $0Net Assets 2024: $902,1152024Assets 2025: $618,613Liabilities 2025: $0Net Assets 2025: $618,6132025

Highlighted filing

2023

Assets$971,096
Liabilities$1
Net Assets$971,096
Open 2023 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2013: $80,007Expenses 2013: $40,128Net Income 2013: $39,8792013Revenue 2014: $70,018Expenses 2014: $35,500Net Income 2014: $34,5182014Revenue 2015: $201,520Expenses 2015: $12Net Income 2015: $201,5082015Revenue 2016: $6,870Expenses 2016: $3,100Net Income 2016: $3,7702016Revenue 2017: $96,282Expenses 2017: $17,485Net Income 2017: $78,7972017Revenue 2018: $107,494Expenses 2018: $18,900Net Income 2018: $88,5942018Revenue 2019: $936,116Expenses 2019: $299,830Net Income 2019: $636,2862019Revenue 2020: $534,281Expenses 2020: $365,054Net Income 2020: $169,2272020Revenue 2021: $223,362Expenses 2021: $392,252Net Income 2021: -$168,8902021Revenue 2022: $274,734Expenses 2022: $309,410Net Income 2022: -$34,6762022Revenue 2023: $83,756Expenses 2023: $160,076Net Income 2023: -$76,3202023Revenue 2024: $40,734Expenses 2024: $109,650Net Income 2024: -$68,9162024Revenue 2025: $23,195Expenses 2025: $306,214Net Income 2025: -$283,0192025

Highlighted filing

2023

Revenue$83,756
Expenses$160,076
Net Income-$76,320
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Apr 10, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MALKA A ROSENBERGTrustee-$0--
CHARLES ROSENBERGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Montrose Foundation
EIN
46-1602212
Phone
2014472525
Address
10 JUDITH LANE, MONSEY, NY 10952

Signing Officer

Name
Charles Rosenberg
Title
Trustee
Signed
2024-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Samuel Reinhold CPA
Address
1764 49th St, Brooklyn, NY 11204
Preparer
Henry Reinhold
Phone
7186502030
Raw XML Appendix311 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt03500
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt095752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt199692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt264617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt364039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt466427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt564891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt671214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt774000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt865220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt991438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1080670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11108782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt094437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1123220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt272468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt372021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt451775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt553444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt673447
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt758266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt862533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt990923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1076482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11106098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0LVHD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1VYM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2EITVX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3EPLCX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4SPYFX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5LSFYX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ACGYX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7GHQYX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8PCBIX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9TFGYX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10FAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11LGLIX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12SPMD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13MGOIX
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt035145
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-1492
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0103
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt035248
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-1492
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt033756
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt035248
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0149800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0149800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt050000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt035145
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt035145
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt035145
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-76320
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0210014
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0103
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0103
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0103
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1492
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt024972
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06776
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06776
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt035248
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0149800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010276
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0160076
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt035248
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt083756
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010276
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0211506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-6376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-6376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1205130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LPL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LPL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1492
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-76320
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0971096
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01047416
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0971096
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt049879
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt049879
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt049879
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt050226
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0347
IRS990PF/DistributableAmountGrp/TotalTaxAmt0347
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0347
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0347
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0347
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt065
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0282
IRS990PF/FMVAssetsEOYAmt0959468
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01011514
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0946742
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0935114
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01047416
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0971096
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt035902
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt024354
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt024354
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01047416
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0971096
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0959468
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01047416
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0971096
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01047416
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0971096
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01019808
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt046969
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0972839
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015297
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt050226
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01004511
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01019808
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MALKA A ROSENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHARLES ROSENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07963 LOVE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt110 JUDITH LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOCA RATON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MONSEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033433
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110952
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0149800
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0149800
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt039 LYNCREST DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MONSEY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010952
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MALKA A ROSENBERG
IRS990PF/StatementsRegardingActyGrp/PhoneNum02014472525
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1146000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO FURTHER JEWISH STUDIES AND CHARITABLE CAUSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CONG NETZACH YISROEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1THE DONORS FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2BOCA RATON MIKVA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3BIKUR CHOLIM OF ROCKLAND COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt049 FORSHAY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1328 3RD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt239 LYNCREST DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt339 LYNCREST DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MONSEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MONSEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MONSEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010952
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd108701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210952
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd310952
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0149800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt049879
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt049879
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0244128
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0321292
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0295727
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0233732
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01194800
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt099921
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0244128
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0321292
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0295727
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0233732
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0149800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt099921
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01194800
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01094879
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MALKA A ROSENBERG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt07963 LOVE LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOCA RATON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033433
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LICENSE & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06026
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06026
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1750
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES ROSENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTROSE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0461602212
ReturnHeader/Filer/PhoneNum02014472525
ReturnHeader/Filer/USAddress/AddressLine1Txt010 JUDITH LANE
ReturnHeader/Filer/USAddress/CityNm0MONSEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010952
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Samuel Reinhold CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01764 49th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brooklyn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011204
ReturnHeader/PreparerPersonGrp/PhoneNum07186502030
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HENRY REINHOLD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-04-10T11:57:34-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSENBERG
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$971,096
Liabilities
$1
Net assets
$971,096
Revenue
$83,756
Expenses
$160,076
Net income
-$76,320
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.02$0.31$0.28
2024Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.04$0.11$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.08$0.16$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.27$0.31$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.22$0.39$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.53$0.37$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.94$0.30$0.64
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.11$0.02$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.10$0.02$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.01$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.20$0.00$0.20
2014Summary only. Only limited summary data is available for this year.$0.07$0.00$0.07$0.04$0.03
2013Summary only. Only limited summary data is available for this year.$0.04$0.00$0.08$0.04$0.04