Caroline and Roxanne Montrose
Caroline and Roxanne Montrose is a private foundation, based in LOS ALTOS, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $406K in total assets. In 2025, it awarded 1 grants totaling $5K. Net investment income was $15K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$406K
-2.9% YoY
Annual Giving
$5K
-83.3% YoY
Grant Count
1
-66.7% YoY
Avg Grant Size
$5K
-50.0% YoY
Under IRS private-foundation payout rules, Caroline and Roxanne Montrose reported a distributable amount of $50K for 2025 — the minimum it must pay out in qualifying distributions.
About Caroline and Roxanne Montrose
Based on IRS filings
Caroline and Roxanne Montrose is a private foundation, based in LOS ALTOS, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $406K in total assets. In 2025, it awarded 1 grants totaling $5K. Net investment income was $15K.
Ready to take the next step with Caroline and Roxanne Montrose?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $406,204 | $418,352 | $460,262 |
| Revenue | $33,032 | $33,685 | $36,085 |
| Expenses | $45,179 | $75,611 | $96,855 |
| Qualifying Distributions | $27,262 | $54,948 | $78,218 |
| Net Investment Income | $14,840 | $13,296 | $18,331 |
| Distributable Amount | $49,688 | $47,908 | $51,640 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
21 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Tres Islas Orphanage Fund ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| TRES ISLAS ORPHANAGE FUND SANDY, UT | PROVIDE SUPPORT FOR THE CHILDREN OF TRES ISLAS ORPHANAGE | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ERIC S MILLAR | PRESIDENT/TSTEE | 5 | $13,158 |
| HOLLY D MILLAR | SECRETARY/TSTEE | 5 | $13,158 |
Frequently Asked Questions
How large is Caroline and Roxanne Montrose?
As of 2025, Caroline and Roxanne Montrose holds $406K in total assets with $33K in annual revenue. It awarded 1 grants totaling $5K in 2025.
Where does Caroline and Roxanne Montrose operate?
Caroline and Roxanne Montrose has awarded grants in California, Massachusetts, New Hampshire, Utah, Wyoming.
What size grants does Caroline and Roxanne Montrose award?
In 2025, Caroline and Roxanne Montrose awarded 1 grants totaling $5K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Caroline and Roxanne Montrose required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Caroline and Roxanne Montrose reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Caroline and Roxanne Montrose's EIN?
Caroline and Roxanne Montrose's EIN (Employer Identification Number) is 23-7411509. IRS Form 990 filing data is available on this page for 2020–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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