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 grant totaling $5K. Net investment income was $15K.
Caroline and Roxanne Montrose at a glance
In short: Caroline and Roxanne Montrose gave $5K across 1 grant in 2025 (avg $5K), mostly in Utah. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $5,000
- -83.3% vs 2024
- Grants made (2025)
- 1
- -66.7% vs 2024
- Average grant
- $5,000
- -50.0% vs 2024
- Median grant
- $5,000
- Total assets
- $406,204
- -2.9% vs 2024
- Primary geography
- Utah (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Caroline and Roxanne Montrose funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Tres Islas Orphanage Fund ($5K).
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 20 grants of 21 (95%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Caroline and Roxanne Montrose gives
- Giving fell 94% from 2022 to 2025. Method
- In 2025 it paid out 55% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $5K (2025) to $120K (2020). In 2025 it made 1 grant totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Tres Islas Orphanage Fund Sandy, UT | Provide support for the children of tres islas orphanage | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $406,204 | $33,032 | $45,179 | $5,000 | 1 | $27,262 | $14,840 | $49,688 |
| 2024 | $418,352 | $33,685 | $75,611 | $30,000 | 3 | $54,948 | $13,296 | $47,908 |
| 2023 | $460,262 | $36,085 | $96,855 | $56,000 | 8 | $78,218 | $18,331 | $51,640 |
| 2022 | $519,995 | $17,483 | $124,347 | $80,000 | 3 | $104,272 | $12,211 | $58,645 |
| 2021 | $592,288 | $39,856 | $126,716 | $87,800 | 6 | — | $23,079 | $58,924 |
| 2020 | $681,473 | $95,319 | $159,270 | $119,500 | 8 | — | $78,998 | $61,632 |
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.
Leadership & Key People
Officers and directors from IRS filings
Caroline and Roxanne Montrose is led by Eric S. Millar, President & Tstee on every filing since 2020; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Eric S. Millar
President & Tstee
On filings since 2020
5 hrs/week
$13K (2020) → $13K (2025)
Holly D. Millar
Secretary & Tstee
On filings since 2020
5 hrs/week
$13K (2020) → $13K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $13K, to Eric S Millar (President/TSTEE). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Caroline and Roxanne Montrose
How much does Caroline and Roxanne Montrose give each year?
Caroline and Roxanne Montrose gave $5K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 3 grants.
How large is Caroline and Roxanne Montrose?
Caroline and Roxanne Montrose reported $406K in total assets on its 2025 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $50K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Caroline and Roxanne Montrose operate?
Caroline and Roxanne Montrose has awarded grants in California, Massachusetts, New Hampshire, Utah, Wyoming.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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Figures come from Caroline and Roxanne Montrose's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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