Montrose Foundation Inc
Montrose Foundation Inc is a private foundation, based in Hillsborough, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.9M in total assets. Net investment income was $215K.
Montrose Foundation Inc at a glance
- Total assets
- $4,906,966
- +0.6% vs 2024
- Revenue (2025)
- $476,149
- -16.4% vs 2024
- Net investment income (2025)
- $214,798
- -1.4% vs 2024
- Expenses (2025)
- $451,286
- +68.9% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Net Investment Income |
|---|---|---|---|---|
| 2025 | $4,906,966 | $476,149 | $451,286 | $214,798 |
| 2024 | $4,879,270 | $569,557 | $267,205 | $217,747 |
| 2023 | $4,657,580 | $2,034,891 | $340,168 | $134,245 |
| 2022 | $2,966,563 | $490,816 | $297,958 | $129,451 |
| 2021 | $2,774,388 | $443,245 | $284,289 | $113,612 |
| 2020 | $2,537,394 | $85,537 | $288,299 | $77,107 |
Leadership & Key People
Officers and directors from IRS filings
Montrose Foundation Inc is led by Charles Plambeck, President on the 2025 filing; none of the 9 officers listed in 2025 report compensation.
Officers on the 2025 filing
Charles Plambeck
President
New on the 2025 filing
2 hrs/week
No compensation reported
Nancy S. Goodwin
Chair
Secretary & Treasurer → Founding Director, 2024
Founding Director → Chair, 2025
On filings since 2020
2 hrs/week
No compensation reported
Catherine Dykes
Director
President → Director, 2024
On filings since 2020
2 hrs/week
$4K (2020) → $0 (2025)
Tom Krenitsky
Director
On filings since 2024
2 hrs/week
No compensation reported
Cheryl Traylor
Director
New on the 2025 filing
2 hrs/week
No compensation reported
Ellie Meade
Secretary
Director → Secretary, 2024
On filings since 2020
2 hrs/week
No compensation reported
Gary Paschall
Executive Officio
New on the 2025 filing
2 hrs/week
No compensation reported
Jenna Mallet
Executive Officio
New on the 2025 filing
2 hrs/week
No compensation reported
Tom Bell
Executive Officio
New on the 2025 filing
2 hrs/week
No compensation reported
Former officers (3)
- Former: Elizabeth Woodman (2020–2024) — Director
- Former: Mary Banks Knechtle (2020–2024) — Director
- Former: Schatzie Crowther (2021–2024) — President
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 2023 IRS filing
The highest reported compensation on the 2023 filing was $3K, to Catherine Dykes (President).
Frequently asked questions about Montrose Foundation Inc
How large is Montrose Foundation Inc?
Montrose Foundation Inc reported $4.9M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $476K.
What is Montrose Foundation Inc's EIN?
Montrose Foundation Inc's EIN (Employer Identification Number) is 26-1127627. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 14, 2026)
- IRS filings on file for fiscal years 2020–2025
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