Funder DirectoryCAROLINE AND ROXANNE MONTROSE
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Private foundation (trust)EIN 237411509Est. 1975-09

CAROLINE AND ROXANNE MONTROSE

LOS ALTOS, CA 94023

Accepts unsolicited proposals

Total Assets

$1.0M

FY 2024

Annual Giving

$5K

FY 2024

Grants Made

1

FY 2024

Avg Grant

$5K

FY 2024

Grant Range

$5K–$5K

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2024 filing

Total Revenue

$33K

Total Expenses

$45K

Qualifying Distributions

$27K

Distributable Amount

$50K

Min. Investment Return

$50K

Payout rate 55%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.55%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2017 to 2024. Peak $138K in 2017. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

32 grants

TRES ISLAS ORPHANAGE FUND
$133K
6 grants
100 FRIENDS PROJECT
$89K
4 grants
CHILDREN'S HUNGER RELIEF FUND
$42K
2 grants
HEALTH & HABITAT
$31K
2 grants
HOMES FOR ORPHANS OF MEXICAN EXTRACTION
$27K
2 grants
Homes for Orphans of Mexican Extrac
$25K
1 grant
Health Habitat
$22K
1 grant
NEPALESE YOUTH OPPORTUNITY FOUNDATION
$16K
2 grants

Grant Size Distribution

32 grants

<$10K
17
grants
$10–50K
15
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

California
$281K
65% of total
Wyoming
$88K
20% of total
Utah
$45K
10% of total
Massachusetts
$16K
4% of total
New Hampshire
$5K
1% of total

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CAROLINE AND ROXANNE MONTROSE — Grants, Financials & Contact | Grantivo