Public Charity

MONTROSE FOUNDATION INC

MONTROSE FOUNDATION INC is a Public Charity headquartered in MEDFIELD, MA. Financial data from the 2025 filing: $16.7M revenue, $12.1M expenses, $26.8M total assets. 26 publicly reported grants to this organization, totaling roughly $1.5M, appear in IRS filings.

EIN: 042668765 MEDFIELD, MA Primary & Elementary Schools NTEE: B24 Latest filing: 2025
Total Revenue$16.7M
Total Expenses$12.1M
Total Assets$26.8M
Grant Records26
Funding Total$1.5M
Filing Years2021–2025

Mission

TO EDUCATE YOUNG WOMEN TO PURSUE THE TRUTH IN ALL THEY DO. BUILT ON THE FOUNDATION OF A RICH LIBERAL ARTS CURRICULUM, PERSONAL CHARACTER FORMATION, AND COLLABORATION WITH PARENTS, EACH STUDENT IS CHALLENGED TO CULTIVATE INTELLECT, CHARACTER, LEADERSHIP, SERVICE, FAITH AND REASON.

Where $100 goes at Montrose Foundation Inc

How Montrose Foundation Inc divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.

$78 Programs the work itself
$20 Management running the organization
$2 Fundraising raising the next dollar

Inside the $78 for programs

$78
The education and development of local, national, and international young women from grades 612
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

DIR. OF CURRICULUM Barbara Whitlock
CFOO AND ASSIST HEAD OF SCHOOL Donna Strouse
Trustee Elizabeth Daher Fasse
Trustee Erika Bachiochi
CLERK/SECRETARY Jane Driver
DIR OF ADVANCEMENT Jessica Halton

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$1,128,134 15 grants
Education
$225,650 7 grants
Research & Policy
$100,521 2 grants
Unspecified
$7,510 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $16.7M $12.1M $26.8M
2024 $13.9M $10.8M $21.8M
2023 $9.2M $9.2M $18.0M
2022 $7.6M $8.3M $17.9M
2021 $8.8M $8.2M $18.6M

Between 2021 and 2025, reported annual revenue grew from $8.8M to $16.7M (+91%), with total assets most recently reported at $26.8M.

Interactive year-over-year charts and full filing details available with membership.

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