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. 23 publicly reported grants to this organization, totaling roughly $1.4M, appear in IRS filings.

EIN: 042668765 MEDFIELD, MA Latest filing: 2025
Total Revenue$16.7M
Total Expenses$12.1M
Total Assets$26.8M
Grant Records23
Funding Total$1.4M
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.

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

For grant recipient's exempt purposes
$989,694 9 grants
EDUCATION
$190,650 6 grants
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
$97,400 1 grant
RESEARCH Research
$70,667 1 grant
Education
$35,000 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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