MONTICELLO FOUNDATION INC
Cite this
Plain text MONTICELLO FOUNDATION INC. Strategy Studio, nonprofit organization profile, tax years 2009–2024. https://strategystudio.org/org/391806015. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). MONTICELLO FOUNDATION INC [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/391806015
MLA “MONTICELLO FOUNDATION INC.” Strategy Studio, tax years 2009–2024, https://strategystudio.org/org/391806015. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2009–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990 · revenue $101K · expenses $76K · assets $1.3M
- EIN
- 39-1806015
- Address
- PO BOX 636, MONTICELLO, WI 53570-0636
- NTEE code
- B82
- Subsection
- 501(c)(3)
- Ruling year
- 1995
- Cross-check
- ProPublica Nonprofit Explorer
Mission
NONE
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
4 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Jean Mcmannes | DIRECTOR | 2009-2024 | $0 | $4,900 | 1 |
| Carol Casey Kubly | TREASURER | 2009-2024 | $0 | $4,800 | 1 |
| Joann Mcruse | SECRETARY | 2013-2024 | $0 | $1,000 | 1 |
| Cathy Sennett (former) | TREASURER | 2009-2010 | $400 | $700 | 1 |
Officers and directors, no compensation reported
15 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Jane Tereba | DIRECTOR | 2018-2024 | 0 | $0 reported | 1 |
| Llinn Lederman | PRESIDENT | 2009-2024 | 1 | $0 reported | 1 |
| Keith Hoesly | DIRECTOR | 2010-2024 | 0 | $0 reported | 1 |
| Mike Aquino | DIRECTOR | 2020-2024 | 0 | $0 reported | 1 |
| David Quade | VICE PRESIDENT | 2012-2024 | 0 | $0 reported | 1 |
| Lisa Ritschard | DIRECTOR | 2024 | 0 | $0 reported | 1 |
| Ronda Bucholz (former) | DIRECTOR | 2015-2023 | 0 | $0 reported | 1 |
| Melody Flesher (former) | DIRECTOR | 2014-2019 | 0 | $0 reported | 1 |
| Elmer Lemon (former) | PRESIDENT | 2009-2017 | 1 | $0 reported | 1 |
| Russell Quinn (former) | VICE PRESIDENT | 2009-2014 | 0 | $0 reported | 1 |
| Carolyn Schwartzlow (former) | DIRECTOR | 2011-2013 | 0 | $0 reported | 1 |
| Marcia Voss (former) | DIRECTOR | 2009-2012 | 0 | $0 reported | 1 |
| Caroyn Schwartzlow (former) | DIRECTOR | 2012 | 0 | $0 reported | 1 |
| Mark Wittenwyler (former) | DIRECTOR | 2009-2010 | 0 | $0 reported | 1 |
| Robert Drafahl (former) | DIRECTOR | 2009 | 0 | $0 reported | 1 |
People by year
2024 · 9 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANE TEREBA | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| LLINN LEDERMAN | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| JEAN MCMANNES | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| CAROL CASEY KUBLY | TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| JOANN MCRUSE | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| LISA RITSCHARD | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KEITH HOESLY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| MIKE AQUINO | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID QUADE | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
2023 · 9 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANE TEREBA | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| LLINN LEDERMAN | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| JEAN MCMANNES | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| CAROL CASEY KUBLY | TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| JOANN MCRUSE | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| RONDA BUCHOLZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KEITH HOESLY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| MIKE AQUINO | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID QUADE | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
2022 · 9 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANE TEREBA | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| LLINN LEDERMAN | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| JEAN MCMANNES | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| CAROL CASEY KUBLY | TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| JOANN MCRUSE | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| RONDA BUCHOLZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KEITH HOESLY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| MIKE AQUINO | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID QUADE | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
2021 · 9 people listed · 2 paid, $1K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CAROL CASEY KUBLY | TREASURER | 2 | $500 | $0 | $0 | $500 | 1 |
| JOANN MCRUSE | SECRETARY | 2 | $500 | $0 | $0 | $500 | 1 |
| JANE TEREBA | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| LLINN LEDERMAN | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| JEAN MCMANNES | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| RONDA BUCHOLZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KEITH HOESLY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| MIKE AQUINO | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID QUADE | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
2020 · 9 people listed · 2 paid, $1K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CAROL CASEY KUBLY | TREASURER | 2 | $500 | $0 | $0 | $500 | 1 |
| JOANN MCRUSE | SECRETARY | 2 | $500 | $0 | $0 | $500 | 1 |
| JANE TEREBA | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| LLINN LEDERMAN | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| JEAN MCMANNES | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| RONDA BUCHOLZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KEITH HOESLY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| MIKE AQUINO | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID QUADE | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
2019 · 9 people listed · 2 paid, $1K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN MCMANNES | SECRETARY | 2 | $500 | $0 | $0 | $500 | 1 |
| CAROL CASEY KUBLY | TREASURER | 2 | $500 | $0 | $0 | $500 | 1 |
| JANE TEREBA | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| LLINN LEDERMAN | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| JOANN MCRUSE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| RONDA BUCHOLZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KEITH HOESLY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| MELODY FLESHER | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID QUADE | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
2018 · 9 people listed · 2 paid, $1K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN MCMANNES | SECRETARY | 2 | $500 | $0 | $0 | $500 | 1 |
| CAROL CASEY KUBLY | TREASURER | 2 | $500 | $0 | $0 | $500 | 1 |
| JANE TEREBA | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| LLINN LEDERMAN | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| JOANN MCRUSE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| RONDA BUCHOLZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KEITH HOESLY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| MELODY FLESHER | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID QUADE | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
2017 · 9 people listed · 2 paid, $1K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN MCMANNES | SECRETARY | 2 | $500 | $0 | $0 | $500 | 1 |
| CAROL CASEY KUBLY | TREASURER | 2 | $500 | $0 | $0 | $500 | 1 |
| ELMER LEMON | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| LLINN LEDERMAN | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| JOANN MCRUSE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| RONDA BUCHOLZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KEITH HOESLY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| MELODY FLESHER | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID QUADE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2016 · 9 people listed · 2 paid, $1K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN MCMANNES | SECRETARY | 2 | $500 | $0 | $0 | $500 | 1 |
| CAROL CASEY KUBLY | TREASURER | 2 | $500 | $0 | $0 | $500 | 1 |
| ELMER LEMON | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| LLINN LEDERMAN | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| JOANN MCRUSE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| RONDA BUCHOLZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KEITH HOESLY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| MELODY FLESHER | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID QUADE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2015 · 9 people listed · 2 paid, $1K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN MCMANNES | SECRETARY | 2 | $0 | $0 | $500 | $500 | 1 |
| CAROL CASEY KUBLY | TREASURER | 2 | $0 | $0 | $500 | $500 | 1 |
| ELMER LEMON | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| LLINN LEDERMAN | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| JOANN MCRUSE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| RONDA BUCHOLZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KEITH HOESLY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| MELODY FLESHER | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID QUADE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2014 · 9 people listed · 2 paid, $1K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN MCMANNES | SECRETARY | 2 | $500 | $0 | $0 | $500 | 1 |
| CAROL CASEY KUBLY | TREASURER | 2 | $500 | $0 | $0 | $500 | 1 |
| ELMER LEMON | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| RUSSELL QUINN | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| JOANN MCRUSE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| LLINN LEDERMAN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KEITH HOESLY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| MELODY FLESHER | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID QUADE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2013 · 9 people listed · 2 paid, $800 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN MCMANNES | SECRETARY | 2 | $400 | $0 | $0 | $400 | 1 |
| CAROL CASEY KUBLY | TREASURER | 2 | $400 | $0 | $0 | $400 | 1 |
| ELMER LEMON | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| RUSSELL QUINN | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| JOANN MCRUSE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| LLINN LEDERMAN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KEITH HOESLY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| CAROLYN SCHWARTZLOW | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID QUADE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2012 · 9 people listed · 1 paid, $400 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN MCMANNES | SECRETARY | 2 | $400 | $0 | $0 | $400 | 1 |
| ELMER LEMON | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| RUSSELL QUINN | VICE PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| CAROL CASEY KUBLY | TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| MARCIA VOSS | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| LLINN LEDERMAN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KEITH HOESLY | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| CAROYN SCHWARTZLOW | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DAVID QUADE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2011 · 8 people listed · 2 paid, $800
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CAROL KUBLY | TREASURER | 2 | $400 | - | $0 | $400 | 1 |
| JEAN MCMANNES | SECRETARY | 2 | $400 | - | $0 | $400 | 1 |
| MARCIA VOSS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| RUSSELL QUINN | VICE PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
| KEITH HOESLY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| LLINN LEDERMAN | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| ELMER LEMON | PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
| CAROLYN SCHWARTZLOW | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
2010 · 9 people listed · 2 paid, $800
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CATHY SENNETT | TREASURER | 2 | $400 | - | $0 | $400 | 1 |
| JEAN MCMANNES | SECRETARY | 2 | $400 | - | $0 | $400 | 1 |
| CAROL KUBLY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| MARCIA VOSS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| RUSSELL QUINN | VICE PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
| KEITH HOESLY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| LLINN LEDERMAN | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| MARK WITTENWYLER | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| ELMER LEMON | PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
2009 · 9 people listed · 2 paid, $600
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CATHY SENNETT | TREASURER | 2 | $300 | - | $0 | $300 | 1 |
| JEAN McMANNES | SECRETARY | 2 | $300 | - | $0 | $300 | 1 |
| CAROL KUBLY | director | 0 | $0 | - | $0 | $0 | 1 |
| MARCIA VOSS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| RUSSELL QUINN | VICE PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
| ROBERT DRAFAHL | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| LLINN LEDERMAN | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| MARK WITTENWYLER | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| ELMER LEMON | PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $101,319 | $75,529 | $1,264,655 | $1,218,355 | $26,213 | $0 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $88,426 | $58,150 | $1,239,865 | $1,192,565 | $23,664 | $0 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $97,060 | $60,413 | $1,216,089 | $1,162,289 | $22,091 | $0 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $138,960 | $56,494 | $1,176,417 | $1,125,642 | $38,485 | $0 | $1,000 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $96,624 | $54,501 | $1,082,651 | $1,043,176 | $10,685 | $0 | $1,000 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $68,552 | $56,688 | $1,037,053 | $1,001,053 | $3,641 | $0 | $1,000 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $225,205 | $64,124 | $1,021,189 | $989,189 | $134,430 | $0 | $1,000 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $94,009 | $50,174 | $857,108 | $828,108 | $23,782 | $0 | $1,000 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $66,461 | $52,570 | $810,773 | $784,273 | $5,860 | $0 | $1,000 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $67,354 | $37,323 | $795,882 | $786,382 | $24,505 | $0 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $151,865 | $45,417 | $788,351 | $756,351 | $37,941 | $0 | $1,000 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $108,996 | $44,865 | $673,903 | $649,903 | $48,522 | $0 | $800 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $196,421 | $23,975 | $604,272 | $585,772 | $149,951 | $0 | $400 | 0 | 0 |
| 2011 · Form 990EZ | ||||||||
| $40,484 | $29,189 | $451,326 | $413,326 | $14,684 | - | - | - | - |
| 2010 · Form 990EZ | ||||||||
| $44,122 | $21,168 | $429,281 | $402,031 | $22,019 | - | - | - | - |
| 2009 · Form 990EZ | ||||||||
| $25,468 | $17,330 | $397,427 | $379,077 | $9,649 | - | - | - | - |
Funders of this organization
5 grantors reported grants to this organization, $52,210 in all, tax years 2012 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | Exact | 2021-2024 | 4 | $25,800 | 2024 | $5,200 | show |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | Exact | 2018-2019 | 2 | $19,075 | 2019 | $5,600 | show |
| BANK OF AMERICA CHARITABLE FOUNDATION INC | Private foundation | Fuzzy filed as “MONTICELLO FOUNDATION INC” | 2012-2013, 2015-2020 | 9 | $4,235 | 2020 | $250 | show |
| DAVID G AND NANCY B WALSH FAMILY FOUNDATION | Private foundation | Fuzzy filed as “Monticello Foundation Inc” | 2018-2019 | 2 | $2,500 | 2019 | $1,000 | show |
| FIRST BUSINESS CHARITABLE FOUNDATION INC | Private foundation | Fuzzy filed as “MONTICELLO FOUNDATION INC” | 2023-2025 | 3 | $600 | 2025 | $200 | show |
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| ELWELL-COLVIN SCHOLARSHIP FUND | WI | B82 | $97,414 | $62,706 | TRUSTEE | $14,855 | Same NTEE code B82, revenue within 2x, same state |
| WESTBY NORSE SCHOLARSHIP FUND | WI | B82 | $111,894 | $109,523 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, same state |
| ARTHUR KRICHEVSKY MEMORIAL SCHOLARSHIP FUND 97300820 03 40118 | WI | B82 | $112,559 | $122,873 | TRUSTEE | $22,656 | Same NTEE code B82, revenue within 2x, same state |
| COMMUNITY SCHOLARSHIP FUND OF GLEN COVE INC | NY | B82 | $110,258 | $80,075 | Director | $0 | Same NTEE code B82, revenue within 2x, similar mission |
| TELAMON FOUNDATION INC | IN | B82 | $100,954 | $88,522 | DIRECTOR | $0 | Same NTEE code B82, revenue within 2x, similar name |
| JAHMA FOUNDATION INC | NJ | B82 | $100,646 | $83,402 | EXECUTIVE DIRECTOR | $0 | Same NTEE code B82, revenue within 2x, similar name |
| NECMA FOUNDATION INC | MA | B82 | $99,766 | $52,381 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, similar name |
| HARVEY FOUNDATION INC | MA | B82 | $111,470 | $82,155 | TREASURER | $0 | Same NTEE code B82, revenue within 2x, similar name |
| MAX FINNEY FOUNDATION INC | TX | B82 | $101,357 | $92,201 | DIRECTOR | $0 | Same NTEE code B82, revenue within 2x, similar name |
| PRIMUS FOUNDATION INC | MD | B82 | $100,000 | $32,186 | CEO | $0 | Same NTEE code B82, revenue within 2x, similar name |
| JERICHO FOUNDATION INC | MI | B82 | $109,651 | $217,516 | EXECUTIVE DI | $0 | Same NTEE code B82, revenue within 2x, similar name |
| IRESEARCH FOUNDATION INC | NY | B82 | $101,796 | $5,767 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, similar name |
| ANN M MARTIN FOUNDATION INC | NY | B82 | $97,108 | $105,301 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, similar name |
| THE HORD FOUNDATION INC | CT | B82 | $99,790 | $101,487 | Trustee | $0 | Same NTEE code B82, revenue within 2x, similar name |
| WEST ORANGE FOUNDATION INC | FL | B82 | $98,374 | $63,505 | CHAIRPERSON | $0 | Same NTEE code B82, revenue within 2x |
| RAYLE EMC FOUNDATION INC | GA | B82 | $97,191 | $93,069 | CHAIRMAN | $0 | Same NTEE code B82, revenue within 2x, similar name |
| POLK COUNTY FOUNDATION INC | NE | B82 | $99,004 | $87,747 | PRESIDENT/SECRETARY | $0 | Same NTEE code B82, revenue within 2x, similar name |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $75,529 spent · pay $0 · grants $59,500 · events $11,132
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $59,500 | $59,500 | - | - | 78.8% | |
| Fees: investment management | $8,306 | $8,306 | - | - | 11.0% | |
| Office expenses | $4,508 | $4,508 | - | - | 6.0% | |
| Fees: accounting | $1,373 | - | $1,373 | - | 1.8% | |
| Fees: management | $1,000 | - | $1,000 | - | 1.3% | |
| Information technology | $378 | $378 | - | - | 0.5% | |
| Other (as described) | POSTAGE | $145 | $145 | - | - | 0.2% |
| Other (as described) | LICENSE | $133 | $133 | - | - | 0.2% |
| Fees: other services | $102 | $102 | - | - | 0.1% | |
| Other (as described) | FEES | $97 | $97 | - | - | 0.1% |
| Other (as described) | MISC-ML | $37 | $37 | - | - | 0.0% |
| All other expenses | -$50 | -$50 | - | - | -0.1% | |
| Fundraising events Event | direct expenses; gross income $28,805 | $11,132 | reported apart | |||
| Total | $75,529 | 100% |
2023 · Form 990 · $58,150 spent · pay $0 · grants $46,800 · events $10,876
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $46,800 | $46,800 | - | - | 80.5% | |
| Fees: investment management | $6,277 | $6,277 | - | - | 10.8% | |
| Advertising and promotion | $4,340 | $4,340 | - | - | 7.5% | |
| Fees: accounting | $1,262 | - | $1,262 | - | 2.2% | |
| Fees: management | $1,000 | - | $1,000 | - | 1.7% | |
| Office expenses | $646 | $646 | - | - | 1.1% | |
| Other (as described) | POSTAGE | $138 | $138 | - | - | 0.2% |
| Other (as described) | FEES | $37 | $37 | - | - | 0.1% |
| Other (as described) | LICENSE | $25 | $25 | - | - | 0.0% |
| All other expenses | -$2,375 | -$2,375 | - | - | -4.1% | |
| Fundraising events Event | direct expenses; gross income $25,710 | $10,876 | reported apart | |||
| Total | $58,150 | 100% |
2022 · Form 990 · $60,413 spent · pay $0 · grants $49,000 · events $8,003
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $49,000 | $49,000 | - | - | 81.1% | |
| Fees: investment management | $6,981 | $6,981 | - | - | 11.6% | |
| Advertising and promotion | $3,950 | $3,950 | - | - | 6.5% | |
| Fees: accounting | $1,265 | - | $1,265 | - | 2.1% | |
| Fees: management | $1,000 | - | $1,000 | - | 1.7% | |
| Other (as described) | MISC-ML | $223 | $223 | - | - | 0.4% |
| Other (as described) | LICENSE | $79 | $79 | - | - | 0.1% |
| Other (as described) | POSTAGE | $68 | $68 | - | - | 0.1% |
| Office expenses | $42 | $42 | - | - | 0.1% | |
| Fees: other services | $5 | $5 | - | - | 0.0% | |
| Other (as described) | DONATION | -$200 | -$200 | - | - | -0.3% |
| All other expenses | -$2,000 | -$2,000 | - | - | -3.3% | |
| Fundraising events Event | direct expenses; gross income $23,860 | $8,003 | reported apart | |||
| Total | $60,413 | 100% |
2021 · Form 990 · $56,494 spent · pay $0 · grants $42,300 · events $16,151
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $42,300 | $42,300 | - | - | 74.9% | |
| Fees: investment management | $5,590 | $5,590 | - | - | 9.9% | |
| Advertising and promotion | $3,491 | $3,491 | - | - | 6.2% | |
| Other (as described) | GRANTS VOIDED | $2,500 | $2,500 | - | - | 4.4% |
| Fees: accounting | $1,161 | - | $1,161 | - | 2.1% | |
| Fees: management | $1,000 | - | $1,000 | - | 1.8% | |
| Other (as described) | MISC | $123 | $123 | - | - | 0.2% |
| Other (as described) | POSTAGE | $120 | $120 | - | - | 0.2% |
| All other expenses | $109 | $109 | - | - | 0.2% | |
| Other (as described) | DONATION | $100 | $100 | - | - | 0.2% |
| Fundraising events Event | direct expenses; gross income $39,320 | $16,151 | reported apart | |||
| Total | $56,494 | 100% |
2020 · Form 990 · $54,501 spent · pay $0 · grants $45,475 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $45,475 | $45,475 | - | - | 83.4% | |
| Fees: investment management | $6,236 | $6,236 | - | - | 11.4% | |
| Fees: accounting | $1,129 | $1,129 | - | - | 2.1% | |
| Fees: management | $1,000 | $1,000 | - | - | 1.8% | |
| Advertising and promotion | $360 | $360 | - | - | 0.7% | |
| Other (as described) | POSTAGE | $166 | $166 | - | - | 0.3% |
| Other (as described) | LICENSE | $64 | $64 | - | - | 0.1% |
| Other (as described) | DUES | $50 | $50 | - | - | 0.1% |
| Office expenses | $21 | $21 | - | - | 0.0% | |
| Total | $54,501 | 100% |
2019 · Form 990 · $56,688 spent · pay $0 · grants $48,000 · events $377
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $48,000 | $48,000 | - | - | 84.7% | |
| Fees: investment management | $5,346 | $5,346 | - | - | 9.4% | |
| Fees: accounting | $1,259 | $1,259 | - | - | 2.2% | |
| Fees: management | $1,000 | $1,000 | - | - | 1.8% | |
| Advertising and promotion | $659 | $659 | - | - | 1.2% | |
| Other (as described) | ANNUAL MEETING | $163 | $163 | - | - | 0.3% |
| Other (as described) | LICENSE | $118 | $118 | - | - | 0.2% |
| Other (as described) | POSTAGE | $56 | $56 | - | - | 0.1% |
| Other (as described) | DUES | $50 | $50 | - | - | 0.1% |
| All other expenses | $47 | $47 | - | - | 0.1% | |
| Fees: other services | -$10 | -$10 | - | - | -0.0% | |
| Fundraising events Event | direct expenses; gross income $24,410 | $377 | reported apart | |||
| Total | $56,688 | 100% |
2018 · Form 990 · $64,124 spent · pay $0 · grants $56,000 · events $10,179
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $56,000 | $56,000 | - | - | 87.3% | |
| Fees: investment management | $4,845 | $4,845 | - | - | 7.6% | |
| Fees: accounting | $1,075 | $1,075 | - | - | 1.7% | |
| Fees: management | $1,000 | $1,000 | - | - | 1.6% | |
| Advertising and promotion | $359 | $359 | - | - | 0.6% | |
| Other (as described) | ANNUAL MEETING | $354 | $354 | - | - | 0.6% |
| Fees: other services | $225 | $225 | - | - | 0.4% | |
| Other (as described) | POSTAGE | $109 | $109 | - | - | 0.2% |
| Other (as described) | LICENSE | $64 | $64 | - | - | 0.1% |
| Other (as described) | DUES | $50 | $50 | - | - | 0.1% |
| All other expenses | $43 | $43 | - | - | 0.1% | |
| Fundraising events Event | direct expenses; gross income $41,275 | $10,179 | reported apart | |||
| Total | $64,124 | 100% |
2017 · Form 990 · $50,174 spent · pay $0 · grants $46,000 · events $10,345
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $46,000 | $46,000 | - | - | 91.7% | |
| Fees: investment management | $3,917 | $3,917 | - | - | 7.8% | |
| Fees: management | $1,000 | $1,000 | - | - | 2.0% | |
| Fees: accounting | $925 | $925 | - | - | 1.8% | |
| Advertising and promotion | $310 | $310 | - | - | 0.6% | |
| Other (as described) | POSTAGE | $178 | $178 | - | - | 0.4% |
| Other (as described) | LICENSE | $64 | $64 | - | - | 0.1% |
| Office expenses | $61 | $61 | - | - | 0.1% | |
| Other (as described) | ANNUAL MEETING | $39 | $39 | - | - | 0.1% |
| Fees: other services | -$2,320 | -$2,320 | - | - | -4.6% | |
| Fundraising events Event | direct expenses; gross income $42,715 | $10,345 | reported apart | |||
| Total | $50,174 | 100% |
2016 · Form 990 · $52,570 spent · pay $0 · grants $48,000 · events $7,793
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $48,000 | $48,000 | - | - | 91.3% | |
| Fees: investment management | $1,917 | $1,917 | - | - | 3.6% | |
| Fees: management | $1,000 | $1,000 | - | - | 1.9% | |
| Fees: accounting | $925 | $925 | - | - | 1.8% | |
| Advertising and promotion | $314 | $314 | - | - | 0.6% | |
| Other (as described) | POSTAGE | $271 | $271 | - | - | 0.5% |
| Other (as described) | TELEPHONE | $88 | $88 | - | - | 0.2% |
| Other (as described) | DUES | $45 | $45 | - | - | 0.1% |
| Other (as described) | LICENSE | $10 | $10 | - | - | 0.0% |
| Fundraising events Event | direct expenses; gross income $40,305 | $7,793 | reported apart | |||
| Total | $52,570 | 100% |
2015 · Form 990 · $37,323 spent · pay $0 · grants $32,000 · events $13,436
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $32,000 | $32,000 | - | - | 85.7% | |
| Fees: investment management | $2,811 | $2,811 | - | - | 7.5% | |
| Fees: management | $1,000 | $1,000 | - | - | 2.7% | |
| Fees: accounting | $875 | $875 | - | - | 2.3% | |
| Advertising and promotion | $279 | $279 | - | - | 0.7% | |
| Other (as described) | POSTAGE | $159 | $159 | - | - | 0.4% |
| Other (as described) | LICENSE | $64 | $64 | - | - | 0.2% |
| Other (as described) | ANNUAL MEETING | $61 | $61 | - | - | 0.2% |
| Other (as described) | DUES | $45 | $45 | - | - | 0.1% |
| Office expenses | $29 | $29 | - | - | 0.1% | |
| Fundraising events Event | direct expenses; gross income $42,580 | $13,436 | reported apart | |||
| Total | $37,323 | 100% |
2014 · Form 990 · $45,417 spent · pay $0 · grants $40,000 · events $7,785
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $40,000 | $40,000 | - | - | 88.1% | |
| Fees: investment management | $2,866 | $2,866 | - | - | 6.3% | |
| Fees: management | $1,000 | $1,000 | - | - | 2.2% | |
| Fees: accounting | $800 | $800 | - | - | 1.8% | |
| Advertising and promotion | $423 | $423 | - | - | 0.9% | |
| Other (as described) | LICENSE | $118 | $118 | - | - | 0.3% |
| Other (as described) | ANNUAL MEETING | $117 | $117 | - | - | 0.3% |
| Office expenses | $48 | $48 | - | - | 0.1% | |
| Other (as described) | DUES | $45 | $45 | - | - | 0.1% |
| Fundraising events Event | direct expenses; gross income $57,965 | $7,785 | reported apart | |||
| Total | $45,417 | 100% |
2013 · Form 990 · $44,865 spent · pay $0 · grants $40,000 · events $7,464
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $40,000 | $40,000 | - | - | 89.2% | |
| Fees: investment management | $1,998 | $1,998 | - | - | 4.5% | |
| Fees: accounting | $849 | $849 | - | - | 1.9% | |
| Fees: management | $800 | $800 | - | - | 1.8% | |
| Advertising and promotion | $745 | $745 | - | - | 1.7% | |
| Office expenses | $350 | $350 | - | - | 0.8% | |
| Other (as described) | LICENSE | $64 | $64 | - | - | 0.1% |
| Other (as described) | DUES | $50 | $50 | - | - | 0.1% |
| Other (as described) | SUPPLIES | $9 | $9 | - | - | 0.0% |
| Fundraising events Event | direct expenses; gross income $29,935 | $7,464 | reported apart | |||
| Total | $44,865 | 100% |
2012 · Form 990 · $23,975 spent · pay $400 · grants $20,000 · events $7,130
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $20,000 | $20,000 | - | - | 83.4% | |
| Advertising and promotion | $1,146 | $1,146 | - | - | 4.8% | |
| Other (as described) | SUPPLIES | $835 | $835 | - | - | 3.5% |
| Fees: accounting | $725 | $725 | - | - | 3.0% | |
| Fees: investment management | $514 | - | $514 | - | 2.1% | |
| Pay: officers, directors, trustees, key employees | $400 | $400 | - | - | 1.7% | |
| Office expenses | $134 | $134 | - | - | 0.6% | |
| Conferences, conventions and meetings | $107 | $107 | - | - | 0.4% | |
| Fees: legal | $64 | $64 | - | - | 0.3% | |
| Fees: other services | $50 | $50 | - | - | 0.2% | |
| Fundraising events Event | direct expenses; gross income - | $7,023 | reported apart | |||
| Total | $23,975 | 100% |
2011 · Form 990EZ · $29,189 spent · pay $800 · grants $26,000 · events $6,180
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $26,000 | 89.1% | |
| Other expenses (detail on Schedule O) | $1,410 | 4.8% | |
| Salaries, other pay and benefits | $800 | 2.7% | |
| Fees to independent contractors | $775 | 2.7% | |
| Printing, publications, postage | $204 | 0.7% | |
| Fundraising events Event | direct expenses; gross income - | $6,180 | reported apart |
| Total | $29,189 | 100% |
2010 · Form 990EZ · $21,168 spent · pay $800 · grants $19,000 · events $7,319
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $19,000 | 89.8% | |
| Salaries, other pay and benefits | $800 | 3.8% | |
| Fees to independent contractors | $775 | 3.7% | |
| Printing, publications, postage | $493 | 2.3% | |
| Other expenses (detail on Schedule O) | $100 | 0.5% | |
| Fundraising events Event | direct expenses; gross income - | $7,319 | reported apart |
| Total | $21,168 | 100% |
2009 · Form 990EZ · $17,330 spent · pay $600 · grants $15,750 · events $5,268
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $15,750 | 90.9% | |
| Fees to independent contractors | $720 | 4.2% | |
| Salaries, other pay and benefits | $600 | 3.5% | |
| Printing, publications, postage | $260 | 1.5% | |
| Fundraising events Event | direct expenses; gross income $13,650 | $5,268 | reported apart |
| Total | $17,330 | 100% |