Nonprofit · EIN 31-1736155
MONTEI FOUNDATION
Tax-exempt · DUBLIN, OH 43017
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,594,135 | $1,615,056 | $1,979,079 | $22,371,570 | $0 | $22,371,570 |
| December 31, 2024 | 990-PF | $2,948,878 | $1,446,979 | $1,501,899 | $20,392,491 | $0 | $20,392,491 |
| December 31, 2023 | 990-PF | $1,576,448 | $1,385,987 | $190,461 | $18,890,592 | $0 | $18,890,592 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $896,644
- Interest
- $58
- Net gain from sales of assets
- $2,697,433
Expenses
- Grants and similar amounts paid
- $1,236,743
- Compensation of officers, directors and key employees
- $193,217
- Disbursements for charitable purposes
- $1,236,743
- Excise tax on investment income
- $45,439
Balance sheet and other
- Total assets, start of year
- $20,392,491
- Total assets, end of year
- $22,371,570
- Total liabilities, end of year
- $0
- Net assets, end of year
- $22,371,570
- Fair market value of assets
- $27,088,397
- Qualifying distributions
- $1,236,743
- Net investment income
- $3,594,135
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIA K MONTEI 6251 MYAKKA VALLEY TRAIL, SARASOTA, FL 342419668 | TRUSTEE | 1 | $64,406 |
| TODD R MONTEI 11114 SAGAMORE RD NW, PICKERINGTON, OH 43147 | TRUSTEE | 1 | $64,406 |
| WILLIAM K BURTON 5910 VENTURE DR SUITE B, DUBLIN, OH 43017 | TRUSTEE | 1 | $64,405 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIA K MONTEI 6251 MYAKKA VALLEY TRAIL, SARASOTA, FL 342419668 | TRUSTEE | 1 | $60,756 |
| TODD R MONTEI 11114 SAGAMORE RD NW, PICKERINGTON, OH 43147 | TRUSTEE | 1 | $60,756 |
| WILLIAM K BURTON 5910 VENTURE DR SUITE B, DUBLIN, OH 43017 | TRUSTEE | 1 | $60,756 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIA K MONTEI 6251 MYAKKA VALLEY TRAIL, SARASOTA, FL 342419668 | Trustee | 1 | $54,755 |
| TODD R MONTEI 11114 SAGAMORE RD NW, PICKERINGTON, OH 43147 | Trustee | 1 | $54,755 |
| WILLIAM K BURTON 5910 VENTURE DR SUITE B, DUBLIN, OH 43017 | Trustee | 1 | $54,755 |
Address and contacts
- Address (IRS master file)
- 5910 VENTURE DR STE B, DUBLIN, OH 43017-6146
- In care of
- % MERCURY AGENT COMPANY
- Signed the 990-PF
- WILLIAM K BURTON, TRUSTEE
- Phone
- (614) 224-6828
- Return prepared by
- SCHWARTZ CPA GROUP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1736155
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $22,371,570
- Income (IRS master file)
- $4,324,566
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,594,135 | $1,615,056 | $22,371,570 | IRS |
| 990-PF | December 2024 | $2,948,878 | $1,446,979 | $20,392,491 | IRS |
| 990-PF | December 2023 | $1,576,448 | $1,385,987 | $18,890,592 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1736155).
Questions about MONTEI FOUNDATION
- What is the EIN of MONTEI FOUNDATION?
- The employer identification number (EIN) of MONTEI FOUNDATION is 31-1736155.
- Is MONTEI FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to MONTEI FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MONTEI FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MONTEI FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTEI FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MONTEI FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $64,406 (JULIA K MONTEI, TRUSTEE).
- How much revenue does MONTEI FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,594,135, expenses of $1,615,056 and total assets of $22,371,570 at year end.
Other nonprofits in DUBLIN
- TOURNAMENTS FOR CHARITY EIN 02-0618422 · last filed 990 for 2024
- OSTEOPATHIC HERITAGE FOUNDATION EIN 31-6056252 · last filed 990-PF for 2025
- VIAQUEST FOUNDATION EIN 20-0774144 · last filed 990 for 2024
- HERBERT H SCHIFF FOUNDATION EIN 31-1451553 · last filed 990-PF for 2025
- TAMIL NADU FOUNDATION INC EIN 52-1064562 · last filed 990 for 2026
- FEENEY FAMILY FOUNDATION EIN 88-3610774 · last filed 990-PF for 2025
- ALLENE N GILMAN CHARITABLE TR EIN 26-6375848 · last filed 990-PF for 2025
- RICHARD E AND SANDRA J DAUCH FAMILY FOUNDATION EIN 30-0074517 · last filed 990-PF for 2025
All nonprofits in DUBLIN · Ohio · Philanthropy, voluntarism and grantmaking foundations