Nonprofit · EIN 02-0514077
MONKS OF NORCIA FOUNDATION
Tax-exempt · NORWALK, CT 06854
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,261,531 | $4,706,322 | -$444,791 | $1,948,969 | $760,500 | $1,188,469 |
| June 30, 2024 | 990 | $3,625,036 | $2,623,962 | $1,001,074 | $2,114,708 | $503,035 | $1,611,673 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,217,176
- Program service revenue
- $0
- Investment income
- $44,355
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $4,670,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $794
- Accounting fees
- $12,688
- Program services (functional)
- $4,682,043
- Management and general (functional)
- $24,279
Balance sheet and other
- Total assets, start of year
- $2,114,708
- Total assets, end of year
- $1,948,969
- Total liabilities, end of year
- $760,500
- Net assets, end of year
- $1,188,469
- Publicly traded securities
- $1,485,456
- Net assets without donor restrictions
- $992,079
- Net assets with donor restrictions
- $196,390
- Gross receipts
- $4,261,531
- Employees
- 0
- Year formed
- 1999
- State of legal domicile
- NH
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM DEE | PRESIDENT Trustee or director, Officer | 3 | $0 |
| THOMAS KOLENBERG | VICE-PRESIDE Trustee or director, Officer | 0.5 | $0 |
| FRANK MARCHETTI | TREASURER Trustee or director, Officer | 3 | $0 |
| KATHLEEN MONROE | SECRETARY Trustee or director, Officer | 1 | $0 |
| JEFFREY KARLS | DIRECTOR Trustee or director | 0.5 | $0 |
| J WILLIAM WALTMAN JR | DIRECTOR Trustee or director | 0.5 | $0 |
| KRISTINE WALTMAN | DIRECTOR Trustee or director | 0.5 | $0 |
| DAVID YOUNG | DIRECTOR Trustee or director | 0.5 | $0 |
| CHAD DIESELBERG | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM DEE | PRESIDENT Trustee or director, Officer | 3 | $0 |
| THOMAS KOLENBERG | VICE-PRESIDE Trustee or director, Officer | 1 | $0 |
| FRANK MARCHETTI | TREASURER Trustee or director, Officer | 4 | $0 |
| KATHLEEN MONROE | SECRETARY Trustee or director, Officer | 3 | $0 |
| CHAD DIESELBERG | DIRECTOR Trustee or director | 1 | $0 |
| JEFFREY KARLS | DIRECTOR Trustee or director | 1 | $0 |
| KRISTINE WALTMAN | DIRECTOR Trustee or director | 1 | $0 |
| J WILLIAM WALTMAN JR | DIRECTOR Trustee or director | 1 | $0 |
| DAVID YOUNG | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 66 SHOREFRONT PARK, NORWALK, CT 06854-3716
- In care of
- % KATHLEEN M MONROE
- Principal officer (990 for 2024)
- WILLIAM DEE, 340 RESTORATION DRIVE, DELAWARE, OH 43015
- Signed the 990
- FRANK MARCHETTI, TREASURER
- Phone
- (203) 967-3116
- Return prepared by
- PAOLILLI JAREK HESSION & PARE LLC
Mission
TO SUPPORT THE WORK AND ACTIVITIES OF MONKS OF THE BENEDICTINE ORDER, ESPECIALLY, BUT NOT EXCLUSIVELY, THE WORK AND ACTIVITIES OF MONASTERO DI SAN BENEDETTO IN MONTE, NORCIA,(PG) ITALY.
Program accomplishments
- TO PROVIDE SUPPORT TO THE APPROXIMATELY 20 MONKS, AND OCCASIONAL VISITORS, OF THE BENEDICTINE ORDER RESIDING AT THE MONASTERO DI SAN BENEDETTO IN MONTE, NORCIA,(PG) ITALY.Expenses $4,682,043 · grants $4,670,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 02-0514077
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $1,948,969
- Income (IRS master file)
- $4,261,531
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,261,531 | $4,706,322 | $1,948,969 | XML |
| 990 | June 2024 | $3,625,036 | $2,623,962 | $2,114,708 | XML |
| 990 | June 2023 | $1,848,368 | $3,739,919 | $2,184,219 | IRS |
| 990 | June 2022 | $3,625,099 | $4,046,547 | $2,496,451 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 02-0514077).
Questions about MONKS OF NORCIA FOUNDATION
- What is the EIN of MONKS OF NORCIA FOUNDATION?
- The employer identification number (EIN) of MONKS OF NORCIA FOUNDATION is 02-0514077.
- Is MONKS OF NORCIA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to MONKS OF NORCIA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONKS OF NORCIA FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONKS OF NORCIA FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONKS OF NORCIA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MONKS OF NORCIA FOUNDATION?
- The 990 for the year ended June 30, 2025 names WILLIAM DEE.
- Who are the officers and directors of MONKS OF NORCIA FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does MONKS OF NORCIA FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,261,531, expenses of $4,706,322 and total assets of $1,948,969 at year end.
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