Nonprofit · EIN 27-0182020
JAMES D MONCUS FAMILY FOUNDATION
Tax-exempt · LAFAYETTE, LA 70508
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $345,469 | $1,726,366 | -$1,380,897 | $14,656,853 | $0 | $14,656,853 |
| December 31, 2023 | 990-PF | -$287,548 | $993,898 | -$1,281,446 | $16,033,141 | $0 | $16,033,141 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $122,808
- Interest
- $491,814
- Net gain from sales of assets
- -$272,459
- Other income
- $3,306
Expenses
- Grants and similar amounts paid
- $1,083,500
- Compensation of officers, directors and key employees
- $450,000
- Disbursements for charitable purposes
- $1,083,500
- Excise tax on investment income
- $6,586
Balance sheet and other
- Total assets, start of year
- $16,033,141
- Total assets, end of year
- $14,656,853
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,656,853
- Fair market value of assets
- $13,478,130
- Qualifying distributions
- $1,083,500
- Net investment income
- $617,928
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBBIE P SPALLINO 225 W 17TH STREET, CROWLEY, LA 70526 | TRUSTEE | 40 | $350,000 |
| DORIS R MONCUS 1350 E BAYOU PARKWAY, LAFAYETTE, LA 70508 | TRUSTEE | 15 | $50,000 |
| MARLA FREDERICK 106 QUEENSBERRY DR, LAFAYETTE, LA 70508 | TRUSTEE | 15 | $50,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DORIS R MONCUS 1350 E BAYOU PARKWAY, LAFAYETTE, LA 70508 | TRUSTEE | 0 | $0 |
| DEBBIE P SPALLINO 225 W 17TH STREET, CROWLEY, LA 70526 | TRUSTEE | 0 | $0 |
| MARLA FREDERICK 106 QUEENSBERRY DR, LAFAYETTE, LA 70508 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1350 E BAYOU PKWY, LAFAYETTE, LA 70508-5519
- Signed the 990-PF
- DORIS D MONCUS, TRUSTEE
- Phone
- (337) 984-7010
- Return prepared by
- DUGAS SOILEAU & BREAUX LLC
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 | Not 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
- 27-0182020
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $14,656,853
- Income (IRS master file)
- $4,798,012
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $345,469 | $1,726,366 | $14,656,853 | XML |
| 990-PF | December 2023 | -$287,548 | $993,898 | $16,033,141 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 27-0182020).
Questions about JAMES D MONCUS FAMILY FOUNDATION
- What is the EIN of JAMES D MONCUS FAMILY FOUNDATION?
- The employer identification number (EIN) of JAMES D MONCUS FAMILY FOUNDATION is 27-0182020.
- Is JAMES D MONCUS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to JAMES D MONCUS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES D MONCUS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES D MONCUS FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES D MONCUS FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JAMES D MONCUS FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $350,000 (DEBBIE P SPALLINO, TRUSTEE).
- How much revenue does JAMES D MONCUS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $345,469, expenses of $1,726,366 and total assets of $14,656,853 at year end.
Other nonprofits in LAFAYETTE
- COMMUNITY FOUNDATION OF ACADIANA EIN 72-1493023 · last filed 990 for 2024
- STULLER FAMILY FOUNDATION EIN 72-1282688 · last filed 990-PF for 2024
- ZUSCHLAG FAMILY FOUNDATION EIN 52-2364513 · last filed 990-PF for 2024
- UNITED WAY OF ACADIANA INC EIN 72-0513639 · last filed 990 for 2025
- HOSPICE FOUNDATION OF ACADIANA EIN 72-1326610 · last filed 990 for 2024
- PUGH FAMILY FOUNDATION EIN 72-1491038 · last filed 990-PF for 2024
- RUCKS FAMILY FOUNDATION EIN 31-1809004 · last filed 990-PF for 2024
- WILLIAM C SCHUMACHER FAMILY FOUNDATION EIN 82-3932028 · last filed 990 for 2024
All nonprofits in LAFAYETTE · Louisiana · Philanthropy, voluntarism and grantmaking foundations