Nonprofit · EIN 59-7021058
FRED B AND HELEN F MONAR CHARITABLE TRUST
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $75,956 | $72,790 | $3,166 | $1,260,901 | $0 | $1,260,901 |
| June 30, 2024 | 990-PF | $201,255 | $148,391 | $52,864 | $1,257,714 | $0 | $1,257,714 |
| June 30, 2023 | 990-PF | $72,314 | $26,230 | $46,084 | $1,205,280 | $0 | $1,205,280 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $27,579
- Net gain from sales of assets
- $48,377
Expenses
- Grants and similar amounts paid
- $50,500
- Compensation of officers, directors and key employees
- $17,514
- Disbursements for charitable purposes
- $60,757
- Excise tax on investment income
- $928
Balance sheet and other
- Total assets, start of year
- $1,257,714
- Total assets, end of year
- $1,260,901
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,260,901
- Fair market value of assets
- $1,519,251
- Qualifying distributions
- $60,757
- Net investment income
- $75,824
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | CO-TRUSTEE | 1 | $11,676 |
| M B DIANNA O'KELLEY 1076 ISLAND WAY, LEESBURG, FL 34748 | CO-TRUSTEE | 1 | $5,838 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | CO-TRUSTEE | 1 | $11,815 |
| M B DIANNA O'KELLEY 1076 ISLAND WAY, LEESBURG, FL 34748 | CO-TRUSTEE | 1 | $5,507 |
990-PF for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 32891 | CO-TRUSTEE | 1 | $14,801 |
| M B DIANNA O'KELLEY 1076 ISLAND WAY, LEESBURG, FL 34748 | CO-TRUSTEE | 1 | $7,895 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % SUNTRUST E & F
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (804) 273-7445
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 59-7021058
- 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
- 1994
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,291,798
- Income (IRS master file)
- $373,679
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $75,956 | $72,790 | $1,260,901 | XML |
| 990-PF | June 2024 | $201,255 | $148,391 | $1,257,714 | XML |
| 990-PF | June 2023 | $72,314 | $26,230 | $1,205,280 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 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 59-7021058).
Questions about FRED B AND HELEN F MONAR CHARITABLE TRUST
- What is the EIN of FRED B AND HELEN F MONAR CHARITABLE TRUST?
- The employer identification number (EIN) of FRED B AND HELEN F MONAR CHARITABLE TRUST is 59-7021058.
- Is FRED B AND HELEN F MONAR CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to FRED B AND HELEN F MONAR CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRED B AND HELEN F MONAR CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRED B AND HELEN F MONAR CHARITABLE TRUST 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 FRED B AND HELEN F MONAR CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of FRED B AND HELEN F MONAR CHARITABLE TRUST?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $11,676 (TRUIST BANK, CO-TRUSTEE).
- How much revenue does FRED B AND HELEN F MONAR CHARITABLE TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $75,956, expenses of $72,790 and total assets of $1,260,901 at year end.
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