Skip to main content

Nonprofit · EIN 81-6341239

INGRAM CHARITABLE TR

Also known as ROBERT E MONROE TTEE

Tax-exempt · RALEIGH, NC 27612

Financials

$54K$94K2023$106K$80K2024$461K$106K2025
Revenue Expenses · by fiscal year end
Financials of INGRAM CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$460,692$105,679$355,013$1,811,562$0$1,811,562
December 31, 2024990-PF$105,788$79,872$25,916$1,456,549$0$1,456,549
December 31, 2023990-PF$54,313$93,650-$39,337$1,430,633$0$1,430,633
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$350,000
Dividends
$52,103
Net gain from sales of assets
$58,589

Expenses

Grants and similar amounts paid
$72,868
Compensation of officers, directors and key employees
$10,613
Disbursements for charitable purposes
$81,735
Excise tax on investment income
$1,234

Balance sheet and other

Total assets, start of year
$1,456,549
Total assets, end of year
$1,811,562
Total liabilities, end of year
$0
Net assets, end of year
$1,811,562
Fair market value of assets
$2,084,359
Qualifying distributions
$81,735
Net investment income
$110,692

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.

NameTitleHours / weekCompensation
CHRISTOPHER S MORDEN
3225 BLUE RIDGE ROAD SUITE 117, RALEIGH, NC 27612
TRUSTEE0.26$10,613
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
ROBERT E MONROE
3225 BLUE RIDGE ROAD SUITE 117, RALEIGH, NC 27612
TRUSTEE0.26$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
ROBERT E MONROE
3225 BLUE RIDGE ROAD SUITE 117, RALEIGH, NC 27612
TRUSTEE0.26$10,635

Address and contacts

Address (IRS master file)
3225 BLUE RIDGE RD STE 117, RALEIGH, NC 27612-8060
Signed the 990-PF
CHRISTOPHER S MORDEN, TRUSTEE
Phone
(919) 876-1400
Return prepared by
HOLDEN MOSS KNOTT CLARK & COPLEY PA

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
81-6341239
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
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,811,562
Income (IRS master file)
$591,187

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$460,692$105,679$1,811,562IRS
990-PFDecember 2024$105,788$79,872$1,456,549IRS
990-PFDecember 2023$54,313$93,650$1,430,633XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 81-6341239).

Questions about INGRAM CHARITABLE TR

What is the EIN of INGRAM CHARITABLE TR?
The employer identification number (EIN) of INGRAM CHARITABLE TR is 81-6341239.
Is INGRAM CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to INGRAM CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does INGRAM CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of INGRAM CHARITABLE TR 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 INGRAM CHARITABLE TR 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 INGRAM CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,613 (CHRISTOPHER S MORDEN, TRUSTEE).
How much revenue does INGRAM CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $460,692, expenses of $105,679 and total assets of $1,811,562 at year end.

Other nonprofits in RALEIGH

All nonprofits in RALEIGH · North Carolina · Philanthropy, voluntarism and grantmaking foundations