Fred B And Helen F Monar Charitable Trust

Orlando, FL
Tax-exempt since Sept. 1994
EIN: 59-7021058

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$76k (2025)

Expenses

$72.8k (2025)

Total Assets

$1.26M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Revenue

$75,956

Expenses

$72,790

Net Income

$3,166

Net Assets

$1,260,901

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,579	36.3%
Sales of Assets	$48,377	63.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,757	83.5%
Compensation of Officers*	$17,514	24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,260,901
Total Liabilities	$0
Net Assets	$1,260,901

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Co Trustee)	$11,676	$0
M B Dianna O'kelley (Co Trustee)	$5,838	$0

990-PF

Filed on Aug. 28, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$201,255

Expenses

$148,391

Net Income

$52,864

Net Assets

$1,257,714

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,668	11.8%
Sales of Assets	$177,587	88.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,361	91.2%
Compensation of Officers*	$17,322	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,257,714
Total Liabilities	$0
Net Assets	$1,257,714

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Co Trustee)	$11,815	$0
M B Dianna O'kelley (Co Trustee)	$5,507	$0

990-PF

Filed on Aug. 29, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$72,314

Expenses

$26,230

Net Income

$46,084

Net Assets

$1,205,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,254	29.4%
Sales of Assets	$50,979	70.5%
Other Income	$81	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,848	52.8%
Compensation of Officers*	$22,696	86.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,205,280
Total Liabilities	$0
Net Assets	$1,205,280

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Co Trustee)	$14,801	$0
M B Dianna O'kelley (Co Trustee)	$7,895	$0

990-PF

Filed on April 1, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$107,210

Expenses

$73,520

Net Income

$33,690

Net Assets

$1,159,238

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,610	23.9%
Sales of Assets	$81,600	76.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,027	81.6%
Compensation of Officers*	$22,054	30.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,159,238
Total Liabilities	$0
Net Assets	$1,159,238

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Co Trustee)	$14,703	$0
M B Dianna O'kelley (Co Trustee)	$7,351	$0

990-PF

Filed on Oct. 7, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$157,538

Expenses

$75,184

Net Income

$82,354

Net Assets

$1,125,551

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$24,150	15.3%
Interest Revenue	$0
Dividends	$19,926	12.6%
Sales of Assets	$113,462	72.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,865	82.3%
Compensation of Officers*	$23,730	31.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,125,552
Total Liabilities	$1
Net Assets	$1,125,551

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Co Trustee)	$15,820	$0
M B Dianna O'kelley (Co Trustee)	$7,910	$0

990-PF

Filed on Nov. 2, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2020

Revenue

$20,254

Expenses

$81,031

Net Income

-$60,777

Net Assets

$1,067,269

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$453	2.2%
Dividends	$23,778	> 100%
Sales of Assets	$0
Other Income	$901	4.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,529	82.1%
Compensation of Officers*	$28,258	34.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,067,270
Total Liabilities	$1
Net Assets	$1,067,269

Compensation

Key Employees and Officers	Compensation	Other
Truist Bank (Co Trustee)	$20,485	$0
M B Dianna O'kelley (Co Trustee)	$7,773	$0

990-PF

Filed on April 28, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2016

Revenue

$6,851

Expenses

$47,772

Net Income

-$40,921

Net Assets

$787,760

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,495	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,710	68.5%
Compensation of Officers*	$22,105	46.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$787,760
Total Liabilities	$0
Net Assets	$787,760

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Revenue

$86,393

Expenses

$49,865

Net Income

$36,528

Net Assets

$828,681

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,447	21.4%
Sales of Assets	$67,946	78.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,911	64.0%
Compensation of Officers*	$22,444	45.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$828,681
Total Liabilities	$0
Net Assets	$828,681

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Revenue

$57,479

Expenses

$59,195

Net Income

-$1,716

Net Assets

$791,655

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,506	27.0%
Sales of Assets	$41,973	73.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,005	74.3%
Compensation of Officers*	$22,812	38.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$791,655
Total Liabilities	$0
Net Assets	$791,655

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$113,497

Expenses

$50,503

Net Income

$62,994

Net Assets

$793,371

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,537	10.2%
Sales of Assets	$101,960	89.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,531	86.2%
Compensation of Officers*	$22,708	45.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$793,371
Total Liabilities	$0
Net Assets	$793,371

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$71,505

Expenses

$52,302

Net Income

$19,203

Net Assets

$730,377

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,142	25.4%
Sales of Assets	$53,363	74.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,700	87.4%
Compensation of Officers*	$22,266	42.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$730,377
Total Liabilities	$0
Net Assets	$730,377

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Fred B And Helen F Monar Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $76k (2025)

Expenses $72.8k (2025)

Total Assets $1.26M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$76k (2025)

Expenses

$72.8k (2025)

Total Assets

$1.26M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002