2025-11-17T10:28:31-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 824278252 The Monarch Charitable Foundation aka THE MONARCH FOUNDATION % Foundation Source MONA 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 HOLLY FOGLE PRESIDENT 8008391754 2025-11-14 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 126757223 X 12785383 11669 11669 788125 788125 1181348 24074149 6986868 -90129 202039 14676396 7988701 0 226916 226916 53662 53662 131965 26765 105200 962 962 108437 637 272979 0 29845 29845 36162 4175 31987 4472 4472 1232743 1091917 85707 2098143 1124456 0 537789 7040653 7040653 9138796 1124456 0 7578442 5537600 6864245 0 307009 611155 611155 28608050 23418972 22427265 66339120 76833618 95159105 8739518 402237 8412641 8337281 8559698 103666820 109201026 126757223 3394 0 3394 0 X 103663426 109201026 103663426 109201026 103666820 109201026 103663426 5537600 109201026 109201026 Publicly-traded Securities 24074149 17796430 6277719 6277719 Passthrough K1 Capital Gain/(Loss) 709149 6986868 95413 95413 95413 177503 0 177503 X 0 82090 82090 false false false false false true true false true true DE NY true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Holly Fogle Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Jeffrey Lieberman Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec, Treas 1.0 0 0 0 CAROLINE NOBLE 329 16TH ST BROOKLYN NY 11215 DIRECTOR 50.0 120199 4385 0 CHRISTINE SWITZER THEODORIDIS 65 GOTHIC ST NORTHAMPTON VA 01060 DIRECTOR 50.0 91667 5156 0 Paul Davis New York Inc 47 Orchard Street New York NY 10002 interior design 74429 Audio Video Design Inc 63-04 Woodhaven Blvd Rego Park NY 11374 AV &equip maintenanc 66200 Foundation Source 55 WALLS DRIVE st 302 FAIRFIELD CT 06824 Administrative 53988 20151791 728009 93622618 114502418 0 114502418 1717536 112784882 5639244 5639244 95413 95413 5543831 14806 5558637 5558637 7578442 0 197618 0 0 7776060 5558637 81616 3944406 516909 4542931 7776060 5558637 2217423 6760354 0 6760354 81616 3944406 516909 2217423 Holly Fogle Jeffrey Lieberman X BRIDGE PROJECT INC 515 CANAL ST 1C NEW YORK NY 10013 N/A PC General & Unrestricted 6828866 BRIDGE PROJECT INC 515 CANAL ST 1C NEW YORK NY 10013 N/A PC Update of Bridge website and 3 months of website hosting funds 425 BRONX IS BLOOMING 1020 GRAND CONCOURSE APT 15C BRONX NY 10451 N/A PC For PLACE Program 2024 15000 HORTICULTURAL SOCIETY OF NEW YORK INC 148 W 37TH ST 13TH FL NEW YORK NY 10018 N/A PC For Livonia Park project 5500 HORTICULTURAL SOCIETY OF NEW YORK INC 148 W 37TH ST 13TH FL NEW YORK NY 10018 N/A PC MonarchNehemiahPark24B Project 21960 HORTICULTURAL SOCIETY OF NEW YORK INC 148 W 37TH ST 13TH FL NEW YORK NY 10018 N/A PC NehemiahPark24A Project 6000 HORTICULTURAL SOCIETY OF NEW YORK INC 148 W 37TH ST 13TH FL NEW YORK NY 10018 N/A PC For Nehemiah Park project 8000 HORTICULTURAL SOCIETY OF NEW YORK INC 148 W 37TH ST 13TH FL NEW YORK NY 10018 N/A PC Monthly Routine Maintenance fund for the livoniapark24b project 14500 HORTICULTURAL SOCIETY OF NEW YORK INC 148 W 37TH ST 13TH FL NEW YORK NY 10018 N/A PC Park Clean Up fund for the LivoniaPark24A Project 6000 ICC FOUNDATION FONDATION ICC 75 ALBERT ST STE 1001 OTTAWA Ontario CA K1P 5E7 N/A PC For ICC's Climate work 15000 INVISIBLE AMERICANS PODCAST INC C/O CAROL JENKINS 730 RIVERSIDE DR NEW YORK NY 10031 N/A PC General & Unrestricted 10000 MS FOUNDATION FOR WOMEN INC 12 METROTECH CENTER 26TH FL BROOKLYN NY 11201 N/A PC General & Unrestricted 250 THIRD SECTOR NEW ENGLAND INC 89 S ST STE 700 BOSTON MA 02111 N/A PC ECFC The Monarch Foundation Membership 2025 17000 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 2929 WALNUT ST STE 300 PHILADELPHIA PA 19104 N/A PC for randomized controlled trial design and evaluation for The Bridge Project 92152 7040653 14 11669 14 788125 525990 3122 18 1178226 K-1 Inc/Loss 525990 -306974 14 202039 PROPERTY TAX REFUND 01 14806 -303852 2194865 1891013 false false false false false false false false false false X X 1 Lieberman Jeffrey 481 Greenwich Street Apt 5C New York NY 10013 12785383 X X 1 JFROG FROG, 79038 sh. 3439339 2024-03-20 1 MONDAY.COM LTD MNDY, 19433 sh. 5632655 2024-12-05 1 HELLOFRESH HLFFF, 272524 sh. 3713140 2024-12-05 ALARM SYSTEM - 479 2023-11-02 47631 1588 SL 5 9526 0 ALARM SYSTEM - 479 2024-09-19 6952 SL 5 348 0 CONDO-479GREENWICH 2023-01-01 4337117 111208 SL 39 111208 0 CONDO IMP - 479 GR 2023-11-30 3399265 7263 SL 39 87161 0 CONDO IMP - 479 GR 2024-11-05 141947 SL 39 607 0 LAND-479 GREENWICH 2023-01-01 481902 L 0 OFFICE FURNITURE 2023-11-02 275984 9199 SL 5 55197 0 OFFICE FURNITURE 2024-01-19 48720 SL 5 8932 0 Forms 926 Forms 926 The Foundation has prepared these forms to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. Forms 8865 Forms 8865 The Foundation has prepared these forms to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. PART I LINE 6A (990-PF) PART I LINE 6A (990-PF) RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $1,178,226 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $3,122 TOTAL PART I, LINE 6A: $1,181,348 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $24,074,149 BOOK BASIS: $23,605,071 NET GAIN/(LOSS): $469,078 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $709,148 DOCUSIGN INC 434821 136079 HELLOFRESH 2784855 2430233 JFROG 109 15823 MONDAY.COM LTD 8484550 8129743 SENTINELONE INC 12327 22688 UDEMY, INC. 1090 897 WISDOMTREE FLOATING RATE TREAS 11701220 11691802 ACRE VENTURE PARTNERS III, LP 700326 715274 ACTIVATE CAPITAL PARTNERS 2 LP 4265961 5483636 ACTIVATE CAPITAL PARTNERS III, 388660 303656 AGFUNDER FUND IV, L.P 1657430 1554503 AVESTA FUND I LP 563594 541238 BUOYANT VENTURES FUND I 181520 166013 CLEAN ENERGY VENTURE FUND II, 538944 569497 CLOSED LOOP VENTURE FD II LP 564992 449002 FIFTH WALL CLIMATE TECHNOLOGY 1976252 1746004 GROUNDFORCE GROWTH I LP (FKA P 2199924 2754050 INSIGHT HIDEAWAY AGGREGATOR, L 3407107 3046322 INSIGHT PARTNERS FUND XI FOLLO 2908852 3296063 INSIGHT PARTNERS XI, L.P 8907052 15944196 INSIGHT PARTNERS XII BUYOUT AN 8434534 13130108 INSIGHT PARTNERS XII, L.P 37245524 42178483 INSIGHT PARTNERS XIII (CLASS A 369992 382233 INSIGHT PTNRS XIII GROWTH BUYO 248660 304073 MAD CAPITAL PERENNIAL FUND II, 281178 281178 POWERHOUSE VENTURES FUND II LP 758648 881043 STARLIGHT VENTURES FUND II, LP 576960 686453 THE ENGINE FUND II, L.P. 510367 601869 THE ENGINE FUND III, L.P 147141 144211 ALARM SYSTEM - 479 47631 11114 36517 36517 ALARM SYSTEM - 479 6952 348 6604 6604 CONDO-479GREENWICH 4337117 222416 4114701 4337117 CONDO IMP - 479 GR 3399265 94424 3304841 3304841 CONDO IMP - 479 GR 141947 607 141340 141341 LAND-479 GREENWICH 481902 481902 481902 OFFICE FURNITURE 275984 64396 211588 211589 OFFICE FURNITURE 48720 8932 39788 39787 MEGHA AGARWAL EXECUTIVE DIRECTOR 3394 0 2023-07 2024-02 PRINCIPAL ON MATURITY 0. NONE TO MAKE GRANTS ON BEHALF OF FOUNDATION CASH - $3,394 Administrative Fees 53988 53988 Bank Charges 22 22 Digital Subscriptions 359 359 Equipment Maintenance 2553 898 1655 Equipment/Furniture Purchase 2113 2113 Foundation Dues & Memberships 3250 3250 Insurance Premiums 17926 17926 K-1 Exp ACRE VENTURE PARTNERS 68980 68980 K-1 Exp ACTIVATE CAPITAL PARTN 99606 99480 K-1 Exp ACTIVATE CAPITAL PARTN 17947 17859 K-1 Exp AGFUNDER FUND IV, L.P 85230 85230 K-1 Exp AVESTA FUND I LP 34605 34605 K-1 Exp BUOYANT VENTURES FUND 13199 13199 K-1 Exp CLEAN ENERGY VENTURE F 77097 77097 K-1 Exp CLOSED LOOP VENTURE FD 25221 25221 K-1 Exp FIFTH WALL CLIMATE TEC 78711 78711 K-1 Exp GROUNDFORCE GROWTH I L 126514 126514 K-1 Exp INSIGHT HIDEAWAY AGGRE 261 261 K-1 Exp INSIGHT PARTNERS FUND 16385 16385 K-1 Exp INSIGHT PARTNERS XI, L 38917 12087 K-1 Exp INSIGHT PARTNERS XII B 68638 64907 K-1 Exp INSIGHT PARTNERS XII, 176519 173769 K-1 Exp INSIGHT PARTNERS XIII 33996 33996 K-1 Exp INSIGHT PTNRS XIII GRO 27553 27553 K-1 Exp MAD CAPITAL PERENNIAL 5966 5966 K-1 Exp POWERHOUSE VENTURES FU 56691 56691 K-1 Exp STARLIGHT VENTURES FUN 21594 K-1 Exp THE ENGINE FUND II, L. 24448 24448 K-1 Exp THE ENGINE FUND III, L 48038 48038 Office Supplies 2211 2211 Postage/Delivery Service 155 155 State or Local Filing Fees 1525 1525 TRAINING & PROF DEVELOPMENT 2300 2300 Website Hosting/Support 225 225 K-1 Inc/Loss ACRE VENTURE PARTNERS III, LP 436 436 K-1 Inc/Loss ACTIVATE CAPITAL PARTNERS 2 LP 55358 55358 K-1 Inc/Loss AGFUNDER FUND IV, L.P 20636 20636 K-1 Inc/Loss AVESTA FUND I LP 4589 4589 K-1 Inc/Loss BUOYANT VENTURES FUND I 1237 1237 K-1 Inc/Loss CLEAN ENERGY VENTURE FUND II, LP 4895 4895 K-1 Inc/Loss CLOSED LOOP VENTURE FD II LP 6958 6958 K-1 Inc/Loss FIFTH WALL CLIMATE TECHNOLOGY FUND, 10320 10320 K-1 Inc/Loss GROUNDFORCE GROWTH I LP (FKA POWERPL 7860 7860 K-1 Inc/Loss INSIGHT HIDEAWAY AGGREGATOR, LP 642 642 K-1 Inc/Loss INSIGHT PARTNERS FUND XI FOLLOW-ON F 3002 3002 K-1 Inc/Loss INSIGHT PARTNERS XI, L.P 33409 45803 K-1 Inc/Loss INSIGHT PARTNERS XII BUYOUT ANNEX FU -134312 3019 K-1 Inc/Loss INSIGHT PARTNERS XII, L.P -145383 13040 K-1 Inc/Loss INSIGHT PARTNERS XIII (CLASS A), LP 1094 1094 K-1 Inc/Loss INSIGHT PTNRS XIII GROWTH BUYOUT FD 273 273 K-1 Inc/Loss MAD CAPITAL PERENNIAL FUND II, LLC 15163 15163 K-1 Inc/Loss POWERHOUSE VENTURES FUND II LP 6824 6824 K-1 Inc/Loss STARLIGHT VENTURES FUND II, LP 1174 K-1 Inc/Loss THE ENGINE FUND II, L.P. 711 711 K-1 Inc/Loss THE ENGINE FUND III, L.P 179 179 property tax refund 14806 Administration of Foundation 6500 6500 Employee Recruiting/Temp Agenc 68750 68750 Investment Management Services 26765 26765 PHILANTHROPIC CONSULTING SRVCS 29333 29333 Website Development 617 617 990-PF Estimated Tax for 2024 107800 Foreign Tax Paid 637 637