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KATHERINE W MONROE & DOUGLAS D MONROE JR FAMILY CHARITABLE FOUNDA: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KATHERINE W MONROE & DOUGLAS D MONROE JR FAMILY CHARITABLE FOUNDA (EIN 47-7254611)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202523219349108282
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T20:48:45-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450956242PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MITCHELL CPAS & ADVISORS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16510 MAIN STREETAddressLine1Txt
CityGloucesterCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23061ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN477254611EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATHERINE W MONROE & DOUGLAS D MONROE JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% DOUGLAS D MONROE IIIInCareOfNm
Business Name ControlKATHBusinessNameControlTxt
Phone8044386737PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 388 STE STE AAddressLine1Txt
CityIRVINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22480ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOUGLAS D MONROE IIIPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8044386737PhoneNum
Signature2025-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMITCHELL W KENTPreparerPersonNm
PTINP01234049PTIN
Phone8046932040PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$688,325FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$37,679DividendsRevAndExpnssAmt
Dividends Net Invst Incm$37,679DividendsNetInvstIncmAmt
Dividends Adj Net Incm$37,679DividendsAdjNetIncmAmt
Total Rev And Expnss$37,679TotalRevAndExpnssAmt
Total Net Invst Incm$37,679TotalNetInvstIncmAmt
Total Adj Net Incm$37,679TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$62,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$62,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$62,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$24,321ExcessRevenueOverExpensesAmt
Net Investment Income$37,679NetInvestmentIncomeAmt
Adjusted Net Income$37,679AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$25,384CashBOYAmt
Cash EOY$1,063CashEOYAmt
Cash EOYFMV$1,063CashEOYFMVAmt
Corporate Stock BOY$903,093CorporateStockBOYAmt
Corporate Stock EOY$903,093CorporateStockEOYAmt
Corporate Stock EOYFMV$687,262CorporateStockEOYFMVAmt
Total Assets BOY$928,477TotalAssetsBOYAmt
Total Assets EOY$904,156TotalAssetsEOYAmt
Total Assets EOYFMV$688,325TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$928,477AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$904,156AdditionalPaidInCapitalEOYAmt
Tot Net Ast Or Fund Balances BOY$928,477TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$904,156TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$928,477TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$904,156TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$928,477TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$24,321ExcessRevenueOverExpensesAmt
Subtotal$904,156SubtotalAmt
Tot Net Ast Or Fund Balances EOY$904,156TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$524InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$524SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$524TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$660EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,660TotalPaymentsAndCreditsAmt
Overpayment$1,136OverpaymentAmt
Applied To ES Tax$1,136AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksMITCHELL CPA'S ADVISORS PCIndividualWithBooksNm
Phone8046932040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16510 MAIN STREETAddressLine1Txt
CityGLOUCESTERCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23061ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WENDE M SZYPERSKI
P O BOX 38IRVINGTONVA22480TRUSTEE5.00$0$0$0
MARGARET M BARLOW
484 LIGHTFOOT ROADLOUISVILLEKY40207TRUSTEE5.00$0$0$0
KATHERINE M SPOTTS
6101 RIVER ROADRICHMONDVA23226TRUSTEE5.00$0$0$0
JOHN M MONROE
PO BOX 388IRVINGTONVA22480TRUSTEE5.00$0$0$0
DOUGLAS D MONROE III
8 DUNAWAY DRIVERICHMONDVA23238TRUSTEE5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$687,262AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,239AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$725,501TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$725,501AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,883CashDeemedCharitableAmt
Net Vl Noncharitable Assets$714,618NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,731MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,731MinimumInvestmentReturnAmt
Tax Based On Investment Income$524TaxBasedOnInvestmentIncomeAmt
Total Tax$524TotalTaxAmt
Distributable Before Adj$35,207DistributableBeforeAdjAmt
Distributable Before Ded$35,207DistributableBeforeDedAmt
Distributable As Adjusted$35,207DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$62,000ExpensesAndContributionsAmt
Qualifying Distributions$62,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,207DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$125,932ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$98,930ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$39,746ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$264,608TotalExcessDistributionCyovAmt
Qualifying Distributions$62,000QualifyingDistributionsAmt
Applied To Current Year$35,207AppliedToCurrentYearAmt
Remaining Distri From Corpus$26,793RemainingDistriFromCorpusAmt
Total Corpus$291,401TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$125,932ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$165,469ExcessDistriCyovToNextYrAmt
Excess From Year4$98,930ExcessFromYear4Amt
Excess From Year1$39,746ExcessFromYear1Amt
Excess From Current Year$26,793ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE NORTHERN NECK FAMILY YMCA
39 WILLIAM B GRAHAM CTKILMARNOCKVA22482NONENCDONATION TO SUPPORT FOUNDATIONS PURPOSE$12,200
JACOBS LADDER
PO BOX 555URBANNAVA23175NONENCDONATION TO SUPPORT FOUNDATIONS PURPOSE$2,400
CHESAPEAKE ACADEMY
107 STEAMBOAT ROADIRVINGTONVA22480NONENC501 C3 PRIVATE SCHOOL$47,400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$62,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,679ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$37,679ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,679TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
6937 SHS CHESAPEAKE FINANCIAL$117,265$129,722
3915 SHS CHESAPEAKE FINANCIAL$77,068$73,211
11676 SHS CHESAPEAKE FINANCIAL$302,416$218,341
9422 SHS CHESAPEAKE FINANCIAL$283,311$176,191
4312 SHS CHESAPEAKE FINANCIAL$111,094$80,634
490 SHS CHESAPEAKE FINANCIAL$11,939$9,163

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