Monar Fred B Helen Char Co-Ta — Form 990PF, tax year 2023

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Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024
Name of foundation
MONAR FRED B HELEN CHAR CO-TA
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

59-7021058
B Telephone number (see instructions)

(804) 273-7445
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,434,847J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 23,668 23,668  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 177,587
b Gross sales price for all assets on line 6a 1,460,771
7 Capital gain net income (from Part IV, line 2)... 177,587
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 201,255 201,255  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 17,322 8,661   8,661
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,369 64   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,191 8,725 0 10,161
25 Contributions, gifts, grants paid....... 125,200 125,200
26 Total expenses and disbursements. Add lines 24 and 25 148,391 8,725 0 135,361
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 52,864
b Net investment income (if negative, enter -0-) 192,530
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............   168 168
2 Savings and temporary cash investments......... 6,288 29,592 29,592
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 141,202 Click to see attachment
List of Attached Documents:
// Content
105,507 		103,470
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,057,790 Click to see attachment
List of Attached Documents:
// Content
1,122,447 		1,301,617
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,205,280 1,257,714 1,434,847
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,205,280 1,257,714
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,205,280 1,257,714
30 Total liabilities and net assets/fund balances (see instructions). 1,205,280 1,257,714
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,205,280
2
Enter amount from Part I, line 27a .....................
2
52,864
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
234
4
Add lines 1, 2, and 3 ..........................
4
1,258,378
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
664
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,257,714
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 75.414 NEUBERGER BERMAN LONG SHORT-INS   2022-12-21 2023-07-19
b 1280.932 NEUBERGER BERMAN LONG SHORT-INS     2023-07-19
c 630.638 EDGEWOOD GROWTH FUND-INS   2022-12-22 2023-08-07
d 4135.241 EDGEWOOD GROWTH FUND-INS     2023-08-07
e 1932.026 ALGER SMALL CAP FOCUS-Z     2023-08-07
243.784 EATON VANCE-ATLANTA SMID-R6   2022-12-13 2023-08-07
423.595 EATON VANCE-ATLANTA SMID-R6     2023-08-07
53.751 JANUS HENDERSON SMALL CAP VALUE-N   2022-12-22 2023-08-07
1239.461 JANUS HENDERSON SMALL CAP VALUE-N     2023-08-07
105.931 ABBEY CAP FUTURES STRAT-I   2022-12-06 2023-08-07
1862.075 ABBEY CAP FUTURES STRAT-I     2023-08-07
36.126 ARIEL FUND-INS   2023-08-07 2023-10-25
223.97 ARTISAN INTL VALUE FUND-INS     2023-10-25
64.481 DFA US SMALL CAP PORTFOLIO   2023-08-07 2023-10-25
180.26 EATON VANCE-ATLANTA SMID-R6     2023-10-25
108.666 FPA CRESCENT FUND-SUPR INST   2023-08-07 2023-10-25
671.233 HARTFORD DVDND & GRWTH-F     2023-10-25
9. ISHARES S&P MIDCAP 400 INDEX FUND   2023-08-07 2023-10-25
24. ISHARES S&P SMALLCAP 600/VAL COMMON   2021-03-15 2023-10-25
380.59 LOOMIS SAYLES GROWTH-N2   2023-08-07 2023-10-25
66.75 VANGUARD INTL GROWTH-ADM   2021-12-15 2023-10-25
86.237 VANGUARD INST INDEX-INST     2023-10-25
119. VANGUARD RUSSELL 1000 GROWTH ETF   2023-08-07 2023-10-25
382.92 ARIEL FUND-INS     2024-02-05
43.476 ARTISAN INTL VALUE FUND-INS   2023-11-29 2024-02-05
710.5 ARTISAN INTL VALUE FUND-INS   2021-03-08 2024-02-05
1122.587 FPA CRESCENT FUND-SUPR INST     2024-02-05
23.943 HARTFORD DVDND & GRWTH-F   2023-12-11 2024-02-05
3240.745 HARTFORD DVDND & GRWTH-F     2024-02-05
248. ISHARES S&P SMALLCAP 600/VAL COMMON   2021-03-15 2024-02-05
970. ISHARES 0-5 YR HY CORP BD ETF   2021-02-04 2024-02-05
2351.417 LOOMIS SAYLES GROWTH-N2   2023-08-07 2024-02-05
3812.298 PIMCO INVESTMENT GRADE CREDIT BD-I     2024-02-05
5.526 VANGUARD INTL GROWTH-ADM   2023-12-15 2024-02-05
668.662 VANGUARD INTL GROWTH-ADM     2024-02-05
3725.931 VANGUARD TOTAL BD MKT INDEX-INST     2024-02-05
13.817 VANGUARD INST INDEX-INST     2024-02-05
864.939 VANGUARD INST INDEX-INST     2024-02-05
665. ISHARES S&P MIDCAP 400 INDEX FUND     2024-02-26
949.45 FED HERMES TREASURY OBLIG PRM-I #576   2024-02-14 2024-03-08
474.72 FED HERMES TREASURY OBLIG PRM-I #576   2024-02-14 2024-03-08
970.37 FED HERMES TREASURY OBLIG PRM-I #576   2024-02-14 2024-04-08
485.19 FED HERMES TREASURY OBLIG PRM-I #576   2024-02-14 2024-04-08
938.74 FED HERMES TREASURY OBLIG PRM-I #576   2024-02-14 2024-05-08
469.37 FED HERMES TREASURY OBLIG PRM-I #576   2024-02-14 2024-05-08
971.21 FED HERMES TREASURY OBLIG PRM-I #576   2024-02-14 2024-06-10
843.61 FED HERMES TREASURY OBLIG PRM-I #576   2024-02-14 2024-06-10
91.644 GQG PART EMERG MKTS EQ-INST   2024-02-05 2024-06-20
75.066 ARTISAN INTL VALUE FUND-INS   2021-03-08 2024-06-20
35.134 COHEN & STEERS REALTY SHARES INSTITUTION   2024-02-05 2024-06-20
62.738 DFA US SMALL CAP PORTFOLIO   2023-08-07 2024-06-20
253.968 DODGE & COX INCOME FUND   2024-02-05 2024-06-20
100.49 EATON VANCE-ATLANTA SMID-R6   2024-02-05 2024-06-20
128.37 GLDMN SCHS GQP PRT INTL-R6   2024-02-05 2024-06-20
170.213 HARTFORD DVDND & GRWTH-F     2024-06-20
38. ISHARES CORE S&P 500 ETF   2024-02-26 2024-06-20
43. ISHARES CORE TOTAL US BOND MKT ETF   2022-12-16 2024-06-20
20. ISHARES S&P 500 VALUE ETF   2024-02-05 2024-06-20
10. ISHARES 20+ YEAR TREASURY BOND ETF   2024-02-05 2024-06-20
113.445 JOHCM INTERNATIONAL SEL-INST   2024-02-05 2024-06-20
80.853 LOOMIS SAYLES GROWTH-N2   2023-08-07 2024-06-20
9. SPDR BLOOMBERG 1-3 MONTH T-BILL ETF   2024-02-05 2024-06-20
86. VANGUARD RUSSELL 1000 GROWTH ETF   2024-02-05 2024-06-20
75200. FED HERMES TREASURY OBLIG PRM-I #576     2024-06-21
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,271   1,179 92
b 21,584   22,799 -1,215
c 25,408   19,625 5,783
d 166,609   110,322 56,287
e 33,521   69,507 -35,986
9,132   8,645 487
15,868   15,566 302
1,286   1,172 114
29,660   27,413 2,247
1,221   1,244 -23
21,470   22,945 -1,475
2,100   2,532 -432
9,400   10,027 -627
2,400   2,772 -372
6,100   5,959 141
3,900   4,139 -239
19,600   20,898 -1,298
2,108   2,425 -317
1,987   2,575 -588
8,000   8,795 -795
5,900   9,172 -3,272
30,159   33,648 -3,489
8,023   8,474 -451
25,407   26,665 -1,258
1,990   1,917 73
32,527   30,601 1,926
43,837   42,679 1,158
778   755 23
105,357   81,918 23,439
23,910   26,612 -2,702
40,798   44,203 -3,405
58,080   54,341 3,739
33,815   39,532 -5,717
554   557 -3
67,047   66,039 1,008
35,583   42,367 -6,784
5,639   5,213 426
353,016   227,365 125,651
37,900   35,998 1,902
949   949  
475   475  
970   970  
485   485  
939   939  
469   469  
971   971  
844   844  
1,700   1,519 181
3,700   3,233 467
1,600   1,540 60
2,800   2,697 103
3,200   3,167 33
4,100   3,878 222
3,000   2,661 339
6,000   4,033 1,967
20,910   19,421 1,489
4,196   4,279 -83
3,639   3,487 152
935   942 -7
2,700   2,626 74
2,200   1,869 331
825   823 2
8,148   7,112 1,036
75,200   75,200  
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
      16,871
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       92
b       -1,215
c       5,783
d       56,287
e       -35,986
      487
      302
      114
      2,247
      -23
      -1,475
      -432
      -627
      -372
      141
      -239
      -1,298
      -317
      -588
      -795
      -3,272
      -3,489
      -451
      -1,258
      73
      1,926
      1,158
      23
      23,439
      -2,702
      -3,405
      3,739
      -5,717
      -3
      1,008
      -6,784
      426
      125,651
      1,902
       
       
       
       
       
       
       
       
      181
      467
      60
      103
      33
      222
      339
      1,967
      1,489
      -83
      152
      -7
      74
      331
      2
      1,036
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 177,587
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,676
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,676
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,676
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 848
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 848
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,828
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTRUIST BANK Telephone no.right arrow (804) 273-7445

Located atright arrowPO BOX 919798ORLANDOFL ZIP+4right arrow328919798
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
TRUIST BANK CO-TRUSTEE
1 		11,815    
PO BOX 919798
ORLANDO,FL32891
M B DIANNA O'KELLEY CO-TRUSTEE
1 		5,507    
1076 ISLAND WAY
LEESBURG,FL34748
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,355,678
b
Average of monthly cash balances.......................
1b
34,536
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,390,214
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,390,214
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
20,853
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,369,361
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
68,468
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
68,468
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,676
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,676
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
65,792
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
65,792
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
65,792
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
135,361
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
135,361
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 65,792
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 61,956
b Total for prior years:2021, 20, 20 13,156
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 135,361
a Applied to 2022, but not more than line 2a 61,956
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		Click to see attachment
List of Attached Documents:
// Content
13,156
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 60,249
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		5,543
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JACQUELINE WILSON
303 PEACHTREE ST NE
ATLANTA,GA30308
(844) 329-6322
bThe form in which applications should be submitted and information and materials they should include:
://FDNWEB.ORG/MONAR ONLINE
cAny submission deadlines:
MAY 1ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PREFERENCE GIVEN TO LAKE COUNTY FLORIDA ORGANIZATIONS
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BOYS & GIRLS CLUBS OF CENTRAL

101 E COLONIAL DRIVE
ORLANDO,FL32801 		NONE PC GENERAL OPERATING 22,100

CHRISTIAN HOME AND BIBLE SCHOOL

301 W 13TH AVE
MOUNT DORA,FL32757 		NONE PC GENERAL OPERATING 18,000

EDUCATIONAL FOUNDATION OF LAKE CO

2045 PRUITT STREET
LEESBURG,FL34748 		NONE PC GENERAL OPERATING 8,000

LIBERTY COUNSEL INC

PO BOX 540774
ORLANDO,FL32854 		NONE PC GENERAL OPERATING 17,100

HOUSE OF HOPE ORLANDO

2036 36TH STREET
ORLANDO,FL32839 		NONE PC GENERAL OPERATING 10,000

CHRISTIAN CARE CENTER

115 N 13TH ST
LEESBURG,FL34748 		NONE PC GENERAL OPERATING 26,000

FORWARD PATHS FOUNDATION INC

PO BOX 492109
LEESBURG,FL34749 		NONE PC GENERAL OPERATING 24,000
Total .................................right arrow 3a 125,200
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 23,668  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 177,587  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   201,255  
13Total. Add line 12, columns (b), (d), and (e)..................
13
201,255
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
MONAR FRED B HELEN CHAR CO-TA
EIN:
59-7021058
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2023 AppliedToPriorYearElection
Name:
MONAR FRED B HELEN CHAR CO-TA
EIN:
59-7021058
Election:
Pursuant to IRC Sec. 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), the above referenced foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of undistributed income from the tax year ending June 30, 2022, in the amount of $13,156.

TY 2023 InvestmentsCorpBondsSchedule
Name:
MONAR FRED B HELEN CHAR CO-TA
EIN:
59-7021058
Name of Bond End of Year Book Value End of Year Fair Market Value
921937504 VANGUARD TOTAL BOND    
722005816 PIMCO INVESTMENT GRA    
464287226 ISHARES CORE US AGGR 86,389 84,839
464287432 ISHARES 20+ YEAR TRE 19,118 18,631

TY 2023 InvestmentsOtherSchedule2
Name:
MONAR FRED B HELEN CHAR CO-TA
EIN:
59-7021058
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
922040100 VANGUARD INSTL INDEX      
0075W0759 EDGEWOOD GROWTH FD      
277902235 EATON VANCE ATLANTA AT COST 51,961 83,207
921910501 VANGUARD INTERNATION      
015565369 ALGER SMALL CAP FOCU      
04314H857 ARTISAN INTERNATIONA AT COST 64,954 73,868
464287879 ISHARES S&P SMALLCAP      
46434V407 ISHARES 0-5 YEAR HIG      
41664T669 HARTFORD DIVIDEND & AT COST 80,903 121,639
47103D728 JANUS HENDERSON SMAL      
64128R608 NEUBERGER BERMAN LON      
74925K367 ABBEY CAPITAL FUTURE      
00771X419 GQG PARTNERS EMERGIN AT COST 30,961 34,362
19247U106 COHEN & STEERS INSTI AT COST 30,940 32,317
233203843 DFA US SMALL CAP POR AT COST 52,853 55,565
256210105 DODGE & COX INCOME F AT COST 63,912 63,451
38147N269 GOLDMAN SACHS GQG PA AT COST 53,120 59,372
464287200 ISHARES CORE S&P 500 AT COST 386,102 425,745
464287408 ISHARES S&P 500 VALU AT COST 70,097 73,168
46653M849 JOHCM INTERNATIONAL AT COST 53,155 55,152
543488845 LOOMIS SAYLES GROWTH AT COST 36,764 43,434
78468R663 SPDR BLOOMBERG 1-3 M AT COST 15,365 15,419
92206C680 VANGUARD RUSSELL 100 AT COST 131,360 164,918

TY 2023 OtherDecreasesSchedule
Name:
MONAR FRED B HELEN CHAR CO-TA
EIN:
59-7021058
Description Amount
2023 TRANSACTION POSTED IN 2024 664


TY 2023 OtherIncreasesSchedule
Name:
MONAR FRED B HELEN CHAR CO-TA
EIN:
59-7021058
Description Amount
2022 TRANSACTION POSTED IN 2023 234


TY 2023 TaxesSchedule
Name:
MONAR FRED B HELEN CHAR CO-TA
EIN:
59-7021058
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 3,947 0   0
FEDERAL ESTIMATES - PRINCIPAL 358 0   0
FOREIGN TAXES ON QUALIFIED FOR 54 54   0
FOREIGN TAXES ON NONQUALIFIED 10 10   0