James D Moncus Family Foundation

Foundation · Grantmaker Lafayette, LA EIN: 27-0182020

James D Moncus Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Lafayette, LA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $14.7M in total assets. In 2024, it awarded 11 grants totaling $1.1M. Net investment income was $474K.

Key facts about James D Moncus Family Foundation

EIN
27-0182020
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$1,083,500
Grants made (2024)
11
Average grant
$98,500
Median grant
$40,000
Total assets
$14,656,853
Primary geography
Louisiana (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who James D Moncus Family Foundation funds

By grant dollars, the top recipient states for James D Moncus Family Foundation's 11 itemized 2024 grants were Louisiana (100%). The most frequent recipient cities were Lafayette, LA (9 grants) and Crowley, LA (2 grants). 18% of grants with a stated purpose were for general or operating support.

How James D Moncus Family Foundation gives

  • 60% of 2024 grantees were also funded in 2023. Method
  • Giving grew 301% from 2021 to 2024. Method
  • In 2024 it paid out 153% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized IRS Form 990-PF grant lists (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$14.7M

-8.6% YoY

Annual Giving

$1.1M

+19.6% YoY

Grant Count

11

+22.2% YoY

Avg Grant Size

$99K

-2.2% YoY

Under IRS private-foundation payout rules, James D Moncus Family Foundation reported a distributable amount of $708K for 2024 — the minimum it must pay out in qualifying distributions.

About James D Moncus Family Foundation

Based on IRS filings

James D Moncus Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Lafayette, LA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $14.7M in total assets. In 2024, it awarded 11 grants totaling $1.1M. Net investment income was $474K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 11 itemized 2024 grant dollars.

States

Cities

LafayetteCrowleyScott

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4M$8M$13M$17M20202021202220232024
Metric202420232022
Total Assets$14,656,853$16,033,141$17,312,293
Revenue$345,469$-287,548$2,248,616
Expenses$1,726,366$993,898$1,102,184
Qualifying Distributions$1,083,500$906,250$877,000
Net Investment Income$473,845$399,625$455,435
Distributable Amount$708,255$707,586$712,804

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$271K$542K$813K$1M2 grants20203 grants20219 grants20229 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

University of Louisiana at Lafayette Foundation: $520K across 2 grantsUniversity of Louisiana atLafayette Foundation$520K · 2 grantsLafayette Central Park Inc: $250KLafayette Central Park Inc$250KHospice of Acadiana Inc: $100KHospice of Acadiana Inc$100KCathedral of St John: $100KCathedral of St John$100KBoys & Girls Club of Acadiana: $50KBoys & Girls Club of Acadiana$50KLourdes Foundation Inc: $40KLourdes Foundation Inc$40KSt Patrick Catholic Church: $20KSt Patrick Catholic Church$20KDay One Foundation: $2KDay One Foundation$2KLadies & Gents Booster Club: $1KLadies & Gents Booster Club$1KCrowley Solitic Club: $500Crowley Solitic Club$500

Grant Size Distribution

34 grants across all recorded years

21<$50K3$50–100K3$100–250K4$250–500K3$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include University of Louisiana at Lafayette Foundation ($520,000 across 2 grants), Lafayette Central Park Inc ($250,000), Hospice of Acadiana Inc ($100,000).

RecipientPurposeAmount
UNIVERSITY OF LOUISIANA AT LAFAYETTE FOUNDATION Lafayette, LASUPPORTS THE HEALTH AND SCIENCES FIELD$500,000
LAFAYETTE CENTRAL PARK INC Lafayette, LASUPPORTS THE CIVIC NEEDS OF THE COMMUNITY$250,000
HOSPICE OF ACADIANA INC Lafayette, LAPROVIDE UNREIMBURSED MEDICAL CARE FOR TERMINAL PATIENTS$100,000
CATHEDRAL OF ST JOHN Lafayette, LASUPPORT THE HISTORIC PRESERVATION EFFOR PHASE II$100,000
BOYS & GIRLS CLUB OF ACADIANA Lafayette, LAGENERAL SUPPORT$50,000
LOURDES FOUNDATION INC Lafayette, LASUPPORTS THE MEDICAL FIELD$40,000
ST PATRICK CATHOLIC CHURCH Lafayette, LASUPPORT IMPROVEMENTS TO RECOTORY$20,000
UNIVERSITY OF LOUISIANA AT LAFAYETTE FOUNDATION Lafayette, LAENDOWED SCHOLARSHIP$20,000
DAY ONE FOUNDATION Lafayette, LAGENERAL SUPPORT$2,000
LADIES & GENTS BOOSTER CLUB Crowley, LASUPPORTS HIGH SCHOOL EDUCATION$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Debbie P Spallino — Trustee: $350KDebbie P SpallinoTrustee$350KDoris R Moncus — Trustee: $50KDoris R MoncusTrustee$50KMarla Frederick — Trustee: $50KMarla FrederickTrustee$50K

From 2024 IRS filing

NameTitleHoursCompensation
Doris R MoncusTrustee15$50,000
Debbie P SpallinoTrustee40$350,000
Marla FrederickTrustee15$50,000

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is James D Moncus Family Foundation?

James D Moncus Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Lafayette, LA. It holds $14.7M in total assets as of 2024.

How large is James D Moncus Family Foundation?

As of 2024, James D Moncus Family Foundation holds $14.7M in total assets with $345K in annual revenue. It awarded 11 grants totaling $1.1M in 2024.

Where does James D Moncus Family Foundation operate?

James D Moncus Family Foundation has awarded grants in Louisiana.

What size grants does James D Moncus Family Foundation award?

In 2024, James D Moncus Family Foundation awarded 11 grants totaling $1.1M — an average of about $99K per grant, based on its IRS Form 990 filings.

How much is James D Moncus Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, James D Moncus Family Foundation reported a distributable amount of $708K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is James D Moncus Family Foundation's EIN?

James D Moncus Family Foundation's EIN (Employer Identification Number) is 27-0182020. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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