Monar Fred B Helen Char Co-Ta
Monar Fred B Helen Char Co-Ta is a private foundation focused on Religion, based in Orlando, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 6 grants totaling $51K. Net investment income was $67K.
Monar Fred B Helen Char Co-Ta at a glance
In short: Monar Fred B Helen Char Co-Ta gave $51K across 6 grants in 2025 (avg $8K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $50,500
- -59.7% vs 2024
- Grants made (2025)
- 6
- -14.3% vs 2024
- Average grant
- $8,417
- -52.9% vs 2024
- Median grant
- $7,750
- Total assets
- $1,260,901
- +0.3% vs 2024
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Monar Fred B Helen Char Co-Ta funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Boys & Girls Clubs of Central ($10K). Together the top 6 received $51K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Monar Fred B Helen Char Co-Ta gives
- Giving held roughly steady from 2022 to 2025 (+15%). Method
- In 2025 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $44K (2022) to $125K (2024). In 2025 it made 6 grants totaling $51K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boys & Girls Clubs of Central Orlando, FL | General Operating | $10,000 |
| Christian Care Center Leesburg, FL | General Operating | $10,000 |
| Villagers for Veterans Inc The Villages, FL | General Operating | $8,000 |
| Christian Home and Bible School Mount Dora, FL | General Operating | $7,500 |
| Liberty Counsel Inc Orlando, FL | General Operating | $7,500 |
| House of Hope Orlando Orlando, FL | General Operating | $7,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,260,901 | $75,956 | $72,790 | $50,500 | 6 | $60,757 | $66,765 | $72,559 |
| 2024 | $1,257,714 | $201,255 | $148,391 | $125,200 | 7 | $135,361 | $192,530 | $65,792 |
| 2023 | $1,205,280 | $72,314 | $26,230 | — | — | $13,848 | $60,834 | $61,956 |
| 2022 | $1,159,238 | $107,210 | $73,520 | $44,000 | 6 | $60,027 | $96,067 | $72,144 |
| 2021 | $1,125,552 | $157,538 | $75,184 | $47,500 | 6 | — | $121,245 | $67,911 |
| 2020 | $1,067,270 | $20,254 | $81,031 | $45,000 | 7 | — | $9,616 | $61,818 |
Under IRS private-foundation payout rules, Monar Fred B Helen Char Co-Ta reported a distributable amount of $73K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Monar Fred B Helen Char Co-Ta's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
M. B. Dianna O'Kelley
Co-Trustee
On filings since 2020
1 hr/week
$8K (2020) → $6K (2025)
Truist Bank
Co-Trustee
On filings since 2020
1 hr/week
$20K (2020) → $12K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $12K, to Truist Bank (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Monar Fred B Helen Char Co-Ta
How much does Monar Fred B Helen Char Co-Ta give each year?
Monar Fred B Helen Char Co-Ta gave $51K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $125K across 7 grants.
What is Monar Fred B Helen Char Co-Ta's typical grant size?
Monar Fred B Helen Char Co-Ta's median grant in 2025 was $7,750, and its average grant was $8,417, across 6 grants on its 2025 IRS Form 990-PF.
Where does Monar Fred B Helen Char Co-Ta give grants?
Monar Fred B Helen Char Co-Ta gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Orlando, FL (3 grants).
Does Monar Fred B Helen Char Co-Ta give general operating support?
Yes: 100% of Monar Fred B Helen Char Co-Ta's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Monar Fred B Helen Char Co-Ta's largest grantees?
Monar Fred B Helen Char Co-Ta's largest 2025 grantees include Boys & Girls Clubs of Central ($10,000), Christian Care Center ($10,000) and Villagers for Veterans Inc ($8,000), according to its 2025 IRS Form 990-PF. Together they received 55% of its itemized 2025 grant dollars.
How large is Monar Fred B Helen Char Co-Ta?
Monar Fred B Helen Char Co-Ta reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $61K in qualifying distributions that year, against a required minimum of $73K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Monar Fred B Helen Char Co-Ta?
Monar Fred B Helen Char Co-Ta is a private foundation focused on Religion, based in Orlando, FL. It holds $1.3M in total assets as of 2025.
What is Monar Fred B Helen Char Co-Ta's EIN?
Monar Fred B Helen Char Co-Ta's EIN (Employer Identification Number) is 59-7021058. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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Leonard J and Nancy E Reinholz Charitble Trust
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