Monument Legacy Inc
Monument Legacy Inc is a public charity based in Carmel, Indiana, formed in 2021. It provides donors with a way to support charities and other permissible tax-exempt activities, including through donations that may require additional support to carry out.
Monument Legacy Inc at a glance
In short: Monument Legacy Inc gave $2.6M across 11 grants in 2024 (avg $234K), mostly in Indiana. 55% of 2024 grantees were new. Source: 2024 IRS Form 990.
- Annual giving (2024)
- $2,568,694
- +3306.8% vs 2023
- Grants made (2024)
- 11
- +83.3% vs 2023
- Average grant
- $233,518
- +1758.2% vs 2023
- Median grant
- $5,000
- Total assets
- $776
- -100.0% vs 2023
- New grantees (estimate)
- 55% first-time grantees (6 of 11, 2024; small sample)
- Primary geography
- Indiana (98% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Monument Legacy Inc
- Contact
Mailing address: 1950 E Greyhound Pass Ste 18 No135, Carmel, IN 46033
Phone: (312) 505-8597
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Monument Legacy Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Monument Charitable ($2.5M). Together the top 10 received $2.6M.
Grant Size Distribution
48 grants across all recorded years
The most common grant size was under $50K: 40 grants of 48 (83%).
Geographic Focus
Where this funder awards grants
The 2024 filing reports grant-dollar shares of 40% to Indiana, 30% to Illinois, 12% to Tennessee, 6% to Virginia, and 6% to the District of Columbia. The listed 2024 grants also included a $5,000 grant to K9s For Warriors in Florida.
Grant Distribution by State
Share of 2024 grant dollars across all 11 itemized grants.
States
Cities
Is Monument Legacy Inc open to new grantees?
55%
first-time grantees, 2024
In 2024, 6 of 11 grantees (55%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $421K; repeat grants $9K. How we count
Medians: $5K first-time, $5K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $75K (2023) to $2.6M (2024). In 2024 it made 11 grants totaling $2.6M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Monument Charitable Carmel, IN | Transfer to successor organization | $2,490,666 |
| Zion Lutheran Church Hinsdale, IL | General | $20,000 |
| The Lepanto Institute Fort Wayne, IN | General | $12,628 |
| St Vincent de Paul Fort Wayne, IN | General | $10,400 |
| Alive Alexandria, VA | General | $5,000 |
| City Dogs & City Kitties Rescue Washington, DC | General | $5,000 |
| K9s For Warriors Ponte Vedra, FL | General | $5,000 |
| Wawasee Area Conservancy Foundation Syracuse, IN | General | $5,000 |
| Lutheran Church Charities Northbrook, IL | General | $5,000 |
| St Jude Childrens Research Hosp Memphis, TN | General | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $776 | $117,660 | $2,568,930 | $2,568,694 | 11 | $115,810 |
| 2023 | $2,453,243 | $389,992 | $117,542 | $75,400 | 6 | $189,062 |
| 2022 | $2,082,034 | $-445,306 | $1,479,562 | $1,466,079 | 4 | $-531,683 |
| 2021 | $4,006,902 | $508,574 | $562,302 | $462,161 | 18 | $491,799 |
| 2020 | $3,843,449 | $3,979,848 | $144,212 | $91,500 | 9 | $318,140 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
Monument Legacy’s stated mission is to help donors support causes and charities of their choice, connect with the charities they support, and make donations more simply and effectively. It also states that it may pursue other purposes permitted for a charity. Its program description says donor-established funds provide contributions and grants to public charities.
Examples of grantees illustrate the range of organizations it supported in 2024. ALIVE! says its mission is to help Alexandrians become capable of assuming self-reliant roles in the community. Wawasee Area Conservancy Foundation says it works to preserve and enhance the Wawasee watershed. K9s For Warriors says it provides highly trained service dogs to military veterans experiencing PTSD, traumatic brain injury, or military sexual trauma, with the goal of ending veteran suicide.
Grantmaking
The largest 2024 grants included $20,000 to Zion Lutheran Church in Hinsdale, Illinois; $12,628 to The Lepanto Institute in Fort Wayne, Indiana; and $10,400 to St Vincent de Paul in Fort Wayne. Other listed grants included $5,000 each to ALIVE, City Dogs & City Kitties Rescue, K9s For Warriors, Wawasee Area Conservancy Foundation, Lutheran Church Charities, St Jude Childrens Research Hosp, and St Luke Catholic Church. Monument Legacy also reported a $4,766 transfer to Monument Charitable, described as a transfer to a successor organization.
The filing says staff verifies recipient exempt status, the board or a committee approves grants, and the organization records grant amounts, dates, purposes, and acknowledgments. Non-cash grants are valued at fair market value on the transfer date using quoted market prices.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Matthew Mohlman as Executive Director, and Chris Baron and Daniel Starr as directors.
Monument Legacy Inc is led by Matthew Mohlman, Executive Director on every filing since 2021; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Matthew Mohlman
Executive Director
On filings since 2021
No compensation reported
Chris Baron
Director
On filings since 2021
No compensation reported
Daniel Starr
Director
On filings since 2021
No compensation reported
Former officers (3)
- Former: John Tynan (2020) — Treasurer & Secretary
- Former: Pradip Patel (2020) — Vice President
- Former: Steven Isenberg (2020) — President
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Monument Legacy Inc
How much does Monument Legacy Inc give each year?
Monument Legacy Inc gave $2.6M across 11 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $75K across 6 grants.
What is Monument Legacy Inc's typical grant size?
Monument Legacy Inc's median grant in 2024 was $5,000, and its average grant was $233,518, across 11 grants on its 2024 IRS Form 990. Organizations receiving their first grant from Monument Legacy Inc that year got $421K on average.
Where does Monument Legacy Inc give grants?
Monument Legacy Inc gives mostly in Indiana: 98% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The most frequent recipient cities were Fort Wayne, IN (2 grants) and Memphis, TN (2 grants).
Does Monument Legacy Inc give general operating support?
Yes: 91% of Monument Legacy Inc's 2024 grants with a stated purpose (10 of 11) were for general or operating support, per its 2024 IRS Form 990.
Who are Monument Legacy Inc's largest grantees?
Monument Legacy Inc's largest 2024 grantees include Monument Charitable ($2,490,666), Zion Lutheran Church ($20,000) and The Lepanto Institute ($12,628), according to its 2024 IRS Form 990. Together they received 98% of its itemized 2024 grant dollars.
How large is Monument Legacy Inc?
Monument Legacy Inc reported $776 in total assets on its 2024 IRS Form 990. Its revenue that year was $118K.
What does Monument Legacy Inc fund?
Monument Legacy’s stated mission is to help donors support causes and charities of their choice, connect with the charities they support, and make donations more simply and effectively. It also states that it may pursue other purposes permitted for a charity. See mission & focus areas ↑
How do I apply for a grant from Monument Legacy Inc?
Monument Legacy Inc has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is Monument Legacy Inc's EIN?
Monument Legacy Inc's EIN (Employer Identification Number) is 84-4708521. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS November 9, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 11, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Monument Legacy Inc funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/monument-legacy-inc-morg_6f9e1fbd80a04caca1648059e9c57a3e
BibTeX
@misc{grantable_844708521_2026,
author = {{Grantable}},
title = {{Monument Legacy Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/monument-legacy-inc-morg_6f9e1fbd80a04caca1648059e9c57a3e},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Monument Legacy Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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