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Nonprofit · EIN 47-5450179

BILL AND AGNES MONK FAMILY FOUNDATION

Tax-exempt · GREENVILLE, NC 27858

Financials

$1M$1.6M2023$4.7M$1.6M2024$2.8M$1.9M2025
Revenue Expenses · by fiscal year end
Financials of BILL AND AGNES MONK FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,822,405$1,888,373$934,032$21,778,702$0$21,778,702
December 31, 2024990-PF$4,727,702$1,571,754$3,155,948$20,890,163$0$20,890,163
December 31, 2023990-PF$1,036,100$1,560,606-$524,506$17,764,908$0$17,764,908
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$605,851
Interest
$217,984
Net gain from sales of assets
$1,998,570

Expenses

Grants and similar amounts paid
$1,709,334
Disbursements for charitable purposes
$1,762,780
Excise tax on investment income
$38,251

Balance sheet and other

Total assets, start of year
$20,890,163
Total assets, end of year
$21,778,702
Total liabilities, end of year
$0
Net assets, end of year
$21,778,702
Fair market value of assets
$7,642,255
Qualifying distributions
$1,762,780
Net investment income
$2,812,058

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
AURELIA STAFFORD MONK
500-C RED BANKS ROAD, GREENVILLE, NC 27858
PRES./SECRET0$0
MOLLY MONK
500-C RED BANKS ROAD, GREENVILLE, NC 27858
VICE PRESIDE0$0
WILLIAM C MONK JR
500-C RED BANKS ROAD, GREENVILLE, NC 27858
CHAIR/TREASU0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
AURELIA STAFFORD MONK
500-C RED BANKS ROAD, GREENVILLE, NC 27858
PRES./SECRET0$0
MOLLY MONK
500-C RED BANKS ROAD, GREENVILLE, NC 27858
VICE PRESIDE0$0
WILLIAM C MONK JR
500-C RED BANKS ROAD, GREENVILLE, NC 27858
CHAIR/TREASU0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
AURELIA STAFFORD MONK
500-C RED BANKS ROAD, GREENVILLE, NC 27858
PRES./SECRET0$0
MOLLY MONK
500-C RED BANKS ROAD, GREENVILLE, NC 27858
VICE PRESIDE0$0
WILLIAM C MONK JR
500-C RED BANKS ROAD, GREENVILLE, NC 27858
CHAIR/TREASU0$0

Address and contacts

Address (IRS master file)
500 RED BANKS RD STE C, GREENVILLE, NC 27858-5759
Signed the 990-PF
WILLIAM C MONK JR, CHAIR/TREASURER
Phone
(252) 753-6555
Return prepared by
ROGERS & COMPANY CPAS PA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
47-5450179
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$21,778,702
Income (IRS master file)
$7,686,130

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,822,405$1,888,373$21,778,702IRS
990-PFDecember 2024$4,727,702$1,571,754$20,890,163XML
990-PFDecember 2023$1,036,100$1,560,606$17,764,908XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-5450179).

Questions about BILL AND AGNES MONK FAMILY FOUNDATION

What is the EIN of BILL AND AGNES MONK FAMILY FOUNDATION?
The employer identification number (EIN) of BILL AND AGNES MONK FAMILY FOUNDATION is 47-5450179.
Is BILL AND AGNES MONK FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to BILL AND AGNES MONK FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BILL AND AGNES MONK FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BILL AND AGNES MONK FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BILL AND AGNES MONK FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BILL AND AGNES MONK FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does BILL AND AGNES MONK FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,822,405, expenses of $1,888,373 and total assets of $21,778,702 at year end.

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