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Nonprofit · EIN 58-6033825

MONROE WELFARE FOUNDATION

Tax-exempt · FERN BCH, FL 32034

Financials

$73K$114K2023$79K$131K2024$861K$139K2025
Revenue Expenses · by fiscal year end
Financials of MONROE WELFARE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2026990-PF$860,924$138,682$722,242$2,129,640$7,289$2,122,351
May 31, 2025990-PF$78,789$130,892-$52,103$1,400,108$0$1,400,108
May 31, 2024990-PF$73,351$114,440-$41,089$1,204,974$139$1,204,835
Financial details: 990-PF for the year ended May 31, 2026

Revenue

Dividends
$74,618
Interest
$1,304
Net gain from sales of assets
$785,002

Expenses

Grants and similar amounts paid
$104,300
Disbursements for charitable purposes
$138,682
Excise tax on investment income
$11,489

Balance sheet and other

Total assets, start of year
$1,400,108
Total assets, end of year
$2,129,640
Total liabilities, end of year
$7,289
Net assets, end of year
$2,122,351
Fair market value of assets
$3,504,243
Qualifying distributions
$138,682
Net investment income
$860,924

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 May 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM J MONROE III
2 LEE HALL DRIVE, SAVANNAH, GA 31419
TRUSTEE1$0
MOI M MONROE III
2017 SUNRISE DRIVE, FERNANDINA BEACH, FL 32034
TRUSTEE5$0
CAROLYN HOPKINS
46 MARSH CREEK ROAD, AMELIA ISLAND, FL 32034
TRUSTEE1$0
CHERYL MONROE
2017 SUNRISE DRIVE, AMELIA ISLAND, FL 32034
TRUSTEE1$0
WILLIAM J MONROE JR
863 DANCY AVENUE, SAVANNAH, GA 31419
TRUSTEE1$0
HANNAH FRANKLIN
8334 RUDDER FALLS WAY, KNOXVILLE, TN 37919
TRUSTEE1$0
990-PF for the year ended May 31, 2025: 6 people
NameTitleHours / weekCompensation
WILLIAM J MONROE III
2 LEE HALL DRIVE, SAVANNAH, GA 31419
TRUSTEE1$0
MOI M MONROE III
2017 SUNRISE DRIVE, FERNANDINA BEACH, FL 32034
TRUSTEE5$0
CAROLYN HOPKINS
46 MARSH CREEK ROAD, AMELIA ISLAND, FL 32034
TRUSTEE1$0
CHERYL MONROE
2017 SUNRISE DRIVE, AMELIA ISLAND, FL 32034
TRUSTEE1$0
WILLIAM J MONROE JR
863 DANCY AVENUE, SAVANNAH, GA 31419
TRUSTEE1$0
HANNAH FRANKLIN
8334 RUDDER FALLS WAY, KNOXVILLE, TN 37919
TRUSTEE1$0
990-PF for the year ended May 31, 2024: 6 people
NameTitleHours / weekCompensation
WILLIAM J MONROE III
2 LEE HALL DRIVE, SAVANNAH, GA 31419
TRUSTEE1$0
MOI M MONROE III
2017 SUNRISE DRIVE, FERNANDINA BEACH, FL 32034
TRUSTEE5$0
CAROLYN HOPKINS
46 MARSH CREEK ROAD, AMELIA ISLAND, FL 32034
TRUSTEE1$0
CHERYL MONROE
2017 SUNRISE DRIVE, AMELIA ISLAND, FL 32034
TRUSTEE1$0
WILLIAM J MONROE JR
863 DANCY AVENUE, SAVANNAH, GA 31419
TRUSTEE1$0
HANNAH FRANKLIN
8334 RUDDER FALLS WAY, KNOXVILLE, TN 37919
TRUSTEE1$0

Address and contacts

Address (IRS master file)
2017 SUNRISE DR, FERN BCH, FL 32034-2424
Signed the 990-PF
MOI MONROE, OFFICER
Phone
(912) 283-5857
Return prepared by
South Georgia Accounting Group

What it must file and when

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

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026990-PF on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
58-6033825
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
1953
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$1,400,108
Income (IRS master file)
$78,789

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2026$860,924$138,682$2,129,640XML
990-PFMay 2025$78,789$130,892$1,400,108XML
990-PFMay 2024$73,351$114,440$1,204,974XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––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 58-6033825).

Questions about MONROE WELFARE FOUNDATION

What is the EIN of MONROE WELFARE FOUNDATION?
The employer identification number (EIN) of MONROE WELFARE FOUNDATION is 58-6033825.
Is MONROE WELFARE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
Are donations to MONROE WELFARE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MONROE WELFARE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MONROE WELFARE FOUNDATION due?
The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONROE WELFARE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2026.
Who are the officers and directors of MONROE WELFARE FOUNDATION?
The 990-PF for the year ended May 31, 2026 lists 6 people; 0 received compensation from the organization.
How much revenue does MONROE WELFARE FOUNDATION have?
On its 990-PF for the year ended May 31, 2026 it reported revenue of $860,924, expenses of $138,682 and total assets of $2,129,640 at year end.

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