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← MONROE COUNTY HISTORICAL ASSOCIATION ENDOWMENT 005783

Form 990 for tax year 2025

Filed by MONROE COUNTY HISTORICAL ASSOCIATION ENDOWMENT 005783.

Totals

Total revenue
$85,269
Total expenses
$70,102
Contributions and grants received
$250
Grants paid
$53,053
Program service revenue
$0
Investment income
$85,019
Other revenue
$0
Total assets, end of year
$1,242,784
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,242,784
Program services expenses (Part IX)
$53,053
Management and general expenses
$17,049
Fundraising expenses
$0
Program service expenses (Part III)
$53,053

Program services were 75.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $250

  • 3 · Investment income

    total $47,218 · excluded $47,218

  • 7a · Gross sales of assets other than inventory

    securities $282,862

  • 7b · Less cost or other basis and sales expenses

    securities $245,061

  • 7c · Gain or loss

    securities $37,801

  • 7d · Net gain or loss

    total $37,801 · excluded $37,801

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $53,053 · program services $53,053

  • 5 · Compensation of officers, directors and key employees

    total $14,202 · management and general $14,202

  • 11c · Fees: accounting

    total $2,440 · management and general $2,440

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0

  • 24a · Other expenses: FOREIGN TAX ON INVESMENT

    total $405 · management and general $405

  • 24b · Other expenses: ADR FEES

    total $2 · management and general $2

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $23,747 · end of year $48,603

  • 11 · Investments: publicly traded securities

    beginning of year $1,203,388 · end of year $1,194,181

  • 29 · Capital stock, trust principal or current funds

    end of year $1,242,784

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,227,135

Mission and programs · 2025

Mission

ENDOWMENT FUND ESTABLISHED TO PROVIDE FUNDS TO THE MONROE COUNTY HISTORICAL ASSOCIATION LOCATED IN STROUDSBURG, PA.

  • PROVIDE OPERATING FUNDS FOR PAYMENT OF PROFESSIONAL STAFF AND FOR CAPITAL IMPROVEMENTS OF THE MONROE COUNTY HISTORICAL ASSOCIATION.

    Expenses $53,053 · Grants $53,053

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jeffrey L Wright

    CO TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Patricia J Saylor

    CO TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Cnb Bank

    CO TRUSTEE

    Total calculated
    $1,236
    From this org
    $1,236
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Essa Bank & Trust

    CO TRUSTEE

    Total calculated
    $12,965
    From this org
    $12,965
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
12 May 2026
IRS schema version
2025v4.1
Source object
202611329349306591

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