Civic Intelligence

Monarch Fund

990PF • Fiscal year 2013 • EIN 26-6049750

Jan 01, 2013 to Dec 31, 2013 • Filed on May 12, 2014

Organization Profile
1901 Pennsylvania Ave NWRyan Olsen PLLC/M Graham Suite 4020006

(202) 320-5278

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

1st percentile

-600%

Higher net margin than 1% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

14th percentile

-7.4%

Faster asset growth than 14% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,829,615

Down $147,049 (-7.4%) from 2012

Net Assets

Down

$1,829,615

Down $147,049 (-7.4%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin1st percentile

Revenue

$24,496

No earlier filing loaded for comparison.

Expenses

Down

$171,545

Down $930,687 (-84%) from 2012

Net Income

-$147,049

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,971,766Liabilities 2010: $0Net Assets 2010: $6,971,7662010Assets 2011: $5,033,239Liabilities 2011: $0Net Assets 2011: $5,033,2392011Assets 2012: $1,976,664Liabilities 2012: $0Net Assets 2012: $1,976,6642012Assets 2013: $1,829,615Liabilities 2013: $0Net Assets 2013: $1,829,6152013Assets 2014: $792,436Liabilities 2014: $0Net Assets 2014: $792,4362014Assets 2015: $217,256Liabilities 2015: $0Net Assets 2015: $217,2562015

Highlighted filing

2013

Assets$1,829,615
Liabilities$0
Net Assets$1,829,615
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $593,8582010Expenses 2011: $1,098,9842011Expenses 2012: $1,102,2322012Revenue 2013: $24,496Expenses 2013: $171,545Net Income 2013: -$147,0492013Revenue 2014: $54,487Expenses 2014: $1,089,936Net Income 2014: -$1,035,4492014Revenue 2015: $527,171Expenses 2015: $1,104,083Net Income 2015: -$576,9122015

Highlighted filing

2013

Revenue$24,496
Expenses$171,545
Net Income-$147,049
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 12, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY GRAHAMTrustee-$0--
Filing and Contact Details

Filer

EIN
26-6049750
In Care Of
% ALISON OLSEN

Signing Officer

Name
Mary W Graham
Title
Trustee
Phone
2023205278
Signed
2014-05-12
Discuss with paid preparer
Yes

Preparer

Preparer
Alison J Olsen
Phone
2024960700
Raw XML Appendix286 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0703999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01101976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VAR EQUITIES-DETAILS AVAILABLE
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0649565
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0649981
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt07542
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt016869
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt085
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt024496
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt024496
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt016869
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0142000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0142000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07542
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07542
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-147049
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt090936
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt085
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt085
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt016869
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015434
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08803
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08803
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0259
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt020742
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0142000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09062
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0171545
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt024496
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt024496
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09062
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt029545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt050285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt123782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt057917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt016869
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-147049
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01829615
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01976664
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01829615
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0107009
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0107009
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0107009
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0107318
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0309
IRS990PF/DistributableAmountGrp/TotalTaxAmt0309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01191
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01500
IRS990PF/FMVAssetsEOYAmt02228008
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt08393158
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08393158
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01224976
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0476051
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0476051
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt099987
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0651701
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0703999
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01101976
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-6416494
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-6563543
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01976664
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01829615
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02228008
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01976664
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01829615
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01976664
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01829615
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0649565
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0649981
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02179055
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01040515
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01138540
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt032686
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0107318
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02146369
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02179055
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY GRAHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10179 NOBSKA ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0WOODS HOLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode002543
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0485985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0486139
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01080822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01098124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0592928
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0399487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.226422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.471347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.310073
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.130035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.156523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.064132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02146369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02293049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03541497
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04559747
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04165143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06229148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0142000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.13211
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0142000
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0142000
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0142000
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine101901 PENNSYLVANIA AVE NW 405
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0WASHINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0DC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode020006
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DC
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10ALISON OLSEN
IRS990PF/StatementsRegardingActyGrp/PhoneNum02024960700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt192000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10WGBH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11MARTHA'S TABLE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10ONE GUEST STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine112114 14th ST NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode002135
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode120009
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0107009
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0107009
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01005974
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0922769
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0366801
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0442878
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02773413
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt034991
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01005974
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0922769
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0366801
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0442878
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0142000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034991
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02773413
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02738422
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08721
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt182
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PORTFOLIO MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1OTHER INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08721
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt182
TaxesSchedule/TaxesDetail/Amt0259
TaxesSchedule/TaxesDetail/Amt120483
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FED TAX PD W/EXT NET OF REFUND
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0259
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY W GRAHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02023205278
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10MONARCH FUND
ReturnHeader/Filer/BusinessNameControlTxt0MONA
ReturnHeader/Filer/EIN0266049750
ReturnHeader/Filer/InCareOfNm0% ALISON OLSEN
ReturnHeader/Filer/USAddress/AddressLine101901 PENNSYLVANIA AVE NW
ReturnHeader/Filer/USAddress/AddressLine20Ryan Olsen PLLC/M Graham Suite 40
ReturnHeader/Filer/USAddress/City0WASHINGTON
ReturnHeader/Filer/USAddress/State0DC
ReturnHeader/Filer/USAddress/ZIPCode020006
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RYAN & OLSEN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101901 PENNSYLVANIA AVENUE NW 405
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode020006
ReturnHeader/PreparerPersonGrp/PhoneNum02024960700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alison J Olsen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-13T13:03:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,829,615
Liabilities
$0
Net assets
$1,829,615
Revenue
$24,496
Expenses
$171,545
Net income
-$147,049
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.53$1.10$0.58
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.05$1.09$1.04
2013Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.02$0.17$0.15
2012Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$1.10
2011Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$1.10
2010Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.59