1. Directory
  2. Indiana
  3. Carmel
  4. Monument Legacy
EIN 84-4708521

Monument Legacy

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Carmel
State
Indiana
Year formed
2021
Most recent tax filings
2023-12-01
NTEE code, primary
T30: Public Foundations
Description
Monument Legacy primarily facilitates unique and atypical donations that enable donors to support their preferred causes, charities, and other tax-exempt activities. Various funds have been established by donors to provide grants and contributions exclusively to public charities. The organization is based in Carmel, IN.
Total revenues
$389,992
2023
Total expenses
$117,542
2023
Total assets
$2,453,243
2023
Num. employees
0
2023

Program areas at Monument Legacy

The various funds were established by the donor for the exclusive purpose of providing contributions and grants to public charities.

Grants made by Monument Legacy

GranteeGrant descriptionAmount
Zion Lutheran Church / Zion Luth School & EccGeneral$25,000
West Suburban Humane Society (WSHS)General$10,000
Sharing Connections (SCFB)General$10,000
...and 2 more grants made

Who funds Monument Legacy

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Vanguard Charitable Endowment ProgramFor Recipient's Exempt Purpose$280,355

Personnel at Monument Legacy

NameTitleCompensation
Matthew MohlmanExecutive Director$0
Lou MohlmanOfficer
John TynanTreasurer and Secretary$0
Pradip PatelVice President$0
Steven IsenbergPresident$0

Financials for Monument Legacy

RevenuesFYE 12/2023
Total grants, contributions, etc.$200,930
Program services$0
Investment income and dividends$68,855
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$120,207
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$389,992

Form 990s for Monument Legacy

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-09990View PDF
2022-122023-11-15990View PDF
2021-122022-11-11990View PDF
2020-122021-11-09990View PDF
Data update history
January 19, 2024
Posted financials
Added Form 990 for fiscal year 2022
December 29, 2023
Used new vendors
Identified 1 new vendor, including
July 16, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 7, 2023
Updated personnel
Identified 3 new personnel
June 14, 2023
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Grantmaking organizationsCharities
Issues
Arts, cultural, and humanities
Characteristics
Operates donor advised fundsProvides grantsTax deductible donationsNo full-time employees
General information
Address
1950 E Greyhound Pass 135 Ste 18
Carmel, IN 46033
Metro area
Indianapolis-Carmel-Anderson, IN
County
Hamilton County, IN
Phone
(312) 505-8597
IRS details
EIN
84-4708521
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2021
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T30: Public Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
Free account sign-up

Want updates when Monument Legacy has new information, or want to find more organizations like Monument Legacy?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2025 Nonprofit Metrics LLC
Terms of Service and Privacy Policy