The Monford D and Lucy L

LELAND, NC EIN: 54-1839172

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$1.7M

+2.6% YoY

Annual Giving

$97K

-2.9% YoY

Grant Count

8

+60.0% YoY

Avg Grant Size

$12K

-39.3% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$145K$289K$434K$579K20202021202220232024
Metric202420232022
Total Assets$1,653,264$1,611,863$1,601,369
Revenue$167,043$133,671$107,179
Expenses$125,642$123,177$125,180
Qualifying Distributions$106,910$108,067$105,426
Net Investment Income$148,311$118,561$91,469
Distributable Amount$113,775$105,118$109,060

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K5 grants20204 grants20217 grants20225 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

UNITED WAY OF ROANOKE$35KHOPE HOUSE$12KTIMBER RIDGE SCHOOL$12KARTS SOUTHEAST$11KFREEMONT STREET NURSERY …$9KLAUREL RIDGE CC EDUCATIO…$8KTEMPLE CHILDREN'S MUSEUM$5KNEW HOPE CLINIC$5K

Grant Size Distribution

29 grants across all recorded years

29<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does The Monford D and Lucy L fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LINDA C RUSSELLPRESIDENT EMERITUS1
MONFORD D CUSTER IIIVP/TREAS/DIR1
ELLEN C MORGANVP/DIRECTOR1
DR HF SANDERSVP/DIRECTOR1
MR H F SANDERS IIIPRES/DIR1
MARY R CLEMONSDIRECTOR1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

5states

Cities

AtlantaBerryvilleCamarilloCross JunctionGarden CityLiberty HillManchacaMiddleburgMiddletownRoanokeSanta PaulaSavannahSouthportTempleVirginia BeachWinchester

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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