Henry E & Lola Monroe Foundation

Private foundation · Grantmaker Santa Barbara, CA EIN: 95-3829818

The Henry E & Lola Monroe Foundation is a private foundation based in Santa Barbara, California. Its 2025 filing reports grants to California organizations supporting youth programs, education, family services, and other community activities.

Key facts about Henry E & Lola Monroe Foundation

In short: Henry E & Lola Monroe Foundation gave $188K across 17 grants in 2025 (avg $11K), mostly in California. Source: 2025 IRS Form 990-PF.

EIN
95-3829818
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$187,500
Grants made (2025)
17
Average grant
$11,029
Median grant
$7,500
Total assets
$1,115,989
Primary geography
California (100% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.1M

-9.4% YoY

Annual Giving

$188K

+86.9% YoY

Grant Count

17

+88.9% YoY

Avg Grant Size

$11K

-1.0% YoY

Under IRS private-foundation payout rules, Henry E & Lola Monroe Foundation reported a distributable amount of $175K for 2025 — the minimum it must pay out in qualifying distributions.

How Henry E & Lola Monroe Foundation gives

  • 29% of 2025 grantees were also funded in 2024. Method
  • Giving grew 2400% from 2022 to 2025. Method
  • In 2025 it paid out 131% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants included support for youth education and scholarships, sailing and scouting, arts and museum programs, food access, bereavement counseling, and homeless youth activities.

The grantees describe their own work in varied ways. Pebble Beach Company Foundation says it funds educational opportunities and scholarships for Monterey County youth. Transition House says it works to address family homelessness in Santa Barbara through residential services for families with children. Santa Barbara Maritime Museum says it creates exhibits and educational experiences about the Santa Barbara Channel and connections with the sea. Lompoc Teen Center says it provides a safe space for teenagers to support their learning and growth. Apples to Zucchini Cooking School says it teaches children, teens, and adults to prepare nutritious, affordable meals using seasonal and local ingredients.

Grantmaking

In 2025, the foundation gave $187,500 across 17 grants. Grant amounts ranged from $2,500 to $25,000, with a median of $7,500.

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Geographic Focus

Where this funder awards grants

All grant dollars reported for 2025 went to recipients in California. The listed recipients include organizations in Santa Barbara, Carpinteria, Lompoc, and Pebble Beach.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 17 itemized grants.

States

Cities

Santa BarbaraLompocCarpinteriaMurphysAngels CampCarmelClaremontLos OlivosPebble BeachSolvang

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K20 grants2021 1 grant2022 6 grants2023 9 grants2024 17 grants2025

From 2021 to 2025, annual grant giving ranged from $8K (2022) to $188K (2025). In 2025 it made 17 grants totaling $188K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Carpinteria Boys Girls Club: $25KCarpinteria Boys Girls Club$25KHospice of Santa Barabara Inc: $25KHospice of Santa Barabara Inc$25KLos Padres Council: $25KLos Padres Council$25KFood Bank of Santa Barbara County: $25KFood Bank of Santa BarbaraCounty$25KSanta Barbara Youth Sailing Fdn: $10KSanta Barbara Youth SailingFdn$10KTransition House: $10KTransition House$10KPebble Beach Company Foundation: $10KPebble Beach CompanyFoundation$10KCommunity Arts Music Assn: $8KCommunity Arts Music Assn$8KSanta Barbara Maritime Museum: $8KSanta Barbara Maritime Museum$8KSamsung Diabetes Research Institute: $8KSamsung Diabetes ResearchInstitute$8K

The largest 2025 recipient was Carpinteria Boys Girls Club ($25K). Together the top 10 received $153K.

Grant Size Distribution

53 grants across all recorded years

53<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 53 grants of 53 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Carpinteria Boys Girls Club Carpinteria, CACarpinteria Club Capital Improvementsand Repairs$25,000
Hospice of Santa Barabara Inc Santa Barbara, CAChild and Family Bereavement Counseling$25,000
Los Padres Council Santa Barbara, CAFriends of Scouting$25,000
Food Bank of Santa Barbara County Santa Barbara, CAHealthy School Pantry Program$25,000
Santa Barbara Youth Sailing Fdn Santa Barbara, CAYOUTH sailing program$10,000
Transition House Santa Barbara, CAHomeless Youth Activities$10,000
Pebble Beach Company Foundation Pebble Beach, CAScholarships for Monterey County Youth$10,000
Community Arts Music Assn Santa Barbara, CAYouth Programs and Outreach$7,500
Santa Barbara Maritime Museum Santa Barbara, CAYouth Educationprograms$7,500
Samsung Diabetes Research Institute Santa Barbara, CAPediatric Diabetes Clinical Trial and Research Programs$7,500

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $1,115,989 $122,268 $238,645 $187,500
2024 $1,232,366 $103,566 $141,950 $100,300
2023 $1,270,750 $207,094 $104,560 $45,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,115,989$1,232,366$1,270,750
Revenue$122,268$103,566$207,094
Expenses$238,645$141,950$104,560
Qualifying Distributions$229,411$132,897$87,535
Net Investment Income$113,673$94,513$190,871
Distributable Amount$175,425$159,239$144,597

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Leadership team and compensation from IRS filings

F Robert Miller is listed as a trustee on the 2025 filing.

Henry E & Lola Monroe Foundation is led by F. Robert Miller, Trustee on every filing since 2021 — the only officer listed, and compensated.

Officers on the 2025 filing

  • F. Robert Miller

    Trustee

    On filings since 2021

    10 hrs/week

    $13K (2021) → $30K (2025)

Former officers (1)
  • Former: Arthur Miller (2021–2023) — Trustee

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

F Robert Miller — Trustee: $30KF Robert MillerTrustee$30K

The highest reported compensation on the 2025 filing was $30K, to F Robert Miller (Trustee).

Contact

Mailing address: 1224 Coast Village Circle 20, Santa Barbara, CA 93108
Phone: (805) 969-4761

Frequently asked questions about Henry E & Lola Monroe Foundation

How much does Henry E & Lola Monroe Foundation give each year?

Henry E & Lola Monroe Foundation gave $188K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $100K across 9 grants.

What is Henry E & Lola Monroe Foundation's typical grant size?

Henry E & Lola Monroe Foundation's median grant in 2025 was $7,500, and its average grant was $11,029, across 17 grants on its 2025 IRS Form 990-PF.

Where does Henry E & Lola Monroe Foundation give grants?

Henry E & Lola Monroe Foundation gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Santa Barbara, CA (10 grants), Lompoc, CA (3 grants) and Carpinteria, CA (2 grants).

Does Henry E & Lola Monroe Foundation give general operating support?

Not in 2025: none of the 17 grants with a stated purpose on Henry E & Lola Monroe Foundation's 2025 IRS Form 990-PF were described as general or operating support.

Who are Henry E & Lola Monroe Foundation's largest grantees?

Henry E & Lola Monroe Foundation's largest 2025 grantees include Carpinteria Boys Girls Club ($25,000), Hospice of Santa Barabara Inc ($25,000) and Los Padres Council ($25,000), according to its 2025 IRS Form 990-PF. Together they received 40% of its itemized 2025 grant dollars.

How large is Henry E & Lola Monroe Foundation?

Henry E & Lola Monroe Foundation reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $229K in qualifying distributions that year, against a required minimum of $175K (roughly 5% of its investment assets).

What does Henry E & Lola Monroe Foundation fund?

No mission statement for the foundation is provided. Its 2025 grants included support for youth education and scholarships, sailing and scouting, arts and museum programs, food access, bereavement counseling, and homeless youth activities. See mission & focus areas ↑

How do I apply for a grant from Henry E & Lola Monroe Foundation?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Henry E & Lola Monroe Foundation's EIN?

Henry E & Lola Monroe Foundation's EIN (Employer Identification Number) is 95-3829818. IRS Form 990 filing data is available on this page for 2021–2025.

Does Henry E & Lola Monroe Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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