Henry E & Lola Monroe Foundation
Henry E & Lola Monroe Foundation is a private foundation, based in SANTA BARBARA, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 17 grants totaling $188K. Net investment income was $114K.
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.
About Henry E & Lola Monroe Foundation
Based on IRS filings
Henry E & Lola Monroe Foundation is a private foundation, based in SANTA BARBARA, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 17 grants totaling $188K. Net investment income was $114K.
Ready to take the next step with Henry E & Lola Monroe Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
53 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Carpinteria Boys Girls Club ($25,000), Hospice of Santa Barabara Inc ($25,000), Los Padres Council ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SANTA BARBARA YOUTH SAILING FDN SANTA BARBARA, CA | YOUTH sailing program | $10,000 |
| CARPINTERIA BOYS GIRLS CLUB CARPINTERIA, CA | CARPINTERIA CLUB CAPITAL IMPROVEMENTSAND REPAIRS | $25,000 |
| COMMUNITY ARTS MUSIC ASSN SANTA BARBARA, CA | YOUTH PROGRAMS AND OUTREACH | $7,500 |
| TRANSITION HOUSE SANTA BARBARA, CA | HOMELESS YOUTH ACTIVITIES | $10,000 |
| SANTA BARBARA MARITIME MUSEUM SANTA BARBARA, CA | YOUTH EDUCATIONPROGRAMS | $7,500 |
| CARPINTERIA BOYS AND GIRLS CLUB CARPINTERIA, CA | CAPITAL IMPROVEMENTS | $5,000 |
| HOSPICE OF SANTA BARABARA INC SANTA BARBARA, CA | CHILD AND FAMILY BEREAVEMENT COUNSELING | $25,000 |
| TRUE VINE BIBLE FELLOWSHIP LOMPOC, CA | BIBLE FELLOWSHIP POST SECONDARY EDUCATION SCHOLARSHIP PROGRAM | $4,500 |
| LOS PADRES COUNCIL SANTA BARBARA, CA | FRIENDS OF SCOUTING | $25,000 |
| LOMPOC TEEN CENTER LOMPOC, CA | YOUTH SCHOLARSHIP PROGRAMS | $5,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| F ROBERT MILLER | Trustee | 10 | $30,000 |
Frequently Asked Questions
How large is Henry E & Lola Monroe Foundation?
As of 2025, Henry E & Lola Monroe Foundation holds $1.1M in total assets with $122K in annual revenue. It awarded 17 grants totaling $188K in 2025.
Where does Henry E & Lola Monroe Foundation operate?
Henry E & Lola Monroe Foundation has awarded grants in California.
What size grants does Henry E & Lola Monroe Foundation award?
In 2025, Henry E & Lola Monroe Foundation awarded 17 grants totaling $188K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Henry E & Lola Monroe Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Henry E & Lola Monroe Foundation reported a distributable amount of $175K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Henry E & Lola Monroe Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Mosher Foundation
SANTA BARBARA, CA
Assets
$34.3M
Grants
67
Total Given
$1.5M
Santa Barbara Foundation
SANTA BARBARA, CA
Assets
$503.6M
Grants
447
Total Given
$40.2M
Hutton Foundation
SANTA BARBARA, CA
Assets
$107.0M
Grants
190
Total Given
$1.9M
Williams-corbett Foundation
SANTA BARBARA, CA
Assets
$23.4M
Grants
79
Total Given
$1.2M
Towbes Foundation
SANTA BARBARA, CA
Assets
$50.4M
Grants
93
Total Given
$952K
George B Page Foundation
SANTA BARBARA, CA
Assets
$3.8M
Grants
18
Total Given
$182K
June G Outhwaite Charitable Trust
SANTA BARBARA, CA
Assets
$15.1M
Grants
55
Total Given
$718K
James S Bower Foundation
SANTA BARBARA, CA
Assets
$89.0M
Grants
60
Total Given
$3.2M
The Steele Family Foundation
SANTA BARBARA, CA
Assets
$741K
Grants
40
Total Given
$290K
Brittingham Family Foundation
SANTA BARBARA, CA
Assets
$53.9M
Grants
70
Total Given
$1.4M
The Wood-claeyssens Foundation
SANTA BARBARA, CA
Assets
$127.0M
Grants
129
Total Given
$7.8M
The Nurture Foundation
SANTA BARBARA, CA
Assets
—
Grants
28
Total Given
$178K
More Funders in California
Data last updated April 2026. Sourced from IRS Form 990-PF filings.