Katherine W Monroe & Douglas D Monroe Jr
Katherine W Monroe & Douglas D Monroe Jr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in IRVINGTON, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $904K in total assets. In 2024, it awarded 3 grants totaling $62K. Net investment income was $38K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$904K
-2.6% YoY
Annual Giving
$62K
-17.3% YoY
Grant Count
3
+200.0% YoY
Avg Grant Size
$21K
-72.4% YoY
Under IRS private-foundation payout rules, Katherine W Monroe & Douglas D Monroe Jr reported a distributable amount of $35K for 2024 — the minimum it must pay out in qualifying distributions.
About Katherine W Monroe & Douglas D Monroe Jr
Based on IRS filings
Katherine W Monroe & Douglas D Monroe Jr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in IRVINGTON, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $904K in total assets. In 2024, it awarded 3 grants totaling $62K. Net investment income was $38K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $904,156 | $928,477 | $947,993 |
| Revenue | $37,679 | $56,824 | $28,890 |
| Expenses | $62,000 | $76,340 | $500 |
| Qualifying Distributions | $62,000 | $75,340 | — |
| Net Investment Income | $37,679 | $31,484 | $28,890 |
| Distributable Amount | $35,207 | $35,594 | $37,969 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Chesapeake Academy ($47,400), The Northern Neck Family Ymca ($12,200), Jacobs Ladder ($2,400).
| Recipient | Purpose | Amount |
|---|---|---|
| THE NORTHERN NECK FAMILY YMCA KILMARNOCK, VA | DONATION TO SUPPORT FOUNDATIONS PURPOSE | $12,200 |
| JACOBS LADDER URBANNA, VA | DONATION TO SUPPORT FOUNDATIONS PURPOSE | $2,400 |
| CHESAPEAKE ACADEMY IRVINGTON, VA | 501 C3 PRIVATE SCHOOL | $47,400 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WENDE M SZYPERSKI | TRUSTEE | 5 | — |
| MARGARET M BARLOW | TRUSTEE | 5 | — |
| KATHERINE M SPOTTS | TRUSTEE | 5 | — |
| JOHN M MONROE | TRUSTEE | 5 | — |
| DOUGLAS D MONROE III | TRUSTEE | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Katherine W Monroe & Douglas D Monroe Jr?
Katherine W Monroe & Douglas D Monroe Jr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in IRVINGTON, VA. It holds $904K in total assets as of 2024.
How large is Katherine W Monroe & Douglas D Monroe Jr?
As of 2024, Katherine W Monroe & Douglas D Monroe Jr holds $904K in total assets with $38K in annual revenue. It awarded 3 grants totaling $62K in 2024.
Where does Katherine W Monroe & Douglas D Monroe Jr operate?
Katherine W Monroe & Douglas D Monroe Jr has awarded grants in Virginia.
What size grants does Katherine W Monroe & Douglas D Monroe Jr award?
In 2024, Katherine W Monroe & Douglas D Monroe Jr awarded 3 grants totaling $62K — an average of about $21K per grant, based on its IRS Form 990 filings.
How much is Katherine W Monroe & Douglas D Monroe Jr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Katherine W Monroe & Douglas D Monroe Jr reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Katherine W Monroe & Douglas D Monroe Jr's EIN?
Katherine W Monroe & Douglas D Monroe Jr's EIN (Employer Identification Number) is 47-7254611. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.