Katherine W Monroe & Douglas D Monroe Jr

Private foundation · Grantmaker Irvington, VA EIN: 47-7254611

Katherine W Monroe & Douglas D Monroe Jr is a private foundation, 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.

Katherine W Monroe & Douglas D Monroe Jr at a glance

In short: Katherine W Monroe & Douglas D Monroe Jr gave $62K across 3 grants in 2024 (avg $21K), mostly in Virginia. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$62,000
-17.3% vs 2023
Grants made (2024)
3
+200.0% vs 2023
Average grant
$20,667
-72.4% vs 2023
Median grant
$12,200
Total assets
$904,156
-2.6% vs 2023
Primary geography
Virginia (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Katherine W Monroe & Douglas D Monroe Jr funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Chesapeake Academy: $47KChesapeake Academy$47KThe Northern Neck Family YMCA: $12KThe Northern Neck Family YMCA$12KJacobs Ladder: $2KJacobs Ladder$2K

The largest 2024 recipient was Chesapeake Academy ($47K). Together the top 3 received $62K.

Grant Size Distribution

8 grants across all recorded years

6<$50K1$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 8 (75%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 3 itemized grants.

States

Cities

KilmarnockIrvingtonLancasterUrbanna

How Katherine W Monroe & Douglas D Monroe Jr gives

  • Giving grew 520% from 2021 to 2024. Method
  • In 2024 it paid out 176% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K3 grants2020 1 grant2021 0 grants2022 1 grant2023 3 grants2024

From 2020 to 2024, annual grant giving ranged from $10K (2021) to $178K (2020). In 2024 it made 3 grants totaling $62K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Chesapeake Academy Irvington, VA501 C3 Private School$47,400
The Northern Neck Family YMCA Kilmarnock, VADonation to Support Foundations Purpose$12,200
Jacobs Ladder Urbanna, VADonation to Support Foundations Purpose$2,400
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$904,156$37,679$62,000$62,0003$62,000$37,679$35,207
2023$928,477$56,824$76,340$75,0001$75,340$31,484$35,594
2022$947,993$28,890$500———$28,890$37,969
2021$919,603$24,430$11,156$10,0001$10,000$23,274$54,982
2020$906,329$152,403$143,564$178,1773—$22,016$44,247

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.

Leadership & Key People

Officers and directors from IRS filings

Katherine W Monroe & Douglas D Monroe Jr's 2024 filing lists 5 officers; none of the 5 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Katherine M. Spotts

    Trustee

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Margaret M. Barlow

    Trustee

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Wende M. Szyperski

    Trustee

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Douglas D. Monroe III

    Trustee

    New on the 2024 filing

    5 hrs/week

    No compensation reported

  • John M. Monroe

    Trustee

    New on the 2024 filing

    5 hrs/week

    No compensation reported

Former officers (1)
  • Former: Douglas D. Monroe Jr. (2020–2022) — Trustee

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Katherine W Monroe & Douglas D Monroe Jr

How much does Katherine W Monroe & Douglas D Monroe Jr give each year?

Katherine W Monroe & Douglas D Monroe Jr gave $62K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $75K across 1 grant.

What is Katherine W Monroe & Douglas D Monroe Jr's typical grant size?

Katherine W Monroe & Douglas D Monroe Jr's median grant in 2024 was $12,200, and its average grant was $20,667, across 3 grants on its 2024 IRS Form 990-PF.

Where does Katherine W Monroe & Douglas D Monroe Jr give grants?

Katherine W Monroe & Douglas D Monroe Jr gives mostly in Virginia: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.

Does Katherine W Monroe & Douglas D Monroe Jr give general operating support?

Not in 2024: none of the 3 grants with a stated purpose on Katherine W Monroe & Douglas D Monroe Jr's 2024 IRS Form 990-PF were described as general or operating support.

How large is Katherine W Monroe & Douglas D Monroe Jr?

Katherine W Monroe & Douglas D Monroe Jr reported $904K in total assets on its 2024 IRS Form 990-PF. It paid out $62K in qualifying distributions that year, against a required minimum of $35K (roughly 5% of its investment assets).

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.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Live grants for the work Katherine W Monroe & Douglas D Monroe Jr funds

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Katherine W Monroe & Douglas D Monroe Jr's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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