Lee S Monroe Foundation
Lee S Monroe Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 10 grants totaling $160K. Net investment income was $151K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.1M
-2.2% YoY
Annual Giving
$160K
+0.6% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$16K
+0.6% YoY
Under IRS private-foundation payout rules, Lee S Monroe Foundation reported a distributable amount of $154K for 2024 — the minimum it must pay out in qualifying distributions.
About Lee S Monroe Foundation
Based on IRS filings
Lee S Monroe Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 10 grants totaling $160K. Net investment income was $151K.
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 | $3,092,307 | $3,162,700 | $3,152,182 |
| Revenue | $164,365 | $173,987 | $126,872 |
| Expenses | $175,898 | $163,469 | $194,687 |
| Qualifying Distributions | $162,400 | $161,025 | $192,787 |
| Net Investment Income | $150,792 | $141,543 | $124,972 |
| Distributable Amount | $153,830 | $148,011 | $157,346 |
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 2024
Grant Size Distribution
41 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mountain Ways Foundation ($40,000), Support the Enlisted Project STEP ($25,000), Shelter To Soldier ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Support the Enlisted Project STEP San Diego, CA | General Assistance | $25,000 |
| Shelter To Soldier Oceanside, CA | General Assistance | $15,000 |
| Living Coast Discovery Chula Vista, CA | General Assistance | $10,000 |
| Feeding San Diego San Diego, CA | General Assistance | $15,000 |
| PHLS Assoc Alumni San Diego, CA | General Assistance | $10,000 |
| Seabury Hall Scholarships Makawao, HI | General Assistance | $15,000 |
| Ocean Discovery Institute San Diego, CA | General Assistance | $10,000 |
| Groundswell Community Project San Diego, CA | General Assistance | $5,000 |
| Mountain Ways Foundation Gatlinvurg, TN | General assistance | $40,000 |
| Point Blue Conservation Science Petaluma, CA | General assistance | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Scott Monroe | Pres/Director | 5 | — |
| Leila Monroe | Secr/Treas/Dir | 1 | — |
| James Dieckmann | Director | 1 | — |
| Warren Magill | Director | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lee S Monroe Foundation?
Lee S Monroe Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN DIEGO, CA. It holds $3.1M in total assets as of 2024.
How large is Lee S Monroe Foundation?
As of 2024, Lee S Monroe Foundation holds $3.1M in total assets with $164K in annual revenue. It awarded 10 grants totaling $160K in 2024.
Where does Lee S Monroe Foundation operate?
Lee S Monroe Foundation has awarded grants in California, Hawaii, Tennessee.
What size grants does Lee S Monroe Foundation award?
In 2024, Lee S Monroe Foundation awarded 10 grants totaling $160K — an average of about $16K per grant, based on its IRS Form 990 filings.
How much is Lee S Monroe Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lee S Monroe Foundation reported a distributable amount of $154K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lee S Monroe Foundation's EIN?
Lee S Monroe Foundation's EIN (Employer Identification Number) is 81-4766653. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Lee S Monroe Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.