Monroe Welfare Foundation
Monroe Welfare Foundation is a private foundation based in Fernandina Beach, Florida. Its 2025 filing lists grants to charitable organizations in Florida and Georgia, including school boards, health and human-services organizations, and community organizations.
Key facts about Monroe Welfare Foundation
In short: Monroe Welfare Foundation gave $104K across 19 grants in 2026 (avg $5K), mostly in Georgia. 26% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- EIN
- 58-6033825
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $104,300
- Grants made (2026)
- 19
- Average grant
- $5,489
- Median grant
- $5,000
- New grantees (estimate)
- 26% first-time grantees (5 of 19, 2026)
- Total assets
- $2,129,640
- Primary geography
- Georgia (90% of itemized 2026 grant dollars)
- How to apply
- The foundation does not restrict giving to preselected organizations. Full details ↓
Data from IRS Form 990-PF, 2026; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$2.1M
+52.1% YoY
Annual Giving
$104K
-2.3% YoY
Grant Count
19
-9.5% YoY
Avg Grant Size
$5K
+7.9% YoY
Under IRS private-foundation payout rules, Monroe Welfare Foundation reported a distributable amount of $151K for 2026 — the minimum it must pay out in qualifying distributions.
Is Monroe Welfare Foundation open to new grantees?
26%
first-time grantees, 2026
In 2026, 5 of 19 grantees (26%) were first-time recipients. First grants averaged $4K; repeat grants $6K. How we count
Medians: $5K first-time, $5K repeat.
- 63% of 2026 grantees were also funded in 2025. Method
- Giving fell 27% from 2023 to 2026. Method
- In 2026 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement is provided. The 2025 grants show support for organizations including county boards of education, a children’s hospital, YMCAs, hospice care, and a nature park. Okefenokee Swamp Park says its mission is to provide visitor access and interpretive education that inspires conservation advocacy for the Okefenokee Swamp. Hospice Satilla says it provides hospice care to terminally ill patients.
Grantmaking
In filing year 2025, the foundation made 21 grants totaling $106,800. Grants ranged from $500 to $14,000, with a median of $5,000. The largest listed grants were $14,000 each to Brantley County BOE, Pierce County BOE, and Ware County BOE. Other listed grants included $7,250 to Wolfson Children’s Hospital, $7,000 to Childers Family YMCA, and $6,000 each to Cord of Three and Okefenokee Swamp Park.
Review Cycle
is listed.
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Geographic Focus
Where this funder awards grants
The foundation’s filing restricts awards to North Florida and Southeast Georgia. In 2025, 86% of grant dollars went to recipients in Georgia and 14% to recipients in Florida.
Grant Distribution by State
Share of all 19 itemized 2026 grant dollars.
Cities
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 2026
Grant Size Distribution
109 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| BRANTLEY COUNTY BOE Hoboken, GA | EXEMPT PURPOSE | $14,000 |
| PIERCE COUNTY BOE Blackshear, GA | EXEMPT PURPOSE | $14,000 |
| WARE COUNTY BOE Waycross, GA | EXEMPT PURPOSE | $14,000 |
| BETHESDA ACADEMY SAVANNAH Savannah, GA | EXEMPT PURPOSE | $10,000 |
| OKEFENOKEE SWAMP PARK Waycross, GA | EXEMPT PURPOSE | $5,500 |
| CROSSROAD CHRISTIAN ACADEMY Blackshear, GA | EXEMPT PURPOSE | $5,000 |
| BAPTIST HEALTH FOUNDATION Jacksonville, FL | EXEMPT PURPOSE | $5,000 |
| HOSPICE SATILLA Waycross, GA | EXEMPT PURPOSE | $5,000 |
| KINGDOM CARE Waycross, GA | EXEMPT PURPOSE | $5,000 |
| MATTIES MISSION Waycross, GA | EXEMPT PURPOSE | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $1,400,108 | $78,789 | $130,892 | $106,800 |
| 2024 | $1,204,974 | $73,351 | $114,440 | $94,070 |
| 2023 | $1,142,156 | $69,525 | $164,447 | $142,250 |
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $2,129,640 | $1,400,108 | $1,204,974 |
| Revenue | $860,924 | $78,789 | $73,351 |
| Expenses | $138,682 | $130,892 | $114,440 |
| Qualifying Distributions | $138,682 | $130,892 | $114,440 |
| Net Investment Income | $826,542 | $302,072 | $159,371 |
| Distributable Amount | $150,949 | $145,462 | $137,721 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 15, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists William J Monroe III, Moi M Monroe III, Carolyn Hopkins, Cheryl Monroe, William J Monroe Jr, and Hannah Franklin as trustees.
Monroe Welfare Foundation's 2026 filing lists 6 officers; none of the 6 officers listed in 2026 report compensation.
Officers on the 2026 filing
Carolyn Hopkins
Trustee
On filings since 2021
1 hr/week
No compensation reported
Cheryl Monroe
Trustee
On filings since 2021
1 hr/week
No compensation reported
Hannah Franklin
Trustee
On filings since 2021
1 hr/week
No compensation reported
Moi M. Monroe III
Trustee
On filings since 2021
5 hrs/week
No compensation reported
William J. Monroe III
Trustee
On filings since 2021
1 hr/week
No compensation reported
William J. Monroe Jr.
Trustee
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Moi Monroe
Mailing address: 2017 Sunrise Drive, Fernandina Beach, FL 32034
Phone: (912) 283-5857
Website: https://themonroefoundation.org
Frequently asked questions about Monroe Welfare Foundation
How much does Monroe Welfare Foundation give each year?
Monroe Welfare Foundation gave $104K across 19 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $107K across 21 grants.
What is Monroe Welfare Foundation's typical grant size?
Monroe Welfare Foundation's median grant in 2026 was $5,000, and its average grant was $5,489, across 19 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from Monroe Welfare Foundation that year got $4K on average.
Where does Monroe Welfare Foundation give grants?
Monroe Welfare Foundation gives mostly in Georgia: 90% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was Florida (8%). The most frequent recipient cities were Waycross, GA (10 grants), Blackshear, GA (4 grants) and Jacksonville, FL (2 grants).
Who are Monroe Welfare Foundation's largest grantees?
Monroe Welfare Foundation's largest 2026 grantees include Brantley County Boe ($14,000), Pierce County Boe ($14,000) and Ware County Boe ($14,000), according to its 2026 IRS Form 990-PF. Together they received 40% of its itemized 2026 grant dollars.
How large is Monroe Welfare Foundation?
Monroe Welfare Foundation reported $2.1M in total assets on its 2026 IRS Form 990-PF. It paid out $139K in qualifying distributions that year, against a required minimum of $151K (roughly 5% of its investment assets).
What does Monroe Welfare Foundation fund?
No mission statement is provided. The 2025 grants show support for organizations including county boards of education, a children’s hospital, YMCAs, hospice care, and a nature park. Okefenokee Swamp Park says its mission is to provide visitor access and interpretive education that inspires conservation advocacy for the Okefenokee Swamp. Hospice Satilla says it provides hospice care to terminally ill patients.
How do I apply for a grant from Monroe Welfare Foundation?
The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Monroe Welfare Foundation's EIN?
Monroe Welfare Foundation's EIN (Employer Identification Number) is 58-6033825. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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