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Nonprofit · EIN 38-2701662

GEORGE AND AMY MONROE FOUNDATION INC

Tax-exempt · ANN ARBOR, MI 48104

Financials

$102K$165K2023$226K$159K2024
Revenue Expenses · by fiscal year end
Financials of GEORGE AND AMY MONROE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$225,918$159,079$66,839$1,759,526$0$1,759,526
December 31, 2023990-PF$102,326$164,721-$62,395$1,692,687$0$1,692,687
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$74,067
Net gain from sales of assets
$151,851

Expenses

Grants and similar amounts paid
$142,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$142,850
Excise tax on investment income
$2,922

Balance sheet and other

Total assets, start of year
$1,692,687
Total assets, end of year
$1,759,526
Total liabilities, end of year
$0
Net assets, end of year
$1,759,526
Fair market value of assets
$2,815,656
Qualifying distributions
$142,850
Net investment income
$225,918

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ELIZABETH M M CAPELLI
1605 SHADFORD ROAD, ANN ARBOR, MI 48104
ADVISOR0.01$0
CONSTANCE MONROE MEHAFFIE
1605 SHADFORD ROAD, ANN ARBOR, MI 48104
ADVISOR0.01$0
HUGH MEHAFFIE
1605 SHADFORD ROAD, ANN ARBOR, MI 48104
ADVISOR0.01$0
AMY W SCHALK
1605 SHADFORD ROAD, ANN ARBOR, MI 48104
ADVISOR0.01$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
ELIZABETH M M CAPELLI
1605 SHADFORD ROAD, ANN ARBOR, MI 48104
ADVISOR0.01$0
CONSTANCE MONROE MEHAFFIE
1605 SHADFORD ROAD, ANN ARBOR, MI 48104
ADVISOR0.01$0
HUGH MEHAFFIE
1605 SHADFORD ROAD, ANN ARBOR, MI 48104
ADVISOR0.01$0
AMY W SCHALK
1605 SHADFORD ROAD, ANN ARBOR, MI 48104
ADVISOR0.01$0

Address and contacts

Address (IRS master file)
1605 SHADFORD RD, ANN ARBOR, MI 48104-4464
In care of
% PNC BANK N A
Signed the 990-PF
HUGH MEHAFFIE, PRESIDENT
Phone
(269) 349-4743
Return prepared by
JAMES & SPRINGGATE PLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-2701662
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,759,526
Income (IRS master file)
$642,816

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$225,918$159,079$1,759,526IRS
990-PFDecember 2023$102,326$164,721$1,692,687XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-2701662).

Questions about GEORGE AND AMY MONROE FOUNDATION INC

What is the EIN of GEORGE AND AMY MONROE FOUNDATION INC?
The employer identification number (EIN) of GEORGE AND AMY MONROE FOUNDATION INC is 38-2701662.
Is GEORGE AND AMY MONROE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to GEORGE AND AMY MONROE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GEORGE AND AMY MONROE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of GEORGE AND AMY MONROE FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GEORGE AND AMY MONROE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of GEORGE AND AMY MONROE FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does GEORGE AND AMY MONROE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $225,918, expenses of $159,079 and total assets of $1,759,526 at year end.

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