Nonprofit · EIN 95-3829818
HENRY E & LOLA MONROE FOUNDATION
Tax-exempt · SANTA BARBARA, CA 93108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $122,268 | $238,645 | -$116,377 | $1,115,989 | $0 | $1,115,989 |
| June 30, 2024 | 990-PF | $103,566 | $141,950 | -$38,384 | $1,232,366 | $0 | $1,232,366 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $62,538
- Interest
- $2,483
- Net gain from sales of assets
- $56,995
- Other income
- $252
Expenses
- Grants and similar amounts paid
- $187,500
- Compensation of officers, directors and key employees
- $30,000
- Disbursements for charitable purposes
- $229,411
- Excise tax on investment income
- $1,580
Balance sheet and other
- Total assets, start of year
- $1,232,366
- Total assets, end of year
- $1,115,989
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,115,989
- Fair market value of assets
- $3,472,285
- Qualifying distributions
- $229,411
- Net investment income
- $122,016
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| F ROBERT MILLER 1224 COAST VILLAGE CIRCLE 20, SANTA BARBARA, CA 93108 | Trustee | 10 | $30,000 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| F ROBERT MILLER 1224 COAST VILLAGE CIRCLE 20, SANTA BARBARA, CA 93108 | Trustee | 10 | $30,000 |
Address and contacts
- Address (IRS master file)
- 1224 COAST VILLAGE CIR STE 20, SANTA BARBARA, CA 93108-2784
- Signed the 990-PF
- ROBERT MILLER, Trustee
- Phone
- (805) 969-4761
- Return prepared by
- Vance Thrift & Biller LLP CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3829818 or by the name HENRY E & LOLA MONROE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-3829818
- 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
- 1983
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,115,989
- Income (IRS master file)
- $212,825
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $122,268 | $238,645 | $1,115,989 | XML |
| 990-PF | June 2024 | $103,566 | $141,950 | $1,232,366 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 95-3829818).
Questions about HENRY E & LOLA MONROE FOUNDATION
- What is the EIN of HENRY E & LOLA MONROE FOUNDATION?
- The employer identification number (EIN) of HENRY E & LOLA MONROE FOUNDATION is 95-3829818.
- Is HENRY E & LOLA MONROE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to HENRY E & LOLA MONROE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HENRY E & LOLA MONROE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HENRY E & LOLA MONROE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HENRY E & LOLA MONROE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of HENRY E & LOLA MONROE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $30,000 (F ROBERT MILLER, Trustee).
- How much revenue does HENRY E & LOLA MONROE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $122,268, expenses of $238,645 and total assets of $1,115,989 at year end.
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