Henry E & Lola Monroe Foundation

Santa Barbara, CA
Tax-exempt since June 1983
EIN: 95-3829818

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$122k (2025)

Expenses

$239k (2025)

Total Assets

$1.12M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Revenue

$122,268

Expenses

$238,645

Net Income

-$116,377

Net Assets

$1,115,989

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,483	2.0%
Dividends	$62,538	51.1%
Sales of Assets	$56,995	46.6%
Other Income	$252	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$229,411	96.1%
Compensation of Officers*	$30,000	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,115,989
Total Liabilities	$0
Net Assets	$1,115,989

Compensation

Key Employees and Officers	Compensation	Other
F Robert Miller (Trustee)	$30,000	$0

990-PF

Filed on Oct. 28, 2025

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Fiscal Year Ending June
2024

Revenue

$103,566

Expenses

$141,950

Net Income

-$38,384

Net Assets

$1,232,366

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$62,610	60.5%
Dividends	$5,099	4.9%
Sales of Assets	$35,857	34.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$132,897	93.6%
Compensation of Officers*	$30,000	21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,232,366
Total Liabilities	$0
Net Assets	$1,232,366

Compensation

Key Employees and Officers	Compensation	Other
F Robert Miller (Trustee)	$30,000	$0

990-PF

Filed on Oct. 21, 2024

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Fiscal Year Ending June
2023

Revenue

$207,094

Expenses

$104,560

Net Income

$102,534

Net Assets

$1,270,750

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,786	1.3%
Dividends	$56,899	27.5%
Sales of Assets	$147,409	71.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,535	83.7%
Compensation of Officers*	$55,000	52.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,270,750
Total Liabilities	$0
Net Assets	$1,270,750

Compensation

Key Employees and Officers	Compensation	Other
F Robert Miller (Trustee)	$42,500	$0
Arthur Miller (Trustee)	$12,500	$0

990-PF

Filed on Oct. 31, 2023

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Fiscal Year Ending June
2022

Revenue

$56,378

Expenses

$37,401

Net Income

$18,977

Net Assets

$1,168,216

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$56,379	> 100%
Sales of Assets	-$6
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,252	59.5%
Compensation of Officers*	$25,000	66.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,168,216
Total Liabilities	$0
Net Assets	$1,168,216

Compensation

Key Employees and Officers	Compensation	Other
F Robert Miller (Trustee)	$12,500	$0
Arthur Miller (Trustee)	$12,500	$0

990-PF

Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$72,513

Expenses

$128,360

Net Income

-$55,847

Net Assets

$1,149,238

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$54,834	75.6%
Sales of Assets	$13,970	19.3%
Other Income	$3,695	5.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,058	88.1%
Compensation of Officers*	$25,000	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,149,239
Total Liabilities	$1
Net Assets	$1,149,238

Compensation

Key Employees and Officers	Compensation	Other
F Robert Miller (Trustee)	$12,500	$0
Arthur Miller (Trustee)	$12,500	$0

990-PF

Filed on Aug. 25, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2020

Revenue

$106,568

Expenses

$129,397

Net Income

-$22,829

Net Assets

$1,205,085

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$51	0.0%
Dividends	$52,595	49.4%
Sales of Assets	$53,922	50.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,044	87.4%
Compensation of Officers*	$25,000	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,205,086
Total Liabilities	$1
Net Assets	$1,205,085

Compensation

Key Employees and Officers	Compensation	Other
F Robert Miller (Trustee)	$12,500	$0
Arthur Miller (Trustee)	$12,500	$0

990-PF

Filed on Nov. 13, 2020

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Fiscal Year Ending June
2019

Revenue

$59,006

Expenses

$218,338

Net Income

-$159,332

Net Assets

$1,227,915

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$128	0.2%
Dividends	$53,498	90.7%
Sales of Assets	$5,380	9.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$205,526	94.1%
Compensation of Officers*	$20,000	9.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,227,915
Total Liabilities	$0
Net Assets	$1,227,915

Compensation

Key Employees and Officers	Compensation	Other
F Robert Miller (Trustee)	$12,500	$0
Arthur Miller (Trustee)	$7,500	$0

990-PF

Filed on Nov. 12, 2019

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Fiscal Year Ending June
2018

Revenue

$49,104

Expenses

$6,125

Net Income

$42,979

Net Assets

$1,387,247

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$66	0.1%
Dividends	$49,031	99.9%
Sales of Assets	$7	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,610	42.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,387,247
Total Liabilities	$0
Net Assets	$1,387,247

Compensation

Key Employees and Officers	Compensation	Other
F Robert Miller (Trustee)	$0	$0
Arthur Miller (Trustee)	$0	$0

990-PF

Filed on Oct. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$86,228

Expenses

$100,136

Net Income

-$13,908

Net Assets

$1,344,268

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$34	0.0%
Dividends	$50,124	58.1%
Sales of Assets	$36,070	41.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,158	87.0%
Compensation of Officers*	$19,800	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,344,268
Total Liabilities	$0
Net Assets	$1,344,268

Compensation

Key Employees and Officers	Compensation	Other
F Robert Miller (Trustee)	$13,200	$0
Arthur Miller (Trustee)	$6,600	$0

990-PF

Filed on Oct. 26, 2017

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Fiscal Year Ending June
2016

Revenue

$54,095

Expenses

$61,497

Net Income

-$7,402

Net Assets

$1,358,176

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20	0.0%
Dividends	$45,845	84.7%
Sales of Assets	$8,230	15.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,421	88.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,358,176
Total Liabilities	$0
Net Assets	$1,358,176

Compensation

Key Employees and Officers	Compensation	Other
F Robert Miller (Trustee)	$0	$0
Arthur Miller (Trustee)	$0	$0

990-PF

Filed on Oct. 12, 2016

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Fiscal Year Ending June
2015

Revenue

$75,127

Expenses

$80,380

Net Income

-$5,253

Net Assets

$1,365,578

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.0%
Dividends	$42,269	56.3%
Sales of Assets	$32,834	43.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,474	71.5%
Compensation of Officers*	$26,250	32.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,365,578
Total Liabilities	$0
Net Assets	$1,365,578

Compensation

Key Employees and Officers	Compensation	Other
F Robert Miller (Trustee)	$17,500	$0
Arthur Miller (Trustee)	$8,750	$0

990-PF

Filed on Oct. 30, 2015

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Fiscal Year Ending June
2014

Revenue

$366,928

Expenses

$1,071,581

Net Income

-$704,653

Net Assets

$1,370,831

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$191	0.1%
Dividends	$33,994	9.3%
Sales of Assets	$325,243	88.6%
Other Income	$7,500	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,054,138	98.4%
Compensation of Officers*	$20,000	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,370,831
Total Liabilities	$0
Net Assets	$1,370,831

Compensation

Key Employees and Officers	Compensation	Other
F Robert Miller (Trustee)	$15,000	$0
Arthur Miller (Trustee)	$5,000	$0

990-PF

Filed on Nov. 5, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

$321,084

Expenses

$1,058,722

Net Income

-$737,638

Net Assets

$2,075,483

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$289	0.1%
Dividends	$56,920	17.7%
Sales of Assets	$263,875	82.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,039,710	98.2%
Compensation of Officers*	$20,000	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,075,484
Total Liabilities	$1
Net Assets	$2,075,483

990-PF

Filed on Dec. 14, 2013

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2012

Revenue

$193,911

Expenses

$1,077,656

Net Income

-$883,745

Net Assets

$2,813,122

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33	0.0%
Dividends	$95,163	49.1%
Sales of Assets	$98,715	50.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,064,862	98.8%
Compensation of Officers*	$17,094	1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,813,762
Total Liabilities	$640
Net Assets	$2,813,122

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$50,378

Expenses

$226,476

Net Income

-$176,098

Net Assets

$3,696,867

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	0.0%
Dividends	$90,482	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,989	86.5%
Compensation of Officers*	$35,407	15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,696,867
Total Liabilities	$0
Net Assets	$3,696,867

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Henry E & Lola Monroe Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $122k (2025)

Expenses $239k (2025)

Total Assets $1.12M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$122k (2025)

Expenses

$239k (2025)

Total Assets

$1.12M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002