The Anne R. Monroe Foundation

EIN 251751863 Private Foundation

Lake Success, NY 11042 |(800) 839-1754

Total Given 2016–2024
$452K
249 grants · $50K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$2K
typical micro grants · $750–$2K
grant size
14%
transactional · 19/136 multi-year
repeat
$1.6M
Assets (2024)
136
Distinct Recipients

About

We respectfully request that The Anne R. Monroe Foundation's quarterly estimated taxes for taxable year ending December 31, 2024 be treated as timely and request that the $22 penalty indicated on Form 2220 be abated because the underpayments in Q2, Q3, and Q4 were due to reasonable cause. Treasury Regulations Sec 301.6651-1(c)(1) defines reasonable by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to calculate its quarterly estimates for tax period ending December 31, 2024. The firm's software correctly determined that the foundation could pay its Q2, Q3, and Q4 estimates based on prior year tax liability. However, since that liability was under $500, the software incorrectly indicated that no quarterly payment was due. As soon as the error was discovered, the foundation paid the required tax. We believe that the underpayment was due to reasonable cause and in no way due to an intentional disregard for the rules and respectfully request that no 2220 penalty be assessed.

Focus Areas

Education

Application Information

Accepts Unsolicited Proposals No. Preselected Only
Phone (800) 839-1754

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $62K $1.5M $-9K 38
2017 $63K $1.5M $77K 50
2018 $61K $1.4M $108K 42
2019 N/A $1.5M $196K N/A
2020 $43K $1.6M $105K 20
2021 $53K $1.7M $183K 27
2022 $62K $1.4M $25K 24
2023 $55K $1.5M $33K 24
2024 $53K $1.6M $116K 24

Grant Size Distribution

Based on 249 grants on record

Minimum
$250
25th Pctl
$750
Median
$2K
Average
$2K
75th Pctl
$2K
Maximum
$6K

Geographic Distribution

Officers & Directors

Grants Awarded (249 total)

Purpose
Riding for the Handicapped of Western Pa Inc Allison Park, PA $6,250 General & Unrestricted 2022
Riding for the Handicapped of Western Pa Inc Allison Park, PA $5,900 General & Unrestricted 2023
Riding for the Handicapped of Western Pa Inc Allison Park, PA $5,250 General & Unrestricted 2021
North Hills Affordable Housing Inc Glenshaw, PA $5,150 General & Unrestricted 2023
North Hills Affordable Housing Inc Glenshaw, PA $5,050 General & Unrestricted 2022
Riding for the Handicapped of Western Pa Inc Allison Park, PA $4,950 General & Unrestricted 2024
North Hills Affordable Housing Inc Glenshaw, PA $4,500 General & Unrestricted 2021
North Hills Affordable Housing Inc Glenshaw, PA $4,500 General & Unrestricted 2024
Riding for the Handicapped of Western Pa Inc Allison Park, PA $4,250 General & Unrestricted 2020
Anchorpoint Counseling Ministry Inc Pittsburgh, PA $4,250 General & Unrestricted 2022
Riding for the Handicapped of Western Pa Inc Allison Park, PA $4,250 General & Unrestricted 2018
White Oak Animal Safe Haven White Oak, PA $4,000 General & Unrestricted 2020
White Oak Animal Safe Haven White Oak, PA $4,000 General & Unrestricted 2021
White Oak Animal Safe Haven White Oak, PA $4,000 General & Unrestricted 2023
White Oak Animal Safe Haven White Oak, PA $4,000 General & Unrestricted 2024
A Jones Blacksburg, VA $4,000 Scholarship GRANT 2022
White Oak Animal Safe Haven White Oak, PA $4,000 General & Unrestricted 2022
Anchorpoint Counseling Ministry Inc Pittsburgh, PA $3,550 General & Unrestricted 2020
Anchorpoint Counseling Ministry Inc Pittsburgh, PA $3,550 General & Unrestricted 2021
C Smith State College, PA $3,500 SCHOLARSHIP GRANT 2024
North Hills Affordable Housing Inc Glenshaw, PA $3,500 General & Unrestricted 2016
Riding for the Handicapped of Western Pa Inc Allison Park, PA $3,500 General & Unrestricted 2016
J Booth Washington, PA $3,500 Scholarship GRANT 2022
White Oak Animal Safe Haven White Oak, PA $3,500 Charitable Event 2018
North Hills Affordable Housing Inc Glenshaw, PA $3,250 General & Unrestricted 2020

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