Mona L Loudermilk Charitable Trust
Mona L Loudermilk Charitable Trust is a private foundation, based in DOUGLAS CITY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $504K in total assets. In 2024, it awarded 8 grants totaling $18K. Net investment income was $49K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$504K
+12.3% YoY
Annual Giving
$18K
+13.6% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$2K
+13.6% YoY
Under IRS private-foundation payout rules, Mona L Loudermilk Charitable Trust reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.
About Mona L Loudermilk Charitable Trust
Based on IRS filings
Mona L Loudermilk Charitable Trust is a private foundation, based in DOUGLAS CITY, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $504K in total assets. In 2024, it awarded 8 grants totaling $18K. Net investment income was $49K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $504,339 | $448,969 | $377,994 |
| Revenue | $61,209 | $-20,586 | $862 |
| Expenses | $39,173 | $35,645 | $33,535 |
| Qualifying Distributions | $26,846 | $25,205 | $16,723 |
| Net Investment Income | $48,882 | — | — |
| Distributable Amount | $23,692 | $20,478 | $22,579 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
39 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Plan Usa ($2,300), St Anthony Foundation ($2,300), Janet Pomeroy Center ($2,300).
| Recipient | Purpose | Amount |
|---|---|---|
| PLAN USA Warwick, RI | Support for its foster parents program | $2,300 |
| St Anthony Foundation San Francisco, CA | General Fund - Support for its feed the homeless program | $2,300 |
| Janet Pomeroy Center San Francisco, CA | Support for repair & maintenance of the Center's swimming pool | $2,300 |
| Children's Corrective Surgery Socie Temecula, CA | Support for its program which sponsors physiciansto perform clef palate operations on needy patients | $2,300 |
| Covenant House California Hollywood, CA | General Fund - Support for its program for runaway youth | $2,300 |
| Heifer International Little Rock, AR | General Support | $2,300 |
| Shriners Hospitals For Children Tampa, FL | General Support | $2,300 |
| St Jude Children's Research Hospita Memphis, TN | General Support | $2,300 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Laura Rose | Trustee | 0.5 | $1,010 |
| Paul Hall Jr | Trustee | 1 | $1,010 |
| David Laurence Ach | Board Member | 0.5 | — |
| Shelley Freisinger | Board Member | 0.5 | — |
| Jane Draper | Trustee | 1.5 | $1,010 |
Frequently Asked Questions
How large is Mona L Loudermilk Charitable Trust?
As of 2024, Mona L Loudermilk Charitable Trust holds $504K in total assets with $61K in annual revenue. It awarded 8 grants totaling $18K in 2024.
Where does Mona L Loudermilk Charitable Trust operate?
Mona L Loudermilk Charitable Trust has awarded grants in Arkansas, California, Florida, Ohio, Oklahoma, Rhode Island, Tennessee.
What size grants does Mona L Loudermilk Charitable Trust award?
In 2024, Mona L Loudermilk Charitable Trust awarded 8 grants totaling $18K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Mona L Loudermilk Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Mona L Loudermilk Charitable Trust reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Mona L Loudermilk Charitable Trust's EIN?
Mona L Loudermilk Charitable Trust's EIN (Employer Identification Number) is 94-6693745. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Mona L Loudermilk Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.