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 2025. As of 2025, the organization holds $490K in total assets. In 2025, it awarded 8 grants totaling $20K. Net investment income was $74K.
Mona L Loudermilk Charitable Trust at a glance
In short: Mona L Loudermilk Charitable Trust gave $20K across 8 grants in 2025 (avg $3K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $20,000
- +8.7% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $2,500
- +8.7% vs 2024
- Median grant
- $2,500
- Total assets
- $489,952
- -2.9% vs 2024
- Primary geography
- California (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Mona L Loudermilk Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Plan USA ($3K). Together the top 8 received $20K.
Grant Size Distribution
39 grants across all recorded years
The most common grant size was under $50K: 39 grants of 39 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Mona L Loudermilk Charitable Trust gives
- Giving grew 63% from 2022 to 2025. Method
- In 2025 it paid out 122% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $12K (2022) to $23K (2021). In 2025 it made 8 grants totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Plan USA Warwick, RI | Support for its foster parents program | $2,500 |
| St Anthony Foundation San Francisco, CA | General Fund - Support for its feed the homeless program | $2,500 |
| Janet Pomeroy Center San Francisco, CA | Support for repair & maintenance of the Center's swimming pool | $2,500 |
| Children's Corrective Surgery Socie Temecula, CA | Support for its program which sponsors physiciansto perform clef palate operations on needy patients | $2,500 |
| Covenant House California Hollywood, CA | General Fund - Support for its program for runaway youth | $2,500 |
| Heifer International Little Rock, AR | General Support | $2,500 |
| Shriners Hospitals For Children Tampa, FL | General Support | $2,500 |
| St Jude Children's Research Hospita Memphis, TN | General Support | $2,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $489,952 | $85,951 | $41,127 | $20,000 | 8 | $28,709 | $73,533 | $23,607 |
| 2024 | $504,339 | $61,209 | $39,173 | $18,400 | 8 | $26,846 | $48,882 | $23,692 |
| 2023 | $448,969 | $-20,586 | $35,645 | $16,200 | 8 | $25,205 | — | $20,478 |
| 2022 | $377,994 | $862 | $33,535 | $12,250 | 7 | $16,723 | — | $22,579 |
| 2021 | $618,671 | $18,102 | $47,486 | $23,200 | 8 | $31,398 | $2,014 | $31,733 |
| 2020 | $634,411 | $45,191 | $40,162 | $18,560 | 8 | — | $32,250 | $26,126 |
Under IRS private-foundation payout rules, Mona L Loudermilk Charitable Trust reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Mona L Loudermilk Charitable Trust's 2025 filing lists 5 officers; 3 of 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
Jane Draper
Trustee
On filings since 2020
1.5 hrs/week
$910 (2020) → $2K (2025)
Laura Rose
Trustee
On filings since 2020
0.5 hrs/week
$910 (2020) → $1K (2025)
Paul Hall Jr.
Trustee
On filings since 2020
1 hr/week
$1K (2021) → $1K (2025)
David Laurence Ach
Board Member
On filings since 2020
0.5 hrs/week
No compensation reported
Shelley Freisinger
Board Member
On filings since 2020
0.5 hrs/week
No compensation reported
Former officers (1)
- Former: Paul Hall (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Jane Draper (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Mona L Loudermilk Charitable Trust
How much does Mona L Loudermilk Charitable Trust give each year?
Mona L Loudermilk Charitable Trust gave $20K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $18K across 8 grants.
What is Mona L Loudermilk Charitable Trust's typical grant size?
Mona L Loudermilk Charitable Trust's median grant in 2025 was $2,500, and its average grant was $2,500, across 8 grants on its 2025 IRS Form 990-PF.
Where does Mona L Loudermilk Charitable Trust give grants?
Mona L Loudermilk Charitable Trust gives mostly in California: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Rhode Island (13%) and Arkansas (13%). The most frequent recipient cities were San Francisco, CA (2 grants).
Does Mona L Loudermilk Charitable Trust give general operating support?
Yes: 63% of Mona L Loudermilk Charitable Trust's 2025 grants with a stated purpose (5 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Mona L Loudermilk Charitable Trust's largest grantees?
Mona L Loudermilk Charitable Trust's largest 2025 grantees include Plan USA ($2,500), St Anthony Foundation ($2,500) and Janet Pomeroy Center ($2,500), according to its 2025 IRS Form 990-PF. Together they received 38% of its itemized 2025 grant dollars.
How large is Mona L Loudermilk Charitable Trust?
Mona L Loudermilk Charitable Trust reported $490K in total assets on its 2025 IRS Form 990-PF. It paid out $29K in qualifying distributions that year, against a required minimum of $24K (roughly 5% of its investment assets).
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
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Browse active grant opportunities in Mona L Loudermilk Charitable Trust's focus areas in our free grants database
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