Robert L Germain Jr 2023 Charitable

NAPLES, FL EIN: 93-6756140

Robert L Germain Jr 2023 Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $212K in total assets. In 2024, it awarded 7 grants totaling $72K. Net investment income was $259K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$212K

-19.5% YoY

Annual Giving

$72K

Grant Count

7

Avg Grant Size

$10K

Under IRS private-foundation payout rules, Robert L Germain Jr 2023 Charitable reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert L Germain Jr 2023 Charitable

Based on IRS filings

Robert L Germain Jr 2023 Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $212K in total assets. In 2024, it awarded 7 grants totaling $72K. Net investment income was $259K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

CharlotteDallasMiamiNaples

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$73K$145K$218K$291K20232024
Metric20242023
Total Assets$212,344$263,736
Revenue$264,338$263,736
Expenses$77,399
Qualifying Distributions$72,100
Net Investment Income$258,576
Distributable Amount$7,571$127

Giving Over Time

Total grant dollars and number of grants per year

$0$18K$36K$54K$72K0 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

FREEDOM HOUSE CHURCH$30KSTARABILITY FOUNDATION$15KAMERICAN HEART ASSOCIATION$10KDAVID LAWRENCE MENTAL HE…$10KYOUTH HAVEN$3KGOLISANO CHILDRENS MUSEU…$3KKRISTI HOUSE$2K

Grant Size Distribution

7 grants across all recorded years

7<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Freedom House Church ($30,000), Starability Foundation ($15,000), American Heart Association ($10,000).

RecipientPurposeAmount
KRISTI HOUSE MIAMI, FLOPERATING SUPPORT$1,600
AMERICAN HEART ASSOCIATION DALLAS, TXOPERATING SUPPORT FOR THE HEART BALL$10,000
YOUTH HAVEN NAPLES, FLOPERATING SUPPORT$3,000
GOLISANO CHILDRENS MUSEUM OF NAPLES NAPLES, FLOPERATING SUPPORT$2,500
FREEDOM HOUSE CHURCH CHARLOTTE, NCOPERATING SUPPORT$30,000
DAVID LAWRENCE MENTAL HEALTH CENTER INC NAPLES, FLOPERATING SUPPORT FOR THE SOUND MINDS EVENT$10,000
STARABILITY FOUNDATION NAPLES, FLOPERATING SUPPORT$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MICHAEL GERMAINTRUSTEE0.1
NICOLE KITSONTRUSTEE0.1
SYDNEY SOMMERTRUSTEE0.1
CHRISTIAN SOMMERTRUSTEE0.1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Robert L Germain Jr 2023 Charitable?

Robert L Germain Jr 2023 Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. It holds $212K in total assets as of 2024.

How large is Robert L Germain Jr 2023 Charitable?

As of 2024, Robert L Germain Jr 2023 Charitable holds $212K in total assets with $264K in annual revenue. It awarded 7 grants totaling $72K in 2024.

Where does Robert L Germain Jr 2023 Charitable operate?

Robert L Germain Jr 2023 Charitable has awarded grants in Florida, North Carolina, Texas.

What size grants does Robert L Germain Jr 2023 Charitable award?

In 2024, Robert L Germain Jr 2023 Charitable awarded 7 grants totaling $72K — an average of about $10K per grant, based on its IRS Form 990 filings.

How much is Robert L Germain Jr 2023 Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert L Germain Jr 2023 Charitable reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert L Germain Jr 2023 Charitable's EIN?

Robert L Germain Jr 2023 Charitable's EIN (Employer Identification Number) is 93-6756140. IRS Form 990 filing data is available on this page for 2023–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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