The Louie R and Gertrude
The Louie R and Gertrude is a private foundation, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 13 grants totaling $144K. Net investment income was $217K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.7M
+2.0% YoY
Annual Giving
$144K
-35.3% YoY
Grant Count
13
-27.8% YoY
Avg Grant Size
$11K
-10.4% YoY
Under IRS private-foundation payout rules, The Louie R and Gertrude reported a distributable amount of $162K for 2024 — the minimum it must pay out in qualifying distributions.
About The Louie R and Gertrude
Based on IRS filings
The Louie R and Gertrude is a private foundation, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 13 grants totaling $144K. Net investment income was $217K.
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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 | $2,653,183 | $2,601,827 | $2,571,733 |
| Revenue | $240,312 | $292,271 | $-122,609 |
| Expenses | $188,956 | $252,410 | $126,460 |
| Qualifying Distributions | $151,429 | $229,189 | $101,255 |
| Net Investment Income | $216,915 | $290,666 | $46,577 |
| Distributable Amount | $162,342 | $150,803 | $158,226 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
60 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Camp Ellie Mae ($22,000), Children's Guardian Fund ($16,447), Christian Family Church Sarasota Inc ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BOOKS FOR KIDS LAKEWOOD RANCH, FL | GENREAL | $10,000 |
| CAMP ELLIE MAE SWANSEA, MA | GENERAL | $22,000 |
| CHILDREN'S GUARDIAN FUND SARASOTA, FL | GENREAL | $16,447 |
| CHRISTIAN FAMILY CHURCH SARASOTA INC SARASOTA, FL | GENERAL | $15,000 |
| CHURCH OF CHRIST ARCADIA, FL | GENERAL | $10,000 |
| FLORIDA TOP DOG ALL STARS INC LARGO, FL | GENERAL | $3,000 |
| LAKEWOOD RANCH BASEBALL BRADENTON, FL | GENERAL | $10,000 |
| MOMS IN THE MAKING FRISCO, TX | GENERAL | $5,000 |
| NATIONAL WILD TURKEY FEDERATION EDGEFIELD, SC | GENERAL | $2,500 |
| RBI'S SOFTBALL OF FLORIDA INC CHRISTMAS, FL | GENREAL | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BOBBY C MIXON | PRESIDENT | 1 | — |
| PAM VOWELS | SECRETARY | 1 | — |
| LORI ESKEW | VICE PRESIDENT/TREASURER | 1 | — |
Frequently Asked Questions
How large is The Louie R and Gertrude?
As of 2024, The Louie R and Gertrude holds $2.7M in total assets with $240K in annual revenue. It awarded 13 grants totaling $144K in 2024.
Where does The Louie R and Gertrude operate?
The Louie R and Gertrude has awarded grants in Florida, Massachusetts, New Jersey, Oklahoma, South Carolina, Tennessee, Texas.
What size grants does The Louie R and Gertrude award?
In 2024, The Louie R and Gertrude awarded 13 grants totaling $144K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is The Louie R and Gertrude required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Louie R and Gertrude reported a distributable amount of $162K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Louie R and Gertrude's EIN?
The Louie R and Gertrude's EIN (Employer Identification Number) is 59-6142359. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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