Funder DirectoryTHE LOUIE R AND GERTRUDE
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Private foundation (trust)EIN 596142359Est. 1962-09

THE LOUIE R AND GERTRUDE

SARASOTA, FL 34232

Accepts unsolicited proposals

Total Assets

$3.4M

FY 2024

Annual Giving

$144K

FY 2024

Grants Made

13

FY 2024

Avg Grant

$11K

FY 2024

Grant Range

$3K–$22K

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2024 filing

Total Revenue

$240K

Total Expenses

$189K

Qualifying Distributions

$151K

Distributable Amount

$162K

Min. Investment Return

$166K

Undistributed Income

$155K

Payout rate 93%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.93%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

13 grants

Grant sizes from minimum $3K through median $10K to maximum $22K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $222K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

60 grants

CAMP ELLIE MAE
$117K
5 grants
LAKEWOOD RANCH BASEBALL BOOSTERS
$70K
3 grants
CHURCH OF CHRIST
$45K
5 grants
SARASOTA BASEBALL BOOSTERS
$40K
1 grant
RBI'S SOFTBALL OF FLORIDA INC
$35K
2 grants
SPECIAL OLYMPICS FLORIDA
$34K
2 grants
BOOKS FOR KIDS
$31K
3 grants
ROTARY GIFT OF LIFE
$31K
3 grants

Grant Size Distribution

60 grants

<$10K
31
grants
$10–50K
29
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

Florida
$583K
76% of total
Massachusetts
$117K
15% of total
New Jersey
$20K
3% of total
Oklahoma
$20K
3% of total
Tennessee
$15K
2% of total
Texas
$5K
1% of total
South Carolina
$5K
1% of total

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THE LOUIE R AND GERTRUDE — Grants, Financials & Contact | Grantivo