Lloyd Family Foundation
- Assets
- $5.3m
- Revenue
- $81.4k
- Investments
- $4.7m
- Employees
- 0
- Location
- Fort Myers, FL
- Founding
- 06/2019
- Data as of
- 12/2022
- EIN
- 20-1861923
Organization Overview
Lloyd Family Foundation is located in Fort Myers, FL. The organization was established in 2019. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Lloyd Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Lloyd Family Foundation generated $81.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (23.5%) each year. All expenses for the organization totaled $191.8k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, Lloyd Family Foundation has awarded 31 individual grants totaling $243,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Thomas C Lloyd President | 5 | $0 | |
Carolyn F Lloyd Vice President | 5 | $0 | |
Linda Lloyd Secretary/treasurer | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $941 |
| Dividends & Interest | $73,700 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $6,753 |
| Total Revenue | $81,394 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $3,646 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $35,927 |
| Total operating and administrative expenses | $51,843 |
| Contributions, gifts, grants paid | $140,000 |
| Total expenses and disbursements | $191,843 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $379,740 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $228,532 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $5,282,918 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Lloyd Family Foundation has awarded $140,000 in support to 8 organizations.
| Grant Recipient | Amount |
|---|---|
UNIVERSITY OF IOWA PURPOSE: DELANEY BOPP SCHOLARSHIP | $2,500 |
UNIVERSITY OF NORTHERN IOWA PURPOSE: FAITH SLEEP SCHOLARSHIP | $2,500 |
MORNINGSIDE UNIVERSITY PURPOSE: LEVI SON SCHOLARSHIP | $5,000 |
KANSAS STATE UNIVERSITY PURPOSE: NATALIE GILBERT SCHOLARSHIP | $5,000 |
WABASH ARTS CAMP PURPOSE: DONATION | $5,000 |
SHENANDOAH MEDICAL CENTER FOUNDATION PURPOSE: DONATION | $100,000 |