John and Alice Lloyd Foundation

NORTHBROOK, IL EIN: 36-3151916

John and Alice Lloyd Foundation is a private foundation focused on Health, based in NORTHBROOK, IL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $862K in total assets. In 2024, it awarded 10 grants totaling $126K. Net investment income was $90K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$862K

-4.2% YoY

Annual Giving

$126K

+12.1% YoY

Grant Count

10

-9.1% YoY

Avg Grant Size

$13K

+23.3% YoY

Under IRS private-foundation payout rules, John and Alice Lloyd Foundation reported a distributable amount of $132K for 2024 — the minimum it must pay out in qualifying distributions.

About John and Alice Lloyd Foundation

Based on IRS filings

John and Alice Lloyd Foundation is a private foundation focused on Health, based in NORTHBROOK, IL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $862K in total assets. In 2024, it awarded 10 grants totaling $126K. Net investment income was $90K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

Baileys HarborBurlingtonChicagoEvanstonForest ParkLynchburgRiverwoodsSacramentoSkokieSturgeon Bay

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$43K$86K$129K$173K201920202021202220232024
Metric202420232022
Total Assets$861,651$899,572$875,634
Revenue$112,745$156,839$95,605
Expenses$150,666$132,901$134,716
Qualifying Distributions$128,000$114,500$117,315
Net Investment Income$89,851$139,367$78,229
Distributable Amount$132,420$113,874$114,384

Giving Over Time

Total grant dollars and number of grants per year

$0$31K$63K$94K$126K8 grants20198 grants20209 grants202110 grants202211 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SHORE COMMUNITY SERICES$75KDIVINELY ORCHESTRATED$20KBOOKS & BREAKFAST$10KGREATER CHICAGO FOOD DEPO$5KCAMP MACLEAN YMCA$5KGARRETT THEOLOGICAL SEMI…$5KGOOD NEWS PARTNERS$3KHELP OF DOOR COUNTY INC$1KDOOR COUNTY HOUSING PART…$1KUMC CLEAN STARTORG$500

Grant Size Distribution

48 grants across all recorded years

44<$50K4$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 Shore Community Serices ($75,000), Divinely Orchestrated ($20,000), Books & Breakfast ($10,000).

RecipientPurposeAmount
BOOKS & BREAKFAST EVANSTON, ILPHYSICAL, EMOTIONAL & ACADEMIC SUPPO$10,000
DIVINELY ORCHESTRATED FOREST PARK, ILREHABILITATING UNDERPRIVILEGED COMMU$20,000
GOOD NEWS PARTNERS CHICAGO, ILCHARITABLE ORGANIZATION$3,000
GREATER CHICAGO FOOD DEPO CHICAGO, ILCOMMUNITY FOOD SUPPLY RESOURCE CHARI$5,000
SHORE COMMUNITY SERICES SKOKIE, ILCHARITABLE ORGANIZATION$75,000
CAMP MACLEAN YMCA BURLINGTON, WISUMMR CAMP$5,000
GARRETT THEOLOGICAL SEMINARY EVANSTON, ILTHEOLOGICAL SCHOOL ANNUAL FUND$5,000
HELP OF DOOR COUNTY INC STURGEON BAY, WISERVICES FOR VICTIMS OF ABUSE$1,000
DOOR COUNTY HOUSING PARTNERSHIP BAILEYS HARBOR, WIAFFORDABLE HOUSING$1,000
UMC CLEAN STARTORG SACRAMENTO, CAENTREPRENEUR STARTUP SUPPORT$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DANIEL LLOYDPRESIDENT
DAVID LLOYDSECRETARY
MEREDITH ADAMSDIRECTOR
JENA BARBERDIRECTOR
MEGAN ROBERTSDIRECTOR
CHRISTINA MARGOLISDIRECTOR
JULIANNE LLOYDDIRECTOR
THOMAS J LLOYD IIDIRECTOR
HADLEY LLOYDDIRECTOR

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is John and Alice Lloyd Foundation?

John and Alice Lloyd Foundation is a private foundation focused on Health, based in NORTHBROOK, IL. It holds $862K in total assets as of 2024.

How large is John and Alice Lloyd Foundation?

As of 2024, John and Alice Lloyd Foundation holds $862K in total assets with $113K in annual revenue. It awarded 10 grants totaling $126K in 2024.

Where does John and Alice Lloyd Foundation operate?

John and Alice Lloyd Foundation has awarded grants in California, Illinois, Virginia, Wisconsin.

What size grants does John and Alice Lloyd Foundation award?

In 2024, John and Alice Lloyd Foundation awarded 10 grants totaling $126K — an average of about $13K per grant, based on its IRS Form 990 filings.

How much is John and Alice Lloyd Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, John and Alice Lloyd Foundation reported a distributable amount of $132K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is John and Alice Lloyd Foundation's EIN?

John and Alice Lloyd Foundation's EIN (Employer Identification Number) is 36-3151916. IRS Form 990 filing data is available on this page for 2019–2024.

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

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