Lance Robert McLendon Foundation
Lance Robert McLendon Foundation is a private foundation, based in Shoal Creek, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 3 grants totaling $50K. Net investment income was $97K.
Lance Robert McLendon Foundation at a glance
In short: Lance Robert McLendon Foundation gave $50K across 3 grants in 2025 (avg $17K), mostly in Alabama. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $50,000
- +7.5% vs 2024
- Grants made (2025)
- 3
- -25.0% vs 2024
- Average grant
- $16,667
- +43.4% vs 2024
- Median grant
- $10,000
- Total assets
- $1,016,504
- +4.8% vs 2024
- Primary geography
- Alabama (60% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Lance Robert McLendon Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Troy University Foundation ($30K). Together the top 3 received $50K.
Grant Size Distribution
18 grants across all recorded years
The most common grant size was under $50K: 18 grants of 18 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Lance Robert McLendon Foundation gives
- Giving held roughly steady from 2022 to 2025 (+4%). Method
- In 2025 it paid out 74% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $38K (2021) to $73K (2020). In 2025 it made 3 grants totaling $50K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Troy University Foundation Troy, AL | General Fund | $30,000 |
| Crohn's & Colitis Foundation New York, NY | General Fund | $10,000 |
| Farmhouse Foundation Kansas City, MO | General Fund | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,016,504 | $105,824 | $59,410 | $50,000 | 3 | $50,562 | $96,976 | $68,369 |
| 2024 | $970,090 | $9,198 | $54,499 | $46,500 | 4 | $46,500 | $30,882 | $64,129 |
| 2023 | $1,015,391 | $43,028 | $52,570 | $48,000 | 4 | $48,000 | $38,751 | $57,073 |
| 2022 | $1,024,933 | $45,307 | $52,975 | $48,000 | 4 | $48,000 | $22,444 | $55,840 |
| 2021 | $1,032,601 | $27,746 | $42,432 | $38,000 | 3 | $38,000 | $21,097 | $56,482 |
| 2020 | $1,047,287 | $21,675 | $77,371 | $73,000 | 3 | — | $20,326 | $54,204 |
Under IRS private-foundation payout rules, Lance Robert McLendon Foundation reported a distributable amount of $68K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lance Robert McLendon Foundation is led by Amy M McLevaine, President since 2022 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Amy M McLevaine
President
Vice President → President, 2022
On filings since 2020
No compensation reported
Joan G McLendon
Secretary & Treasurer
On filings since 2020
No compensation reported
Jason McLevaine
Vice President
On filings since 2022
No compensation reported
Former officers (1)
- Former: Benson R McLendon (2020–2021) — President
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Lance Robert McLendon Foundation
How much does Lance Robert McLendon Foundation give each year?
Lance Robert McLendon Foundation gave $50K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $47K across 4 grants.
What is Lance Robert McLendon Foundation's typical grant size?
Lance Robert McLendon Foundation's median grant in 2025 was $10,000, and its average grant was $16,667, across 3 grants on its 2025 IRS Form 990-PF.
Where does Lance Robert McLendon Foundation give grants?
Lance Robert McLendon Foundation gives mostly in Alabama: 60% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (20%) and Missouri (20%).
Does Lance Robert McLendon Foundation give general operating support?
Yes: 100% of Lance Robert McLendon Foundation's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Lance Robert McLendon Foundation?
Lance Robert McLendon Foundation reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $51K in qualifying distributions that year, against a required minimum of $68K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Lance Robert McLendon Foundation's EIN?
Lance Robert McLendon Foundation's EIN (Employer Identification Number) is 63-1269799. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
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