Lance Robert McLendon Foundation

SHOAL CREEK, AL EIN: 63-1269799

Lance Robert McLendon Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SHOAL CREEK, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $970K in total assets. In 2024, it awarded 4 grants totaling $47K. Net investment income was $31K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$970K

-4.5% YoY

Annual Giving

$47K

-3.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$12K

-3.1% YoY

Under IRS private-foundation payout rules, Lance Robert McLendon Foundation reported a distributable amount of $64K for 2024 — the minimum it must pay out in qualifying distributions.

About Lance Robert McLendon Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Alabama $204K (80%)

Missouri $50K (20%)

States

Alabama Missouri

Cities

BirminghamKansas CityTroy

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$970,090	$1,015,391	$1,024,933
Revenue	$9,198	$43,028	$45,307
Expenses	$54,499	$52,570	$52,975
Qualifying Distributions	$46,500	$48,000	$48,000
Net Investment Income	$30,882	$38,751	$22,444
Distributable Amount	$64,129	$57,073	$55,840

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

18 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Troy University Foundation ($25,000), Crohn's & Colitis Foundation ($10,000), Farmhouse Foundation ($10,000).

Recipient	Purpose	Amount
Campus Outreach Birmingham, AL	General Fund	$1,500
Crohn's & Colitis Foundation Birmingham, AL	General Fund	$10,000
Farmhouse Foundation Kansas City, MO	General Fund	$10,000
Troy University Foundation Troy, AL	General Fund	$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Amy M McLevaine	President	—	—
Jason McLevaine	Vice President	—	—
Joan G McLendon	Secretary & Treasurer	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Lance Robert McLendon Foundation?

Lance Robert McLendon Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SHOAL CREEK, AL. It holds $970K in total assets as of 2024.

How large is Lance Robert McLendon Foundation?

As of 2024, Lance Robert McLendon Foundation holds $970K in total assets with $9K in annual revenue. It awarded 4 grants totaling $47K in 2024.

Where does Lance Robert McLendon Foundation operate?

Lance Robert McLendon Foundation has awarded grants in Alabama, Missouri.

What size grants does Lance Robert McLendon Foundation award?

In 2024, Lance Robert McLendon Foundation awarded 4 grants totaling $47K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Lance Robert McLendon Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lance Robert McLendon Foundation reported a distributable amount of $64K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.