Lloyd D Sweet Education Foundation

CHINOOK, MT EIN: 23-7131688

Lloyd D Sweet Education Foundation is a private foundation focused on Education, based in CHINOOK, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 1 grants totaling $101K. Net investment income was $77K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.6M

-0.1% YoY

Annual Giving

$101K

+29.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$101K

+29.7% YoY

Under IRS private-foundation payout rules, Lloyd D Sweet Education Foundation reported a distributable amount of $123K for 2024 — the minimum it must pay out in qualifying distributions.

About Lloyd D Sweet Education Foundation

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Montana $420K (100%)

States

Montana

Cities

Chinook

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,632,545	$2,634,684	$2,548,762
Revenue	$114,939	$100,234	$22,471
Expenses	$151,775	$113,669	$138,033
Qualifying Distributions	$131,375	$113,669	$103,599
Net Investment Income	$77,368	$93,174	$51,760
Distributable Amount	$123,207	$119,238	$125,478

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See Attachment ($101,125).

Recipient	Purpose	Amount
SEE ATTACHMENT CHINOOK, MT	HIGHER EDUCATION	$101,125

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
MICHAEL VANVOAST	PRESIDENT	1	—
JAY ESLICK	VICE PRESIDE	1	—
ANGIE BILLMAYER	SECRETARY	1	—
JILL PAULSEN	TREASURER	1	—
DANIELLE GIBSON	DIRECTOR	1	—

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Lloyd D Sweet Education Foundation?

Lloyd D Sweet Education Foundation is a private foundation focused on Education, based in CHINOOK, MT. It holds $2.6M in total assets as of 2024.

How large is Lloyd D Sweet Education Foundation?

As of 2024, Lloyd D Sweet Education Foundation holds $2.6M in total assets with $115K in annual revenue. It awarded 1 grants totaling $101K in 2024.

Where does Lloyd D Sweet Education Foundation operate?

Lloyd D Sweet Education Foundation has awarded grants in Montana.

What size grants does Lloyd D Sweet Education Foundation award?

In 2024, Lloyd D Sweet Education Foundation awarded 1 grants totaling $101K — an average of about $101K per grant, based on its IRS Form 990 filings.

How much is Lloyd D Sweet Education Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lloyd D Sweet Education Foundation reported a distributable amount of $123K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lloyd D Sweet Education Foundation's EIN?

Lloyd D Sweet Education Foundation's EIN (Employer Identification Number) is 23-7131688. IRS Form 990 filing data is available on this page for 2020–2024.