Lloyd Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FORT MYERS, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 24 grants totaling $230K. Net investment income was $93K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.9M
-2.7% YoY
Annual Giving
$230K
-21.7% YoY
Grant Count
24
-31.4% YoY
Avg Grant Size
$10K
+14.2% YoY
Under IRS private-foundation payout rules, Lloyd Family Foundation reported a distributable amount of $242K for 2024 — the minimum it must pay out in qualifying distributions.
About Lloyd Family Foundation
Based on IRS filings
Lloyd Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FORT MYERS, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 24 grants totaling $230K. Net investment income was $93K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,891,960 | $5,028,761 | $5,282,918 |
| Revenue | $105,325 | $97,205 | $81,394 |
| Expenses | $287,328 | $338,615 | $191,843 |
| Qualifying Distributions | $229,500 | $293,000 | $140,000 |
| Net Investment Income | $93,147 | $57,949 | $29,551 |
| Distributable Amount | $242,130 | $238,374 | $223,516 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
90 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Shenandoah Iowa Education Foundation ($30,000), American Red Cross ($20,000), The Wabash Trace Nature Trail ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| IOWA STATE UNIVERSITY AMES, IA | ABBIGAIL BURKE SCHOLARSHIP | $5,000 |
| SIMPSON COLLEGE INDIANOLA, IA | ADDISON OLSON SCHOLARSHIP | $5,000 |
| IOWA STATE UNIVERSITY AMES, IA | ELL PETERSON SCHOLARSHIP | $2,500 |
| KANSAS STATE UNIVERSITY MANHATTEN, KS | NATALIE GILBERT SCHOLARSHIP | $2,500 |
| KANSAS STATE UNIVERSITY MANHATTEN, KS | KENDRA SLEEP SCHOLARSHIP | $2,500 |
| WABASH ARTS CAMP SHENANDOAH, IA | DONATION | $10,000 |
| AMERICAN RED CROSS DES MOINES, IA | DONATION | $20,000 |
| WIKIMEDIA FOUNDATION WASHINGTON, DC | DONATION | $10,000 |
| UNITED NATIONS CERF WASHINGTON, DC | DONATION | $10,000 |
| WASHINGTON ALPINE CLUB SEATTLE, WA | DONATION | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| THOMAS C LLOYD | PRESIDENT | 5 | — |
| CAROLYN F LLOYD | VICE PRESIDENT | 5 | — |
| LINDA LLOYD | SECRETARY/TREASURER | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lloyd Family Foundation?
Lloyd Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FORT MYERS, FL. It holds $4.9M in total assets as of 2024.
How large is Lloyd Family Foundation?
As of 2024, Lloyd Family Foundation holds $4.9M in total assets with $105K in annual revenue. It awarded 24 grants totaling $230K in 2024.
Where does Lloyd Family Foundation operate?
Lloyd Family Foundation has awarded grants in Arizona, California, Colorado, District of Columbia, Florida, Iowa, Illinois, Kansas, Maryland, Michigan, North Carolina, Nebraska, Virginia, Washington.
What size grants does Lloyd Family Foundation award?
In 2024, Lloyd Family Foundation awarded 24 grants totaling $230K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Lloyd Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lloyd Family Foundation reported a distributable amount of $242K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lloyd Family Foundation's EIN?
Lloyd Family Foundation's EIN (Employer Identification Number) is 20-1861923. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Lloyd Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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