Lloyd Family Foundation
Lloyd Family Foundation is a private foundation based in Fort Myers, Florida. Its 2025 filing reports 47 grants totaling $196,000 to organizations in multiple states, with the largest share of grant dollars going to Iowa recipients.
Lloyd Family Foundation at a glance
In short: Lloyd Family Foundation gave $196K across 47 grants in 2025 (avg $4K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $196,000
- -14.6% vs 2024
- Grants made (2025)
- 47
- +95.8% vs 2024
- Average grant
- $4,170
- -56.4% vs 2024
- Median grant
- $2,500
- Total assets
- $5,063,020
- +3.5% vs 2024
- Primary geography
- Iowa (63% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Lloyd Family Foundation
- How to Apply
-
The filing lists an application per entity form and says to contact Linda Lloyd. It also states a restriction for “Page County Iowa and surrounding counties: Graphic Arts and Journalism.”
- Review Cycle
- The filing gives March 10 of each year as the deadline. The March 10, 2026 deadline has passed.
- Deadline
- The filing gives March 10 of each year as the deadline.
- Contact
Application contact: Linda Lloyd
Mailing address: 778 Cypress Lake Circle, Fort Myers, FL 33919-6012
Phone: (239) 481-2153
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Lloyd Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Shenandoah Community Food Pantry ($22K). Together the top 10 received $126K.
Grant Size Distribution
137 grants across all recorded years
The most common grant size was under $50K: 135 grants of 137 (99%).
Geographic Focus
Where this funder awards grants
In 2025, Iowa accounted for 63% of grant dollars, followed by Colorado (9%), Florida (8%), Kansas (3%), and Tennessee (3%). Grants to Iowa organizations included awards to recipients in Shenandoah, Des Moines, Ames, and Indianola.
Grant Distribution by State
Share of 2025 grant dollars across all 47 itemized grants.
States
Cities
How Lloyd Family Foundation gives
- 31% of 2025 grantees were also funded in 2024. Method
- Giving grew 40% from 2022 to 2025. Method
- In 2025 it paid out 83% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $103K (2021) to $293K (2023). In 2025 it made 47 grants totaling $196K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Shenandoah Community Food Pantry Shenandoah, IA | Donation | $22,000 |
| Shenandoah Public Library Foundation Shenandoah, IA | Donation | $20,000 |
| Fort Myers Sunrise Rotary Club Fort Myers, FL | Donation | $15,000 |
| American Red Cross Des Moines, IA | Donation | $11,000 |
| Wabash Arts Camp Shenandoah, IA | Donation | $10,000 |
| Sleep in Heavenly Peace Shenandoah, IA | Donation | $10,000 |
| Veterans Memorial Museum Shenandoah, IA | Donation | $10,000 |
| Greater Shenandoah Historical Society Shenandoah, IA | Donaiton | $10,000 |
| Iowa State University Ames, IA | Abbigail Burke Scholarship | $5,000 |
| Simpson College Indianola, IA | Addison Olson Scholarship | $5,000 |
Ready to take the next step with Lloyd Family Foundation?
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 | $5,063,020 | $438,563 | $264,878 | $196,000 | 47 | $196,000 | $369,685 | $235,857 |
| 2024 | $4,891,960 | $105,325 | $287,328 | $229,500 | 24 | $229,500 | $93,147 | $242,130 |
| 2023 | $5,028,761 | $97,205 | $338,615 | $293,000 | 35 | $293,000 | $57,949 | $238,374 |
| 2022 | $5,282,918 | $81,394 | $191,843 | $140,000 | 8 | $140,000 | $29,551 | $223,516 |
| 2021 | $4,536,852 | $213,350 | $149,898 | $103,000 | 23 | $103,000 | $736,366 | $199,015 |
Under IRS private-foundation payout rules, Lloyd Family Foundation reported a distributable amount of $236K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for a range of organizations. For example, Simpson College describes its work as cultivating a diverse community of learners through innovative learning opportunities, individual student attention, and inclusive educational access. The National Psoriasis Foundation says it provides services to people with psoriasis and psoriatic arthritis and promotes research toward a cure. Ocean Conservancy describes its mission as uniting science, people, and policy to protect the ocean.
Grantmaking
In filing year 2025, the foundation reported 47 grants totaling $196,000. Grants ranged from $250 to $22,000, with a median grant of $2,500.
Among the largest reported grants were $22,000 to Shenandoah Community Food Pantry, $20,000 to Shenandoah Public Library Foundation, and $15,000 to Fort Myers Sunrise Rotary Club. Other grants included $11,000 to the American Red Cross in Des Moines and $10,000 each to Wabash Arts Camp, Sleep in Heavenly Peace, Veterans Memorial Museum, and Greater Shenandoah Historical Society. The filing also lists $5,000 scholarship grants to Iowa State University and Simpson College.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Thomas C Lloyd as president, Carolyn F Lloyd as vice president, and Linda Lloyd as secretary/treasurer.
Lloyd Family Foundation is led by Thomas C. Lloyd, President on every filing since 2021; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Thomas C. Lloyd
President
On filings since 2021
5 hrs/week
No compensation reported
Carolyn F. Lloyd
Vice President
On filings since 2021
5 hrs/week
No compensation reported
Linda Lloyd
Secretary & Treasurer
On filings since 2021
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 Lloyd Family Foundation
How much does Lloyd Family Foundation give each year?
Lloyd Family Foundation gave $196K across 47 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $230K across 24 grants.
What is Lloyd Family Foundation's typical grant size?
Lloyd Family Foundation's median grant in 2025 was $2,500, and its average grant was $4,170, across 47 grants on its 2025 IRS Form 990-PF.
Where does Lloyd Family Foundation give grants?
Lloyd Family Foundation gives mostly in Iowa: 63% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Colorado (9%) and Florida (8%). The most frequent recipient cities were Shenandoah, IA (9 grants), Breckenridge, CO (4 grants), Frisco, CO (4 grants) and Ames, IA (3 grants).
Does Lloyd Family Foundation give general operating support?
Not in 2025: none of the 47 grants with a stated purpose on Lloyd Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (41 grants).
Who are Lloyd Family Foundation's largest grantees?
Lloyd Family Foundation's largest 2025 grantees include Shenandoah Community Food Pantry ($22,000), Shenandoah Public Library Foundation ($20,000) and Fort Myers Sunrise Rotary Club ($15,000), according to its 2025 IRS Form 990-PF. Together they received 29% of its itemized 2025 grant dollars.
How large is Lloyd Family Foundation?
Lloyd Family Foundation reported $5.1M in total assets on its 2025 IRS Form 990-PF. It paid out $196K in qualifying distributions that year, against a required minimum of $236K (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 does Lloyd Family Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants show support for a range of organizations. See mission & focus areas ↑
How do I apply for a grant from Lloyd Family Foundation?
The filing lists an application per entity form and says to contact Linda Lloyd. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2021–2024
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Cite this profile
Grantable. (2026). Lloyd Family Foundation funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/lloyd-family-foundation-morg_962b0a86b45d4e09b4b5270d9eeec153
BibTeX
@misc{grantable_201861923_2026,
author = {{Grantable}},
title = {{Lloyd Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/lloyd-family-foundation-morg_962b0a86b45d4e09b4b5270d9eeec153},
note = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Lloyd Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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