Lloyd Trotter and Teri Trotter

Private foundation · Grantmaker Jupiter, FL EIN: 81-4736380

Lloyd Trotter and Teri Trotter is a private foundation based in Jupiter, Florida. Its 2025 filing reports grants to charitable organizations, with listed awards designated for general operating support.

Key facts about Lloyd Trotter and Teri Trotter

In short: Lloyd Trotter and Teri Trotter gave $326K across 37 grants in 2025 (avg $9K), top state Massachusetts. 51% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
81-4736380
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$325,830
Grants made (2025)
37
Average grant
$8,806
Median grant
$2,700
New grantees (estimate)
51% first-time grantees (19 of 37, 2025)
Total assets
$123,048
Primary geography
Massachusetts (43% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$123K

-12.6% YoY

Annual Giving

$326K

-32.7% YoY

Grant Count

37

+37.0% YoY

Avg Grant Size

$9K

-50.9% YoY

Under IRS private-foundation payout rules, Lloyd Trotter and Teri Trotter reported a distributable amount of $79K for 2025 — the minimum it must pay out in qualifying distributions.

Is Lloyd Trotter and Teri Trotter open to new grantees?

51%

first-time grantees, 2025

In 2025, 19 of 37 grantees (51%) were first-time recipients. First grants averaged $4K; repeat grants $14K. How we count

Medians: $2K first-time, $5K repeat.

  • 38% of 2025 grantees were also funded in 2024. Method
  • Giving grew 84% from 2022 to 2025. Method
  • In 2025 it paid out 410% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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 supported a range of organizations, including cultural, arts, youth, food-access, mental-health, and educational organizations. These descriptions reflect the grantees’ missions, not a stated mission or focus area of the foundation.

For example, Martha’s Vineyard Museum says it inspires people to explore and strengthen connections to the island and its diverse heritage. Featherstone Center for the Arts describes itself as a community arts center offering year-round programs on Martha’s Vineyard. Selfless Love Foundation says it works to transform the lives of current and former foster youth, while Health in the Hood says it provides food access through urban farming and wellness programs. EVECE Foundation describes its work as raising awareness and offering education and support related to mental health. The Epsilon Lambda Boule Foundation says it focuses on the development of Black male high-school-aged scholars, with financial wealth-building at the core of its program.

Grantmaking

In 2025, the foundation gave $325,830 through 37 grants. Grant amounts ranged from $262 to $100,052, with a median of $2,700. The largest awards included $100,052 to Martha’s Vineyard Museum, $56,500 to Selfless Love Foundation, $25,000 to St Mark’s Church & School, $20,000 to Cornerstone Scholarship Fund, and $15,525 to Health in the Hood. These grants were listed for general operating support.

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Geographic Focus

Where this funder awards grants

In 2025, 43% of grant dollars went to recipients in Massachusetts and 36% to recipients in Florida. Other listed recipient-state shares were Ohio (6%), California (5%), and New York (3%).

Grant Distribution by State

18states

Share of 2025 grant dollars across all 37 itemized grants.

Cities

New YorkVineyard HavenWashingtonWest Palm BeachPalm Beach GardensEdgartownMiamiMissouri CityOak BluffsSouthportBrooklynAtlantaBostonChicagoClevelandHarlanJupiterLos AngelesVeniceBradenton

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K12 grants2020 17 grants2021 15 grants2022 24 grants2023 27 grants2024 37 grants2025

From 2020 to 2025, annual grant giving ranged from $92K (2020) to $484K (2024). In 2025 it made 37 grants totaling $326K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Martha's Vineyard Museum: $100KMartha's Vineyard Museum$100KSelfless Love Foundation: $57KSelfless Love Foundation$57KSt Mark's Church & School: $25KSt Mark's Church & School$25KCornerstone Scholarship Fund: $20KCornerstone Scholarship Fund$20KHealth in the Hood: $16KHealth in the Hood$16KThe Giving Back Fund: $10KThe Giving Back Fund$10KEvece Foundation: $10KEvece Foundation$10KFeatherstone Center for the Arts: $10KFeatherstone Center for theArts$10KIsland Autism: $10KIsland Autism$10KPledgeto: $5KPledgeto$5K

The largest 2025 recipient was Martha's Vineyard Museum ($100K). Together the top 10 received $263K.

Grant Size Distribution

120 grants across all recorded years

111<$50K6$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 111 grants of 120 (93%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Martha's Vineyard Museum Vineyard Haven, MAGeneral Operating Support$100,052
Selfless Love Foundation Jupiter, FLGeneral Operating Support$56,500
St Mark's Church & School Palm Beach Gardens, FLGeneral Operating Support$25,000
Cornerstone Scholarship Fund Cleveland, OHGeneral Operating Support$20,000
Health in the Hood Miami, FLGeneral Operating Support$15,525
The Giving Back Fund Boston, MAGeneral Operating Support$10,225
Evece Foundation Atlanta, GAGeneral Operating Support$10,000
Featherstone Center for the Arts Oak Bluffs, MAGeneral Operating Support$10,000
Island Autism Edgartown, MAGeneral Operating Support$10,000
Pledgeto Venice, CAGeneral Operating Support$5,429

Financial History

Multi-year comparison from IRS filings

Filing year Grants given Number of grants
2025 $325,830 37
2024 $483,866 27
2023 $364,477 24
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$123,048$140,853$259,483
Revenue$908,401$375,578$310,827
Expenses$335,627$494,207$467,652
Qualifying Distributions$325,830$483,866$364,477
Net Investment Income$191,746$370,281$287,652
Distributable Amount$79,451$76,673$73,076

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 28, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Lloyd G Trotter and Teri L Trotter as trustees.

Lloyd Trotter and Teri Trotter's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Lloyd G. Trotter

    Trustee

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Teri L. Trotter

    Trustee

    On filings since 2020

    0.5 hrs/week

    No compensation reported

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.

Contact

Mailing address: 170 Bears Club Drive, Jupiter, FL 33477
Phone: (860) 234-0201

Frequently asked questions about Lloyd Trotter and Teri Trotter

How much does Lloyd Trotter and Teri Trotter give each year?

Lloyd Trotter and Teri Trotter gave $326K across 37 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $484K across 27 grants.

What is Lloyd Trotter and Teri Trotter's typical grant size?

Lloyd Trotter and Teri Trotter's median grant in 2025 was $2,700, and its average grant was $8,806, across 37 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Lloyd Trotter and Teri Trotter that year got $4K on average.

Where does Lloyd Trotter and Teri Trotter give grants?

Lloyd Trotter and Teri Trotter's top state is Massachusetts, with 43% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Florida (36%) and Ohio (6%). The most frequent recipient cities were New York, NY (4 grants), Vineyard Haven, MA (3 grants), Washington, DC (3 grants) and Edgartown, MA (2 grants).

Does Lloyd Trotter and Teri Trotter give general operating support?

Yes: 100% of Lloyd Trotter and Teri Trotter's 2025 grants with a stated purpose (37 of 37) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Lloyd Trotter and Teri Trotter's largest grantees?

Lloyd Trotter and Teri Trotter's largest 2025 grantees include Martha's Vineyard Museum ($100,052), Selfless Love Foundation ($56,500) and St Mark's Church & School ($25,000), according to its 2025 IRS Form 990-PF. Together they received 56% of its itemized 2025 grant dollars.

How large is Lloyd Trotter and Teri Trotter?

Lloyd Trotter and Teri Trotter reported $123K in total assets on its 2025 IRS Form 990-PF. It paid out $326K in qualifying distributions that year, against a required minimum of $79K (roughly 5% of its investment assets).

What does Lloyd Trotter and Teri Trotter fund?

No mission statement for the foundation is provided. Its 2025 grants supported a range of organizations, including cultural, arts, youth, food-access, mental-health, and educational organizations. See mission & focus areas ↑

How do I apply for a grant from Lloyd Trotter and Teri Trotter?

The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Lloyd Trotter and Teri Trotter's EIN?

Lloyd Trotter and Teri Trotter's EIN (Employer Identification Number) is 81-4736380. IRS Form 990 filing data is available on this page for 2020–2025.

Does Lloyd Trotter and Teri Trotter accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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