Robert William Lloyd Md and June M Lloyd

MILWAUKEE, WI EIN: 91-6573273

Robert William Lloyd Md and June M Lloyd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 1 grants totaling $63K. Net investment income was $61K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.6M

-0.6% YoY

Annual Giving

$63K

Grant Count

Avg Grant Size

$63K

Under IRS private-foundation payout rules, Robert William Lloyd Md and June M Lloyd reported a distributable amount of $187K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert William Lloyd Md and June M Lloyd

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oregon $614K (100%)

States

Oregon

Cities

Portland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,600,029	$3,621,490	$3,546,564
Revenue	$101,135	$128,275	$170,171
Expenses	$122,612	$53,336	$267,605
Qualifying Distributions	$70,475	$7,044	$205,764
Net Investment Income	$61,405	$81,723	$126,254
Distributable Amount	$187,280	$165,763	$172,191

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

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Ohsu Foundation ($62,939).

Recipient	Purpose	Amount
OHSU FOUNDATION PORTLAND, OR	GENERAL OPERATING	$62,939

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK NA	TRUSTEE	1	$55,237

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Robert William Lloyd Md and June M Lloyd?

Robert William Lloyd Md and June M Lloyd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $3.6M in total assets as of 2024.

How large is Robert William Lloyd Md and June M Lloyd?

As of 2024, Robert William Lloyd Md and June M Lloyd holds $3.6M in total assets with $101K in annual revenue. It awarded 1 grants totaling $63K in 2024.

Where does Robert William Lloyd Md and June M Lloyd operate?

Robert William Lloyd Md and June M Lloyd has awarded grants in Oregon.

What size grants does Robert William Lloyd Md and June M Lloyd award?

In 2024, Robert William Lloyd Md and June M Lloyd awarded 1 grants totaling $63K — an average of about $63K per grant, based on its IRS Form 990 filings.

How much is Robert William Lloyd Md and June M Lloyd required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert William Lloyd Md and June M Lloyd reported a distributable amount of $187K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert William Lloyd Md and June M Lloyd's EIN?

Robert William Lloyd Md and June M Lloyd's EIN (Employer Identification Number) is 91-6573273. IRS Form 990 filing data is available on this page for 2020–2024.