The Lloyd Symington Foundation Inc

SAN ANSELMO, CA EIN: 52-1448837

The Lloyd Symington Foundation Inc is a private foundation, based in SAN ANSELMO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $415K in total assets. In 2024, it awarded 4 grants totaling $27K. Net investment income was $16K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$415K

-2.7% YoY

Annual Giving

$27K

-24.0% YoY

Grant Count

-33.3% YoY

Avg Grant Size

$7K

+14.0% YoY

Under IRS private-foundation payout rules, The Lloyd Symington Foundation Inc reported a distributable amount of $33K for 2024 — the minimum it must pay out in qualifying distributions.

About The Lloyd Symington Foundation Inc

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $81K (52%)

District of Columbia $34K (22%)

Florida $18K (12%)

New York $16K (10%)

Indiana $6K (4%)

States

California District of Columbia Florida Indiana New York

Cities

Carmel ValleyCocoaEvansvilleLosltosMelbourneNew YorkOaklandRichmondSan FraciscoSan FranciscoWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$414,662	$426,307	$435,849
Revenue	$28,148	$35,865	$76,002
Expenses	$39,793	$45,407	$39,681
Qualifying Distributions	$26,900	$35,400	$30,500
Net Investment Income	$15,794	$18,388	$56,003
Distributable Amount	$32,778	$27,644	$29,018

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

27 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Sibley Memorial Hospital ($8,500), Moyo Institute ($8,500), Cancer Talks ($8,500).

Recipient	Purpose	Amount
SIBLEY MEMORIAL HOSPITAL WASHINGTON, DC	CHARITY	$8,500
MOYO INSTITUTE OAKLAND, CA	CHARITY	$8,500
HEALING PARTNERS OF THE CENTRAL COA CARMEL VALLEY, CA	CHARITY	$1,400
CANCER TALKS LOSLTOS, CA	CHARITY	$8,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TOBY SYMINGTON	EXEC. DIRECT	—	—
MARION WERNER	DIR/PRES.	—	—

Frequently Asked Questions

How large is The Lloyd Symington Foundation Inc?

As of 2024, The Lloyd Symington Foundation Inc holds $415K in total assets with $28K in annual revenue. It awarded 4 grants totaling $27K in 2024.

Where does The Lloyd Symington Foundation Inc operate?

The Lloyd Symington Foundation Inc has awarded grants in California, District of Columbia, Florida, Indiana, New York.

What size grants does The Lloyd Symington Foundation Inc award?

In 2024, The Lloyd Symington Foundation Inc awarded 4 grants totaling $27K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is The Lloyd Symington Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Lloyd Symington Foundation Inc reported a distributable amount of $33K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Lloyd Symington Foundation Inc's EIN?

The Lloyd Symington Foundation Inc's EIN (Employer Identification Number) is 52-1448837. IRS Form 990 filing data is available on this page for 2020–2024.