The Lloyd Symington Foundation Inc

Private foundation · Grantmaker 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.

Key facts about The Lloyd Symington Foundation Inc

In short: The Lloyd Symington Foundation Inc gave $27K across 4 grants in 2024 (avg $7K), mostly in California. Source: 2024 IRS Form 990-PF.

EIN
52-1448837
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$26,900
Grants made (2024)
4
Average grant
$6,725
Median grant
$8,500
Total assets
$414,662
Primary geography
California (68% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$415K

-2.7% YoY

Annual Giving

$27K

-24.0% YoY

Grant Count

4

-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.

How The Lloyd Symington Foundation Inc gives

  • Giving held roughly steady from 2021 to 2024 (−14%). Method
  • In 2024 it paid out 82% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with The Lloyd Symington Foundation Inc?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2024 grant dollars across all 4 itemized grants.

Cities

WashingtonCarmel ValleyCocoaNew YorkSan FraciscoEvansvilleLosltosOaklandSan FranciscoMelbourneRichmond

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K6 grants2020 6 grants2021 5 grants2022 6 grants2023 4 grants2024

From 2020 to 2024, annual grant giving ranged from $27K (2024) to $35K (2023). In 2024 it made 4 grants totaling $27K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Sibley Memorial Hospital: $9KSibley Memorial Hospital$9KMoyo Institute: $9KMoyo Institute$9KCancer Talks: $9KCancer Talks$9KHealing Partners of the Central Coa: $1KHealing Partners of theCentral Coa$1K

The largest 2024 recipient was Sibley Memorial Hospital ($9K). Together the top 4 received $27K.

Grant Size Distribution

27 grants across all recorded years

27<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 27 grants of 27 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Sibley Memorial Hospital Washington, DCCharity$8,500
Moyo Institute Oakland, CACharity$8,500
Cancer Talks Losltos, CACharity$8,500
Healing Partners of the Central Coa Carmel Valley, CACharity$1,400

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K2020 2021 2022 2023 2024
Metric202420232022
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Lloyd Symington Foundation Inc is led by Marion Werner, Director & President on every filing since 2020; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Marion Werner

    Director & President

    On filings since 2020

    No compensation reported

  • Toby Symington

    Executive Director

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "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 The Lloyd Symington Foundation Inc

How much does The Lloyd Symington Foundation Inc give each year?

The Lloyd Symington Foundation Inc gave $27K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $35K across 6 grants.

What is The Lloyd Symington Foundation Inc's typical grant size?

The Lloyd Symington Foundation Inc's median grant in 2024 was $8,500, and its average grant was $6,725, across 4 grants on its 2024 IRS Form 990-PF.

Where does The Lloyd Symington Foundation Inc give grants?

The Lloyd Symington Foundation Inc gives mostly in California: 68% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was District of Columbia (32%).

Does The Lloyd Symington Foundation Inc give general operating support?

Not in 2024: none of the 4 grants with a stated purpose on The Lloyd Symington Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charity" (4 grants).

How large is The Lloyd Symington Foundation Inc?

The Lloyd Symington Foundation Inc reported $415K in total assets on its 2024 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $33K (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 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.

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

Your AI grants department

Here's the math on researching The Lloyd Symington Foundation Inc by hand.

Explore Open Grants

Browse active grant opportunities in The Lloyd Symington Foundation Inc's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Henry F Koch Residual Trust Co Fifth Third

Cincinnati, OH

Philanthropy, Voluntarism & Grantmaking

Assets

$502K

Grants

3

Total Given

$25K

St Vincent Health Inc

St. Louis, MO

ST VINCENT HEALTH INC supports healthcare and community health, with grants also addressing needs such as food insecurity, education, and services for vulnerable people. Its 2025 grants ranged from $8,500 to $344,500, with a median of $17,950, and 90% of grant dollars went to Indiana recipients. The profile does not state whether it accepts unsolicited requests.

Assets

$93.2M

Grants

10

Total Given

$851K

Peck Foundation Inc

Birmingham, MI

Peck Foundation supports arts, theater, documentary media, and community and social-justice organizations, with 2024 grants ranging from $730 to $10,000 and a median of $10,000. It is based in Michigan and funded organizations in Michigan, New York, Maryland, and California; it gives only to preselected charities and does not accept unsolicited requests.

Assets

$1.3M

Grants

11

Total Given

$74K

Holmes Regional Medical Center Inc

Rockledge, FL

Through Health First’s Wellness Grants, Holmes Regional supports nonprofit programs addressing health and wellness needs such as access to care, nutrition, physical activity, housing, and food insecurity in Brevard County, Florida. Recent grants averaged about $20,000, with awards varying; applications are accepted only during designated windows, though no current deadline is provided.

Assets

$1.0B

Grants

12

Total Given

$237K

Edward Love Foundation

Evansville, IN

The Edward Love Foundation funds charitable organizations, with recent Indiana grants supporting children, education, disability services, food assistance, shelter, and people affected by cancer. Its 2025 grants ranged from $500 to $8,000, with a median of $1,500; all went to recipients in Indiana. It funds only preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$603K

Grants

13

Total Given

$30K

Cinelli Family Foundation

Lawrence, KS

The Cinelli Family Foundation funds cancer prevention, detection, research and care, as well as education initiatives, across the United States, with most 2024 grant dollars going to Kansas. Its 2024 grants ranged from $11,000 to $1 million, with a median of $11,000. It does not accept unsolicited requests; its team invites organizations to apply based on its research.

Assets

$235.7M

Grants

16

Total Given

$1.7M

Christian Science Society

Boonville, IN

Christian Science Society of funds qualifying nonprofits in Warrick County, Indiana, or organizations serving Warrick County residents, including food, religious, animal welfare, and community organizations. In 2025, it awarded 17 grants ranging from $1,550 to $15,000, with a median of $4,500. It accepts unsolicited written requests with the applicant’s name, address, reason for seeking funds, and IRS determination letter; no deadline is listed.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.1M

Grants

17

Total Given

$93K

The Froderman Foundation Inc

Terre Haute, IN

The Froderman Foundation funds specific projects in religious, educational, medical, and charitable causes, including shelter, health, food assistance, and education; it typically does not fund general operating budgets or unrestricted contributions. In 2025, grants ranged from $3,000 to $136,893, with a median of $44,301, and went mainly to Indiana, as well as organizations in Illinois, North Carolina, Georgia, and Tennessee. It accepts initial requests by email as a one-page summary, with no stated deadline.

Assets

$11.1M

Grants

17

Total Given

$751K

James R Duncan Trust Uw Fifth Third

Cincinnati, OH

This trust supports a range of charitable organizations, including hospitals, disability services, food distribution, community services, cancer programs, and youth organizations. Its 2025 grants ranged from $2,000 to $35,000, with a median of $12,500; most funding went to Indiana, with smaller shares to Illinois and Georgia. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$5.4M

Grants

19

Total Given

$250K

St Mary's Health Inc

St. Louis, MO

ST MARY’S HEALTH INC funds health and community-benefit programs, including support for vulnerable people, schools, and other local initiatives. In 2025, it made 20 grants ranging from $7,300 to $527,385, with a median of $16,500, primarily in Missouri and Indiana, with some funding in Illinois. The profile does not state whether it accepts unsolicited requests.

Health

Assets

$369.9M

Grants

20

Total Given

$867K

The Bower-Suhrheinrich Foundation Fifth Third

Cincinnati, OH

The Bower-Suhrheinrich Foundation supports charities in the Evansville, Indiana, area, with a focus on arts and education, as well as community services. Its 2025 grants ranged from $1,000 to $18,000, with a median of $5,000. It accepts online applications, due by November each year.

Assets

$2.8M

Grants

22

Total Given

$141K

Deaconess Hospital Inc

Evansville, IN

Deaconess Hospital funds health and medical education, community health, and related human services through initiatives serving southwestern Indiana, western Kentucky, and southeastern Illinois. In 2025, grants ranged from $7,350 to $450,000, with a median award of $18,750. It offers competitive annual and quarterly grant opportunities, but the profile does not state whether unsolicited requests are accepted.

Health

Assets

$3.1B

Grants

24

Total Given

$1.5M

More Funders in California

The Lloyd Symington Foundation Inc down — hundreds of funders to go?

Want AI to do this for you?