The Lloyd Symington Foundation Inc
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2024 recipient was Sibley Memorial Hospital ($9K). Together the top 4 received $27K.
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 27 grants of 27 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sibley Memorial Hospital Washington, DC | Charity | $8,500 |
| Moyo Institute Oakland, CA | Charity | $8,500 |
| Cancer Talks Losltos, CA | Charity | $8,500 |
| Healing Partners of the Central Coa Carmel Valley, CA | Charity | $1,400 |
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- 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.
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