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Private foundation (trust)EIN 201861923Est. 2019-06

LLOYD FAMILY FOUNDATION

FORT MYERS, FL 339196012

Accepts unsolicited proposals

Total Assets

$4.9M

FY 2023

Annual Giving

$293K

FY 2023

Grants Made

35

FY 2023

Avg Grant

$8K

FY 2023

Grant Range

$500–$100K

Typical

Deadlines

By march 10th of each year.

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$97K

Total Expenses

$339K

Qualifying Distributions

$293K

Distributable Amount

$238K

Min. Investment Return

$239K

Undistributed Income

$229K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

35 grants

Grant sizes from minimum $500 through median $3K to maximum $100K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2021 to 2023. Peak $293K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

66 grants

ESSEX CHILD CARE CENTER INC
$100K
1 grant
SHENANDOAH MEDICAL CENTER FOUNDATION
$100K
1 grant
AMERICAN RED CROSS
$40K
2 grants
GATES PHILANTHROPY PARTNERS
$30K
2 grants
THE WABASH TRACE NATURE TRAIL
$25K
1 grant
SIERRA CLUB FOUNDATION
$20K
2 grants
WABASH ARTS CAMP
$17K
3 grants
KANSAS STATE UNIVERSITY
$15K
3 grants

Grant Size Distribution

66 grants

<$10K
60
grants
$10–50K
4
grants
$50–250K
2
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

12 states

Iowa
$365K
68% of total
Colorado
$63K
12% of total
Washington
$30K
6% of total
California
$20K
4% of total
Maryland
$15K
3% of total
Kansas
$15K
3% of total
Arizona
$10K
2% of total
Michigan
$5K
1% of total
Illinois
$5K
1% of total
Virginia
$5K
1% of total

+2 more states

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LLOYD FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo