Private foundation (trust)EIN 916573273Est. 2007-04
ROBERT WILLIAM LLOYD MD AND JUNE M LLOYD
MILWAUKEE, WI 532010634
Total Assets
$4.1M
FY 2023
Annual Giving
$63K
FY 2023
Grants Made
1
FY 2023
Avg Grant
$63K
FY 2023
Grant Range
$63K–$63K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$101K
Total Expenses
$123K
Qualifying Distributions
$70K
Distributable Amount
$187K
Min. Investment Return
$188K
Undistributed Income
$180K
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
5 grants
Grant Size Distribution
5 grants
Geographic Focus
1 states
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