//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Robert W & June M Lloyd Charitable Trust is a private trust based in SAINT PAUL, MN. The foundation received its IRS ruling in 2007. The principal officer is Us Bank Trustee. It holds total assets of $3.5M. Annual income is reported at $288K. Total assets have grown from $3M in 2010 to $3.6M in 2022. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Robert W & June M Lloyd Charitable Trust has made 2 grants totaling $383K, with a median grant of $191K. The foundation has distributed between $184K and $199K annually from 2021 to 2022. Individual grants have ranged from $184K to $199K, with an average award of $191K. Grant recipients are concentrated in Oregon. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Robert W & June M Lloyd Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 2 grants. Its grantmaking reaches organizations primarily in OR.
Robert W & June M Lloyd Charitable Trust has distributed a total of $383K across 2 grants. The median grant size is $191K, with an average of $191K. Individual grants have ranged from $184K to $199K.
Robert W & June M Lloyd Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Robert W & June M Lloyd Charitable Trust is headquartered in SAINT PAUL, MN.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank Na | TRUSTEE | $50K | $0 | $50K |
Total Giving
$53K
Total Assets
$3.6M
Fair Market Value
$3.5M
Net Worth
$3.6M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
$82K
Distribution Amount
$166K
Total: $777K
Total Grants
2
Total Giving
$383K
Average Grant
$191K
Median Grant
$191K
Unique Recipients
1
Most Common Grant
$184K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Ohsu FoundationGENERAL OPERATING | Portland, OR | $199K | 2022 |