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Nonprofit · EIN 13-3630830

SUSAN L LLOYD CHARITABLE TRUST

Tax-exempt · E GREENWICH, RI 02818

Financials

$2.1M$83K2022$1.2M$329K2023$55K$3K2024$146K$92K2025
Revenue Expenses · by fiscal year end
Financials of SUSAN L LLOYD CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$146,197$92,385$53,812$3,576,580$0$3,576,580
December 31, 2024990-PF$54,824$2,974$51,850$3,531,836$13,243$3,518,593
September 30, 2024990-PF$1,154,826$328,972$825,854$3,479,986$13,243$3,466,743
September 30, 2023990-PF$2,137,448$82,731$2,054,717$2,640,889$0$2,640,889
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$59,824
Interest
$70,977
Net gain from sales of assets
$15,396

Expenses

Grants and similar amounts paid
$5,000
Compensation of officers, directors and key employees
$54,000
Disbursements for charitable purposes
$31,943
Excise tax on investment income
$1,222

Balance sheet and other

Total assets, start of year
$3,531,836
Total assets, end of year
$3,576,580
Total liabilities, end of year
$0
Net assets, end of year
$3,576,580
Fair market value of assets
$4,009,934
Qualifying distributions
$31,943
Net investment income
$146,197

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
DOUGLAS W HOLLENBECK
29 TIMOTHY DRIVE, WESTERLY, RI 02891
TRUSTEE0.5$27,000
DAVID W HOLLENBECK
4416 SPEAR STREET, SHELBURNE, VT 05482
TRUSTEE0.5$27,000
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
DOUGLAS W HOLLENBECK
29 TIMOTHY DRIVE, WESTERLY, RI 02891
TRUSTEE0.5$0
DAVID W HOLLENBECK
4416 SPEAR STREET, SHELBURNE, VT 05482
TRUSTEE0.5$0
990-PF for the year ended September 30, 2024: 3 people
NameTitleHours / weekCompensation
DREW HOLLENBECK
74 AIRPORT RD UNIT 108, WESTERLY, RI 02891
TRUSTEE0.5$100,000
DOUGLAS W HOLLENBECK
29 TIMOTHY DRIVE, WESTERLY, RI 02891
TRUSTEE0.5$45,000
DAVID W HOLLENBECK
4416 SPEAR STREET, SHELBURNE, VT 05482
TRUSTEE0.5$45,000
990-PF for the year ended September 30, 2023: 3 people
NameTitleHours / weekCompensation
DOUGLAS W HOLLENBECK
29 TIMOTHY DRIVE, WESTERLY, RI 02891
TRUSTEE0.5$20,000
DAVID W HOLLENBECK
4416 SPEAR STREET, SHELBURNE, VT 05482
TRUSTEE0.5$20,000
DREW HOLLENBECK
74 AIRPORT RD UNIT 108, WESTERLY, RI 02891
TRUSTEE0.5$20,000

Address and contacts

Address (IRS master file)
110 MAIN ST STE 302, E GREENWICH, RI 02818-3861
Signed the 990-PF
DOUGLAS HOLLENBECK, TRUSTEE
Phone
(561) 266-9494
Return prepared by
REHMANN ROBSON LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
13-3630830
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,576,580
Income (IRS master file)
$1,086,616

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$146,197$92,385$3,576,580IRS
990-PFDecember 2024$54,824$2,974$3,531,836XML
990-PFSeptember 2024$1,154,826$328,972$3,479,986XML
990-PFSeptember 2023$2,137,448$82,731$2,640,889XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 2019–––IRS
990-PFSeptember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3630830).

Questions about SUSAN L LLOYD CHARITABLE TRUST

What is the EIN of SUSAN L LLOYD CHARITABLE TRUST?
The employer identification number (EIN) of SUSAN L LLOYD CHARITABLE TRUST is 13-3630830.
Is SUSAN L LLOYD CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to SUSAN L LLOYD CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SUSAN L LLOYD CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of SUSAN L LLOYD CHARITABLE TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SUSAN L LLOYD CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SUSAN L LLOYD CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $27,000 (DOUGLAS W HOLLENBECK, TRUSTEE).
How much revenue does SUSAN L LLOYD CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $146,197, expenses of $92,385 and total assets of $3,576,580 at year end.

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