Nonprofit · EIN 20-1861923
LLOYD FAMILY FOUNDATION
Tax-exempt · FORT MYERS, FL 33919
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $438,563 | $264,878 | $173,685 | $5,063,020 | $0 | $5,063,020 |
| December 31, 2024 | 990-PF | $105,325 | $287,328 | -$182,003 | $4,891,960 | $0 | $4,891,960 |
| December 31, 2023 | 990-PF | $97,205 | $338,615 | -$241,410 | $5,028,761 | $0 | $5,028,761 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $126,861
- Interest
- $1,036
- Net gain from sales of assets
- $310,500
- Other income
- $166
Expenses
- Grants and similar amounts paid
- $196,000
- Disbursements for charitable purposes
- $196,000
- Excise tax on investment income
- $5,139
Balance sheet and other
- Total assets, start of year
- $4,891,960
- Total assets, end of year
- $5,063,020
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,063,020
- Fair market value of assets
- $5,618,298
- Qualifying distributions
- $196,000
- Net investment income
- $438,563
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS C LLOYD 1611 WEST MULBERRY ST, FORT COLLINS, CO 80521 | PRESIDENT | 5 | $0 |
| CAROLYN F LLOYD 1611 WEST MULBERRY ST, FORT COLLINS, CO 80521 | VICE PRESIDENT | 5 | $0 |
| LINDA LLOYD 778 CYPRESS LAKE CIRCLE, FORT MYERS, FL 33919 | SECRETARY/TREASURER | 5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS C LLOYD 1611 WEST MULBERRY ST, FORT COLLINS, CO 80521 | PRESIDENT | 5 | $0 |
| CAROLYN F LLOYD 1611 WEST MULBERRY ST, FORT COLLINS, CO 80521 | VICE PRESIDENT | 5 | $0 |
| LINDA LLOYD 778 CYPRESS LAKE CIRCLE, FORT MYERS, FL 33919 | SECRETARY/TREASURER | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS C LLOYD 1611 WEST MULBERRY ST, FORT COLLINS, CO 80521 | PRESIDENT | 5 | $0 |
| CAROLYN F LLOYD 1611 WEST MULBERRY ST, FORT COLLINS, CO 80521 | VICE PRESIDENT | 5 | $0 |
| LINDA LLOYD 778 CYPRESS LAKE CIRCLE, FORT MYERS, FL 33919 | SECRETARY/TREASURER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 778 CYPRESS LAKE CIR, FORT MYERS, FL 33919-6012
- In care of
- % MICHAEL L SULLIVAN
- Signed the 990-PF
- LINDA LLOYD, TREASURER
- Phone
- (239) 481-2153
- Return prepared by
- CARRICK & ASSOCIATES LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-1861923
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,063,020
- Income (IRS master file)
- $1,447,687
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $438,563 | $264,878 | $5,063,020 | IRS |
| 990-PF | December 2024 | $105,325 | $287,328 | $4,891,960 | IRS |
| 990-PF | December 2023 | $97,205 | $338,615 | $5,028,761 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 20-1861923).
Questions about LLOYD FAMILY FOUNDATION
- What is the EIN of LLOYD FAMILY FOUNDATION?
- The employer identification number (EIN) of LLOYD FAMILY FOUNDATION is 20-1861923.
- Is LLOYD FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to LLOYD FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LLOYD FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LLOYD FAMILY FOUNDATION 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 LLOYD FAMILY FOUNDATION 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 LLOYD FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does LLOYD FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $438,563, expenses of $264,878 and total assets of $5,063,020 at year end.
Other nonprofits in FORT MYERS
- LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC EIN 65-0645343 · last filed 990 for 2025
- SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC EIN 59-6580974 · last filed 990 for 2025
- UNITED WAY OF LEE COUNTY INC EIN 59-1005169 · last filed 990 for 2024
- FLORIDA GULF COAST UNIVERSITY FINANCING CORPORATION EIN 11-3685135 · last filed 990 for 2025
- BABA FOUNDATION INC EIN 33-2072861 · last filed 990-PF for 2024
- THE LEGACY FOUNDATION AT SHELL POINT INC EIN 80-0002415 · last filed 990 for 2025
- SWFL CHILDRENS CHARITIES INC EIN 26-2302491 · last filed 990 for 2025
- LOS GATOS FOUNDATION INC EIN 33-3067621 · last filed 990-PF for 2025
All nonprofits in FORT MYERS · Florida · Philanthropy, voluntarism and grantmaking foundations