Nonprofit · EIN 36-3151916
JOHN AND ALICE LLOYD FOUNDATION
Tax-exempt · NORTHBROOK, IL 60062
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $296,100 | $135,987 | $160,113 | $1,021,764 | $0 | $1,021,764 |
| December 31, 2024 | 990-PF | $112,745 | $150,666 | -$37,921 | $861,651 | $0 | $861,651 |
| December 31, 2023 | 990-PF | $156,839 | $132,901 | $23,938 | $899,572 | $0 | $899,572 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $46,279
- Interest
- $4,322
- Net gain from sales of assets
- $245,499
Expenses
- Grants and similar amounts paid
- $112,000
- Disbursements for charitable purposes
- $114,800
- Excise tax on investment income
- $3,821
Balance sheet and other
- Total assets, start of year
- $861,651
- Total assets, end of year
- $1,021,764
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,021,764
- Fair market value of assets
- $2,790,194
- Qualifying distributions
- $114,800
- Net investment income
- $296,100
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 |
|---|---|---|---|
| DANIEL LLOYD 10 THE COURT OF STONECREEK, NORTHBROOK, IL 600623214 | PRESIDENT | 0 | $0 |
| DAVID LLOYD 11860 BEACH ROAD, SISTER BAY, WI 54234 | SECRETARY | 0 | $0 |
| MEREDITH ADAMS 1766 CULVER, GLENVIEW, IL 60025 | DIRECTOR | 0 | $0 |
| JENA BARBER 8141 KOLMAR, SKOKIE, IL 60076 | DIRECTOR | 0 | $0 |
| MEGAN ROBERTS 1821 GEORGE CT, GLENVIEW, IL 60025 | DIRECTOR | 0 | $0 |
| CHRISTINA MARGOLIS 2050 GREENVIEW ROAD, NORTHBROOK, IL 60026 | DIRECTOR | 0 | $0 |
| JULIANNE LLOYD 2537 EASTWOOD AVE, EVANSTON, IL 60201 | DIRECTOR | 0 | $0 |
| THOMAS J LLOYD II 2822 OLD STAGE RD, MOUNT SHASTA, CA 96067 | DIRECTOR | 0 | $0 |
| HADLEY LLOYD 69 CRESCENT CIRCUIT UNIT 2, BRIGHTON, MA 02135 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL LLOYD 2810 BECKWITH, NORTHBROOK, IL 60062 | PRESIDENT | 0 | $0 |
| DAVID LLOYD 11860 BEACH ROAD, SISTER BAY, WI 54234 | SECRETARY | 0 | $0 |
| MEREDITH ADAMS 1766 CULVER, GLENVIEW, IL 60025 | DIRECTOR | 0 | $0 |
| JENA BARBER 8141 KOLMAR, SKOKIE, IL 60076 | DIRECTOR | 0 | $0 |
| MEGAN ROBERTS 1821 GEORGE CT, GLENVIEW, IL 60025 | DIRECTOR | 0 | $0 |
| CHRISTINA MARGOLIS 2050 GREENVIEW ROAD, NORTHBROOK, IL 60026 | DIRECTOR | 0 | $0 |
| JULIANNE LLOYD 2537 EASTWOOD AVE, EVANSTON, IL 60201 | DIRECTOR | 0 | $0 |
| THOMAS J LLOYD II 2822 OLD STAGE RD, MOUNT SHASTA, CA 96067 | DIRECTOR | 0 | $0 |
| HADLEY LLOYD 69 CRESCENT CIRCUIT UNIT 2, BRIGHTON, MA 02135 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL LLOYD 2810 BECKWITH, NORTHBROOK, IL 60062 | PRESIDENT | 0 | $0 |
| DAVID LLOYD 11860 BEACH ROAD, SISTER BAY, WI 54234 | SECRETARY | 0 | $0 |
| MEREDITH ADAMS 1766 CULVER, GLENVIEW, IL 60025 | DIRECTOR | 0 | $0 |
| JENA BARBER 8141 KOLMAR, SKOKIE, IL 60076 | DIRECTOR | 0 | $0 |
| MEGAN ROBERTS 1821 GEORGE CT, GLENVIEW, IL 60025 | DIRECTOR | 0 | $0 |
| CHRISTINA MARGOLIS 2050 GREENVIEW ROAD, NORTHBROOK, IL 60026 | DIRECTOR | 0 | $0 |
| JULIANNE LLOYD 2537 EASTWOOD AVE, EVANSTON, IL 60201 | DIRECTOR | 0 | $0 |
| THOMAS J LLOYD II 2822 OLD STAGE RD, MOUNT SHASTA, CA 96067 | DIRECTOR | 0 | $0 |
| HADLEY LLOYD 69 CRESCENT CIRCUIT UNIT 2, BRIGHTON, MA 02135 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 10 THE COURT OF STONECREEK, NORTHBROOK, IL 60062-3214
- Signed the 990-PF
- DANIEL LLOYD, PRESIDENT
- Phone
- (847) 480-1776
- Return prepared by
- BLOCK ADVISORS
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
- 36-3151916
- 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
- 1982
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,021,764
- Income (IRS master file)
- $316,253
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $296,100 | $135,987 | $1,021,764 | IRS |
| 990-PF | December 2024 | $112,745 | $150,666 | $861,651 | IRS |
| 990-PF | December 2023 | $156,839 | $132,901 | $899,572 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 36-3151916).
Questions about JOHN AND ALICE LLOYD FOUNDATION
- What is the EIN of JOHN AND ALICE LLOYD FOUNDATION?
- The employer identification number (EIN) of JOHN AND ALICE LLOYD FOUNDATION is 36-3151916.
- Is JOHN AND ALICE LLOYD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to JOHN AND ALICE LLOYD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN AND ALICE LLOYD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN AND ALICE LLOYD 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 JOHN AND ALICE LLOYD 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 JOHN AND ALICE LLOYD FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does JOHN AND ALICE LLOYD FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $296,100, expenses of $135,987 and total assets of $1,021,764 at year end.
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