Nonprofit · EIN 52-1448837
THE LLOYD SYMINGTON FOUNDATION INC
Tax-exempt · SAN ANSELMO, CA 94960
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2024 | 990-PF | $28,148 | $39,793 | -$11,645 | $414,662 | $0 | $414,662 |
| October 31, 2023 | 990-PF | $35,865 | $45,407 | -$9,542 | $426,307 | $0 | $426,307 |
Financial details: 990-PF for the year ended October 31, 2024
Revenue
- Contributions, gifts and grants
- $9,000
- Dividends
- $19,124
- Net gain from sales of assets
- $24
Expenses
- Grants and similar amounts paid
- $26,900
- Disbursements for charitable purposes
- $26,900
- Excise tax on investment income
- $220
Balance sheet and other
- Total assets, start of year
- $426,307
- Total assets, end of year
- $414,662
- Total liabilities, end of year
- $0
- Net assets, end of year
- $414,662
- Fair market value of assets
- $673,820
- Qualifying distributions
- $26,900
- Net investment income
- $19,148
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 October 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOBY SYMINGTON 33 KNOLL ROAD, SAN ANSELMO, CA 94960 | EXEC. DIRECT | 0 | $0 |
| MARION WERNER 7214 DELFIELD STREET, CHEVY CHASE, MD 20815 | DIR/PRES. | 0 | $0 |
990-PF for the year ended October 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOBY SYMINGTON 33 KNOLL ROAD, SAN ANSELMO, CA 94960 | EXEC. DIRECT | 0 | $0 |
| MARION WERNER 7214 DELFIELD STREET, CHEVY CHASE, MD 20815 | DIR/PRES. | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 33 KNOLL RD, SAN ANSELMO, CA 94960-2380
- Signed the 990-PF
- TOBY SYMINGTON, EXEC. DIRECTOR
- Phone
- (415) 454-6325
- Return prepared by
- YAAKOV BORENSTEIN CPA PC
California records
California keeps its own records of charities and corporations. Search them by EIN 52-1448837 or by the name THE LLOYD SYMINGTON FOUNDATION INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | Not on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 52-1448837
- 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
- 1986
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $414,662
- Income (IRS master file)
- $28,366
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2024 | $28,148 | $39,793 | $414,662 | XML |
| 990-PF | October 2023 | $35,865 | $45,407 | $426,307 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | 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 52-1448837).
Questions about THE LLOYD SYMINGTON FOUNDATION INC
- What is the EIN of THE LLOYD SYMINGTON FOUNDATION INC?
- The employer identification number (EIN) of THE LLOYD SYMINGTON FOUNDATION INC is 52-1448837.
- Is THE LLOYD SYMINGTON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to THE LLOYD SYMINGTON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE LLOYD SYMINGTON FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE LLOYD SYMINGTON FOUNDATION INC due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE LLOYD SYMINGTON FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2024.
- Who are the officers and directors of THE LLOYD SYMINGTON FOUNDATION INC?
- The 990-PF for the year ended October 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE LLOYD SYMINGTON FOUNDATION INC have?
- On its 990-PF for the year ended October 31, 2024 it reported revenue of $28,148, expenses of $39,793 and total assets of $414,662 at year end.
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