Nonprofit · EIN 91-6573273
ROBERT W & JUNE M LLOYD CHARITABLE TR
Tax-exempt · SAINT PAUL, MN 55164
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $138,420 | $239,802 | -$101,382 | $3,498,639 | $0 | $3,498,639 |
| November 30, 2024 | 990-PF | $101,135 | $122,612 | -$21,477 | $3,600,029 | $0 | $3,600,029 |
| November 30, 2023 | 990-PF | $128,275 | $53,336 | $74,939 | $3,621,490 | $0 | $3,621,490 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $123,252
- Net gain from sales of assets
- $15,027
- Other income
- $141
Expenses
- Grants and similar amounts paid
- $179,744
- Compensation of officers, directors and key employees
- $57,483
- Disbursements for charitable purposes
- $186,002
- Excise tax on investment income
- $1,181
Balance sheet and other
- Total assets, start of year
- $3,600,029
- Total assets, end of year
- $3,498,639
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,498,639
- Fair market value of assets
- $4,245,706
- Qualifying distributions
- $186,002
- Net investment income
- $138,204
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 64193, EAGAN, MN 55164 | TRUSTEE | 1 | $57,483 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA PO BOX 3168, PORTLAND, OR 97208 | TRUSTEE | 1 | $55,237 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA PO BOX 3168, PORTLAND, OR 97208 | TRUSTEE | 1 | $50,386 |
Address and contacts
- Address (IRS master file)
- PO BOX 64193, SAINT PAUL, MN 55164-0193
- In care of
- % US BANK TRUSTEE
- Signed the 990-PF
- U S BANK N A BY, TRUSTEE
- Phone
- (888) 265-7962
- Return prepared by
- PWC US TAX 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 91-6573273
- 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
- 2007
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $3,498,639
- Income (IRS master file)
- $288,455
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $138,420 | $239,802 | $3,498,639 | XML |
| 990-PF | November 2024 | $101,135 | $122,612 | $3,600,029 | XML |
| 990-PF | November 2023 | $128,275 | $53,336 | $3,621,490 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 91-6573273).
Questions about ROBERT W & JUNE M LLOYD CHARITABLE TR
- What is the EIN of ROBERT W & JUNE M LLOYD CHARITABLE TR?
- The employer identification number (EIN) of ROBERT W & JUNE M LLOYD CHARITABLE TR is 91-6573273.
- Is ROBERT W & JUNE M LLOYD CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to ROBERT W & JUNE M LLOYD CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT W & JUNE M LLOYD CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT W & JUNE M LLOYD CHARITABLE TR due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT W & JUNE M LLOYD CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of ROBERT W & JUNE M LLOYD CHARITABLE TR?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $57,483 (US BANK N A, TRUSTEE).
- How much revenue does ROBERT W & JUNE M LLOYD CHARITABLE TR have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $138,420, expenses of $239,802 and total assets of $3,498,639 at year end.
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