EIN 91-6573273

Robert William Lloyd MD and June M Lloyd

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
Year formed
2007
Most recent tax filings
2022-11-01
NTEE code, primary
Description
Robert William Lloyd MD and June M Lloyd is a private foundation located in Milwaukee, WI that primarily funds general operating. Its grantees include Ohsu Foundation, and last year, it made one grant.
Also known as...
Robert W and June M Lloyd Charitable Trust
Total revenues
$170,171
2022
Total expenses
$267,605
2022
Total assets
$3,546,564
2022
Num. employees
n/a

Personnel at Robert William Lloyd MD and June M Lloyd

NameTitle
U S Bank N A ByTrustee

Financials for Robert William Lloyd MD and June M Lloyd

RevenuesFYE 11/2022
Total grants, contributions, etc.$0
Investment income and dividends$95,419
Net rental income$0
Net gain from sale of non-inventory assets$74,517
Gross sales of inventory$0
Miscellaneous revenues$235
Total revenues$170,171

Form 990s for Robert William Lloyd MD and June M Lloyd

Fiscal year endingDate received by IRSFormPDF link
2021-112022-04-08990PFView PDF
2020-112021-06-17990PFView PDF
2019-112020-10-15990PRView PDF
2018-112019-05-14990PFView PDF
2017-112018-04-10990PFView PDF
...and 6 more Form 990s
Data update history
October 30, 2021
Posted financials
Added Form 990PF for fiscal year 2020
September 27, 2021
Updated personnel
Identified 1 new personnel
August 20, 2021
Posted financials
Added Form 990R for fiscal year 2019
November 2, 2019
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
PO Box 0634
Milwaukee, WI 53201
Metro area
Milwaukee-Waukesha, WI
County
Milwaukee County, WI
Phone
(503) 464-3580
IRS details
EIN
91-6573273
Fiscal year end
November
Taxreturn type
Form 990-PF
Year formed
2007
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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