Susan L Lloyd Charitable Trust

E Greenwich, RI
Tax-exempt since April 1992
EIN: 13-3630830

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$0 (2024)

Expenses

$0 (2024)

Total Assets

$0 (2024)

Total Liabilities

$0 (2024)

Years with multiple filings

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$54,824

Expenses

$2,974

Net Income

$51,850

Net Assets

$3,518,593

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,773	12.4%
Dividends	$19,350	35.3%
Sales of Assets	$28,701	52.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,531,836
Total Liabilities	$13,243
Net Assets	$3,518,593

Compensation

Key Employees and Officers	Compensation	Other
Douglas W Hollenbeck (Trustee)	$0	$0
David W Hollenbeck (Trustee)	$0	$0

990-PF

Filed on July 28, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Sept.
2024

Revenue

$1,154,826

Expenses

$328,972

Net Income

$825,854

Net Assets

$3,466,743

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,500	1.0%
Interest Revenue	$65,249	5.7%
Dividends	$36,671	3.2%
Sales of Assets	$1,041,406	90.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$183,304	55.7%
Compensation of Officers*	$190,000	57.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,479,986
Total Liabilities	$13,243
Net Assets	$3,466,743

Compensation

Key Employees and Officers	Compensation	Other
Drew Hollenbeck (Trustee)	$100,000	$0
Douglas W Hollenbeck (Trustee)	$45,000	$0
David W Hollenbeck (Trustee)	$45,000	$0

990-PF

Filed on Feb. 3, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Sept.
2023

Revenue

$2,137,448

Expenses

$82,731

Net Income

$2,054,717

Net Assets

$2,640,889

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,072,631	97.0%
Interest Revenue	$35,051	1.6%
Dividends	$28,795	1.3%
Sales of Assets	$971	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,621	37.0%
Compensation of Officers*	$60,000	72.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,640,889
Total Liabilities	$0
Net Assets	$2,640,889

Compensation

Key Employees and Officers	Compensation	Other
Douglas W Hollenbeck (Trustee)	$20,000	$0
David W Hollenbeck (Trustee)	$20,000	$0
Drew Hollenbeck (Trustee)	$20,000	$0

990-PF

Filed on Feb. 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$18,889

Expenses

$65,480

Net Income

-$46,591

Net Assets

$586,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$967	5.1%
Dividends	$17,922	94.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,867	38.0%
Compensation of Officers*	$60,000	91.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$586,172
Total Liabilities	$0
Net Assets	$586,172

Compensation

Key Employees and Officers	Compensation	Other
Douglas W Hollenbeck (Trustee)	$20,000	$0
David W Hollenbeck (Trustee)	$20,000	$0
Drew Hollenbeck (Trustee)	$20,000	$0

990-PF

Filed on Feb. 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2021

Revenue

$16,174

Expenses

$65,647

Net Income

-$49,473

Net Assets

$632,763

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.1%
Dividends	$16,240	> 100%
Sales of Assets	-$77
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,569	34.4%
Compensation of Officers*	$54,000	82.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$632,763
Total Liabilities	$0
Net Assets	$632,763

Compensation

Key Employees and Officers	Compensation	Other
Douglas W Hollenbeck (Trustee)	$18,000	$0
David W Hollenbeck (Trustee)	$18,000	$0
Drew Hollenbeck (Trustee)	$18,000	$0

990-PF

Filed on Jan. 26, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Sept.
2020

Revenue

$619,592

Expenses

$280,262

Net Income

$339,330

Net Assets

$682,235

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$23,200	3.7%
Sales of Assets	$596,388	96.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$268,000	95.6%
Compensation of Officers*	$30,000	10.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$682,236
Total Liabilities	$1
Net Assets	$682,235

Compensation

Key Employees and Officers	Compensation	Other
Douglas W Hollenbeck (Trustee)	$10,000	$0
David W Hollenbeck (Trustee)	$10,000	$0
Drew Hollenbeck (Trustee)	$10,000	$0
Susan L Lloyd (Trustee)	$0	$0

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990-PF

Filed on Jan. 20, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Sept.
2019

Revenue

$41,423

Expenses

$53,602

Net Income

-$12,179

Net Assets

$342,906

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$29,943	72.3%
Sales of Assets	$11,474	27.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,000	87.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$342,906
Total Liabilities	$0
Net Assets	$342,906

Compensation

Key Employees and Officers	Compensation	Other
Susan L Lloyd (Trustee)	$0	$0
David Lloyd (Director)	$0	$0
Douglas W Hollenbeck (Director)	$0	$0
David W Hollenbeck (Director)	$0	$0
Drew Hollenbeck (Director)	$0	$0

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990-PF

Filed on Dec. 18, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Sept.
2018

Revenue

$94,828

Expenses

$64,345

Net Income

$30,483

Net Assets

$355,085

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$28,856	30.4%
Sales of Assets	$65,963	69.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,500	90.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$355,085
Total Liabilities	$0
Net Assets	$355,085

Compensation

Key Employees and Officers	Compensation	Other
Susan L Lloyd (Trustee)	$0	$0
David Lloyd (Director)	$0	$0
Douglas W Hollenbeck (Director)	$0	$0
David W Hollenbeck (Director)	$0	$0
Drew Hollenbeck (Director)	$0	$0

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990-PF

Filed on Jan. 8, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2017

Revenue

$29,068

Expenses

$49,963

Net Income

-$20,895

Net Assets

$324,602

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$29,064	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,500	89.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$324,602
Total Liabilities	$0
Net Assets	$324,602

Compensation

Key Employees and Officers	Compensation	Other
Susan L Lloyd (Trustee)	$0	$0
David Lloyd (Director)	$0	$0
Douglas W Hollenbeck (Director)	$0	$0
David W Hollenbeck (Director)	$0	$0
Drew Hollenbeck (Director)	$0	$0

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990-PF

Filed on Feb. 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2016

Revenue

$27,603

Expenses

$82,430

Net Income

-$54,827

Net Assets

$345,497

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$27,598	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,000	61.9%
Compensation of Officers*	$25,000	30.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$345,497
Total Liabilities	$0
Net Assets	$345,497

Compensation

Key Employees and Officers	Compensation	Other
Susan L Lloyd (Trustee)	$25,000	$0
David Lloyd (Director)	$0	$0
Douglas W Hollenbeck (Director)	$0	$0
David W Hollenbeck (Director)	$0	$0
Drew Hollenbeck (Director)	$0	$0

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990-PF

Filed on Feb. 7, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2015

Revenue

$66,145

Expenses

$53,315

Net Income

$12,830

Net Assets

$400,324

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$26,032	39.4%
Sales of Assets	$40,108	60.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,600	89.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$400,324
Total Liabilities	$0
Net Assets	$400,324

Compensation

Key Employees and Officers	Compensation	Other
Susan L Lloyd (Trustee)	$0	$0
David Lloyd (Director)	$0	$0
Douglas W Hollenbeck (Director)	$0	$0
David W Hollenbeck (Director)	$0	$0
Drew Hollenbeck (Director)	$0	$0

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990-PF

Filed on Jan. 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2014

Revenue

$24,787

Expenses

$36,903

Net Income

-$12,116

Net Assets

$387,494

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$24,781	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,670	83.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$387,494
Total Liabilities	$0
Net Assets	$387,494

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2013

Revenue

$67,603

Expenses

$36,433

Net Income

$31,170

Net Assets

$399,609

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$23,697	35.1%
Sales of Assets	$43,897	64.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,000	85.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$399,610
Total Liabilities	$1
Net Assets	$399,609

990-PF

Filed on Jan. 6, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2012

Revenue

$32,223

Expenses

$12,062

Net Income

$20,161

Net Assets

$368,439

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$23,905	74.2%
Sales of Assets	$8,309	25.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,000	58.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$368,440
Total Liabilities	$1
Net Assets	$368,439

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

$21,648

Expenses

$138,364

Net Income

-$116,716

Net Assets

$348,278

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$67	0.3%
Dividends	$21,581	99.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$127,500	92.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$348,279
Total Liabilities	$1
Net Assets	$348,278

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Susan L Lloyd Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $0 (2024)

Expenses $0 (2024)

Total Assets $0 (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$0 (2024)

Expenses

$0 (2024)

Total Assets

$0 (2024)

Total Liabilities

$0 (2024)

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2024

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