Robert W & June M Lloyd Charitable Tr

Milwaukee, WI
Tax-exempt since April 2007
EIN: 91-6573273

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$101k (2024)

Expenses

$123k (2024)

Total Assets

$3.6M (2024)

Total Liabilities

$0 (2024)

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 Nov.
2024

Revenue

$101,135

Expenses

$122,612

Net Income

-$21,477

Net Assets

$3,600,029

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$112,839	> 100%
Sales of Assets	-$11,890
Other Income	$186	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,475	57.5%
Compensation of Officers*	$55,237	45.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,600,029
Total Liabilities	$0
Net Assets	$3,600,029

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$55,237	$0

990-PF

Filed on April 9, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2023

Revenue

$128,275

Expenses

$53,336

Net Income

$74,939

Net Assets

$3,621,490

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$88,402	68.9%
Sales of Assets	$39,534	30.8%
Other Income	$339	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,044	13.2%
Compensation of Officers*	$50,386	94.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,621,490
Total Liabilities	$0
Net Assets	$3,621,490

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$50,386	$0

990-PF

Filed on April 10, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2022

Revenue

$170,171

Expenses

$267,605

Net Income

-$97,434

Net Assets

$3,546,564

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$95,419	56.1%
Sales of Assets	$74,517	43.8%
Other Income	$235	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$205,764	76.9%
Compensation of Officers*	$46,404	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,546,564
Total Liabilities	$0
Net Assets	$3,546,564

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$46,404	$0

990-PF

Filed on April 14, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$1,129,491

Expenses

$235,307

Net Income

$894,184

Net Assets

$3,644,034

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,240	6.2%
Sales of Assets	$1,058,989	93.8%
Other Income	$262	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$190,868	81.1%
Compensation of Officers*	$48,794	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,644,034
Total Liabilities	$0
Net Assets	$3,644,034

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$48,794	$0

990-PF

Filed on April 8, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2020

Revenue

$109,478

Expenses

$216,801

Net Income

-$107,323

Net Assets

$2,749,860

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$81,916	74.8%
Sales of Assets	$27,562	25.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,930	80.7%
Compensation of Officers*	$44,871	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,749,861
Total Liabilities	$1
Net Assets	$2,749,860

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$44,871	$0

990-PF

Filed on March 30, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2019

Revenue

$166,134

Expenses

$218,672

Net Income

-$52,538

Net Assets

$2,857,180

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$94,785	57.1%
Sales of Assets	$71,349	42.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,162	80.1%
Compensation of Officers*	$44,288	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,857,181
Total Liabilities	$1
Net Assets	$2,857,180

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$44,288	$0

990-PF

Filed on April 1, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2018

Revenue

$213,020

Expenses

$249,101

Net Income

-$36,081

Net Assets

$2,909,687

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$103,569	48.6%
Sales of Assets	$109,451	51.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$206,391	82.9%
Compensation of Officers*	$44,040	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,909,687
Total Liabilities	$0
Net Assets	$2,909,687

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$44,040	$0

990-PF

Filed on Feb. 22, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2017

Revenue

$130,280

Expenses

$159,673

Net Income

-$29,393

Net Assets

$2,945,767

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,716	71.2%
Sales of Assets	$37,564	28.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,663	74.9%
Compensation of Officers*	$42,637	26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,945,767
Total Liabilities	$0
Net Assets	$2,945,767

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$42,637	$0

990-PF

Filed on March 1, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2016

Revenue

$235,317

Expenses

$213,479

Net Income

$21,838

Net Assets

$2,975,157

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,102	23.8%
Sales of Assets	$179,215	76.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,693	79.5%
Compensation of Officers*	$41,830	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,975,157
Total Liabilities	$0
Net Assets	$2,975,157

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$41,830	$0

990-PF

Filed on Feb. 2, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2015

Revenue

$385,170

Expenses

$217,902

Net Income

$167,268

Net Assets

$2,953,972

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$76,995	20.0%
Sales of Assets	$307,744	79.9%
Other Income	$431	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$177,098	81.3%
Compensation of Officers*	$43,718	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,953,972
Total Liabilities	$0
Net Assets	$2,953,972

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$43,718	$0

990-PF

Filed on April 8, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2014

Revenue

$105,578

Expenses

$220,686

Net Income

-$115,108

Net Assets

$2,786,048

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,409	68.6%
Sales of Assets	$33,169	31.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,920	79.3%
Compensation of Officers*	$44,008	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,786,048
Total Liabilities	$0
Net Assets	$2,786,048

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$45,508	$0

990-PF

Filed on April 13, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2013

Revenue

$190,015

Expenses

$198,931

Net Income

-$8,916

Net Assets

$2,901,156

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,148	34.8%
Sales of Assets	$123,867	65.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,034	79.9%
Compensation of Officers*	$42,395	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,901,156
Total Liabilities	$0
Net Assets	$2,901,156

990-PF

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

PDF

Fiscal Year Ending Nov.
2012

Revenue

$153,415

Expenses

$228,744

Net Income

-$75,329

Net Assets

$2,910,072

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,489	44.0%
Sales of Assets	$85,926	56.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$190,814	83.4%
Compensation of Officers*	$37,265	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,910,073
Total Liabilities	$1
Net Assets	$2,910,072

990-PF

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

PDF

Fiscal Year Ending Nov.
2011

Revenue

$110,800

Expenses

$179,426

Net Income

-$68,626

Net Assets

$2,983,266

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$85,717	77.4%
Sales of Assets	$25,083	22.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$147,445	82.2%
Compensation of Officers*	$33,071	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,983,267
Total Liabilities	$1
Net Assets	$2,983,266

990-PF

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

PDF

Fiscal Year Ending Nov.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Nov.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Nov.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated March 23, 2026

Robert W & June M Lloyd Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $101k (2024)

Expenses $123k (2024)

Total Assets $3.6M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$101k (2024)

Expenses

$123k (2024)

Total Assets

$3.6M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006