Susan L Lloyd Charitable Trust
EIN 133630830Total Given 2016–2020
$386K
38 grants · $77K avg/year
based on 5 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$5K
typical small grants · $2K–$10K
grant size
12%
transactional · 4/34 multi-year
repeat
$3.6M
Assets (2024)
34
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
SUSAN LATTNER HOLLENBECK CHARITABLE
Phone
(561) 266-9494
Deadlines
JUNE 30, DECEMBER 31
How to Apply
1. THE CERTIFICATION, APPLICATION, PROJECT DESCRIPTION & BUDGET PAGES. 2. A COPY OF THE ORGANIZATION'S MOST RECENT SECTION 501(C)(3) IRS RULING. 3. A COPY OF THE ORGANIZATION'S MOST RECENT FINANCIAL STATEMENTS OR TAX RETURN. 4. A LIST OF THE ORGANIZATION'S OFFICERS AND DIRECTORS.
Restrictions
THE FOUNDATION AWARDS CHARITABLE DISTRIBUTIONS ONLY TO ORGANIZATIONS WHICH SATISFY THE REQUIREMENTS OF SECTION 170(B)(1)(A), 170 (C), 2055(A), AND 2522(A) OF THE INTERNAL REVENUE CODE.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $51K | $1.0M | $28K | 11 |
| 2017 | $44K | $1.1M | $29K | 7 |
| 2019 | $47K | $1.3M | $41K | 6 |
| 2020 | $244K | $1.1M | $620K | 14 |
| 2022 | N/A | $983K | $19K | N/A |
| 2023 | N/A | $3.4M | $2.1M | N/A |
| 2024 | N/A | $3.6M | $55K | N/A |
Grant Size Distribution
Based on 38 grants on record
Minimum
$500
25th Pctl
$2K
Median
$5K
Average
$10K
75th Pctl
$10K
Maximum
$50K
Geographic Distribution
Officers & Directors
DH
Douglas W Hollenbeck
Trustee
DH
David W Hollenbeck
Trustee
DH
Drew Hollenbeck
Trustee
DH
Douglas W Hollenbeck
Trustee
DH
David W Hollenbeck
Trustee
DH
Douglas W Hollenbeck
Trustee
DH
David W Hollenbeck
Trustee
DH
Drew Hollenbeck
Trustee
DH
Drew Hollenbeck
Trustee
SL
Susan L Lloyd
Trustee
DH
Douglas W Hollenbeck
Trustee
DH
David W Hollenbeck
Trustee
DH
Drew Hollenbeck
Director
DL
David Lloyd
Director
DH
Douglas W Hollenbeck
Director
DH
David W Hollenbeck
Director
SL
Susan L Lloyd
Trustee
DL
David Lloyd
Director
DH
Douglas W Hollenbeck
Director
DH
David W Hollenbeck
Director
DH
Drew Hollenbeck
Director
SL
Susan L Lloyd
Trustee
DL
David Lloyd
Director
DH
Douglas W Hollenbeck
Director
DH
David W Hollenbeck
Director
DH
Drew Hollenbeck
Director
SL
Susan L Lloyd
Trustee
Grants Awarded (38 total)
| Purpose | ||||
|---|---|---|---|---|
| Christians Reaching Out to Society | Lake Worth, FL | $50,000 | HEALTH & SOC. SVC. | 2020 |
| Ocean Community Ymca | Westerly, RI | $50,000 | HEALTH & SOC. SVC. | 2020 |
| Vermont Foodbank | Barre, VT | $50,000 | HEALTH & SOC. SVC. | 2020 |
| Sierra Club Foundation | Oakland, CA | $25,000 | ENVIRONMENTAL | 2017 |
| Good Karma Pet Rescue (For Paw Bvi) | Ft Lauderdale, FL | $20,000 | HEALTH & SOC. SVC. | 2020 |
| Stephen Siller Tunnel to Towers | Staten Island, NY | $15,000 | HEALTH & SOC. SVC. | 2020 |
| The Warm Center | Westerly, RI | $15,000 | HEALTH & SOC. SVC. | 2020 |
| Watch Hill Mem Library & Improvement | Watch Hill, RI | $15,000 | HISTORICAL PRESERV | 2016 |
| Bella Mente Quantum Racing Assn | Minneapolis, MN | $10,000 | HEALTH & SOC. SVC. | 2020 |
| Epworth Children & Family Services | St Louis, MO | $10,000 | HEALTH & SOC. SVC. | 2020 |
| Sail to Prevail | Newport, RI | $10,000 | HEALTH & SOC. SVC. | 2020 |
| Wayside House | Delray Beach, FL | $10,000 | HEALTH & SOC. SVC. | 2020 |
| Philadelphia Museum of Art | Philadelphia, PA | $10,000 | ARTS & HUMANITIES | 2016 |
| Woodmere Art Museum | Philadelphia, PA | $10,000 | ARTS/HUMANITIES | 2017 |
| Chesapeake Bay Foundation | Annapolis, MD | $10,000 | ENVIRONMENT | 2019 |
| Good Karma Pet Rescue (For Paw Bvi) | Ft Lauderdale, FL | $10,000 | HEALTH & SOC. SVC. | 2019 |
| Organic Consumers Association | Finland, MN | $10,000 | HEALTH & SOC. SVC. | 2019 |
| University of Virginia Fund (Jefferson Tr) | Charlottesville, VA | $10,000 | EDUCATION | 2019 |
| Manna | Philadelphia, PA | $5,000 | HEALTH & SOC SVC | 2016 |
| Wayside House | Delray Beach, FL | $5,000 | HEALTH & HUM SVC | 2016 |
| Wlrn | Miami, FL | $5,000 | EDUCATION | 2016 |
| Boys & Girls Club of Central Virginia | Charlottesville, VA | $5,000 | HEALTH & SOC. SVC. | 2019 |
| Stand Up for Animals | Westerly, RI | $4,000 | HEALTH & SOCIAL SVC | 2017 |
| Boys & Girls Club of Palm Beach County | West Palm Beach, FL | $3,000 | HEALTH & HUM SVC | 2016 |
| Evergreen Foundation | Palmetto Bay, FL | $2,000 | ENVIRONMENT | 2016 |