Tua C Lg Lloyd #1-Lloydsmu
EIN 756066776Total Given 2020–2021
$1.5M
2 grants · $774K avg/year
based on 2 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$774K
typical big bets · $412K–$1.1M
grant size
100%
deep partner · 1/1 multi-year
repeat
$480K
Assets (2020)
1
Distinct Recipients
About
ACCOUNT IS CLOSING DUE TO THE EXPIRATION OF A PREDETERMINED PERIOD OF YEARS. IN ACCORDANCE WITH ARTICLE IV, THIS TRUST SHOULD TERMINATE AT THE PERIOD OF LIFE OF THE SURVIVOR OF C.L. LLOYD AND WIFE, GLADYS LLOYD, PLUS A PERIOD OF TWENTY-ONE YEARS. TRUST WILL TERMINATE AND DISTRIBUTE 100% TO SOUTHERN METHODIST UNIVERSITY.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $2.1M | $221K | N/A |
| 2020 | $1.5M | $480K | $296K | 1 |
| 2021 | $50K | $0 | $34K | 1 |
Grant Size Distribution
Based on 2 grants on record
Minimum
$50K
25th Pctl
$412K
Median
$774K
Average
$774K
75th Pctl
$1.1M
Maximum
$1.5M
Geographic Distribution
Officers & Directors
BA
Bank of America
Trustee
BA
Bank of America N a
2 yrs
Trustee
BA
Bank of America N a
2 yrs
Trustee
Grants Awarded (2 total)
| Purpose | ||||
|---|---|---|---|---|
| Southern Methodist University | Dallas, TX | $1,497,064 | SUPPORT SMU'S GRADUATE | 2020 |
| Southern Methodist University | Dallas, TX | $50,307 | SUPPORT SMU'S GRADUATE | 2021 |