TUA C. LG Lloyd #2-smu

EIN 756066777 Private Foundation

Dallas, TX 75265 |(888) 866-3275

Total Given 2020–2021
$8.3M
2 grants · $4.1M avg/year
based on 2 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$4.1M
typical big bets · $2.1M–$6.2M
grant size
100%
deep partner · 1/1 multi-year
repeat
$14K
Assets (2020)
1
Distinct Recipients

About

EXPIRATION OF A PREDETERMINED PERIOD OF YEARS AS STATED IN ACCORDANCE WITH ARTICLE IV OF TRUST DOCUMENT. ARTICLE IV STATES THAT THIS TRUST SHOULD TERMINATE AT THE PERIOD OF LIFE OF THE SURVIVOR OF C L LLOYD AND WIFE, GLADYS KIRK LLOYD PLUS A PERIOD OF 21 YEARS. GLADYS K LLOYD DIED ON 08/08/1999. THE TRUST IS TO TERMINATE AND DISTRIBUTE 100% TO SOUTHERN METHODIST UNIVERSITY.

Application Information

Accepts Unsolicited Proposals No. Preselected Only
Phone (888) 866-3275
Visit funder website

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2020 $8.3M $14K $1.0M 1
2021 $5K $0 $32 1

Grant Size Distribution

Based on 2 grants on record

Minimum
$5K
25th Pctl
$2.1M
Median
$4.1M
Average
$4.1M
75th Pctl
$6.2M
Maximum
$8.3M

Geographic Distribution

Officers & Directors

BA
Bank of America
Trustee

Grants Awarded (2 total)

Purpose
Southern Methodist University Dallas, TX $8,259,102 SUPPORT SMU'S GRADUATE 2020
Southern Methodist University Dallas, TX $5,171 SUPPORT SMU'S GRADUATE 2021

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