Robert W & June M Lloyd Charitable Tr
Only null% goes to programs Strong reserves Declining revenue
Robert W & June M Lloyd Charitable Tr is a 501(c)(3) organization based in Saint Paul, Minnesota, registered in 2007, with $138,420 in FY2024 revenue. CharityIndex grades it F.
Po Box 64193, Saint Paul, MN, 55164 EIN 91-6573273 Since 2007
Revenue (FY2024)
$138K
▲ 36.9% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$240K
Net assets
$3.5M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
F
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Robert W & June M Lloyd Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
FFinancial health25% of the rating175 mo reserves · -73% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Robert W & June M Lloyd Charitable Tr: 175 mo reserves · -73% margin earns a F on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Robert W & June M Lloyd Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Robert W & June M Lloyd Charitable Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 64193, Saint Paul, MN, 55164
- City
- Saint Paul
- State
- Minnesota
- Subcategory
- Public Foundations
Financial trends
Revenue grew from $106K (FY2013) to $138K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $3.5M
Operating margin
-73.2%
Spent more than it raised in the latest fiscal year.
Total assets
$3.5M
Total liabilities
$0
Net assets
$3.5M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $138,420▲36.9% | $239,802▲95.6% | $3,498,639▼2.8% | $3,498,639▼2.8% | 990PF |
| 2023 | $101,135▼21.2% | $122,612▲130% | $3,600,029▼0.6% | $3,600,029▼0.6% | 990PF |
| 2022 | $128,275▼24.6% | $53,336▼80.1% | $3,621,490▲2.1% | $3,621,490▲2.1% | 990PF |
| 2021 | $170,171▼84.9% | $267,605▲13.7% | $3,546,564▼2.7% | $3,546,564▼2.7% | 990PF |
| 2020 | $1,129,491▲932% | $235,307▲8.5% | $3,644,034▲32.5% | $3,644,034▲32.5% | 990PF |
| 2019 | $109,478▼34.1% | $216,801▼0.9% | $2,749,861▼3.8% | $2,749,861▼3.8% | 990PF |
| 2018 | $166,134▼22.0% | $218,672▼12.2% | $2,857,181▼1.8% | $2,857,181▼1.8% | 990PF |
| 2017 | $213,020▲63.5% | $249,101▲56.0% | $2,909,687▼1.2% | $2,909,687▼1.2% | 990PF |
| 2016 | $130,280▼44.6% | $159,673▼25.2% | $2,945,767▼1.0% | $2,945,767▼1.0% | 990PF |
| 2015 | $235,317▼38.9% | $213,479▼2.0% | $2,975,157▲0.7% | $2,975,157▲0.7% | 990PF |
| 2014 | $385,170▲265% | $217,902▼1.3% | $2,953,972▲6.0% | $2,953,972▲6.0% | 990PF |
| 2013 | $105,578 | $220,686▼3.5% | $2,786,048▼4.3% | $2,786,048▼4.3% | 990PF |
| 2011 | — | $228,744▲27.5% | $2,910,073▼2.5% | $2,910,073▼2.5% | 990PF |
| 2010 | — | $179,426▲12.3% | $2,983,267▼2.3% | $2,983,267▼2.3% | 990PF |
| 2009 | — | $159,800 | $3,052,757 | $3,052,757 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Robert W & June M Lloyd Charitable Tr a legitimate nonprofit?
- Yes. Robert W & June M Lloyd Charitable Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 91-6573273, based in Saint Paul, Minnesota. Donations are tax-deductible.
- What is Robert W & June M Lloyd Charitable Tr's EIN?
- Robert W & June M Lloyd Charitable Tr's Employer Identification Number (EIN) is 91-6573273.
- How much revenue does Robert W & June M Lloyd Charitable Tr report?
- Robert W & June M Lloyd Charitable Tr reported $138,420 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Robert W & June M Lloyd Charitable Tr have?
- CharityIndex grades Robert W & June M Lloyd Charitable Tr F, based on financial health (reserves and operating margin).
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Data for Robert W & June M Lloyd Charitable Tr (EIN 91-6573273) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.