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Also known as: FOUNDATION
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David And Tracy Lockton Family Foundation is a private trust based in NAPLES, FL. The foundation received its IRS ruling in 2020. It holds total assets of $6.5M. Annual income is reported at $5.5M. Total assets have grown from $392K in 2020 to $5.3M in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. According to available records, David And Tracy Lockton Family Foundation has made 15 grants totaling $3.3M, with a median grant of $20K. Annual giving has decreased from $2.2M in 2022 to $1.1M in 2023. Individual grants have ranged from $10K to $1M, with an average award of $222K. The foundation has supported 9 unique organizations. The foundation primarily supports organizations in Kansas, Missouri, Massachusetts, which account for 73% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
David And Tracy Lockton Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 15 grants. Its grantmaking reaches organizations primarily in KS, MO, MA.
David And Tracy Lockton Family Foundation has distributed a total of $3.3M across 15 grants. The median grant size is $20K, with an average of $222K. Individual grants have ranged from $10K to $1M.
David And Tracy Lockton Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
David And Tracy Lockton Family Foundation is headquartered in NAPLES, FL. While based in FL, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| David M Lockton | CO-TRUSTEE | $0 | $0 | N/A |
| Tracy L Lockton | CO-TRUSTEE | $0 | $0 | N/A |
Total Giving
$1.2M
Total Assets
$5.3M
Fair Market Value
$7.4M
Net Worth
$5.3M
Grants Paid
$1.1M
Contributions
N/A
Net Investment Income
$158K
Distribution Amount
$367K
Total: $3.2M
Total Grants
15
Total Giving
$3.3M
Average Grant
$222K
Median Grant
$20K
Unique Recipients
9
Most Common Grant
$20K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Kansas State University FoundationTO FUND THE NEW RENOVATED LOCATION FOR CAT'S CUPBOARD BUILDING TO OFFER AN ENHANCED EXPERIENCE TO STUDENTS FACING FOOD INSECURITIES. | Manhattan, KS | $1M | 2023 |
| Vibrant HealthTO PROVIDE HIGH-QUALITY HEALTH CARE FOR THE COMMUNITY | Kansas City, KS | $30K | 2023 |
| United Way Of Greater Kansas CityTO PROVIDE SUPPORT TO CREATING A HEALTHIER COMMUNITY | Kansas City, MO | $20K | 2023 |
| Naples Children & Education FoundationTO HELP IMPROVE THE PHYSICAL, EMOTIONAL AND EDUCATIONAL LIVES OF UNDERPRIVILEGED CHILDREN. | Naples, FL | $18K | 2023 |
| Captains For Clean WaterTO PROVIDE SUPPORT FOR WATER QUALITY IN SOUTH FLORIDA | Fort Myers, FL | $10K | 2023 |
| The National Audubon SocietyTO PROVIDE SUPPORT TO PROTECT BIRDS | New York, NY | $10K | 2023 |
| The Philanthropy RoundtableTO HELP PURSUE A MISSION TO FOSTER EXCELLENCE IN PHILANTHROPY AND PROTECT PHILANTHROPIC FREEDOM. | Washington, DC | $10K | 2023 |
| The Children'S Place IncTO PROVIDE SUPPORT FOR CHILDREN UNDER THE AGE OF 8. | Kansas City, MO | $50K | 2022 |
| The Greenlight FundTO PROVIDE SUPPORT FOR FAMILIES IN HIGH POVERTY URBAN AREAS. | Boston, MA | $20K | 2022 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL