//
Work at this foundation?
Claim this profile to edit this page and see interest from grant seekers.
Steve Lockton Family Foundation is a private trust based in DENVER, CO. The foundation received its IRS ruling in 2020. The principal officer is Steve Lockton. It holds total assets of $4.1M. Annual income is reported at $3.6M. Total assets have grown from $500K in 2019 to $1.8M 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, Steve Lockton Family Foundation has made 9 grants totaling $1.1M, with a median grant of $25K. Annual giving has grown from $25K in 2020 to $245K in 2023. Grantmaking activity was highest in 2022 with $550K distributed across 4 grants. Individual grants have ranged from $20K to $250K, with an average award of $119K. The foundation has supported 5 unique organizations. The foundation primarily supports organizations in Kansas, Texas, California, which account for 78% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Steve Lockton Family Foundation reported 9 individual grants totaling $1.1 million between 2020 and 2023 across its IRS Form 990-PF filings, with a median grant of $25,000. Half of those grants fell between $25,000 and $250,000. Its largest single grant in the record was $250,000. Its most recent available filing, for fiscal year 2023, reports $254,294 in total giving.
The largest share of grants went to organizations in CA (3 of 9), followed by KS (3) and TX (1). In total the foundation's grantees span 5 states. Of its 5 distinct grantees, 40 percent received funding more than once, so repeat relationships are the norm rather than the exception. Its largest institutional recipients were The University Of Kansas Endowment ($750,000), Smu Foundation ($200,000) and Pancreatic Cancer Action Network (Pancan) ($75,000).
Computed from 9 individual grant records (2020–2023) in this foundation's IRS Form 990-PF Part XV filings, reaching 5 states. Source: IRS 990-PF.
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.
Steve Lockton Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 9 grants. Its grantmaking reaches organizations primarily in KS, TX, CA.
Steve Lockton Family Foundation has distributed a total of $1.1M across 9 grants. The median grant size is $25K, with an average of $119K. Individual grants have ranged from $20K to $250K.
Steve Lockton Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Steve Lockton Family Foundation is headquartered in DENVER, CO. While based in CO, the foundation distributes grants to organizations across 5 states.
Get a weekly digest of new grants for organizations like yours
Get a free weekly digest of new grant opportunities as they're added to Granted. Unsubscribe anytime.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| John Stephen Lockton | TRUSTEE | $0 | $0 | N/A |
| Samantha Arlett Hauser Lockton | TRUSTEE | $0 | $0 | N/A |
Total Giving
$254K
Total Assets
$1.8M
Fair Market Value
$1.8M
Net Worth
$1.8M
Grants Paid
$245K
Contributions
N/A
Net Investment Income
$36K
Distribution Amount
$86K
Total: $1.8M
Total Grants
9
Total Giving
$1.1M
Average Grant
$119K
Median Grant
$25K
Unique Recipients
5
Most Common Grant
$25K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Smu FoundationGARRY WEBER COMPLEX | Dallas, TX | $200K | 2023 |
| Pancreatic Cancer Action Network (Pancan)CANCER RESEARCH AND SUPPORT | Manhattan Beach, CA | $25K | 2023 |
| Phi Delta Theta FoundationSCHOLARSHIPS | Oxford, OH | $20K | 2023 |
| The University Of Kansas EndowmentEDUCATIONAL | Lawrence, KS | $250K | 2022 |
| University Of ColoradoEDUCATIONAL | Denver, CO | $25K | 2020 |