Private Foundation · FL · Private Independent Foundations
David And Tracy Lockton Family Foundation
Naples, FL · EIN 846555083 · Website (ProPublica) ↗ · 990s on ProPublica ↗
Assets
$6.5M
Total Giving
$1.1M
Grants on File
4
Average Grant
$277K
Giving Radius
Where David And Tracy Lockton Family Foundation Has Given
Section I
How to Apply
No application guidelines on file — check the foundation's website directly.
On Unsolicited Proposals no
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Manhattan, KS | $1.0M | 2022 |
| Boston, MA | $20K | 2022 |
| Kansas City, KS | $20K | 2022 |
| Kansas City, MO | $50K | 2022 |
4 grants total
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2023 | $5.3M | $367K | $190K | $1.2M |
| 2022 | $5.9M | $196K | $8.4M | $1.1M |
| 2021 | $760K | $56K | $1.1M | $95K |
| 2020 | $392K | $2K | $392K | — |
Section VII
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