Mary D Lockton Family Foundation
- Assets
- $347.0k
- Revenue
- $11.1k
- Investments
- $328.2k
- Employees
- 0
- Location
- Naples, FL
- Founding
- 10/2006
- Data as of
- 12/2022
- EIN
- 20-3512691
Organization Overview
Mary D Lockton Family Foundation is located in Naples, FL. The organization was established in 2006. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Mary D Lockton Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Mary D Lockton Family Foundation generated $11.1k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (6.5%) each year. All expenses for the organization totaled $45.4k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $2 |
| Dividends & Interest | $10,289 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$2,761 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $3,612 |
| Total Revenue | $11,142 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $265 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,112 |
| Total operating and administrative expenses | $5,377 |
| Contributions, gifts, grants paid | $40,000 |
| Total expenses and disbursements | $45,377 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $18,811 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $346,985 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Mary D Lockton Family Foundation has awarded $40,000 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
CRISTO REY PURPOSE: GENERAL PROGRAM FUNDING | $25,000 |
THE KANSAS UNIVERSITY ENDOWMENT PURPOSE: GENERAL PROGRAM FUNDING | $10,000 |
COLLIER COMM FDN HURRICAN RELIEF PURPOSE: GENERAL PROGRAM FUNDING | $5,000 |