Lockton Family Foundation
- Assets
- $2.2m
- Revenue
- $1.5m
- Investments
- $2.0m
- Employees
- 0
- Location
- Kansas City, MO
- Founding
- 11/1994
- Data as of
- 12/2021
- EIN
- 48-1135485
Organization Overview
Lockton Family Foundation is located in Kansas City, MO. The organization was established in 1994. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. 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 12/2021, Lockton Family Foundation generated $1.5m in total revenue. All expenses for the organization totaled $377.5k during the year ending 12/2021. While expenses have increased by 35.1% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Lockton Family Foundation has awarded 20 individual grants totaling $598,363. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Cheryl L Williams Trustee | 2 | $0 | |
Ronald J Lockton Trustee | 1 | $0 | |
Donald S Lockton Trustee | 1 | $0 | |
John Stephen Lockton Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $593,141 |
| Interest on Savings | $6 |
| Dividends & Interest | $31,803 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $915,794 |
| Capital Gain Net Income | $915,794 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,540,744 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $431 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $9,584 |
| Total operating and administrative expenses | $15,515 |
| Contributions, gifts, grants paid | $362,000 |
| Total expenses and disbursements | $377,515 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $132,555 |
| Savings and temporary cash investments | $58,747 |
| 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 | $178,822 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,184,124 |
| 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, Lockton Family Foundation has awarded $362,000 in support to 10 organizations.
| Grant Recipient | Amount |
|---|---|
THE UNIVERSITY OF KANSAS ENDOWMENT PURPOSE: GENERAL OPERATING SUPPORT - EDUCATION | $250,000 |
Denver, CO PURPOSE: GENERAL OPERATING SUPPORT - EDUCATION | $30,000 |
BLUE DOT FOUNDATION PURPOSE: GENERAL OPERATING SUPPORT - CIVIC SERVICES | $30,000 |
DOWN SYNDROME INNOVATIONS PURPOSE: GENERAL OPERATING SUPPORT - EDUCATION | $12,500 |
Fort Scott, KS PURPOSE: GENERAL OPERATING SUPPORT - EDUCATION | $12,000 |
MOCSA PURPOSE: GENERAL OPERATING SUPPORT - CIVIC SERVICES | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Arnall Family Foundation Inc Oklahoma City, OK | $11,371,239 | $12,792,638 |
Trousdale Foundation Inc Cleveland, TN | $157,578,588 | $76,137,385 |
Walter Scott Family Foundation Omaha, NE | $596,551,475 | $88,689,053 |
Fulk Family Foundation Inc Chicago, IL | $111,507,856 | $5,187,231 |
Grainger Foundation Inc Lake Forest, IL | $184,158,239 | $17,016,007 |
Crawford Taylor Foundation St Louis, MO | $738,101,888 | $69,635,068 |
Zell Family Foundation Chicago, IL | $0 | $76,843,080 |
The Samuel Roberts Noble Foundation Ardmore, OK | $1,183,090,626 | $85,581,097 |
Enterprise Holdings Foundation Saint Louis, MO | $398,583,830 | $68,157,541 |
Abbvie Foundation North Chicago, IL | $72,211,109 | $4,010,058 |
Rob And Melani Walton Foundation Bentonviille, AR | $541,056,642 | $120,568,910 |
Hall Family Foundation Kansas City, MO | $1,171,646,854 | $87,869,006 |