David And Tracy Lockton Family Foundation
- Assets
- $5.3m
- Revenue
- $190.1k
- Investments
- $4.4m
- Employees
- 0
- Location
- Naples, FL
- Founding
- Data as of
- 12/2023
- EIN
- 84-6555083
Organization Overview
David And Tracy Lockton Family Foundation is located in Naples, FL. 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. David And Tracy 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 12/2023, David And Tracy Lockton Family Foundation generated $190.1k 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 (16.5%) each year.
Since 2021, David And Tracy Lockton Family Foundation has awarded 16 individual grants totaling $2,302,042. 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David M Lockton Co-Trustee | 1 | $0 | |
Tracy L Lockton Co-Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $172,237 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $16,665 |
| Capital Gain Net Income | $16,665 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,231 |
| Total Revenue | $190,133 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $45,542 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $79,974 |
| Contributions, gifts, grants paid | $1,109,459 |
| Total expenses and disbursements | $1,189,433 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $841,769 |
| 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 | $1,201,031 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $5,286,633 |
| 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, David And Tracy Lockton Family Foundation has awarded $1,109,459 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
KANSAS STATE UNIVERSITY FOUNDATION PURPOSE: TO FUND THE NEW RENOVATED LOCATION FOR CAT'S CUPBOARD BUILDING TO OFFER AN ENHANCED EXPERIENCE TO STUDENTS FACING FOOD INSECURITIES. | $1,011,959 |
VIBRANT HEALTH PURPOSE: TO PROVIDE HIGH-QUALITY HEALTH CARE FOR THE COMMUNITY | $30,000 |
CAPTAINS FOR CLEAN WATER PURPOSE: TO PROVIDE SUPPORT FOR WATER QUALITY IN SOUTH FLORIDA | $10,000 |
UNITED WAY OF GREATER KANSAS CITY PURPOSE: TO PROVIDE SUPPORT TO CREATING A HEALTHIER COMMUNITY | $20,000 |
THE NATIONAL AUDUBON SOCIETY PURPOSE: TO PROVIDE SUPPORT TO PROTECT BIRDS | $10,000 |
NAPLES CHILDREN & EDUCATION FOUNDATION PURPOSE: TO HELP IMPROVE THE PHYSICAL, EMOTIONAL AND EDUCATIONAL LIVES OF UNDERPRIVILEGED CHILDREN. | $17,500 |