The Bill and Jackie Lockwood Family Foundation is a private family foundation based in Dayton, Ohio. Established in 2003, it operates as a 501(c)(3) philanthropic organization designated for grantmaking and charitable purposes.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$15.3M
+19.6% YoY
Annual Giving
$546K
+6.3% YoY
Grant Count
55
+10.0% YoY
Avg Grant Size
$10K
-3.3% YoY
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Geographic Focus
Where this funder awards grants
The foundation is headquartered in Dayton, Ohio, with its address listed as 1 Carter Talbot Court, Dayton, OH 45419-2904.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year 2023:
- Total Assets: $12.8 million
- Revenue: $430,000
- Expenses: $566,000
- Total Liabilities: $0
The foundation maintains a stable financial position with assets significantly exceeding annual expenses, indicating a long-term commitment to grantmaking activities.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $15,294,261 | $12,789,356 | $11,642,585 |
| Revenue | $512,257 | $429,805 | $433,240 |
| Expenses | $619,872 | $566,445 | $508,738 |
| Qualifying Distributions | $546,000 | $513,500 | $506,000 |
| Net Investment Income | $3,513 | $3,735 | $3,247 |
| Distributable Amount | $741,950 | $608,760 | $579,848 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
228 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES D LOCKWOOD | TRUSTEE | 1 | — |
| JANE E LYNCH | TRUSTEE | 1 | — |
| JOHN W LOCKWOOD | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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