Bill and Jackie Lockwood Family
Bill and Jackie Lockwood Family is a private foundation based in Dayton, Ohio. Its 2024 filing reports grants to charitable organizations including universities, community organizations, and organizations addressing health, hunger, housing, youth development, and the arts.
Bill and Jackie Lockwood Family at a glance
In short: Bill and Jackie Lockwood Family gave $546K across 55 grants in 2024 (avg $10K), top state Ohio. 18% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $546,000
- +6.3% vs 2023
- Grants made (2024)
- 55
- +10.0% vs 2023
- Average grant
- $9,927
- -3.3% vs 2023
- Median grant
- $5,000
- Total assets
- $15,294,261
- +19.6% vs 2023
- New grantees (estimate)
- 18% first-time grantees (10 of 55, 2024)
- Primary geography
- Ohio (43% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bill and Jackie Lockwood Family
- Accepts unsolicited proposals
- No
- Contact
Mailing address: 1 Carter Talbot Court, Dayton, OH 45419
Phone: (937) 299-0720
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bill and Jackie Lockwood Family funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was University of Cincinnati ($104K). Together the top 10 received $347K.
Organizations only. It also paid 1 grant to individuals ($5,000), which are not listed by name.
Grant Size Distribution
233 grants across all recorded years
The most common grant size was under $50K: 219 grants of 233 (94%).
Geographic Focus
Where this funder awards grants
The foundation is based in Dayton, Ohio. In 2024, Ohio recipients received 43% of grant dollars; recipients in Illinois received 13%, Colorado 13%, Texas 11%, and California 10%. The grants also included support for organizations in other states.
Grant Distribution by State
Share of 2024 grant dollars across all 55 itemized grants.
States
Cities
Is Bill and Jackie Lockwood Family open to new grantees?
18%
first-time grantees, 2024
In 2024, 10 of 55 grantees (18%) were first-time recipients. First grants averaged $5K; repeat grants $11K. How we count
Medians: $5K first-time, $5K repeat.
- 82% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+3%). Method
- In 2024 it paid out 74% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $506K (2022) to $546K (2024). In 2024 it made 55 grants totaling $546K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Cincinnati Cincinnati, OH | Scholarship Fund College of Engineering | $104,000 |
| University of Illinois Foundation Chicago, IL | Assist Individuals with Disabilities | $55,000 |
| Dayton Foundation (Deca) Dayton, OH | Urban Student Development | $50,000 |
| Rocky Mountain Multiple Sclerosis Westminster, CO | Improve quality of life for those living with ms | $30,500 |
| Alamo Area Council BSA San Antonio, TX | Prepare Youth to Make Ethical Choices Over Lifetime | $30,000 |
| Life Moves Santa Clara, CA | Provide Interim Housing for Homeless | $25,000 |
| Engineers Club of Dayton Dayton, OH | Support Engineering Education Programs | $15,000 |
| Second Harvest of Silicon Valley San Jose, CA | Help Fight Food Insecurity | $15,000 |
| Philmont Staff Association Cimarron, NM | Support Seasonal Staff and the Wilderness Adventure | $12,500 |
| American Academy of Pediatrics Chicago, IL | Well-Being of Infant Children | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $15,294,261 | $512,257 | $619,872 | $546,000 | 55 | $546,000 | $3,513 | $741,950 |
| 2023 | $12,789,356 | $429,805 | $566,445 | $513,500 | 50 | $513,500 | $3,735 | $608,760 |
| 2022 | $11,642,585 | $433,240 | $508,738 | $506,000 | 44 | $506,000 | $3,247 | $579,848 |
| 2021 | $11,650,807 | $458,936 | $533,843 | $531,000 | 43 | $531,000 | $2,764 | $542,210 |
| 2020 | $9,399,103 | $161,440 | $509,230 | $506,500 | 41 | — | $2,665 | $431,039 |
Under IRS private-foundation payout rules, Bill and Jackie Lockwood Family reported a distributable amount of $742K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available information does not state the foundation’s own mission. Its 2024 grants include support for a University of Cincinnati scholarship fund for the College of Engineering, assistance for people with disabilities through the University of Illinois Foundation, urban student development through the Dayton Foundation, and programs related to multiple sclerosis, youth, housing, food access, and children’s well-being.
The grantees describe their own work in varied terms. Rocky Mountain Multiple Sclerosis says it improves the lives of people with MS and their families through care, support, education, and research. Second Harvest of Silicon Valley says it works toward a hunger-free community by providing more food, healthy food, and better access to food. Dayton History says it preserves and shares the history of Dayton and the surrounding region and provides educational experiences.
Grantmaking
In filing year 2024, the foundation reported 55 grants totaling $546,000. Grant amounts ranged from $500 to $104,000, with a median grant of $5,000.
Largest reported grants included $104,000 to the University of Cincinnati for a College of Engineering scholarship fund; $55,000 to the University of Illinois Foundation to assist individuals with disabilities; $50,000 to the Dayton Foundation for urban student development; $30,500 to Rocky Mountain Multiple Sclerosis to improve quality of life for people living with MS; and $30,000 to Alamo Area Council BSA to prepare youth to make ethical choices. Other grants included $25,000 to Life Moves for interim housing for people experiencing homelessness and $15,000 each to Engineers Club of Dayton for engineering education programs and Second Harvest of Silicon Valley to help fight food insecurity.
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists James D. Lockwood, Jane E. Lynch, and John W. Lockwood as trustees.
Bill and Jackie Lockwood Family's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
James D. Lockwood
Trustee
On filings since 2020
1 hr/week
No compensation reported
Jane E. Lynch
Trustee
On filings since 2020
1 hr/week
No compensation reported
John W. Lockwood
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bill and Jackie Lockwood Family
How much does Bill and Jackie Lockwood Family give each year?
Bill and Jackie Lockwood Family gave $546K across 55 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $514K across 50 grants.
What is Bill and Jackie Lockwood Family's typical grant size?
Bill and Jackie Lockwood Family's median grant in 2024 was $5,000, and its average grant was $9,927, across 55 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Bill and Jackie Lockwood Family that year got $5K on average.
Where does Bill and Jackie Lockwood Family give grants?
Bill and Jackie Lockwood Family's top state is Ohio, with 43% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Illinois (13%) and Colorado (13%). The most frequent recipient cities were Dayton, OH (10 grants), Oakwood, OH (4 grants), Chicago, IL (3 grants) and Denver, CO (3 grants).
Does Bill and Jackie Lockwood Family give general operating support?
Occasionally: 2% of Bill and Jackie Lockwood Family's 2024 grants with a stated purpose (1 of 55) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Support Youth Organization" (3 grants).
Who are Bill and Jackie Lockwood Family's largest grantees?
Bill and Jackie Lockwood Family's largest 2024 grantees include University of Cincinnati ($104,000), University of Illinois Foundation ($55,000) and Dayton Foundation (Deca) ($50,000), according to its 2024 IRS Form 990-PF. It also paid 1 grant to individuals ($5,000), which are not listed by name. Together they received 38% of its itemized 2024 grant dollars.
How large is Bill and Jackie Lockwood Family?
Bill and Jackie Lockwood Family reported $15.3M in total assets on its 2024 IRS Form 990-PF. It paid out $546K in qualifying distributions that year, against a required minimum of $742K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Bill and Jackie Lockwood Family fund?
The available information does not state the foundation’s own mission. See mission & focus areas ↑
How do I apply for a grant from Bill and Jackie Lockwood Family?
Bill and Jackie Lockwood Family does not accept unsolicited proposals, according to Grantable's research on its published guidelines.
What is Bill and Jackie Lockwood Family's EIN?
Bill and Jackie Lockwood Family's EIN (Employer Identification Number) is 03-6100828. IRS Form 990 filing data is available on this page for 2020–2024.
Does Bill and Jackie Lockwood Family accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Bill and Jackie Lockwood Family funder profile. GrantGraph. Retrieved October 7, 2026, from https://grantable.co/funders/bill-and-jackie-lockwood-family-morg_7b96374c93ca4378957984f61b17b644
BibTeX
@misc{grantable_036100828_2026,
author = {{Grantable}},
title = {{Bill and Jackie Lockwood Family funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bill-and-jackie-lockwood-family-morg_7b96374c93ca4378957984f61b17b644},
note = {Accessed 2026-10-07. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Bill and Jackie Lockwood Family's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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