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
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.
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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
Among its reported 2024 grants, the largest include University of Cincinnati ($104,000), University of Illinois Foundation ($55,000), Dayton Foundation (deca) ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AGAPE INTERNATIONAL MISSIONS ROSEVILLE, CA | FIGHT AGAINST SEX TRAFFICKING | $2,500 |
| AIR CAMP INC DAYTON, OH | SUPPORT EDUCATION IN AVIATION AND AERONAUTICS | $5,000 |
| ALAMO AREA COUNCIL BSA SAN ANTONIO, TX | PREPARE YOUTH TO MAKE ETHICAL CHOICES OVER LIFETIME | $30,000 |
| ALL WHEELS UP FRISCO, TX | SUPPORT SPECIALIZED WHEELCHAIRS IN CABIN OF AIRLINES | $2,500 |
| AMERICAN ACADEMY OF PEDIATRICS CHICAGO, IL | WELL-BEING OF INFANT CHILDREN | $10,000 |
| BRAVO VAIL VAIL, CO | FOSTERING MUSIC EDUCATION | $5,000 |
| CHAUTAUQUA INSTITUTION CHAUTAUQUA, NY | ENRICHMENT OF LIFE THROUGH RELIGIOUS AND SOCIAL PROGRAMS | $2,500 |
| COLORADO MUSICAL FESTIVAL & CENTER FOR MUSICAL ARTS LAFAYETTE, CO | TO CONNECT COMMUNITY MEMBERS THROUGH MUSIC | $5,000 |
| COLORADO SYMPHONY ORCHESTRA DENVER, CO | SUPPORT LIVE SYMPHONIC MUSIC IN COLORADO | $5,000 |
| COMIC RELIEF - RED NOSE DAY BOSTON, MA | END CHILD POVERTY | $3,000 |
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
Frequently Asked Questions
Where does Bill and Jackie Lockwood Family make grants?
The foundation is headquartered in Dayton, Ohio, with its address listed as 1 Carter Talbot Court, Dayton, OH 45419-2904.
What size grants does Bill and Jackie Lockwood Family award?
In 2024, Bill and Jackie Lockwood Family awarded 55 grants totaling $546K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Bill and Jackie Lockwood Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bill and Jackie Lockwood Family reported a distributable amount of $742K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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