David and Tracy Lockton Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.5M in total assets. In 2024, it awarded 6 grants totaling $1.5M. Net investment income was $1.3M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.5M
+23.6% YoY
Annual Giving
$1.5M
+38.1% YoY
Grant Count
6
-14.3% YoY
Avg Grant Size
$255K
+61.1% YoY
Under IRS private-foundation payout rules, David and Tracy Lockton Family reported a distributable amount of $318K for 2024 — the minimum it must pay out in qualifying distributions.
About David and Tracy Lockton Family
Based on IRS filings
David and Tracy Lockton Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.5M in total assets. In 2024, it awarded 6 grants totaling $1.5M. Net investment income was $1.3M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,531,654 | $5,286,633 | $5,871,883 |
| Revenue | $3,377,000 | $190,133 | $8,434,775 |
| Expenses | $1,600,896 | $1,189,433 | $1,129,402 |
| Qualifying Distributions | $1,553,044 | $1,112,376 | $1,109,958 |
| Net Investment Income | $1,334,950 | $158,076 | $1,471,331 |
| Distributable Amount | $317,670 | $367,275 | $195,977 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
22 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Kansas State University Foundation ($976,141), The Greenlight Fund ($262,500), Vibrant Health ($230,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AUDUBON FLORIDA MIAMI, FL | TO HELP CONSERVE AND RESTORE NATURAL ECOSYSTEMS, FOCUSING ON BIRDS, OTHER WILDLIFE | $10,000 |
| KANSAS STATE UNIVERSITY FOUNDATION MANHATTAN, KS | TO FUND THE NEW RENOVATED LOCATION FOR CAT'S CUPBOARD BUILDING TO OFFER AN ENHANCED EXPERIENCE TO STUDENTS FACING FOOD INSECURITIES. | $976,141 |
| MIMI'S PANTRY RIVERSIDE, MO | TO HELP BRIDGE THE GAP FOR INDIVIDUALS AND FAMILIES LACKING ACCESS TO NOURISHING FOOD AND EDUCATIONAL RESOURCES. | $3,000 |
| THE CHILDREN'S PLACE INC KANSAS CITY, MO | TO PROVIDE SUPPORT FOR CHILDREN UNDER THE AGE OF 8. | $50,000 |
| THE GREENLIGHT FUND BOSTON, MA | TO PROVIDE SUPPORT FOR FAMILIES IN HIGH POVERTY URBAN AREAS. | $262,500 |
| VIBRANT HEALTH KANSAS CITY, KS | TO PROVIDE HIGH-QUALITY HEALTH CARE FOR THE COMMUNITY | $230,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID M LOCKTON | CO-TRUSTEE | 1 | — |
| TRACY L LOCKTON | CO-TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is David and Tracy Lockton Family?
David and Tracy Lockton Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. It holds $6.5M in total assets as of 2024.
How large is David and Tracy Lockton Family?
As of 2024, David and Tracy Lockton Family holds $6.5M in total assets with $3.4M in annual revenue. It awarded 6 grants totaling $1.5M in 2024.
Where does David and Tracy Lockton Family operate?
David and Tracy Lockton Family has awarded grants in District of Columbia, Florida, Kansas, Massachusetts, Missouri, New York, Utah.
What size grants does David and Tracy Lockton Family award?
In 2024, David and Tracy Lockton Family awarded 6 grants totaling $1.5M — an average of about $255K per grant, based on its IRS Form 990 filings.
How much is David and Tracy Lockton Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, David and Tracy Lockton Family reported a distributable amount of $318K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is David and Tracy Lockton Family's EIN?
David and Tracy Lockton Family's EIN (Employer Identification Number) is 84-6555083. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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