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
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
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 |
|---|---|---|---|
| DAVID M LOCKTON | CO-TRUSTEE | 1 | — |
| TRACY L LOCKTON | CO-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.
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