David and Tracy Lockton Family
The David and Tracy Lockton Family is a private foundation based in Naples, Florida. Its 2025 filing reports 11 grants totaling $819,377 to organizations working in areas including health care, children’s services, education, mentoring, and environmental protection.
David and Tracy Lockton Family at a glance
In short: David and Tracy Lockton Family gave $819K across 11 grants in 2025 (avg $74K), top state Missouri. 30% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $819,377
- -46.5% vs 2024
- Grants made (2025)
- 11
- +83.3% vs 2024
- Average grant
- $74,489
- -70.8% vs 2024
- Median grant
- $20,000
- Total assets
- $16,182,862
- +147.8% vs 2024
- New grantees (estimate)
- 30% first-time grantees (3 of 10, 2025; small sample)
- Primary geography
- Missouri (47% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to David and Tracy Lockton Family
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 1375 Spyglass Lane, Naples, FL 34102
Phone: (239) 234-2782
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who David and Tracy Lockton Family funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Vibrant Health ($230K). Together the top 9 received $714K.
Organizations only. It also paid 2 grants to individuals ($105,407), which are not listed by name.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was under $50K: 20 grants of 33 (61%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars went to recipients in Missouri (47%), Kansas (29%), Massachusetts (20%), and Florida (5%). These shares are as reported in the filing.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
Cities
Is David and Tracy Lockton Family open to new grantees?
30%
first-time grantees, 2025
In 2025, 3 of 10 grantees (30%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $77K; repeat grants $70K. How we count
Medians: $16K first-time, $20K repeat.
- 50% of 2025 grantees were also funded in 2024. Method
- Giving fell 26% from 2022 to 2025. Method
- In 2025 it paid out 177% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). 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 2021 to 2025, annual grant giving ranged from $85K (2021) to $1.5M (2024). In 2025 it made 11 grants totaling $819K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Vibrant Health Kansas City, KS | To Provide High-Quality Health Care for the Community | $230,000 |
| Amethyst Places Capital Kansas City, MO | To Provide for the New Playground Campaign | $200,000 |
| The Greenlight Fund Boston, MA | To provide support for families in high poverty urban areas. | $162,500 |
| 2 grants to individuals Recipients not named | — | $105,407 |
| The Children's Place Inc Kansas City, MO | To provide support for children under the age of 8. | $50,000 |
| Naples Children & Education Foundation Naples, FL | To help improve the physical, emotional and educational lives of underprivileged children. | $20,000 |
| Kansas City Academy Kansas City, MO | To provide scholarship funds for a charitable academy school | $16,470 |
| Big Brothers Big Sisters KC Kansas City, MO | To Provide Life-Changing Mentoring Relationships | $15,000 |
| Audubon Florida Miami, FL | To help conserve and restore natural ecosystems, focusing on birds, other wildlife | $10,000 |
| Captains for Clean Water Fort Myers, FL | To Restore Florida's Water Resources and Protect Ecosystems | $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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $16,182,862 | $16,187,756 | $899,455 | $819,377 | 11 | $828,377 | $6,205,658 | $468,275 |
| 2024 | $6,531,654 | $3,377,000 | $1,600,896 | $1,531,641 | 6 | $1,553,044 | $1,334,950 | $317,670 |
| 2023 | $5,286,633 | $190,133 | $1,189,433 | $1,109,459 | 7 | $1,112,376 | $158,076 | $367,275 |
| 2022 | $5,871,883 | $8,434,775 | $1,129,402 | $1,108,083 | 4 | $1,109,958 | $1,471,331 | $195,977 |
| 2021 | $759,759 | $1,103,224 | $94,626 | $84,500 | 5 | $85,250 | $81,333 | $56,245 |
| 2020 | $391,794 | $391,794 | — | — | — | — | — | $2,061 |
Under IRS private-foundation payout rules, David and Tracy Lockton Family reported a distributable amount of $468K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No foundation mission statement is provided. Its 2025 grants show support for organizations with varied purposes. For example, The Children’s Place Inc. describes its mission as providing mental health services and family support for children who have experienced abuse, neglect, or other trauma. Captains for Clean Water Inc. describes its mission as advancing education, awareness, and science-based solutions to restore and protect marine ecosystems. Kansas State University Foundation says it secures and manages private gifts in support of Kansas State University.
Grantmaking
In 2025, the foundation made 11 grants totaling $819,377. Grant sizes ranged from $5,000 to $230,000, with a median grant of $20,000. Its largest awards included $230,000 to Vibrant Health for community health care, $200,000 to Amethyst Places Capital for a playground campaign, and $162,500 to The GreenLight Fund for support for families in high-poverty urban areas. Other notable grants included $100,407 to an individual recipient Episcopal Day School for scholarships, $50,000 to The Children’s Place Inc., and $20,000 to Naples Children & Education Foundation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists David M Lockton and Tracy L Lockton as co-trustees.
David and Tracy Lockton Family's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
David M. Lockton
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Tracy L. Lockton
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 David and Tracy Lockton Family
How much does David and Tracy Lockton Family give each year?
David and Tracy Lockton Family gave $819K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.5M across 6 grants.
What is David and Tracy Lockton Family's typical grant size?
David and Tracy Lockton Family's median grant in 2025 was $20,000, and its average grant was $74,489, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from David and Tracy Lockton Family that year got $77K on average.
Where does David and Tracy Lockton Family give grants?
David and Tracy Lockton Family's top state is Missouri, with 47% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Kansas (29%) and Massachusetts (20%). The most frequent recipient cities were Kansas City, MO (4 grants).
Does David and Tracy Lockton Family give general operating support?
Not in 2025: none of the 11 grants with a stated purpose on David and Tracy Lockton Family's 2025 IRS Form 990-PF were described as general or operating support.
Who are David and Tracy Lockton Family's largest grantees?
David and Tracy Lockton Family's largest 2025 grantees include Vibrant Health ($230,000), Amethyst Places Capital ($200,000) and The Greenlight Fund ($162,500), according to its 2025 IRS Form 990-PF. It also paid 2 grants to individuals ($105,407), which are not listed by name. Together they received 72% of its itemized 2025 grant dollars.
How large is David and Tracy Lockton Family?
David and Tracy Lockton Family reported $16.2M in total assets on its 2025 IRS Form 990-PF. It paid out $828K in qualifying distributions that year, against a required minimum of $468K (roughly 5% of its investment assets).
What does David and Tracy Lockton Family fund?
No foundation mission statement is provided. Its 2025 grants show support for organizations with varied purposes. For example, The Children’s Place Inc. describes its mission as providing mental health services and family support for children who have experienced abuse, neglect, or other trauma. See mission & focus areas ↑
How do I apply for a grant from David and Tracy Lockton Family?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does David and Tracy Lockton 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
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 19, 2026)
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Cite this profile
Grantable. (2026). David and Tracy Lockton Family funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/david-and-tracy-lockton-family-morg_ca56a392d2be4d66963bfc6b84c8ed42
BibTeX
@misc{grantable_846555083_2026,
author = {{Grantable}},
title = {{David and Tracy Lockton Family funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/david-and-tracy-lockton-family-morg_ca56a392d2be4d66963bfc6b84c8ed42},
note = {Accessed 2026-10-15. 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 David and Tracy Lockton 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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