E David Locke Family Foundation

Private foundation · Grantmaker Middleton, WI EIN: 20-2735134

E David Locke Family Foundation is a private foundation, based in Middleton, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $704K in total assets. In 2025, it awarded 8 grants totaling $31K. Net investment income was $34K.

Key facts about E David Locke Family Foundation

In short: E David Locke Family Foundation gave $31K across 8 grants in 2025 (avg $4K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

EIN
20-2735134
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$30,500
Grants made (2025)
8
Average grant
$3,813
Median grant
$2,500
Total assets
$703,768
Primary geography
Wisconsin (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$704K

-1.1% YoY

Annual Giving

$31K

+1.7% YoY

Grant Count

8

+0.0% YoY

Avg Grant Size

$4K

+1.7% YoY

Under IRS private-foundation payout rules, E David Locke Family Foundation reported a distributable amount of $25K for 2025 — the minimum it must pay out in qualifying distributions.

How E David Locke Family Foundation gives

  • Giving held roughly steady from 2022 to 2025 (−2%). Method
  • In 2025 it paid out 132% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

MadisonMcFarlandStoughtonCross PlainsMilwaukeeAtlantaBlaineMononaBoulder JunctionColorado SpringsDenverLindaleMarco IslandMinneapolisNew YorkStillwaterWashingtonWaunakee

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K12 grants2019 5 grants2020 8 grants2021 14 grants2022 11 grants2023 8 grants2024 8 grants2025

From 2019 to 2025, annual grant giving ranged from $29K (2020) to $36K (2019). In 2025 it made 8 grants totaling $31K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Love Morich Inc: $10KLove Morich Inc$10KSalvation Army: $10KSalvation Army$10KE David Locke Public Library: $3KE David Locke Public Library$3KMcFarland Historical Society: $3KMcFarland Historical Society$3KJunior Achievement of Madison: $2KJunior Achievement of Madison$2KIce Age Trail Alliance: $1KIce Age Trail Alliance$1KStoughton Hospital Alliance: $1KStoughton Hospital Alliance$1KUw Carbone Cancer Center: $500Uw Carbone Cancer Center$500

The largest 2025 recipient was Love Morich Inc ($10K). Together the top 8 received $31K.

Grant Size Distribution

49 grants across all recorded years

49<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 49 grants of 49 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Love Morich Inc Madison, WIGeneral Purpose$10,000
Salvation Army Madison, WIGeneral Purpose$10,000
E David Locke Public Library McFarland, WIGeneral Purpose$3,000
McFarland Historical Society McFarland, WIGeneral Purpose$3,000
Junior Achievement of Madison Monona, WIGeneral Purpose$2,000
Ice Age Trail Alliance Cross Plains, WIGeneral Purpose$1,000
Stoughton Hospital Alliance Stoughton, WIGeneral Purpose$1,000
Uw Carbone Cancer Center Madison, WIGeneral Purpose$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$703,768$711,245$723,173
Revenue$35,640$31,695$124,959
Expenses$35,617$38,623$34,816
Qualifying Distributions$33,156$35,665$34,816
Net Investment Income$33,907$28,337$24,959
Distributable Amount$25,060$34,661$30,111

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS June 18, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

E David Locke Family Foundation is led by E. David Locke, President on every filing since 2019; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • E. David Locke

    President

    On filings since 2019

    1 hr/week

    No compensation reported

  • Ahren F. Locke

    Vice President

    On filings since 2019

    1 hr/week

    No compensation reported

  • Brendan S. Locke

    Treasurer

    On filings since 2019

    1 hr/week

    No compensation reported

  • Meredith C. Locke

    Secretary

    On filings since 2019

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "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 E David Locke Family Foundation

How much does E David Locke Family Foundation give each year?

E David Locke Family Foundation gave $31K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 8 grants.

What is E David Locke Family Foundation's typical grant size?

E David Locke Family Foundation's median grant in 2025 was $2,500, and its average grant was $3,813, across 8 grants on its 2025 IRS Form 990-PF.

Where does E David Locke Family Foundation give grants?

E David Locke Family Foundation gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Madison, WI (3 grants) and McFarland, WI (2 grants).

Does E David Locke Family Foundation give general operating support?

Yes: 100% of E David Locke Family Foundation's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are E David Locke Family Foundation's largest grantees?

E David Locke Family Foundation's largest 2025 grantees include Love Morich Inc ($10,000), Salvation Army ($10,000) and E David Locke Public Library ($3,000), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.

How large is E David Locke Family Foundation?

E David Locke Family Foundation reported $704K in total assets on its 2025 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $25K (roughly 5% of its investment assets).

What is E David Locke Family Foundation's EIN?

E David Locke Family Foundation's EIN (Employer Identification Number) is 20-2735134. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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