E David Locke Family Foundation
E David Locke Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIDDLETON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $711K in total assets. In 2024, it awarded 8 grants totaling $30K. Net investment income was $28K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$711K
-1.6% YoY
Annual Giving
$30K
-13.0% YoY
Grant Count
8
-27.3% YoY
Avg Grant Size
$4K
+19.6% YoY
Under IRS private-foundation payout rules, E David Locke Family Foundation reported a distributable amount of $35K for 2024 — the minimum it must pay out in qualifying distributions.
About E David Locke Family Foundation
Based on IRS filings
E David Locke Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIDDLETON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $711K in total assets. In 2024, it awarded 8 grants totaling $30K. Net investment income was $28K.
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 | $711,245 | $723,173 | $629,030 |
| Revenue | $31,695 | $124,959 | $5,763 |
| Expenses | $38,623 | $34,816 | $32,610 |
| Qualifying Distributions | $35,665 | $34,816 | $31,910 |
| Net Investment Income | $28,337 | $24,959 | $5,213 |
| Distributable Amount | $34,661 | $30,111 | $31,396 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
46 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Love Morich Inc ($10,000), Salvation Army ($10,000), E David Locke Public Library ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| LOVE MORICH INC MADISON, WI | GENERAL PURPOSE | $10,000 |
| SALVATION ARMY MADISON, WI | GENERAL PURPOSE | $10,000 |
| E DAVID LOCKE PUBLIC LIBRARY MCFARLAND, WI | GENERAL PURPOSE | $3,000 |
| MCFARLAND HISTORICAL SOCIETY MCFARLAND, WI | GENERAL PURPOSE | $3,000 |
| ICE AGE TRAIL ALLIANCE CROSS PLAINS, WI | GENERAL PURPOSE | $1,000 |
| STOUGHTON HOSPITAL ALLIANCE STOUGHTON, WI | GENERAL PURPOSE | $1,000 |
| JUNIOR ACHIEVEMENT OF MADISON MONONA, WI | GENERAL PURPOSE | $1,000 |
| SMILE TRAIN WASHINGTON, DC | GENERAL PURPOSE | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| E DAVID LOCKE | PRESIDENT | 1 | — |
| AHREN F LOCKE | VICE-PRESIDENT | 1 | — |
| BRENDAN LOCKE | TREASURER | 1 | — |
| MEREDITH C LOCKE | SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is E David Locke Family Foundation?
E David Locke Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MIDDLETON, WI. It holds $711K in total assets as of 2024.
How large is E David Locke Family Foundation?
As of 2024, E David Locke Family Foundation holds $711K in total assets with $32K in annual revenue. It awarded 8 grants totaling $30K in 2024.
Where does E David Locke Family Foundation operate?
E David Locke Family Foundation has awarded grants in Colorado, District of Columbia, Florida, Georgia, Minnesota, New York, Texas, Wisconsin.
What size grants does E David Locke Family Foundation award?
In 2024, E David Locke Family Foundation awarded 8 grants totaling $30K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is E David Locke Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, E David Locke Family Foundation reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in E David Locke Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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