Forrest Lockey Educ Fdn

DALLAS, TX EIN: 59-1761211

Forrest Lockey Educ Fdn is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grants totaling $41K. Net investment income was $2K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$41K

Grant Count

Avg Grant Size

$41K

Under IRS private-foundation payout rules, Forrest Lockey Educ Fdn reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.

About Forrest Lockey Educ Fdn

Based on IRS filings

Forrest Lockey Educ Fdn is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grants totaling $41K. Net investment income was $2K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $51K (100%)

States

North Carolina

Cities

Raleigh

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	—	$39,465	$42,851
Revenue	$2,672	$-727	$10,226
Expenses	$42,055	$2,697	$12,688
Qualifying Distributions	$41,526	$974	$11,038
Net Investment Income	$2,143	—	$8,550
Distributable Amount	$2,017	$2,025	$2,787

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

3 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include North Carolina Community Foundat ($41,186).

Recipient	Purpose	Amount
NORTH CAROLINA COMMUNITY FOUNDAT RALEIGH, NC	UNRESTRICTED GENERAL	$41,186

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$750

Frequently Asked Questions

Where does Forrest Lockey Educ Fdn operate?

Forrest Lockey Educ Fdn has awarded grants in North Carolina.

What size grants does Forrest Lockey Educ Fdn award?

In 2024, Forrest Lockey Educ Fdn awarded 1 grants totaling $41K — an average of about $41K per grant, based on its IRS Form 990 filings.

How much is Forrest Lockey Educ Fdn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Forrest Lockey Educ Fdn reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.