Forrest Lockey Educ Fdn
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 grant totaling $41K. Net investment income was $2K.
Forrest Lockey Educ Fdn at a glance
In short: Forrest Lockey Educ Fdn gave $41K across 1 grant in 2024 (avg $41K), mostly in North Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $41,186
- Grants made (2024)
- 1
- Average grant
- $41,186
- Median grant
- $41,186
- Primary geography
- North Carolina (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Forrest Lockey Educ Fdn funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was North Carolina Community Foundat ($41K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Forrest Lockey Educ Fdn gives
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $200 (2020) to $41K (2024). In 2024 it made 1 grant totaling $41K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| North Carolina Community Foundat Raleigh, NC | Unrestricted General | $41,186 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $2,672 | $42,055 | $41,186 | 1 | $41,526 | $2,143 | $2,017 |
| 2023 | $39,465 | $-727 | $2,697 | — | — | $974 | — | $2,025 |
| 2022 | $42,851 | $10,226 | $12,688 | $10,000 | 1 | $11,038 | $8,550 | $2,787 |
| 2021 | $49,873 | $3,595 | $2,690 | — | — | — | $1,984 | $2,539 |
| 2020 | $43,803 | $3,312 | $2,832 | $200 | 1 | — | $1,818 | $2,528 |
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.
Leadership & Key People
Officers and directors from IRS filings
Forrest Lockey Educ Fdn's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2024 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$2K (2022) → $750 (2024)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $750, to Bank of America (Trustee).
Frequently asked questions about Forrest Lockey Educ Fdn
How much does Forrest Lockey Educ Fdn give each year?
Forrest Lockey Educ Fdn gave $41K across 1 grant in 2024, according to its 2024 IRS Form 990-PF.
Where does Forrest Lockey Educ Fdn operate?
Forrest Lockey Educ Fdn has awarded grants in North Carolina.
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.
What is Forrest Lockey Educ Fdn's EIN?
Forrest Lockey Educ Fdn's EIN (Employer Identification Number) is 59-1761211. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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