Frank M Lockwood Testamentary Trust
Frank M Lockwood Testamentary Trust is a private foundation focused on Education, based in Walla Walla, WA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 4 grants totaling $124K. Net investment income was $96K.
Frank M Lockwood Testamentary Trust at a glance
In short: Frank M Lockwood Testamentary Trust gave $124K across 4 grants in 2025 (avg $31K), mostly in Washington. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $123,500
- +0.0% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $30,875
- +0.0% vs 2024
- Median grant
- $41,000
- Total assets
- $1,423,402
- -2.0% vs 2024
- Primary geography
- Washington (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Frank M Lockwood Testamentary Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Estate of Joseph Stubblefield Co James Hayner ($41K). Together the top 4 received $124K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Frank M Lockwood Testamentary Trust gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 109% of 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 2019 to 2025, annual grant giving ranged from $114K (2019) to $126K (2022). In 2025 it made 4 grants totaling $124K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Estate of Joseph Stubblefield Co James Hayner Walla Walla, WA | Requried Under Trust | $41,000 |
| St Paul's Episcopal Church Walla Walla, WA | Operations of Church | $41,000 |
| Whitman College Board of Trustees Walla Walla, WA | Operations of College | $41,000 |
| Christian Aid Center Walla Walla, WA | Operations of Shelter | $500 |
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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 | $1,423,402 | $182,249 | $217,540 | $123,500 | 4 | $129,490 | $96,219 | $118,409 |
| 2024 | $1,452,223 | $138,978 | $211,802 | $123,500 | 4 | $129,782 | $53,895 | $119,423 |
| 2023 | $1,536,713 | $206,941 | $178,847 | $118,250 | 4 | $126,146 | $154,240 | $113,070 |
| 2022 | $1,508,619 | $177,851 | $215,905 | $125,900 | 4 | $134,175 | $97,664 | $112,486 |
| 2021 | $1,546,673 | $308,275 | $201,485 | $123,500 | 4 | $134,575 | $120,773 | $119,264 |
| 2020 | $1,439,924 | $134,136 | $220,827 | $119,000 | 4 | — | $107,574 | $110,767 |
| 2019 | $1,526,835 | $162,084 | $195,683 | $114,200 | 4 | — | $90,110 | $111,998 |
Under IRS private-foundation payout rules, Frank M Lockwood Testamentary Trust reported a distributable amount of $118K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Frank M Lockwood Testamentary Trust's only listed officer is Baker Boyer Bank Wealth Management, Co-Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Baker Boyer Bank Wealth Management
Co-Trustee
On filings since 2022
2 hrs/week
$27K (2022) → $25K (2025)
Former officers (1)
- Former: John M. Reese (2019–2024) — Co-Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $25K, to Baker Boyer Bank Wealth Management (Co-Trustee).
Frequently asked questions about Frank M Lockwood Testamentary Trust
How much does Frank M Lockwood Testamentary Trust give each year?
Frank M Lockwood Testamentary Trust gave $124K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $124K across 4 grants.
What is Frank M Lockwood Testamentary Trust's typical grant size?
Frank M Lockwood Testamentary Trust's median grant in 2025 was $41,000, and its average grant was $30,875, across 4 grants on its 2025 IRS Form 990-PF.
Where does Frank M Lockwood Testamentary Trust give grants?
Frank M Lockwood Testamentary Trust gives mostly in Washington: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Walla Walla, WA (4 grants).
Does Frank M Lockwood Testamentary Trust give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Frank M Lockwood Testamentary Trust's 2025 IRS Form 990-PF were described as general or operating support.
How large is Frank M Lockwood Testamentary Trust?
Frank M Lockwood Testamentary Trust reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $129K in qualifying distributions that year, against a required minimum of $118K (roughly 5% of its investment assets).
What is Frank M Lockwood Testamentary Trust?
Frank M Lockwood Testamentary Trust is a private foundation focused on Education, based in Walla Walla, WA. It holds $1.4M in total assets as of 2025.
What is Frank M Lockwood Testamentary Trust's EIN?
Frank M Lockwood Testamentary Trust's EIN (Employer Identification Number) is 91-6024281. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
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