Frank M Lockwood Testamentary Trust is a private foundation focused on Education, based in WALLA WALLA, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 4 grants totaling $124K. Net investment income was $54K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.5M
-5.5% YoY
Annual Giving
$124K
+4.4% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$31K
+4.4% YoY
Under IRS private-foundation payout rules, Frank M Lockwood Testamentary Trust reported a distributable amount of $119K for 2024 — the minimum it must pay out in qualifying distributions.
About Frank M Lockwood Testamentary Trust
Based on IRS filings
Frank M Lockwood Testamentary Trust is a private foundation focused on Education, based in WALLA WALLA, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 4 grants totaling $124K. Net investment income was $54K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,452,223 | $1,536,713 | $1,508,619 |
| Revenue | $138,978 | $206,941 | $177,851 |
| Expenses | $211,802 | $178,847 | $215,905 |
| Qualifying Distributions | $129,782 | $126,146 | $134,175 |
| Net Investment Income | $53,895 | $154,240 | $97,664 |
| Distributable Amount | $119,423 | $113,070 | $112,486 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Estate of Joseph Stubblefield Co James Hayner ($41,000), St Paul's Episcopal Church ($41,000), Whitman College Board of Trustees ($41,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHRISTIAN AID CENTER WALLA WALLA, WA | OPERATIONS OF SHELTER | $500 |
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BAKER BOYER BANK WEALTH MANAGEMENT | CO-TRUSTEE | — | $26,786 |
| JOHN M REESE | CO-TRUSTEE | — | $8,838 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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 $1.5M in total assets as of 2024.
How large is Frank M Lockwood Testamentary Trust?
As of 2024, Frank M Lockwood Testamentary Trust holds $1.5M in total assets with $139K in annual revenue. It awarded 4 grants totaling $124K in 2024.
Where does Frank M Lockwood Testamentary Trust operate?
Frank M Lockwood Testamentary Trust has awarded grants in Washington.
What size grants does Frank M Lockwood Testamentary Trust award?
In 2024, Frank M Lockwood Testamentary Trust awarded 4 grants totaling $124K — an average of about $31K per grant, based on its IRS Form 990 filings.
How much is Frank M Lockwood Testamentary Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Frank M Lockwood Testamentary Trust reported a distributable amount of $119K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Frank M Lockwood Testamentary Trust'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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