Frank M Lockwood Testamentary Trust
Frank M Lockwood Testamentary Trust is a private foundation, 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
About Frank M Lockwood Testamentary Trust
Based on IRS filings
Frank M Lockwood Testamentary Trust is a private foundation, 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.
Ready to take the next step with Frank M Lockwood Testamentary Trust?
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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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