James and Lillian Lockerd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HENDERSON, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $454K in total assets. In 2024, it awarded 7 grants totaling $20K. Net investment income was $14K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$454K
-2.0% YoY
Annual Giving
$20K
-4.8% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$3K
-4.8% YoY
About James and Lillian Lockerd
Based on IRS filings
James and Lillian Lockerd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HENDERSON, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $454K in total assets. In 2024, it awarded 7 grants totaling $20K. Net investment income was $14K.
Focus Areas
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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 | $453,689 | $462,738 | $458,544 |
| Revenue | $17,023 | $31,017 | $24,057 |
| Expenses | $26,072 | $26,823 | $30,074 |
| Qualifying Distributions | $22,275 | $23,216 | $26,350 |
| Net Investment Income | $13,611 | $27,695 | $20,531 |
| Distributable Amount | $23,331 | $22,172 | $23,291 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
39 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 |
|---|---|---|---|
| VERABANK | TRUSTEE | 4 | $5,112 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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