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
Under IRS private-foundation payout rules, James and Lillian Lockerd reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Life Outreach International ($4,000), Trinity Broadcasting Network ($4,000), First Methodist Church ($4,000).
| Recipient | Purpose | Amount |
|---|---|---|
| LIFE OUTREACH INTERNATIONAL EULESS, TX | CHARITABLE OPERATIONS | $4,000 |
| TRINITY BROADCASTING NETWORK IRVING, TX | CHARITABLE OPERATIONS | $4,000 |
| COMPASSION CORSICANA CORSICANA, TX | CHARITABLE OPERATIONS | $2,000 |
| FIRST METHODIST CHURCH CORSICANA, TX | CHARITABLE OPERATIONS | $4,000 |
| LEWISVILLE EDUCATION FOUNDATION LEWISVILLE, TX | CHARITABLE OPERATIONS | $3,000 |
| LEWISVILLE HIGH SCHOOL LEWISVILLE, TX | CHARITABLE OPERATIONS | $2,000 |
| CHRISTIAN COMMUNITY ACTION LEWISVILLE, TX | CHARITABLE OPERATIONS | $1,000 |
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
Frequently Asked Questions
What is James and Lillian Lockerd?
James and Lillian Lockerd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HENDERSON, TX. It holds $454K in total assets as of 2024.
How large is James and Lillian Lockerd?
As of 2024, James and Lillian Lockerd holds $454K in total assets with $17K in annual revenue. It awarded 7 grants totaling $20K in 2024.
Where does James and Lillian Lockerd operate?
James and Lillian Lockerd has awarded grants in Texas.
What size grants does James and Lillian Lockerd award?
In 2024, James and Lillian Lockerd awarded 7 grants totaling $20K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is James and Lillian Lockerd required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, James and Lillian Lockerd reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is James and Lillian Lockerd's EIN?
James and Lillian Lockerd's EIN (Employer Identification Number) is 75-6476031. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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