Lockton Family Foundation
Lockton Family Foundation is a private foundation, based in Kansas City, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.3M in total assets. In 2025, it awarded 3 grants totaling $30K. Net investment income was $234K.
Lockton Family Foundation at a glance
In short: Lockton Family Foundation gave $30K across 3 grants in 2025 (avg $10K), mostly in Kansas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $30,000
- -81.9% vs 2024
- Grants made (2025)
- 3
- -57.1% vs 2024
- Average grant
- $10,000
- -57.8% vs 2024
- Median grant
- $10,000
- Total assets
- $3,333,015
- +6.1% vs 2024
- Primary geography
- Kansas (67% 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 Lockton Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Heartland Therapeutic Riding ($15K). Together the top 3 received $30K.
Grant Size Distribution
39 grants across all recorded years
The most common grant size was under $50K: 36 grants of 39 (92%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Lockton Family Foundation gives
- Giving fell 67% from 2022 to 2025. Method
- In 2025 it paid out 16% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2025, annual grant giving ranged from $30K (2025) to $362K (2021). In 2025 it made 3 grants totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Heartland Therapeutic Riding Overland Park, KS | General Operating Support | $15,000 |
| Mocsa Kansas City, MO | General Operating Support | $10,000 |
| Symphony in the Flint Hills Inc Cottonwood Falls, KS | General Operating Support | $5,000 |
Ready to take the next step with Lockton Family Foundation?
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 | $3,333,015 | $289,696 | $86,504 | $30,000 | 3 | $34,937 | $234,009 | $212,392 |
| 2024 | $3,141,225 | $766,561 | $210,500 | $166,000 | 7 | $169,656 | $262,067 | $186,862 |
| 2023 | $2,585,227 | $549,575 | $239,855 | $208,615 | 12 | $212,051 | $156,591 | $126,050 |
| 2022 | $2,365,029 | $476,145 | $137,233 | $92,000 | 7 | $95,100 | $371,290 | $118,374 |
| 2021 | $2,184,124 | $1,540,744 | $377,515 | $362,000 | 10 | $365,306 | $935,394 | $74,976 |
| 2020 | $1,353,694 | $92,855 | $251,557 | $236,363 | 10 | — | $17,074 | $77,438 |
Under IRS private-foundation payout rules, Lockton Family Foundation reported a distributable amount of $212K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lockton Family Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Cheryl L. Williams
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Donald S. Lockton
Trustee
On filings since 2020
1 hr/week
No compensation reported
John Stephen Lockton
Trustee
On filings since 2020
1 hr/week
No compensation reported
Ronald J. Lockton
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Lockton Family Foundation
How much does Lockton Family Foundation give each year?
Lockton Family Foundation gave $30K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $166K across 7 grants.
What is Lockton Family Foundation's typical grant size?
Lockton Family Foundation's median grant in 2025 was $10,000, and its average grant was $10,000, across 3 grants on its 2025 IRS Form 990-PF.
Where does Lockton Family Foundation give grants?
Lockton Family Foundation gives mostly in Kansas: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Missouri (33%).
Does Lockton Family Foundation give general operating support?
Yes: 100% of Lockton Family Foundation's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Lockton Family Foundation?
Lockton Family Foundation reported $3.3M in total assets on its 2025 IRS Form 990-PF. It paid out $35K in qualifying distributions that year, against a required minimum of $212K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Lockton Family Foundation's EIN?
Lockton Family Foundation's EIN (Employer Identification Number) is 48-1135485. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Lockton Family Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Ewing Marion Kauffman Foundation
Kansas City, MO
The foundation funds college access and completion, workforce and career development, entrepreneurship, and related efforts to improve economic mobility, with a primary focus on Kansas City and support for regional and national work. Its 2024 grants had a median of $75,000; it accepts requests through its online portal and says it does not limit giving to preselected organizations.
Assets
$2.5B
Grants
364
Total Given
$95.0M
The Francis Family Foundation
Kansas City, MO
The Francis Family Foundation funds pulmonary, critical care, and sleep-medicine research fellowships at institutions in the U.S. and Canada, as well as arts and culture organizations in the greater Kansas City area. Its 2024 grants ranged from $1,000 to $300,000, with a median of $7,750; fellowships can provide up to $225,000 over three years.
Assets
$93.1M
Grants
174
Total Given
$4.8M
E Kemper Carter & Anna Curry Carter Community
Kansas City, MO
The foundation supports preselected organizations in areas including agriculture education, community development, housing, health care, and the arts, primarily in Missouri, with some funding in Kansas. In 2024, its 10 grants ranged from $5,000 to $300,000, with a median of $37,500. It does not accept unsolicited requests.
Assets
$10.1M
Grants
10
Total Given
$865K
The Sosland Foundation
Kansas City, MO
The Sosland Foundation supports social welfare, poverty relief, self-reliance, and related Jewish, health, education, and arts causes, with a preference for organizations in the Kansas City metropolitan area. Its 2024 grants ranged from $100 to $1,051,626, with a median of $5,000; it accepts written requests, with no stated deadline.
Assets
$53.9M
Grants
131
Total Given
$4.3M
The Sherman Family Foundation
Mission Woods, KS
The Sherman Family Foundation funds nonprofits serving vulnerable young people, with a focus on early childhood, K–12 education, and children and families; it also supports some children’s literature, community outreach, and recovery services. Its 2024 grants ranged from $2,500 to $508,143, with a median of $20,000, and most funding went to Missouri, followed by Kansas. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$39.7M
Grants
116
Total Given
$5.5M
Ima Foundation
Wichita, KS
Assets
$11.4M
Grants
602
Total Given
$831K
More similar funders
More Funders in Missouri
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Lockton Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Lockton Family Foundation down — hundreds of funders to go?