Lockton Family Foundation
Lockton Family Foundation is a private foundation, based in KANSAS CITY, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 7 grants totaling $166K. Net investment income was $262K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.1M
+21.5% YoY
Annual Giving
$166K
-20.4% YoY
Grant Count
7
-41.7% YoY
Avg Grant Size
$24K
+36.4% YoY
Under IRS private-foundation payout rules, Lockton Family Foundation reported a distributable amount of $187K for 2024 — the minimum it must pay out in qualifying distributions.
About Lockton Family Foundation
Based on IRS filings
Lockton Family Foundation is a private foundation, based in KANSAS CITY, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.1M in total assets. In 2024, it awarded 7 grants totaling $166K. Net investment income was $262K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,141,225 | $2,585,227 | $2,365,029 |
| Revenue | $766,561 | $549,575 | $476,145 |
| Expenses | $210,500 | $239,855 | $137,233 |
| Qualifying Distributions | $169,656 | $212,051 | $95,100 |
| Net Investment Income | $262,067 | $156,591 | $371,290 |
| Distributable Amount | $186,862 | $126,050 | $118,374 |
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
46 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Unity Temple ($100,000), National Wwi Museum & Memorial ($30,000), Folds of Honor ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FOLDS OF HONOR OWASSO, OK | GENERAL OPERATING SUPPORT | $10,000 |
| HEARTLAND THERAPEUTIC RIDING OVERLAND PARK, KS | GENERAL OPERATING SUPPORT | $5,000 |
| MOCSA KANSAS CITY, MO | GENERAL OPERATING SUPPORT | $10,000 |
| NATIONAL WWI MUSEUM & MEMORIAL KANSAS CITY, MO | GENERAL OPERATING SUPPORT | $30,000 |
| PAWSPERITY KANSAS CITY, MO | GENERAL OPERATING SUPPORT | $1,000 |
| SYMPHONY IN THE FLINT HILLS INC COTTONWOOD FALLS, KS | GENERAL OPERATING SUPPORT | $10,000 |
| UNITY TEMPLE KANSAS CITY, MO | GENERAL OPERATING SUPPORT | $100,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHERYL L WILLIAMS | TRUSTEE | 2 | — |
| RONALD J LOCKTON | TRUSTEE | 1 | — |
| DONALD S LOCKTON | TRUSTEE | 1 | — |
| JOHN STEPHEN LOCKTON | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Lockton Family Foundation?
As of 2024, Lockton Family Foundation holds $3.1M in total assets with $767K in annual revenue. It awarded 7 grants totaling $166K in 2024.
Where does Lockton Family Foundation operate?
Lockton Family Foundation has awarded grants in Arizona, California, Colorado, Kansas, Missouri, Oklahoma, Virginia.
What size grants does Lockton Family Foundation award?
In 2024, Lockton Family Foundation awarded 7 grants totaling $166K — an average of about $24K per grant, based on its IRS Form 990 filings.
How much is Lockton Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lockton Family Foundation reported a distributable amount of $187K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Lockton Family Foundation'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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