Mary Lockton Family Foundation
Mary Lockton Family Foundation is a private foundation, based in Naples, FL. IRS filing data is available from 2020 through 2024. In 2024, it awarded 5 grants totaling $283K. Net investment income was $17K.
Mary Lockton Family Foundation at a glance
In short: Mary Lockton Family Foundation gave $283K across 5 grants in 2024 (avg $57K), mostly in Missouri. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $283,406
- +204.7% vs 2023
- Grants made (2024)
- 5
- -28.6% vs 2023
- Average grant
- $56,681
- +326.6% vs 2023
- Median grant
- $11,000
- Primary geography
- Missouri (96% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Mary Lockton Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was Greater Kansas City Community Foundation ($212K). Together the top 5 received $283K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 13 grants of 16 (81%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
Cities
How Mary Lockton Family Foundation gives
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). 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 2024, annual grant giving ranged from $5K (2020) to $283K (2024). In 2024 it made 5 grants totaling $283K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Greater Kansas City Community Foundation Kasas City, MO | General Program Funding | $212,406 |
| The University of Kansas Health System Kansas City, MO | General Program Funding | $50,000 |
| Cristo Rey Kansas City Kansas City, MO | General Program Funding | $11,000 |
| Conservancy of Southwest Florida Naples, FL | General Program Funding | $5,000 |
| Pan-Florida Challenge Naples, FL | General Program Funding | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $31,687 | $292,401 | $283,406 | 5 | $286,736 | $17,477 | $9,233 |
| 2023 | $260,714 | $13,080 | $98,275 | $93,000 | 7 | $94,625 | $8,781 | $18,959 |
| 2022 | $346,985 | $11,142 | $45,377 | $40,000 | 3 | $41,500 | $6,585 | $22,089 |
| 2021 | $384,778 | $15,936 | $4,542 | — | — | $1,250 | $12,287 | $23,422 |
| 2020 | $374,038 | $-28,528 | $9,521 | $5,000 | 1 | — | $3,116 | $21,420 |
Under IRS private-foundation payout rules, Mary Lockton Family Foundation reported a distributable amount of $9K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Mary Lockton Family Foundation is led by Mary D. Lockton, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Mary D. Lockton
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Mary Lockton Family Foundation
How much does Mary Lockton Family Foundation give each year?
Mary Lockton Family Foundation gave $283K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $93K across 7 grants.
What is Mary Lockton Family Foundation's typical grant size?
Mary Lockton Family Foundation's median grant in 2024 was $11,000, and its average grant was $56,681, across 5 grants on its 2024 IRS Form 990-PF.
Where does Mary Lockton Family Foundation give grants?
Mary Lockton Family Foundation gives mostly in Missouri: 96% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Kansas City, MO (2 grants) and Naples, FL (2 grants).
Does Mary Lockton Family Foundation give general operating support?
Yes: 100% of Mary Lockton Family Foundation's 2024 grants with a stated purpose (5 of 5) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Mary Lockton Family Foundation's largest grantees?
Mary Lockton Family Foundation's largest 2024 grantees include Greater Kansas City Community Foundation ($212,406), The University of Kansas Health System ($50,000) and Cristo Rey Kansas City ($11,000), according to its 2024 IRS Form 990-PF. Together they received 96% of its itemized 2024 grant dollars.
How much is Mary Lockton Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Mary Lockton Family Foundation reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Mary Lockton Family Foundation's EIN?
Mary Lockton Family Foundation's EIN (Employer Identification Number) is 20-3512691. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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