Mary Lockton Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$283K
+204.7% YoY
Grant Count
5
-28.6% YoY
Avg Grant Size
$57K
+326.6% YoY
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.
About Mary Lockton Family Foundation
Based on IRS filings
Mary Lockton Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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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 | — | $260,714 | $346,985 |
| Revenue | $31,687 | $13,080 | $11,142 |
| Expenses | $292,401 | $98,275 | $45,377 |
| Qualifying Distributions | $286,736 | $94,625 | $41,500 |
| Net Investment Income | $17,477 | $8,781 | $6,585 |
| Distributable Amount | $9,233 | $18,959 | $22,089 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
16 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Greater Kansas City Community Foundation ($212,406), The University of Kansas Health System ($50,000), Cristo Rey Kansas City ($11,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CONSERVANCY OF SOUTHWEST FLORIDA NAPLES, FL | GENERAL PROGRAM FUNDING | $5,000 |
| CRISTO REY KANSAS CITY KANSAS CITY, MO | GENERAL PROGRAM FUNDING | $11,000 |
| PAN-FLORIDA CHALLENGE NAPLES, FL | GENERAL PROGRAM FUNDING | $5,000 |
| THE UNIVERSITY OF KANSAS HEALTH SYSTEM KANSAS CITY, MO | GENERAL PROGRAM FUNDING | $50,000 |
| GREATER KANSAS CITY COMMUNITY FOUNDATION KASAS CITY, MO | GENERAL PROGRAM FUNDING | $212,406 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARY D LOCKTON | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Mary Lockton Family Foundation?
Mary Lockton Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. It holds — in total assets as of 2024.
Where does Mary Lockton Family Foundation operate?
Mary Lockton Family Foundation has awarded grants in Florida, Kansas, Missouri.
What size grants does Mary Lockton Family Foundation award?
In 2024, Mary Lockton Family Foundation awarded 5 grants totaling $283K — an average of about $57K per grant, based on its IRS Form 990 filings.
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.
Explore Open Grants
Browse active grant opportunities in Mary 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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