Mary Lockton Family Foundation

NAPLES, FL EIN: 20-3512691

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

Kansas CityKasas CityNaples

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$80K$161K$241K$322K20202021202220232024
Metric202420232022
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

$0$71K$142K$213K$283K1 grants20200 grants20213 grants20227 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

GREATER KANSAS CITY COMM…$212KTHE UNIVERSITY OF KANSAS…$50KCRISTO REY KANSAS CITY$11KCONSERVANCY OF SOUTHWEST…$5KPAN-FLORIDA CHALLENGE$5K

Grant Size Distribution

16 grants across all recorded years

13<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MARY D LOCKTONTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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