Ronald and Kelly Lockton

Private foundation · Grantmaker Mission Hills, KS EIN: 81-5417007

Ronald and Kelly Lockton is a private foundation, based in Mission Hills, KS. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.0M in total assets. In 2024, it awarded 9 grants totaling $339K. Net investment income was $322K.

Key facts about Ronald and Kelly Lockton

In short: Ronald and Kelly Lockton gave $339K across 9 grants in 2024 (avg $38K), top state Virginia. Source: 2024 IRS Form 990-PF.

EIN
81-5417007
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$338,500
Grants made (2024)
9
Average grant
$37,611
Median grant
$20,000
Total assets
$6,968,962
Primary geography
Virginia (44% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.0M

+33.8% YoY

Annual Giving

$339K

Grant Count

9

Avg Grant Size

$38K

Under IRS private-foundation payout rules, Ronald and Kelly Lockton reported a distributable amount of $345K for 2024 — the minimum it must pay out in qualifying distributions.

How Ronald and Kelly Lockton gives

  • Giving grew 25% from 2021 to 2024. Method
  • In 2024 it paid out 98% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of 2024 grant dollars across all 9 itemized grants.

Cities

Kansas CityCottonwood FallsLawrenceArlingtonAvonFort ScottGreenwood VillageNew YorkSanta BarbaraUnity Village

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K1 grant2020 4 grants2021 2 grants2022 0 grants2023 9 grants2024

From 2020 to 2024, annual grant giving ranged from $10K (2020) to $339K (2024). In 2024 it made 9 grants totaling $339K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Stand Together Trust: $150KStand Together Trust$150KThe Ellis Foundation: $71KThe Ellis Foundation$71KThe Nature Conservancy in Kansas: $25KThe Nature Conservancy inKansas$25KThe Armitage Foundation: $25KThe Armitage Foundation$25KThe Nelson-Atkins Museum of Art: $20KThe Nelson-Atkins Museum ofArt$20KAce Scholarships Kansas: $15KAce Scholarships Kansas$15KONE805 Inc: $12KONE805 Inc$12KHabitat for Humanity Vail Valley: $11KHabitat for Humanity VailValley$11KJackson County CASA: $10KJackson County CASA$10K

The largest 2024 recipient was Stand Together Trust ($150K). Together the top 9 received $339K.

Grant Size Distribution

16 grants across all recorded years

12<$50K1$50–100K1$100–250K2$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 12 grants of 16 (75%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Stand Together Trust Arlington, VASupport-General Fund$150,000
The Ellis Foundation Fort Scott, KSSupport-General Fund$71,000
The Nature Conservancy in Kansas Cottonwood Falls, KSSupport-General Fund$25,000
The Armitage Foundation New York, NYSupport-General Fund$25,000
The Nelson-Atkins Museum of Art Kansas City, MOSupport-General Fund$20,000
Ace Scholarships Kansas Greenwood Village, COSupport-General Fund$15,000
ONE805 Inc Santa Barbara, CASupport-General Fund$11,500
Habitat for Humanity Vail Valley Avon, COSupport-General Fund$11,000
Jackson County CASA Kansas City, MOSupport-General Fund$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$6,968,962$5,208,350$4,153,429
Revenue$1,698,130$2,077,769$2,508,061
Expenses$380,102$44,152$309,723
Qualifying Distributions$338,500—$261,000
Net Investment Income$322,049$625,100$79,036
Distributable Amount$344,855$196,630$195,154

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Ronald and Kelly Lockton's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Kelly R. 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

  • Joseph Jezak

    Trustee

    New on the 2024 filing

    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 Ronald and Kelly Lockton

How much does Ronald and Kelly Lockton give each year?

Ronald and Kelly Lockton gave $339K across 9 grants in 2024, according to its 2024 IRS Form 990-PF.

What is Ronald and Kelly Lockton's typical grant size?

Ronald and Kelly Lockton's median grant in 2024 was $20,000, and its average grant was $37,611, across 9 grants on its 2024 IRS Form 990-PF.

Where does Ronald and Kelly Lockton give grants?

Ronald and Kelly Lockton's top state is Virginia, with 44% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Kansas (28%) and Missouri (9%). The most frequent recipient cities were Kansas City, MO (2 grants).

Does Ronald and Kelly Lockton give general operating support?

Yes: 100% of Ronald and Kelly Lockton's 2024 grants with a stated purpose (9 of 9) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Ronald and Kelly Lockton's largest grantees?

Ronald and Kelly Lockton's largest 2024 grantees include Stand Together Trust ($150,000), The Ellis Foundation ($71,000) and The Nature Conservancy in Kansas ($25,000), according to its 2024 IRS Form 990-PF. Together they received 73% of its itemized 2024 grant dollars.

How large is Ronald and Kelly Lockton?

Ronald and Kelly Lockton reported $7.0M in total assets on its 2024 IRS Form 990-PF. It paid out $339K in qualifying distributions that year, against a required minimum of $345K (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 Ronald and Kelly Lockton's EIN?

Ronald and Kelly Lockton's EIN (Employer Identification Number) is 81-5417007. 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.

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