Williams Verna Lockwood Succ-tw

BROOKLYN, OH EIN: 34-6523137

Williams Verna Lockwood Succ-tw is a private foundation, based in BROOKLYN, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 4 grants totaling $112K. Net investment income was $224K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.2M

+5.2% YoY

Annual Giving

$112K

-3.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$28K

-3.5% YoY

Under IRS private-foundation payout rules, Williams Verna Lockwood Succ-tw reported a distributable amount of $120K for 2024 — the minimum it must pay out in qualifying distributions.

About Williams Verna Lockwood Succ-tw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $588K (100%)

States

Ohio

Cities

Milan

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,167,755	$2,059,630	$2,144,550
Revenue	$229,835	$39,051	$-2,945
Expenses	$121,442	$123,975	$144,871
Qualifying Distributions	$115,101	$118,670	$135,495
Net Investment Income	$224,265	$33,746	$17,893
Distributable Amount	$119,947	$109,452	$113,635

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Milan Presbyterian Church ($27,899), Edison Mem Methodist Church ($27,899), Milan Cemetery Association ($27,899).

Recipient	Purpose	Amount
MILAN PRESBYTERIAN CHURCH MILAN, OH	RELIGIOUS	$27,899
EDISON MEM METHODIST CHURCH MILAN, OH	RELIGIOUS	$27,899
MILAN CEMETERY ASSOCIATION MILAN, OH	UPKEEP OF CEMETERY	$27,899
MILAN TOWNSHIP TRUSTEES MILAN, OH	LIBRARY	$27,899

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
KEYBANK N A	TRUSTEE	1	$7,414

Frequently Asked Questions

How large is Williams Verna Lockwood Succ-tw?

As of 2024, Williams Verna Lockwood Succ-tw holds $2.2M in total assets with $230K in annual revenue. It awarded 4 grants totaling $112K in 2024.

Where does Williams Verna Lockwood Succ-tw operate?

Williams Verna Lockwood Succ-tw has awarded grants in Ohio.

What size grants does Williams Verna Lockwood Succ-tw award?

In 2024, Williams Verna Lockwood Succ-tw awarded 4 grants totaling $112K — an average of about $28K per grant, based on its IRS Form 990 filings.

How much is Williams Verna Lockwood Succ-tw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Williams Verna Lockwood Succ-tw reported a distributable amount of $120K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Williams Verna Lockwood Succ-tw's EIN?

Williams Verna Lockwood Succ-tw's EIN (Employer Identification Number) is 34-6523137. IRS Form 990 filing data is available on this page for 2019–2024.