Bill And Jackie Lockwood Family Foundation
- Assets
- $11.7m
- Revenue
- $458.9k
- Investments
- $11.6m
- Employees
- 0
- Location
- Dayton, OH
- Founding
- 01/2003
- Data as of
- 12/2021
- EIN
- 03-6100828
Organization Overview
Bill And Jackie Lockwood Family Foundation is located in Dayton, OH. The organization was established in 2003. According to its NTEE Classification (T21) the organization is classified as: Corporate Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bill And Jackie Lockwood Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Bill And Jackie Lockwood Family Foundation generated $458.9k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 59.3% each year . All expenses for the organization totaled $533.8k during the year ending 12/2021. While expenses have increased by 23.2% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, Bill And Jackie Lockwood Family Foundation has awarded 170 individual grants totaling $1,606,596. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
James D Lockwood Trustee | 0.5 | $0 | |
Jane E Lynch Trustee | 0.5 | $0 | |
John W Lockwood Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $11 |
| Dividends & Interest | $2,753 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $456,172 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $458,936 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $37 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $56 |
| Total operating and administrative expenses | $2,843 |
| Contributions, gifts, grants paid | $531,000 |
| Total expenses and disbursements | $533,843 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $38,021 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $11,650,807 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Bill And Jackie Lockwood Family Foundation has awarded $531,000 in support to 43 organizations.
| Grant Recipient | Amount |
|---|---|
Dayton, OH PURPOSE: SEE ATTACHMENT | $175,000 |
Cincinnati, OH PURPOSE: SEE ATTACHMENT | $52,000 |
DAYTON FOUNDATION (DECA) PURPOSE: SEE ATTACHMENT | $50,000 |
Westminster, CO PURPOSE: SEE ATTACHMENT | $25,000 |
ALAMO AREA COUNCIL BSA PURPOSE: SEE ATTACHMENT | $25,000 |
UNIVERSITY OF ILLINOIS PURPOSE: SEE ATTACHMENT | $20,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Longwood Gardens Inc Kennett Square, PA | $1,437,882,296 | $93,650,257 |
The Comcast Nbcuniversal Foundation Philadelphia, PA | $16,720,236 | $25,679,760 |
Herbert H & Grace A Dow Foundation Midland, MI | $575,608,768 | $36,767,282 |
Dte Energy Foundation Detroit, MI | $165,950,300 | $32,183,321 |
Progressive Insurance Foundation Cleveland, OH | $7,804,354 | $47,823,383 |
Arconic Charitable Foundation Pittsburgh, PA | $0 | $10,360,918 |
Brown-Forman Foundation Louisville, KY | $0 | $24,207,060 |
Alcoa Foundation Pittsburgh, PA | $146,938,296 | $5,082,676 |
Third Federal Foundation Cleveland, OH | $35,709,526 | $3,618,702 |
Gii Charities Grand Rapids, MI | $4,065,002 | $6,112,431 |
Star Foundation Bethlehem, PA | $0 | $17,247 |
Westfield Insurance Foundation Westfield Center, OH | $42,931,784 | $4,362,594 |