Before you apply to David and Tracy Lockton Family Foundation
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
Private Foundation
DAVID AND TRACY LOCKTON FAMILY FOUNDATION
DAVID AND TRACY LOCKTON FAMILY FOUNDATION, of NAPLES, FL, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $16.2M in revenue, $899K in expenses, $16.2M in total assets. IRS filings disclose 33 grants awarded by this foundation, totaling roughly $4.7M.
EIN: 846555083
NAPLES, FL
Private Independent Foundations
NTEE: T22
Latest filing: 2025
Total Revenue$16.2M
Total Expenses$899K
Total Assets$16.2M
Grants Given33
Grant Total$4.7M
Filing Years2021–2025
Sample Grants Given
VIBRANT HEALTH
TO PROVIDE HIGH-QUALITY HEALTH CARE FOR THE COMMUNITY
$230,000
AMETHYST PLACES CAPITAL
TO PROVIDE FOR THE NEW PLAYGROUND CAMPAIGN
$200,000
THE GREENLIGHT FUND
TO PROVIDE SUPPORT FOR FAMILIES IN HIGH POVERTY URBAN AREAS.
$162,500
ST PAUL'S EPISCOPAL DAY SCHOOL
TO PROVIDE SCHOLARSHIP FUNDS FOR A CHARITABLE ACADEMY SCHOOL
$100,407
THE CHILDREN'S PLACE INC
TO PROVIDE SUPPORT FOR CHILDREN UNDER THE AGE OF 8.
$50,000
Showing up to 5 of 33 total records — full history available with membership.
Officers & Directors
CO-TRUSTEE
David M Lockton
CO-TRUSTEE
Tracy L Lockton
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $16.2M | $899K | $16.2M |
| 2024 | $3.4M | $1.6M | $6.5M |
| 2023 | $190K | $1.2M | $5.3M |
| 2022 | $8.4M | $1.1M | $5.9M |
| 2021 | $1.1M | $95K | $760K |
Between 2021 and 2025, reported annual revenue grew from $1.1M to $16.2M (+1367%), with total assets most recently reported at $16.2M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in DC, FL, KS, MA, MO, NY, and 1 other state.
DCFLKSMAMONYUT
Full geographic grant map with state-by-state breakdown available with membership.