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 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

KANSAS CITY, KS · 2025

TO PROVIDE HIGH-QUALITY HEALTH CARE FOR THE COMMUNITY

$230,000

AMETHYST PLACES CAPITAL

KANSAS CITY, MO · 2025

TO PROVIDE FOR THE NEW PLAYGROUND CAMPAIGN

$200,000

THE GREENLIGHT FUND

BOSTON, MA · 2025

TO PROVIDE SUPPORT FOR FAMILIES IN HIGH POVERTY URBAN AREAS.

$162,500

ST PAUL'S EPISCOPAL DAY SCHOOL

KANSAS CITY, MO · 2025

TO PROVIDE SCHOLARSHIP FUNDS FOR A CHARITABLE ACADEMY SCHOOL

$100,407

THE CHILDREN'S PLACE INC

KANSAS CITY, MO · 2025

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

TO FUND THE NEW RENOVATED LOCATION FOR CAT'S CUPBOARD BUILDING TO OFFER AN ENHANCED EXPERIENCE TO STUDENTS FACING FOOD INSECURITIES.

$3,011,183 4 grants

TO PROVIDE HIGH-QUALITY HEALTH CARE FOR THE COMMUNITY

$530,000 5 grants

TO PROVIDE SUPPORT FOR FAMILIES IN HIGH POVERTY URBAN AREAS.

$445,000 3 grants

TO PROVIDE FOR THE NEW PLAYGROUND CAMPAIGN

$200,000 1 grant

TO PROVIDE SUPPORT FOR CHILDREN UNDER THE AGE OF 8.

$200,000 4 grants

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.

See the full picture for DAVID AND TRACY LOCKTON FAMILY FOUNDATION

Complete financials, all 33 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports