DAVID AND TRACY LOCKTON FAMILY FOUNDATION
Cite this
Plain text DAVID AND TRACY LOCKTON FAMILY FOUNDATION. furp.org, nonprofit organization profile, tax years 2020–2025. https://furp.org/org/david-and-tracy-lockton-family-foundation-846555083. Retrieved 2026-10-31.
APA furp.org. (n.d.). DAVID AND TRACY LOCKTON FAMILY FOUNDATION [Nonprofit organization profile; tax years 2020–2025]. Retrieved October 31, 2026, from https://furp.org/org/david-and-tracy-lockton-family-foundation-846555083
MLA “DAVID AND TRACY LOCKTON FAMILY FOUNDATION.” furp.org, tax years 2020–2025, https://furp.org/org/david-and-tracy-lockton-family-foundation-846555083. Accessed 31 Oct. 2026.
Retrieved 2026-10-31; covers tax years 2020–2025. Data: furp.org, CC BY 4.0.
2025 · Form 990PF · revenue $16.2M · expenses $899K · assets $16.2M
- Also known as
- FOUNDATION
- EIN
- 84-6555083
- Address
- 1375 SPYGLASS LN, NAPLES, FL 34102-7740
- NTEE code
- T22
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- November 2020 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 2 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| David M Lockton | CO-TRUSTEE | 2020-2025 | 1 | $0 reported | 1 |
| Tracy L Lockton | CO-TRUSTEE | 2020-2025 | 1 | $0 reported | 1 |
People by year
2025 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID M LOCKTON | CO-TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| TRACY L LOCKTON | CO-TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2024 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID M LOCKTON | CO-TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| TRACY L LOCKTON | CO-TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2023 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID M LOCKTON | CO-TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| TRACY L LOCKTON | CO-TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2022 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID M LOCKTON | CO-TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| TRACY L LOCKTON | CO-TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2021 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID M LOCKTON | CO-TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| TRACY L LOCKTON | CO-TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2020 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID M LOCKTON | CO-TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| TRACY L LOCKTON | CO-TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 11 grants to organizations · $819K
2024 · 6 grants to organizations · $1.5M
2023 · 7 grants to organizations · $1.1M
2022 · 4 grants to organizations · $1.1M
2021 · 5 grants to organizations · $84K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2025 · 1 contributor · $9.9M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | DAVID AND TRACY LOCKTON | Organization or other | NAPLES, FL | $9,929,520 | $9,929,520 | Form 990PF Sch. B, 2025 · filing |
2024 · 1 contributor · $2.0M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | TELOS PARTNERS LLC SERIES C | Organization or other | DENVER, CO | $1,994,198 | $1,994,198 | Form 990PF Sch. B, 2024 · filing |
2022 · 1 contributor · $6.9M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | DAVID M LOCKTON | Person | NAPLES, FL | $6,944,000 | $6,944,000 | Form 990PF Sch. B, 2022 · filing |
2021 · 1 contributor · $1.0M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | DAVID M LOCKTON | Person | NAPLES, FL | $1,015,015 | $1,015,015 | Form 990PF Sch. B, 2021 · filing |
2020 · 1 contributor · $391K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | DAVID M LOCKTON | Person | NAPLES, FL | $390,949 | $1,000,145 | Form 990PF Sch. B, 2020 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $16,187,756 | $899,455 | $16,182,862 | $16,182,862 | $9,929,520 | - | $0 | - | - |
| 2024 · Form 990PF | ||||||||
| $3,377,000 | $1,600,896 | $6,531,654 | $6,531,654 | $1,994,198 | - | $0 | - | - |
| 2023 · Form 990PF | ||||||||
| $190,133 | $1,189,433 | $5,286,633 | $5,286,633 | - | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $8,434,775 | $1,129,402 | $5,871,883 | $5,871,883 | $6,944,000 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $1,103,224 | $94,626 | $759,759 | $759,759 | $1,015,015 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $391,794 | $0 | $391,794 | $391,794 | $391,794 | - | $0 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| J & J FAMILY FOUNDATION TR | FL | T22 | $13,646,184 | $3,830,685 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| JOHN AND AMY PHELAN FAMILY FOUNDATION | FL | T22 | $24,728,284 | $4,192,106 | PRESIDENT/TREASURER | $0 | Same NTEE code T22, revenue within 2x, same state |
| HAYES FAMILY FOUNDATION | FL | T22 | $10,292,227 | $929,539 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| PAULSON FAMILY FOUNDATION | FL | T22 | $11,984,460 | $7,252,854 | DIRECTOR PRESIDENT & SECRETARY | $0 | Same NTEE code T22, revenue within 2x, same state |
| THE RAPHAEL FAMILY FOUNDATION | FL | T22 | $12,616,792 | $994,281 | Dir | $0 | Same NTEE code T22, revenue within 2x, same state |
| LATTNER FAMILY FOUNDATION INC | FL | T22 | $22,845,592 | $7,698,910 | Director/Trustee | $165,561 | Same NTEE code T22, revenue within 2x, same state |
| MICKY AND MADELEINE ARISON FAMILY FOUNDATION | FL | T22 | $21,598,106 | $18,062,234 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| COTE FAMILY TGS FOUNDATION INC | FL | T22 | $14,446,761 | $676,342 | PRESIDENT,SECRETARY & TREASURER | $0 | Same NTEE code T22, revenue within 2x, same state |
| WELSH FAMILY FOUNDATION INC | FL | T22 | $17,860,322 | $4,779,677 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| HOGAN FAMILY FOUNDATION INC | FL | T22 | $9,483,046 | $379,925 | DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| JAMES H AND MARTA T BATMASIAN FAMILY FOUNDATION INC | FL | T22 | $15,481,780 | $1,231,637 | DIRECTOR, VP, TREASURER | $0 | Same NTEE code T22, revenue within 2x, same state |
| GARY W PARR FAMILY FOUNDATION INC | FL | T22 | $10,125,905 | $1,181,368 | CHAIRMAN | $0 | Same NTEE code T22, revenue within 2x, same state |
| CORBETT FAMILY CHARITABLE FOUNDATION INC | FL | T22 | $8,665,642 | $4,440,522 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| ROCK FOUNDATION | FL | T22 | $20,827,929 | $2,162,322 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| BRUCE AND DEBORAH DUNCAN FOUNDATION | FL | T22 | $13,407,257 | $1,869,354 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| AMB JOHN RAKOLTA JR AND TERRY L RAKOLTA FOUNDATION | FL | T22 | $10,760,567 | $1,081,970 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| ARISON ARTS FOUNDATION | FL | T22 | $21,343,622 | $45,858,800 | TRUSTEE | $689,587 | Same NTEE code T22, revenue within 2x, same state |
| THOMAS A AND MARY S JAMES FOUNDATION INC | FL | T22 | $24,301,135 | $2,716,969 | President | $0 | Same NTEE code T22, revenue within 2x, same state |
| EOS FOUNDATION | FL | T22 | $10,254,231 | $17,509 | TRUSTEE | $16,428 | Same NTEE code T22, revenue within 2x, same state |
| VOLO FOUNDATION | FL | T22 | $29,244,528 | $20,618,246 | PROGRAM DIRECTOR | $185,092 | Same NTEE code T22, revenue within 2x, same state |
| OCHO FOUNDATION | FL | T22 | $30,018,195 | $0 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| THE LEANDRO P RIZZUTO FOUNDATION | FL | T22 | $15,485,552 | $7,386,540 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| TWELVE STARS FOUNDATION | FL | T22 | $17,890,068 | $2,618,358 | CHAIRMAN/TREASURER | $0 | Same NTEE code T22, revenue within 2x, same state |
| CHARLES AND MARGERY BARANCIK FOUNDATION | FL | T22 | $31,133,748 | $33,591,692 | CEO (JAN TO NOV 2025) | $525,132 | Same NTEE code T22, revenue within 2x, same state |
| CSX FOUNDATION INC | FL | T22 | $13,321,554 | $13,665,210 | DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990PF · $899,455 spent · pay $0 · grants $819,377 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $819,377 | 91.1% | |
| Fees: other professional | $54,078 | 6.0% | |
| Taxes | $20,000 | 2.2% | |
| Fees: accounting | $6,000 | 0.7% | |
| Total | $899,455 | 100% |
2024 · Form 990PF · $1,600,896 spent · pay $0 · grants $1,531,641 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,531,641 | 95.7% | |
| Fees: legal | $32,306 | 2.0% | |
| Fees: other professional | $29,449 | 1.8% | |
| Fees: accounting | $7,500 | 0.5% | |
| Total | $1,600,896 | 100% |
2023 · Form 990PF · $1,189,433 spent · pay $0 · grants $1,109,459 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,109,459 | 93.3% | |
| Taxes | $45,542 | 3.8% | |
| Fees: other professional | $29,682 | 2.5% | |
| Fees: accounting | $4,750 | 0.4% | |
| Total | $1,189,433 | 100% |
2022 · Form 990PF · $1,129,402 spent · pay $0 · grants $1,108,083 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,108,083 | 98.1% | |
| Fees: other professional | $17,569 | 1.6% | |
| Fees: accounting | $3,750 | 0.3% | |
| Total | $1,129,402 | 100% |
2021 · Form 990PF · $94,626 spent · pay $0 · grants $84,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $84,500 | 89.3% | |
| Fees: other professional | $6,126 | 6.5% | |
| Taxes | $2,500 | 2.6% | |
| Fees: accounting | $1,500 | 1.6% | |
| Total | $94,626 | 100% |
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