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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
David M Lockton CO-TRUSTEE2020-2025 1 $0 reported 1
Tracy L Lockton CO-TRUSTEE2020-2025 1 $0 reported 1

People by year

2025 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID M LOCKTON CO-TRUSTEE1 $0-$0 $01
TRACY L LOCKTON CO-TRUSTEE1 $0-$0 $01
2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID M LOCKTON CO-TRUSTEE1 $0-$0 $01
TRACY L LOCKTON CO-TRUSTEE1 $0-$0 $01
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID M LOCKTON CO-TRUSTEE1 $0-$0 $01
TRACY L LOCKTON CO-TRUSTEE1 $0-$0 $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID M LOCKTON CO-TRUSTEE1 $0-$0 $01
TRACY L LOCKTON CO-TRUSTEE1 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID M LOCKTON CO-TRUSTEE1 $0-$0 $01
TRACY L LOCKTON CO-TRUSTEE1 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID M LOCKTON CO-TRUSTEE1 $0-$0 $01
TRACY L LOCKTON CO-TRUSTEE1 $0-$0 $01

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
#ContributorTypeCity, stateTotalNoncashSource
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
#ContributorTypeCity, stateTotalNoncashSource
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
#ContributorTypeCity, stateTotalNoncashSource
1 DAVID M LOCKTON Person NAPLES, FL $6,944,000$6,944,000 Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $1.0M
#ContributorTypeCity, stateTotalNoncashSource
1 DAVID M LOCKTON Person NAPLES, FL $1,015,015$1,015,015 Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $391K
#ContributorTypeCity, stateTotalNoncashSource
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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$16,187,756$899,455 $16,182,862$16,182,862 $9,929,520- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$3,377,000$1,600,896 $6,531,654$6,531,654 $1,994,198- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$190,133$1,189,433 $5,286,633$5,286,633 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$8,434,775$1,129,402 $5,871,883$5,871,883 $6,944,000- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$1,103,224$94,626 $759,759$759,759 $1,015,015- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
J & J FAMILY FOUNDATION TRFLT22 $13,646,184$3,830,685 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state, similar name
JOHN AND AMY PHELAN FAMILY FOUNDATIONFLT22 $24,728,284$4,192,106 PRESIDENT/TREASURER$0 Same NTEE code T22, revenue within 2x, same state
HAYES FAMILY FOUNDATIONFLT22 $10,292,227$929,539 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
PAULSON FAMILY FOUNDATIONFLT22 $11,984,460$7,252,854 DIRECTOR PRESIDENT & SECRETARY$0 Same NTEE code T22, revenue within 2x, same state
THE RAPHAEL FAMILY FOUNDATIONFLT22 $12,616,792$994,281 Dir$0 Same NTEE code T22, revenue within 2x, same state
LATTNER FAMILY FOUNDATION INCFLT22 $22,845,592$7,698,910 Director/Trustee$165,561 Same NTEE code T22, revenue within 2x, same state
MICKY AND MADELEINE ARISON FAMILY FOUNDATIONFLT22 $21,598,106$18,062,234 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
COTE FAMILY TGS FOUNDATION INCFLT22 $14,446,761$676,342 PRESIDENT,SECRETARY & TREASURER$0 Same NTEE code T22, revenue within 2x, same state
WELSH FAMILY FOUNDATION INCFLT22 $17,860,322$4,779,677 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
HOGAN FAMILY FOUNDATION INCFLT22 $9,483,046$379,925 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
JAMES H AND MARTA T BATMASIAN FAMILY FOUNDATION INCFLT22 $15,481,780$1,231,637 DIRECTOR, VP, TREASURER$0 Same NTEE code T22, revenue within 2x, same state
GARY W PARR FAMILY FOUNDATION INCFLT22 $10,125,905$1,181,368 CHAIRMAN$0 Same NTEE code T22, revenue within 2x, same state
CORBETT FAMILY CHARITABLE FOUNDATION INCFLT22 $8,665,642$4,440,522 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
ROCK FOUNDATIONFLT22 $20,827,929$2,162,322 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
BRUCE AND DEBORAH DUNCAN FOUNDATIONFLT22 $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 FOUNDATIONFLT22 $10,760,567$1,081,970 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
ARISON ARTS FOUNDATIONFLT22 $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 INCFLT22 $24,301,135$2,716,969 President$0 Same NTEE code T22, revenue within 2x, same state
EOS FOUNDATIONFLT22 $10,254,231$17,509 TRUSTEE$16,428 Same NTEE code T22, revenue within 2x, same state
VOLO FOUNDATIONFLT22 $29,244,528$20,618,246 PROGRAM DIRECTOR$185,092 Same NTEE code T22, revenue within 2x, same state
OCHO FOUNDATIONFLT22 $30,018,195$0 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
THE LEANDRO P RIZZUTO FOUNDATIONFLT22 $15,485,552$7,386,540 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
TWELVE STARS FOUNDATIONFLT22 $17,890,068$2,618,358 CHAIRMAN/TREASURER$0 Same NTEE code T22, revenue within 2x, same state
CHARLES AND MARGERY BARANCIK FOUNDATIONFLT22 $31,133,748$33,591,692 CEO (JAN TO NOV 2025)$525,132 Same NTEE code T22, revenue within 2x, same state
CSX FOUNDATION INCFLT22 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
GORDON E AND BETTY I MOORE FOUNDATION Private foundation$781,6053 12022–2024 UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC
CARNEGIE CORPORATION OF NEW YORK Private foundation$400,0001 12017–2017 UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC
JPMORGAN CHASE FOUNDATION Private foundation$400,0004 12013–2018 UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC
ADDITIONAL VENTURES FOUNDATION Private foundation$223,4782 12021–2022 UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC
ORANGE COUNTY COMMUNITY FOUNDATION DAF sponsor$106,1031 12023–2023 SUN FAMILY FOUNDATION
CENTRAL FLORIDA FOUNDATION INC DAF sponsor$101,8962 12016–2019 UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$99,9571 12023–2023 UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC
GATES FOUNDATION Private foundation$72,7221 12024–2024 UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC
SIMONS FOUNDATION INC Private foundation$65,0001 12020–2020 UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC
TIDES FOUNDATION DAF sponsor$50,0001 12021–2021 UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$45,0192 12023–2025 UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC
THE PRUET FOUNDATION Private foundation$40,0001 12018–2018 MANNING FAMILY FOUNDATION
DAYTON FOUNDATION DAF sponsor$12,0411 12016–2016 MATHILE FAMILY FOUNDATION
THE JEWISH FEDERATION OF SARASOTA-MANATEE INC DAF sponsor$11,5001 12010–2010 UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC
BLACKSTONE CHARITABLE FOUNDATION Private foundation$10,0001 12021–2021 UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC

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
LineAs describedTotalShare
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$899,455100%

View the filing

2024 · Form 990PF · $1,600,896 spent · pay $0 · grants $1,531,641 · events $0
LineAs describedTotalShare
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$1,600,896100%

View the filing

2023 · Form 990PF · $1,189,433 spent · pay $0 · grants $1,109,459 · events $0
LineAs describedTotalShare
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$1,189,433100%

View the filing

2022 · Form 990PF · $1,129,402 spent · pay $0 · grants $1,108,083 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,108,083 98.1%
Fees: other professional $17,569 1.6%
Fees: accounting $3,750 0.3%
Total$1,129,402100%

View the filing

2021 · Form 990PF · $94,626 spent · pay $0 · grants $84,500 · events $0
LineAs describedTotalShare
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$94,626100%

View the filing

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