Funder DirectoryBILL AND JACKIE LOCKWOOD FAMILY
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Private foundation (trust)EIN 036100828Est. 2003-01

BILL AND JACKIE LOCKWOOD FAMILY

DAYTON, OH 45419

Total Assets

$12.8M

FY 2023

Annual Giving

$514K

FY 2023

Grants Made

50

FY 2023

Avg Grant

$10K

FY 2023

Grant Range

$500–$74K

Typical

Deadlines

Applications

Focus Areas

Corporate Foundations

Financial Snapshot

2023 filing

Total Revenue

$430K

Total Expenses

$566K

Qualifying Distributions

$514K

Distributable Amount

$609K

Min. Investment Return

$609K

Undistributed Income

$215K

Payout rate 84%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.84%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

50 grants

Grant sizes from minimum $500 through median $5K to maximum $74K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $531K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

178 grants

DAYTON HISTORY
$420K
4 grants
DAYTON FOUNDATION (DECA)
$275K
4 grants
UNIVERSITY OF CINCINNATI
$191K
4 grants
DAYTON FOUNDATION (COVID RELEIF)
$100K
1 grant
LIFE MOVES
$86K
4 grants
UNIVERSITY OF ILLINOIS
$82K
4 grants
SECOND HARVEST OF SILICON VALLEY
$81K
4 grants
ROCKY MOUNTAIN MULTIPLE SCLEROSIS
$76K
3 grants

Grant Size Distribution

178 grants

<$10K
142
grants
$10–50K
26
grants
$50–250K
10
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

13 states

Ohio
$1.3M
63% of total
Colorado
$186K
9% of total
California
$172K
8% of total
Texas
$171K
8% of total
Illinois
$120K
6% of total
West Virginia
$38K
2% of total
Massachusetts
$25K
1% of total
New Hampshire
$15K
1% of total
New York
$14K
1% of total
New Mexico
$8K
0% of total

+3 more states

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BILL AND JACKIE LOCKWOOD FAMILY — Grants, Financials & Contact | Grantivo