Private foundation (trust)EIN 846555083Est. 2020-11
DAVID AND TRACY LOCKTON FAMILY
NAPLES, FL 34102
Total Assets
$8.7M
FY 2024
Annual Giving
$1.5M
FY 2024
Grants Made
6
FY 2024
Avg Grant
$255K
FY 2024
Grant Range
$3K–$976K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2024 filing
Total Revenue
$3.4M
Total Expenses
$1.6M
Qualifying Distributions
$1.6M
Distributable Amount
$318K
Min. Investment Return
$336K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
6 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
22 grants
Grant Size Distribution
22 grants
Geographic Focus
7 states
Ready to work on a proposal for DAVID AND TRACY LOCKTON FAMILY?
Open a draft with this funder pre-selected. Add guidelines when you have them.
Related funders in Florida
THE FAIRHOLME FOUNDATION
CORAL GABLES, FL · $11.7M in grants
THE MILL PARK FOUNDATION INC
NAPLES, FL · $11.5M in grants
Hoehl Family Foundation
Clearwater, FL · $3.4M in grants
HANLEY FOUNDATION
MIAMI BEACH, FL · $2.2M in grants
THE SCHROTH FAMILY FOUNDATION INC
TEQUESTA, FL · $1.3M in grants
HARPER FAMILY CHARITABLE FOUNDATION INC
MOUNT DORA, FL · $1.2M in grants
Ner Tzion Foundation
Miami Beach, FL · $1.2M in grants
AMY E TARRANT FOUNDATION INC
OCALA, FL · $750K in grants
Track DAVID AND TRACY LOCKTON FAMILY
Get an email when Grantivo has new data for DAVID AND TRACY LOCKTON FAMILY, such as a fresh IRS filing, updated financials, or newly reported grants. No account needed.
Free. Unsubscribe anytime. Or create an account to draft an application.