· Private foundation
Bill and Jackie Lockwood Family Foundation
Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 55% of BILL AND JACKIE LOCKWOOD FAMILY FOUNDATION’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- Under $10k40 grants · $149k
- $10k–50k12 grants · $188k
- $50k–250k3 grants · $209k
Anchored by a single position — about 98% of reported assets are held in Berkshire Hathaway Class A B.
| Recipient | Amount |
|---|---|
| UNIVERSITY OF CINCINNATI | $104,000 |
| UNIVERSITY OF ILLINOIS FOUNDATION | $55,000 |
| DAYTON FOUNDATION (DECA) | $50,000 |
| ROCKY MOUNTAIN MULTIPLE SCLEROSIS | $30,500 |
| ALAMO AREA COUNCIL BSA | $30,000 |
| LIFE MOVES | $25,000 |
| ENGINEERS CLUB OF DAYTON | $15,000 |
| SECOND HARVEST OF SILICON VALLEY | $15,000 |
| PHILMONT STAFF ASSOCIATION | $12,500 |
| NATIONAL BOY SCOUTS OF AMERICA | $10,000 |
| DAYTON PERFORMING ARTS ALLIANCE | $10,000 |
| DAYTON LIVE | $10,000 |
| CAMPBELL CHURCH OF CHRIST | $10,000 |
| AMERICAN ACADEMY OF PEDIATRICS | $10,000 |
| DAYTON HISTORY | $10,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY18–24, $86k) land where the poverty rate runs at 14%, against an area that typically sits at 10%. 80% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +28% since the first grant, against +23% for the ones you funded once.
57 repeat relationships — 42 still active in FY2024, 15 since wound down; 12 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 80% of grant dollars renewed an existing relationship; $108k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- LLIFEMOVES7× · 2018–2024 · $126k · revenue +186%
- RMROCKY MOUNTAIN MULTIPLE SCLEROSIS CENTER4× · 2021–2024 · $106k · revenue +49%
- SHSECOND HARVEST OF SILICON VALLEY5× · 2020–2024 · $96k · revenue +45%
Funded once
- DFDAYTON FOUNDATION (COVID RELEIF)one grant, 2020 · $100k
- FVFAMILY VIOLENCE PREVENTION SERVICES INCone grant, 2023 · $15k · revenue +3%
- THThe Human Race Incone grant, 2018 · $8k · revenue -11%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
To collect, display and interpret objects in craft art and design.
The chamber is a member association designed to be the leading advocate for the business community of the greater dayton region. its mission is to work shoulder to shoulder with businesses to help them succeed.
The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.
Depauw university develops leaders the world needs through an uncommon commitment to the liberal arts. depauw's diverse and inclusive learning and living experience, distinctive in its rigorous intellectual engagement and its global and…
Advance science, engineering, and innovation throughout the world for the benefit of all. the world's largest multidisciplinary scientific society and a leading publisher of cutting-edge research through its science family of journals,…
The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…
Engage actively and continuously in medical research, education and training in the practice of medicine in conjunction with the department of family medicine of the indiana university school of medicine and indiana university…
Cincinnati museum center inspires people of all ages to learn more about our world through science, regional history, and educational, engaging and meaningful experiences.
The open markets institute works to help people relearn how to use competition policy to build stronger democracies, more just and equitable societies, more innovative and sustainable economies, and a more secure and peaceful world.
To educate students to be ethical and socially responsible leaders in a global community.
Our institutional mission is to educate and prepare students to be ethical leaders and socially responsible global citizens who incorporate the dominican values of study, reflection, community and service into their lives.
The foundation's mission is to improve the oral health of all californians by supporting the dental profession and its efforts to meet community needs.
For reference, the grantee most central to the portfolio’s shape is Culture Works and the most unlike its peers is Harmony Life International. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 47 years old; the field is 19. You back the established end — and your money leans older still.
The field is 18% startups (under 5 years old) — 4% of your grantees by number, and just 1% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 11% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
59 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 59 of the 110 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds DAYTON HISTORY ↗
- Who funds Dayton Performing Arts Alliance ↗
- Who funds LIFEMOVES ↗
- Who funds ROCKY MOUNTAIN MULTIPLE SCLEROSIS CENTER ↗
- Who funds SECOND HARVEST OF SILICON VALLEY ↗
- Who funds ENGINEERS CLUB OF DAYTON ↗
- Who funds DAYTON EARLY COLLEGE ACADEMY INC ↗
- Who funds University of Illinois Foundation ↗
- Who funds THE DAYTON ART INSTITUTE ↗
- Who funds MARSHALL UNIVERSITY FOUNDATION INCORPORATED ↗
- Who funds THE MUSE MACHINE INC ↗
- Who funds FOOD BANK OF THE ROCKIES ↗
- Who funds AMERICAN ACADEMY OF PEDIATRICS ↗
- Who funds HEALTHNETWORK FOUNDATION FKA HEALTH NET FOUNDATION INC ↗
- Who funds SAN ANTONIO FOOD BANK ↗
- Who funds FRIENDS OF LEVITT PAVILION DAYTON ↗
- Who funds PHILMONT STAFF ASSOCIATION INC ↗
- Who funds AIR CAMP INC ↗
- Who funds Dana-Farber Cancer Institute Inc ↗
- Who funds VICTORIA THEATRE ASSOCIATION ↗
- Who funds COLORADO MUSIC FESTIVAL & CENTER FOR MUSICAL ARTS ↗
- Who funds JEFFCO ACTION CENTER INC THE ACTION CENTER ↗
- Who funds Trustees of Dartmouth College ↗
- Who funds ALL WHEELS UP INC ↗
- Who funds FAMILY VIOLENCE PREVENTION SERVICES INC ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: The Dayton Foundation · Dayton Foundation Depository · The Berry Family Foundation · Dayton Foundation Plus Inc · The Dayton Power and Light Company Foundation Dba Aes Ohio Foundation · Synchrony Foundation · The Jesse and Caryl Philips Foundation · Levin Family Foundation · The Schiewetz Foundation Inc · Virginia W Kettering Foundation Xxxxx3003 · Iddings Benevolent Trust Xxxxx5009 · Mathile Family Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Bill and Jackie Lockwood Family Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
- Mercy Corps — 47% of income from government
- Dana-Farber Cancer Institute Inc — 7% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.