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Bill and Jackie Lockwood Family Foundation at a glance

· 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.

$546k
Granted FY2024still arriving
55
Grants FY2024still arriving
12
States reached
$104k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0196% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2024.

Arts & Culture$1.0MEducation$735kHealth$402kPhilanthropy$269kFood & Nutrition$218kYouth Development$190kHousing & Shelter$129kScience & Tech$77kOther$0
02FY2024 · 55 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k40 grants · $149k
  • $10k–50k12 grants · $188k
  • $50k–250k3 grants · $209k
$5,000
Median grant
12
States reached
$15M
Total assets

Anchored by a single position: about 98% of reported assets are held in Berkshire Hathaway Class A B.

Largest grants
RecipientAmount
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
SECOND HARVEST OF SILICON VALLEY$15,000
ENGINEERS CLUB OF DAYTON$15,000
PHILMONT STAFF ASSOCIATION$12,500
DAYTON PERFORMING ARTS ALLIANCE$10,000
DAYTON LIVE$10,000
CAMPBELL CHURCH OF CHRIST$10,000
DAYTON HISTORY$10,000
NATIONAL BOY SCOUTS OF AMERICA$10,000
AMERICAN ACADEMY OF PEDIATRICS$10,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its 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 its grants land in higher-need ZIPs.

area typical 10%DRESSEMBER FOUNDATION: $3k → 14%ALL WHEELS UP: $10k → 5%FAMILY VIOLENCE PREVENTION SERVICES INC: $15k → 16%PREBORN: $2k → 16%HEALTH NETWORK FOUNDATION: $6k → 17%DRESSEMBER FOUNDATION: $3k → 14%ALL WHEELS UP: $3k → 5%HEALTH NETWORK FOUNDATION: $5k → 17%ALL WHEELS UP: $2k → 5%HEALTH NETWORK FOUNDATION: $5k → 17%ALL WHEELS UP: $2k → 5%HEALTH NETWORK FOUNDATION: $5k → 17%ALL WHEELS UP: $1k → 5%SISTER CARMEN COMMUNITY CENTER: $2k → 12%HEALTH NETWORK FOUNDATION: $5k → 17%HEALTH NETWORK FOUNDATION: $5k → 17%HEALTH NETWORK FOUNDATION: $5k → 17%BUILDING BRIDGES: $3k → 14%BUILDING BRIDGES: $2k → 14%CLOTHES THAT WORK: $3k → 14%DAYBREAK: $500 → 14%DAYBREAK: $500 → 14%DAYBREAK: $500 → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

NH
WA
IL
MI
NY
MA
OR
IN
OH
CA
CO
NE
MO
WV
NM
AR
TN
NC
DC
TX
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

90%of every dollar goes to organizations it has funded before.
$2.8M · 57 repeat orgs$303k to everyone else

Grantees it renews have grown median revenue +28% since the first grant, against +27% for those 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

Re-uppedFunded once

Organizations

57
39

Total granted

$2.8M
$195k

Median revenue growth · since first grant

+28%
+27%

Still filing today

58%
51%

New vs renewed · share of each year

In FY2024, 80% of grant dollars renewed an existing relationship; $108k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24
Arts & CultureHuman ServicesEducationHealthFood & NutritionInternationalOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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

  • L
    LIFEMOVES
    7× · 2018–2024 · $126k · revenue +186%
  • RM
    ROCKY MOUNTAIN MULTIPLE SCLEROSIS CENTER
    4× · 2021–2024 · $106k · revenue +49%
  • SH
    SECOND HARVEST OF SILICON VALLEY
    5× · 2020–2024 · $96k · revenue +45%

Funded once

  • DF
    DAYTON FOUNDATION (COVID RELEIF)
    one grant, 2020 · $100k
  • FV
    FAMILY VIOLENCE PREVENTION SERVICES INC
    one grant, 2023 · $15k · revenue +3%
  • TH
    The Human Race Inc
    one grant, 2018 · $8k · revenue -11%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Museum of Arts and Design

To collect, display and interpret objects in craft art and design.

Arts & Culture
2
Dayton Area Chamber of Commerce

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.

—
3
Massachusetts Institute of Technology

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.

Education
4
DePauw University

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…

Education
5
American Association for the Advancement of Science

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,…

Science & Tech
6
Lehigh University

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…

Education
7
University Family Physicians Inc

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…

—
8
Cincinnati Museum Center

Cincinnati museum center inspires people of all ages to learn more about our world through science, regional history, and educational, engaging and meaningful experiences.

Arts & Culture
9
Open Markets Institute

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.

Education
10
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
11
Dominican University of California

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.

Education
12
California Dental Association Foundation

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.

Science & Tech
How this is measured
The grantee most central to the portfolio’s shape is Culture Works; 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.
04the grantee network

59 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
9
Early backer (in before they grew)
59/59
Grantees still filing
41/59
Grew since first funded

Where the money sits, by cause and then by grantee

DAYTON FOUNDATION (DECA): $325,000 · OtherDAYTON FOUNDATION (DECA)UNIVERSITY OF CINCINNATI: $313,500 · OtherUNIVERSITY OF CINCINNATILIFEMOVES: $126,000 · OtherLIFEMOVESALAMO AREA COUNCIL BSA: $116,500 · OtherALAMO AREA COUNCIL BSAUNIVERSITY OF ILLINOIS: $112,000 · OtherUNIVERSITY OF ILLINOISROCKY MOUNTAIN MULTIPLE SCLEROSIS CENTER: $106,000 · OtherROCKY MOUNTAIN MULTIPLE SCLEROSIS CENTERDAYTON FOUNDATION (COVID RELEIF): $100,000 · OtherDAYTON FOUNDATION (COVID RELEIF)ENGINEERS CLUB OF DAYTON: $75,000 · Other+61 more: $518,890 · Other+61 moreDAYTON HISTORY: $530,050 · Arts & CultureDAYTON HISTORYDayton Performing Arts Alliance: $150,050 · Arts & CultureDayton Performing Arts Allianc…THE DAYTON ART INSTITUTE: $50,000 · Arts & CultureTHE DAYTON ART INSTITUTEFRIENDS OF LEVITT PAVILION DAYTON: $30,000 · Arts & Culture+12 more: $82,706 · Arts & Culture+12 moreDAYTON EARLY COLLEGE ACADEMY INC: $70,000 · EducationUniversity of Illinois Foundation: $55,000 · EducationMARSHALL UNIVERSITY FOUNDATION INCORPORATED: $50,000 · EducationTrustees of Dartmouth College: $17,500 · EducationUNIVERSITY OF WASHINGTON FOUNDATION: $9,000 · Education+3 more: $6,100 · EducationSECOND HARVEST OF SILICON VALLEY: $96,000 · Food & NutritionFOOD BANK OF THE ROCKIES: $40,500 · Food & NutritionTHE FOODBANK INC: $10,000 · Food & NutritionHEALTHNETWORK FOUNDATION FKA HEALTH NET FOUNDATION INC: $35,500 · Human ServicesALL WHEELS UP INC: $17,000 · Human ServicesFAMILY VIOLENCE PREVENTION SERVICES INC: $15,000 · Human ServicesDressember Foundation: $5,000 · Human ServicesBUILDING BRIDGES INC: $4,800 · Human ServicesCLOTHES THAT WORK: $3,000 · Human Services+3 more: $5,500 · Human ServicesAMERICAN ACADEMY OF PEDIATRICS: $40,000 · HealthDana-Farber Cancer Institute Inc: $25,000 · HealthHENDERSON COUNTY FREE MEDICAL CLINIC INC: $5,000 · Health+1 more: $1,000 · HealthAIR CAMP INC: $25,500 · Youth Development
Other$1,792,890Arts & Culture$842,806Education$207,600Food & Nutrition$146,500Human Services$85,800Health$71,000Youth Development$25,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetDAYTON HISTORY: $530,050 over 7y, 1.6% of budgetDayton Performing Arts Alliance: $150,050 over 7y, 0.6% of budgetLIFEMOVES: $126,000 over 7y, 0.0% of budgetROCKY MOUNTAIN MULTIPLE SCLEROSIS CENTER: $106,000 over 4y, 1.2% of budgetSECOND HARVEST OF SILICON VALLEY: $96,000 over 5y, 0.0% of budgetENGINEERS CLUB OF DAYTON: $75,000 over 7y, 4.7% of budgetDAYTON EARLY COLLEGE ACADEMY INC: $70,000 over 2y, 0.8% of budgetUniversity of Illinois Foundation: $55,000 over 1y, 0.0% of budgetTHE DAYTON ART INSTITUTE: $50,000 over 5y, 0.2% of budgetMARSHALL UNIVERSITY FOUNDATION INCORPORATED: $50,000 over 6y, 0.0% of budgetTHE MUSE MACHINE INC: $50,000 over 7y, 1.5% of budgetFOOD BANK OF THE ROCKIES: $40,500 over 5y, 0.0% of budgetAMERICAN ACADEMY OF PEDIATRICS: $40,000 over 6y, 0.0% of budgetHEALTHNETWORK FOUNDATION FKA HEALTH NET FOUNDATION INC: $35,500 over 7y, 0.1% of budgetSAN ANTONIO FOOD BANK: $35,000 over 5y, 0.0% of budgetFRIENDS OF LEVITT PAVILION DAYTON: $30,000 over 6y, 0.8% of budgetPHILMONT STAFF ASSOCIATION INC: $26,000 over 5y, 2.3% of budgetAIR CAMP INC: $25,500 over 6y, 0.9% of budgetDana-Farber Cancer Institute Inc: $25,000 over 5y, 0.0% of budgetVICTORIA THEATRE ASSOCIATION: $20,000 over 2y, 0.1% of budgetCOLORADO MUSIC FESTIVAL & CENTER FOR MUSICAL ARTS: $19,000 over 6y, 0.1% of budgetTrustees of Dartmouth College: $17,500 over 5y, 0.0% of budgetJEFFCO ACTION CENTER INC THE ACTION CENTER: $17,500 over 7y, 0.0% of budgetALL WHEELS UP INC: $17,000 over 5y, 1.4% of budgetFAMILY VIOLENCE PREVENTION SERVICES INC: $15,000 over 1y, 0.2% of budgetTHE FOODBANK INC: $10,000 over 2y, 0.0% of budgetWRIGHT IMAGE GROUP INC: $10,000 over 2y, 34% of budgetCOMMUNITY FOUNDATION BOULDER COUNTY: $10,000 over 1y, 0.0% of budgetDENVER YOUNG ARTISTS ORCHESTRA ASSOCIATION: $9,500 over 3y, 0.5% of budgetUNIVERSITY OF WASHINGTON FOUNDATION: $9,000 over 5y, 0.0% of budgetCOMIC RELIEF INC DBA COMIC RELIEF US: $8,500 over 4y, 0.0% of budgetThe Human Race Inc: $8,000 over 1y, 0.6% of budgetCHAUTAUQUA INSTITUTION: $7,500 over 3y, 0.0% of budgetHARMONY LIFE INTERNATIONAL: $7,000 over 3y, 4.4% of budgetHEMISFAIR CONSERVANCY: $7,000 over 1y, 0.3% of budgetCHAPEL HILL-CHAUNCY HALL SCHOOL: $5,000 over 1y, 0.0% of budgetAviation Heritage Foundation Inc: $5,000 over 1y, 0.6% of budgetAgape International Missions: $5,000 over 2y, 0.0% of budgetHENDERSON COUNTY FREE MEDICAL CLINIC INC: $5,000 over 1y, 0.1% of budgetDressember Foundation: $5,000 over 2y, 0.2% of budgetBUILDING BRIDGES INC: $4,800 over 2y, 3.1% of budgetUniversity of Dayton: $4,500 over 1y, 0.0% of budgetCLOTHES THAT WORK: $3,000 over 1y, 0.2% of budgetCULTURE WORKS: $3,000 over 1y, 0.4% of budgetMercy Corps: $2,000 over 1y, 0.0% of budgetSISTER CARMEN COMMUNITY CENTER INC: $2,000 over 1y, 0.0% of budgetARCHCITY DEFENDERS: $2,000 over 1y, 0.1% of budgetDAYBREAK INC: $1,500 over 3y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, 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 Trustees of Dartmouth College ↗
  • Who funds JEFFCO ACTION CENTER INC THE ACTION CENTER ↗
  • Who funds ALL WHEELS UP INC ↗
  • Who funds FAMILY VIOLENCE PREVENTION SERVICES INC ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Dayton FoundationDayton Foundation Dep…The Berry Family Foun…Dayton Foundation Plu…The Dayton Power and …Synchrony FoundationThe Jesse and Caryl P…Levin Family Foundati…The Schiewetz Foundat…Virginia W Kettering …Iddings Benevolent Tr…Mathile Family Founda…
The Dayton FoundationOH34.5× affinity15 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Bill and Jackie Lockwood Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Bill and Jackie Lockwood Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%3%10%23%40%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 47%
  • Mercy Corps: 47% of income from government
  • Dana-Farber Cancer Institute Inc: 7% of income from government
no gov moneyreceives it· size = income
1get no government money at all
15report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–90%
typical government reliance, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 110 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Bill and Jackie Lockwood Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home