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Florida · Private foundation

David and Tracy Lockton Family Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$819k
Granted FY2025(still arriving)
11
Grants FY2025
6
Organizations funded FY2024
33%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$20,000
Largest grant, FY2025
$230,000
Organizations funded a year
4 to 7
FY2021 to FY2024
States reached, FY2025
4
Total assets, FY2025
$16M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 33% of the organizations David and Tracy Lockton Family Foundation funded were first-time grantees, receiving 1% of its grant dollars.

New vs renewed · share of each year

In FY2024, 99% of grant dollars renewed an existing relationship; $13k went to new ones.

50%100%’22’23’24
RenewedFirst-time

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

’22’23’24
PhilanthropyEducationCommunity ImprovementEnvironmentHuman ServicesOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving11$819k36%
FY20246$1.5M33%
FY20237$1.1M57%
FY20224$1.1M50%
FY20214$82kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2025.

Education$3.1MHealth$530kCommunity Improvement$445kCrime & Legal$200kRecreation & Sports$200kPhilanthropy$70kAnimals$40kEnvironment$22kOther$0

Top grantees

Largest recipients by total granted, FY2021 to FY2025, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Kansas State University Foundation$3,011,18341%
Turner House Clinic Inc$530,00051%
Greenlight Fund Inc$445,00032%
The Children's Place Inc$200,00041%
St Pauls Episcopal Day School Kansas City$100,4071n/a
Naples Children Foundation Inc$37,50020%
United Way of Greater Kansas City Inc$20,00010%
Captains for Clean Water Inc$20,00021%
The Learning Cooperative Dba Kansas City Academy$16,4701n/a
The Philanthropy Roundtable$10,00010%
Show all 12 grantees
All grantees of David and Tracy Lockton Family Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Kansas State University Foundation$3,011,18341%
Turner House Clinic Inc$530,00051%
Greenlight Fund Inc$445,00032%
The Children's Place Inc$200,00041%
St Pauls Episcopal Day School Kansas City$100,4071n/a
Naples Children Foundation Inc$37,50020%
United Way of Greater Kansas City Inc$20,00010%
Captains for Clean Water Inc$20,00021%
The Learning Cooperative Dba Kansas City Academy$16,4701n/a
The Philanthropy Roundtable$10,00010%
Mimis Pantry$3,00010%
Royal African Foundation Inc$2,00011%

What it could do for these grantees

Plus 4 recipients with no EIN on record ($255k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget David and Tracy Lockton Family Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetKansas State University Foundation: $3,011,183 over 4y, 0.5% of budgetTurner House Clinic Inc: $530,000 over 5y, 0.8% of budgetGreenlight Fund Inc: $445,000 over 3y, 1.7% of budgetThe Children's Place Inc: $200,000 over 4y, 1.2% of budgetNaples Children Foundation Inc: $37,500 over 2y, 0.1% of budgetUnited Way of Greater Kansas City Inc: $20,000 over 1y, 0.1% of budgetCaptains for Clean Water Inc: $20,000 over 2y, 0.7% of budgetThe Philanthropy Roundtable: $10,000 over 1y, 0.1% of budgetMimis Pantry: $3,000 over 1y, 0.4% of budgetRoyal African Foundation Inc: $2,000 over 1y, 0.6% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 10.

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.

Greater Kansas City Community FoundationMO15.2× affinity5 shared granteesties to 2 of 2Hover any node to trace its alignments.Compare side by side →

Open a dossier: Greater Kansas City Community Foundation · Fidelity Investments Charitable Gift Fund · Amazonsmile 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.

Compare David and Tracy Lockton Family Foundation with peer funders

About David and Tracy Lockton Family Foundation

How much does David and Tracy Lockton Family Foundation give?
David and Tracy Lockton Family Foundation reported 11 grants totaling $819,377 in its FY2025 IRS filing. It funded between 4 and 7 organizations a year over FY2021 to FY2024.
What does David and Tracy Lockton Family Foundation fund?
By grant dollars over FY2021 to FY2025, its largest causes are Education (67%), Health (11%), Community Improvement (10%).
Who are David and Tracy Lockton Family Foundation's largest grantees?
By total granted over FY2021 to FY2025: Kansas State University Foundation ($3.0M), Turner House Clinic Inc ($530k), Greenlight Fund Inc ($445k).
Does David and Tracy Lockton Family Foundation fund new organizations?
In FY2024, 33% of the organizations it funded were first-time grantees.
Does David and Tracy Lockton Family Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as David and Tracy Lockton Family Foundation?
Its strongest co-funders, measured against what their size predicts, include Greater Kansas City Community Foundation, Fidelity Investments Charitable Gift Fund, Amazonsmile Foundation.
Where is David and Tracy Lockton Family Foundation based?
David and Tracy Lockton Family Foundation is based in FL.

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 17 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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