2024-11-13T16:35:13-06:00 2023-12-31 263675889 Law Office of James C Thomas III 7509 NW Tiffany Springs Parkway Suite 300 Kansas City MO 64153 990 2023-01-01 412113872 Lockton Cares Inc % Jessica Clark LOCK 8164824795 444 W 47th Street Ste 900 Kansas City MO 64112 JESSICA CLARK Asst Treas 8164824788 2024-11-13 true false JAMES C THOMAS III P01445728 8165849393 2024-11-13 X 2023 2024-10-15 13:58:12Z MARSHALL LOCKTON 444 W 47th Street Ste 900 Kansas City MO 64112 1530319 false X X 2003 MO assisting employees of Lockton Companies Inc who are experiencing economic hardship due to natural or civil disaster or other events 6 6 0 0 610823 1521592 0 2407 8727 -106055 -163202 507175 1367117 615510 709013 0 0 0 0 3273 3106 618783 712119 -111608 654998 267605 922603 0 267605 922603 Providing assistance to employees of Lockton Cares, Inc. who are experiencing economic hardship due to natural or civil disaster or other adverse events beyond their control. false false 709013 709013 providing assistance to employees of Lockton Companies, Inc. and its affiliates who were suffering economic hardship due to natural or civil disaster, death in the family, unusual medical expenses from severe illness or accident or other hardship. This assistance included loans and outright grants to employees. Outstanding loans at the beginning of 2023 were $1,079. One new loan for $7,800 was made in 2023. Payments on loans of $1,040 were received in 2023. Outstand- ing loans at the end of 2023 were $7,164. The organization made hardship grants to multiple individuals in 2023. The organization also provided grants to various charities, especially those focused on disaster relief and other efforts to improve communities. 163202 The organization's fundraising events generated $253,885 in revenue. Direct expenses for the Fishing Derby were $143,306. Dream on 3 and Wish Slam events were also begun in 2024. These events generated $4,500 and $22,000 in revenue, respectively. Direct expenses for these events were $14,683 and $5,483, respectively. The organization made grants to multiple charitable organizations from the proceeds from these events. The amount of these grants is included in the grants described in Section 4(a). 872215 true true false false false false false false false false false false false false false false false false false false false false false false true false false true true false false false false false false false false false false false false false false false false false false true 0 0 false 0 false false false false false false false false false false X 6 6 true false false false false false false true true false false true true true true false false false false false X JESSICA CLARK 8164824788 444 W 47th Street Ste 900 Kansas City MO 64112 X X WILLIAM W HUMPHREY III Director and Secretary X X 0 0 0 ZACHARY SKINNER Dir and Asst Sec X X 0 0 0 TROY R COOK Director and Treas X X 0 0 0 JESSICA CLARK Asst Treas X 0 0 0 MARSHALL LOCKTON Dir and Pres X 0 0 0 JULIE GIBSON Director X 0 0 0 ERIN MEYER Asst Treas X 0 0 0 false false false X 253885 1267707 1521592 8727 253885 163202 -163202 1367117 598468 598468 110545 110545 Bank Fees 3106 3106 712119 709013 3106 0 106556 709805 159970 205634 1079 7164 267605 922603 0 0 X 267605 922603 267605 922603 267605 922603 654998 X false false false X 137360 801721 245659 610823 1521592 3317155 137360 801721 245659 610823 1521592 3317155 1338039 1979116 3317155 0.59663 0.65095 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Fishing Derby 28723 84419 21778 398 7718 Dream on 3 10419 1000 3264 1 5483 28723 100321 21778 1398 10982 163202 -163202 false American Red Cross 431 Eighteenth Street NW Washington DC 20006 530196605 501c3 28395 0 Disaster Relief Brooks School Foundation 190 Cummins Hwy Roslindale MA 02131 300015324 501c3 6795 0 Community Impact Camo to College 9839 Colwater Circle Dallas TX 75228 854132390 501c3 25000 0 Community Impact Catch Up and Read 3001 Know Street Ste 405 Dallas TX 75205 453533496 10000 0 Community Impact Children's Mercy Hospital 2401 Gillham Road Kansas City MO 64108 440655373 501c3 25000 0 Community Impact Communities Foundation of 5500 Caruth Haven Lane Dallas TX 75225 750964565 501c3 30000 0 Community Impact Cystic Fibrosis Foundation 400 S Colorado Blvd Ste 840 Denver CO 80246 131930701 501c3 25000 0 Community Impact Dream On 3 1523 Elizabeth Ave Ste 300 Charlotte NC 28204 461988039 501c3 20000 0 Community Impact Family Service 702 San Pedro Ave San Antonio TX 78212 741117341 501c3 10000 0 Community Impact Frankln Learning Center HS e616 N 15th Street Philadelphia PA 19130 611973942 501c3 6120 0 Community Impact Friends of Breakthrough Sc 3615 Superior Avenue Cleveland OH 44114 204948838 501c3 25000 0 Community Impact Friendship Educational Fou 2108 Vail Avenue Redondo Beach CA 90278 836636499 501c3 25000 0 Community Impact Goodwill of South Florida 2121 Northwest 21st Street Miami FL 33142 590866126 501c3 5000 0 Community Impact Habitat for Humanity 285 Peachtree Center Ave NE Ste 270 Atlanta GA 30303 911914868 501c3 10000 0 Community Impact Heros on the Water 101 N Greenville Avenue Ste 55 Allen TX 75002 134367788 501c3 10000 0 Community Impact HouseProud 401 Englewood Ave SE Atlanta GA 30315 900718916 501c3 25000 0 Community Impact Ivymount Foundation 11614 Seven Locks Rd Rockville MD 20854 201832991 501c3 10000 0 Community Impact Julia F Thompson Inc 5680 Highway 6 Ste 332 Missouri City TX 77459 760594258 501c3 25000 0 Community Impact Legacy Founation of Hartfo 1229 Albany Ave Ste 3 Hartford CT 06112 453908154 501c3 5340 0 Community Impact Matt & Lisa Allen Family F 1420 NE 101st St Miami Shores FL 33138 921762955 501c3 10000 0 Community Impact Miami Jewish Health Found 5200 NE 2nd Ave Miami FL 33137 200267158 501c3 5000 0 Community Impact National Collegiate Equest P O Box 712 Waco TX 76703 455263661 501c3 10000 0 Community Impact Richard Wright Public Char 475 School St SW Washington DC 20024 272713037 501c3 6200 0 Community Impact Salute Colorado 4041 Hanover Ave Boulder CO 80305 464296645 501c3 25000 0 Community Impact Tunnels to Tower Foundatio 2361 Hylan Bolvd Staten Island NY 10306 020554564 501c3 25000 0 Community Impact United WE 2100 Central Steet Ste 11E Kansas City MO 64108 431584928 37500 0 Community Impact Vous Church 1951 NW 7th Ave Ste 160/355 Miami FL 33136 475369688 501c3 5000 0 Disaster Relief World Central Kitchen 200 Massachusetts Ave NW Ste 7th Fl Washington DC 20001 273521132 501c3 125965 0 Disaster Relief 28 0 Part VI Line 11b Circulated to officers and directors for review and approval. Part VI Line 19 Documents available upon request. Part VI, Line 2 All of the officers and directors are employees of Lockton Part VI, Line 2 Management, LLC Part VI, Line 11b A draft of the Form 990 is circulated to all of the officers and Part VI, Line 1 directors. Part VI, Line 12c The officers and directors of the organization regularly monitor Part VI, Line 1 the organization's financial information for conflicts of interst. Part VI, Lina 15a or b No officers or directors are compensated by the organization. Part VI, Line 19 Documents are available upon request. Part VII, Sec. A One of the six Director positions was vacant. Part VIII, Line 8b Expenses related to Fishing Derby, Dream on 3 and Wish Slam. Part VIII, Line 8b None of the expenses were for professional fundraisers or solicitors. Sch A Part II Line 5 Contributions in excess of 2% of the amount on Schedule A, Part II Sch A Part II Line 5 Line 5 are contributions from: associates and partners of the Sch A Part II Line 5 Founders Series of Lockton, Inc. $35,596.58, Lockton Management, LLC Sch A Part II Line 5 $3,656.91, shareholders of Lockton, Inc. $1,224,656.91, associates and Sch A Part II Line 5 partners of Dunning Series of Lockton Companies, LLC $77,656.91 Sch A Part II Line 5 Ryan Specialty Group $11,656.91, and associate contributions to United Sch A Part II Line 5 Way $4,379.87 for a total of $1,357,604