Nonprofit · EIN 03-6100828
BILL AND JACKIE LOCKWOOD FAMILY FOUNDATION
Tax-exempt · DAYTON, OH 45419
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $512,257 | $619,872 | -$107,615 | $15,294,261 | $20,364 | $15,273,897 |
| December 31, 2023 | 990-PF | $429,805 | $566,445 | -$136,640 | $12,789,356 | $0 | $12,789,356 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $2,911
- Interest
- $602
- Net gain from sales of assets
- $505,744
- Other income
- $3,000
Expenses
- Grants and similar amounts paid
- $546,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $546,000
- Excise tax on investment income
- $49
Balance sheet and other
- Total assets, start of year
- $12,789,356
- Total assets, end of year
- $15,294,261
- Total liabilities, end of year
- $20,364
- Net assets, end of year
- $15,273,897
- Fair market value of assets
- $15,294,261
- Qualifying distributions
- $546,000
- Net investment income
- $3,513
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES D LOCKWOOD 2710 JUILLIARD ST, BOULDER, CO 80305 | TRUSTEE | 1 | $0 |
| JANE E LYNCH 13715 BLUFFROCK, SAN ANTONIO, TX 78216 | TRUSTEE | 1 | $0 |
| JOHN W LOCKWOOD 205 DURAND WAY, PALO ALTO, CA 94304 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES D LOCKWOOD 2710 JUILLIARD ST, BOULDER, CO 80305 | TRUSTEE | 1 | $0 |
| JANE E LYNCH 13715 BLUFFROCK, SAN ANTONIO, TX 78216 | TRUSTEE | 1 | $0 |
| JOHN W LOCKWOOD 205 DURAND WAY, PALO ALTO, CA 94304 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1 CARTER TALBOT CT, DAYTON, OH 45419-2904
- In care of
- % MARK A CONWAY
- Signed the 990-PF
- JANE E LYNCH, TRUSTEE
- Phone
- (937) 299-0720
- Return prepared by
- BARNES DENNIG & CO LTD
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 03-6100828
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $15,294,261
- Income (IRS master file)
- $594,851
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $512,257 | $619,872 | $15,294,261 | IRS |
| 990-PF | December 2023 | $429,805 | $566,445 | $12,789,356 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-6100828).
Questions about BILL AND JACKIE LOCKWOOD FAMILY FOUNDATION
- What is the EIN of BILL AND JACKIE LOCKWOOD FAMILY FOUNDATION?
- The employer identification number (EIN) of BILL AND JACKIE LOCKWOOD FAMILY FOUNDATION is 03-6100828.
- Is BILL AND JACKIE LOCKWOOD FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to BILL AND JACKIE LOCKWOOD FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BILL AND JACKIE LOCKWOOD FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BILL AND JACKIE LOCKWOOD FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BILL AND JACKIE LOCKWOOD FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BILL AND JACKIE LOCKWOOD FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does BILL AND JACKIE LOCKWOOD FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $512,257, expenses of $619,872 and total assets of $15,294,261 at year end.
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