Nonprofit · EIN 75-6476031
JAMES & LILLIAN LOCKERD FOUNDATION
Tax-exempt · HENDERSON, TX 75652
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $20,030 | $26,555 | -$6,525 | $447,164 | $0 | $447,164 |
| December 31, 2024 | 990-PF | $17,023 | $26,072 | -$9,049 | $453,689 | $0 | $453,689 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $17,494
- Net gain from sales of assets
- $2,536
Expenses
- Grants and similar amounts paid
- $20,550
- Compensation of officers, directors and key employees
- $5,241
- Disbursements for charitable purposes
- $22,876
- Excise tax on investment income
- $230
Balance sheet and other
- Total assets, start of year
- $453,689
- Total assets, end of year
- $447,164
- Total liabilities, end of year
- $0
- Net assets, end of year
- $447,164
- Fair market value of assets
- $499,411
- Qualifying distributions
- $22,876
- Net investment income
- $20,030
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VERABANK 101 W MAIN STREET, HENDERSON, TX 75652 | TRUSTEE | 2 | $5,241 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VERABANK 101 W MAIN STREET, HENDERSON, TX 75652 | TRUSTEE | 4 | $5,112 |
Address and contacts
- Address (IRS master file)
- 101 W MAIN ST, HENDERSON, TX 75652-0000
- Signed the 990-PF
- VERABANK, TRUSTEE
- Phone
- (903) 874-1700
- Return prepared by
- ANDERSON MARX & BOHL PC
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 | 990-PF 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
- 75-6476031
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20J)
- Assets (IRS master file)
- $447,164
- Income (IRS master file)
- $30,434
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $20,030 | $26,555 | $447,164 | IRS |
| 990-PF | December 2024 | $17,023 | $26,072 | $453,689 | XML |
| 990-PF | December 2023 | $31,017 | $26,823 | $462,738 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about JAMES & LILLIAN LOCKERD FOUNDATION
- What is the EIN of JAMES & LILLIAN LOCKERD FOUNDATION?
- The employer identification number (EIN) of JAMES & LILLIAN LOCKERD FOUNDATION is 75-6476031.
- Is JAMES & LILLIAN LOCKERD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to JAMES & LILLIAN LOCKERD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES & LILLIAN LOCKERD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES & LILLIAN LOCKERD FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES & LILLIAN LOCKERD FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JAMES & LILLIAN LOCKERD FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,241 (VERABANK, TRUSTEE).
- How much revenue does JAMES & LILLIAN LOCKERD FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $20,030, expenses of $26,555 and total assets of $447,164 at year end.
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All nonprofits in HENDERSON · Texas · Philanthropy, voluntarism and grantmaking foundations