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Nonprofit · EIN 91-1088938

JOHN L LOCKE JR CHARITABLE TRUST

Also known as KNEPPER ROBIN TTEE

Tax-exempt · ISSAQUAH, WA 98029

Financials

$721K$1.1M2022$1.4M$1.1M2023$1.2M$1.2M2024
Revenue Expenses · by fiscal year end
Financials of JOHN L LOCKE JR CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$1,204,477$1,247,508-$43,031$23,444,505$0$23,444,505
September 30, 2024990$1,394,558$1,091,464$303,094$23,487,536$0$23,487,536
September 30, 2023990$720,996$1,090,359-$369,363$23,184,442$0$23,184,442
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$1,204,477
Net gain from sales of assets
$312,097
Tax-exempt bond proceeds
$11,835
Other revenue
$0

Expenses

Grants and similar amounts paid
$1,150,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$22,255
Program services (functional)
$1,150,000
Management and general (functional)
$97,508

Balance sheet and other

Total assets, start of year
$23,487,536
Total assets, end of year
$23,444,505
Total liabilities, end of year
$0
Net assets, end of year
$23,444,505
Publicly traded securities
$22,183,840
Gross unrelated business income
$892,380
Gross receipts
$4,923,031
Employees
0
Volunteers
0
Year formed
1979
State of legal domicile
WA

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 for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ROBIN J KNEPPERCHAIRMAN/TRUSTEE
Trustee or director, Officer
1$0
LIDA J BUCKNERSECRETARY/TRUSTEE
Trustee or director, Officer
1$0
PATRICK RYAN MDTRUSTEE
Trustee or director
0.2$0
JOHN PETERSEN II MDTRUSTEE
Trustee or director
0.2$0
HOWARD LEWIS MDTRUSTEE
Trustee or director
0.2$0
W ROBB MACLELLAN MDTRUSTEE
Trustee or director
0.2$0
FARID MOUSSAVI-HARAMI MDTRUSTEE
Trustee or director
0.2$0
MEGANN PRATERTREASURER/TRUSTEE
Trustee or director, Officer
0.2$0
CHRIS LONGENECKERTRUSTEE
Trustee or director
0.2$0
990 for the year ended September 30, 2024: 9 people
NameTitleHours / weekCompensation
ROBIN J KNEPPERCHAIRMAN/TRUSTEE
Trustee or director, Officer
1$0
LIDA J BUCKNERSECRETARY/TRUSTEE
Trustee or director, Officer
1$0
PATRICK RYAN MDTRUSTEE
Trustee or director
0.2$0
JOHN PETERSEN II MDTRUSTEE
Trustee or director
0.2$0
HOWARD LEWIS MDTRUSTEE
Trustee or director
0.2$0
W ROBB MACLELLAN MDTRUSTEE
Trustee or director
0.2$0
FARID MOUSSAVI-HARAMI MDTRUSTEE
Trustee or director
0.2$0
MEGANN PRATERTREASURER/TRUSTEE
Trustee or director, Officer
0.2$0
CHRIS LONGENECKERTRUSTEE
Trustee or director
0.2$0
990 for the year ended September 30, 2023: 9 people
NameTitleHours / weekCompensation
ROBIN J KNEPPERCHAIRMAN/TRUSTEE
Trustee or director, Officer
1$0
LIDA J BUCKNERSECRETARY/TRUSTEE
Trustee or director, Officer
1$0
BETH NESSTREASURER/TRUSTEE
Trustee or director
0.2$0
PATRICK RYAN MDTRUSTEE
Trustee or director
0.2$0
JOHN PETERSEN II MDTRUSTEE
Trustee or director
0.2$0
HOWARD LEWIS MDTRUSTEE
Trustee or director
0.2$0
W ROBB MACLELLAN MDTRUSTEE
Trustee or director
0.2$0
DAVID DICHEK MDTRUSTEE
Trustee or director
0.2$0
KAREN STOUT MDTRUSTEE
Trustee or director
0.2$0

Address and contacts

Address (IRS master file)
1567 HIGHLANDS DR NE STE 110 PMB 25, ISSAQUAH, WA 98029-6256
Principal officer (990 for 2024)
ROBIN KNEPPER, 1567 HIGHLANDS DR NE STE 110-25, ISSAQUAH, WA 98029
Signed the 990
ROBIN KNEPPER, CHAIRMAN/TRUSTEE
Phone
(206) 459-7000
Return prepared by
SWEENEY CONRAD INC

Mission

TO MAKE CONTRIBUTIONS TO THE JOHN L. LOCKE, JR. CORONARY CARE CENTER OF THE SWEDISH HOSPITAL MEDICAL CENTER IN SEATTLE,WA AND/OR THE JOHN L. LOCKE, JR. HEALTH SCIENCES COMPUTER CENTER OF THE UNIV. OF WASHINGTON SCH. OF MEDICINE; AND IF CONTRIBUTIONS TO EITHER ARE NOT POSSIBLE, THEN TO ANY OTHER CHARITABLE ORGANIZATION TO THE EXTENT THAT IT IS INVOLVED IN THE CARE, TREATMENT AND DIAGNOSIS OF HEART DISEASE AND RESEARCH INTO THE SAME.

990 for the year ended September 30, 2025

Program accomplishments

  • GRANT TO THE UNIVERSITY OF WASHINGTON MEDICINE - JOHN L LOCKE JR FUND FOR CARDIAC CARE AND RESEARCH
    Expenses $575,000 · grants $575,000
  • GRANTS TO THE SWEDISH MEDICAL CENTER FOUNDATION FOR THE SWEDISH CARDIOVASCULAR ADV HYPERTENSION CLINIC
    Expenses $575,000 · grants $575,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
91-1088938
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1980
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E120)
Assets (IRS master file)
$23,444,505
Income (IRS master file)
$4,923,031

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$1,204,477$1,247,508$23,444,505XML
990September 2024$1,394,558$1,091,464$23,487,536XML
990September 2023$720,996$1,090,359$23,184,442XML
990September 2022$1,030,410$1,193,755$23,553,805IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 91-1088938).

Questions about JOHN L LOCKE JR CHARITABLE TRUST

What is the EIN of JOHN L LOCKE JR CHARITABLE TRUST?
The employer identification number (EIN) of JOHN L LOCKE JR CHARITABLE TRUST is 91-1088938.
Is JOHN L LOCKE JR CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to JOHN L LOCKE JR CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does JOHN L LOCKE JR CHARITABLE TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JOHN L LOCKE JR CHARITABLE TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN L LOCKE JR CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of JOHN L LOCKE JR CHARITABLE TRUST?
The 990 for the year ended September 30, 2025 names ROBIN KNEPPER.
Who are the officers and directors of JOHN L LOCKE JR CHARITABLE TRUST?
The 990 for the year ended September 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does JOHN L LOCKE JR CHARITABLE TRUST have?
On its 990 for the year ended September 30, 2025 it reported revenue of $1,204,477, expenses of $1,247,508 and total assets of $23,444,505 at year end.

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