Nonprofit · EIN 20-2735134
LOCKE FAMILY FOUNDATION INC
Tax-exempt · MIDDLETON, WI 53562
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $35,640 | $35,617 | $23 | $703,768 | $20,500 | $683,268 |
| December 31, 2024 | 990-PF | $31,695 | $38,623 | -$6,928 | $711,245 | $28,000 | $683,245 |
| December 31, 2023 | 990-PF | $124,959 | $34,816 | $90,143 | $723,173 | $33,000 | $690,173 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Interest
- $35,640
Expenses
- Grants and similar amounts paid
- $30,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $33,156
- Excise tax on investment income
- $471
Balance sheet and other
- Total assets, start of year
- $711,245
- Total assets, end of year
- $703,768
- Total liabilities, end of year
- $20,500
- Net assets, end of year
- $683,268
- Fair market value of assets
- $703,768
- Qualifying distributions
- $33,156
- Net investment income
- $35,640
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 |
|---|---|---|---|
| E DAVID LOCKE 6907 UNIVERSITY AVE BOX 113, MIDDLETON, WI 53562 | PRESIDENT | 1 | $0 |
| AHREN F LOCKE 6907 UNIVERSITY AVE BOX 113, MIDDLETON, WI 53562 | VICE-PRESIDENT | 1 | $0 |
| BRENDAN LOCKE 6907 UNIVERSITY AVE BOX 113, MIDDLETON, WI 53562 | TREASURER | 1 | $0 |
| MEREDITH C LOCKE 6907 UNIVERSITY AVE BOX 113, MIDDLETON, WI 53562 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| E DAVID LOCKE 6907 UNIVERSITY AVE BOX 113, MIDDLETON, WI 53562 | PRESIDENT | 1 | $0 |
| AHREN F LOCKE 6907 UNIVERSITY AVE BOX 113, MIDDLETON, WI 53562 | VICE-PRESIDENT | 1 | $0 |
| BRENDAN LOCKE 6907 UNIVERSITY AVE BOX 113, MIDDLETON, WI 53562 | TREASURER | 1 | $0 |
| MEREDITH C LOCKE 6907 UNIVERSITY AVE BOX 113, MIDDLETON, WI 53562 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| E DAVID LOCKE 6907 UNIVERSITY AVENUE BOX 113, MIDDLETON, WI 53562 | PRESIDENT | 1 | $0 |
| AHREN F LOCKE 6907 UNIVERSITY AVENUE BOX 113, MIDDLETON, WI 53562 | VICE-PRESIDENT | 1 | $0 |
| BRENDAN S LOCKE 6907 UNIVERSITY AVENUE BOX 113, MIDDLETON, WI 53562 | TREASURER | 1 | $0 |
| MEREDITH C LOCKE 6907 UNIVERSITY AVENUE BOX 113, MIDDLETON, WI 53562 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6907 UNIVERSITY AVENUE BOX 113, MIDDLETON, WI 53562-2767
- In care of
- % E DAVID LOCKE
- Signed the 990-PF
- E DAVID LOCKE, PRESIDENT
- Phone
- (608) 438-1851
- Return prepared by
- JOHNSON BLOCK & CO INC
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
- 20-2735134
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $703,768
- Income (IRS master file)
- $35,640
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $35,640 | $35,617 | $703,768 | IRS |
| 990-PF | December 2024 | $31,695 | $38,623 | $711,245 | XML |
| 990-PF | December 2023 | $124,959 | $34,816 | $723,173 | 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 20-2735134).
Questions about LOCKE FAMILY FOUNDATION INC
- What is the EIN of LOCKE FAMILY FOUNDATION INC?
- The employer identification number (EIN) of LOCKE FAMILY FOUNDATION INC is 20-2735134.
- Is LOCKE FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to LOCKE FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOCKE FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOCKE FAMILY FOUNDATION INC 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 LOCKE FAMILY FOUNDATION INC 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 LOCKE FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does LOCKE FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $35,640, expenses of $35,617 and total assets of $703,768 at year end.
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