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Nonprofit · EIN 48-1135485

LOCKTON FAMILY FOUNDATION

Tax-exempt · KANSAS CITY, MO 64112

Financials

$550K$240K2023$767K$211K2024$290K$87K2025
Revenue Expenses · by fiscal year end
Financials of LOCKTON FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$289,696$86,504$203,192$3,333,015$0$3,333,015
December 31, 2024990-PF$766,561$210,500$556,061$3,141,225$0$3,141,225
December 31, 2023990-PF$549,575$239,855$309,720$2,585,227$0$2,585,227
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$102,125
Interest
$495
Net gain from sales of assets
$177,956
Other income
$9,120

Expenses

Grants and similar amounts paid
$30,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$34,937
Excise tax on investment income
$3,253

Balance sheet and other

Total assets, start of year
$3,141,225
Total assets, end of year
$3,333,015
Total liabilities, end of year
$0
Net assets, end of year
$3,333,015
Fair market value of assets
$4,670,122
Qualifying distributions
$34,937
Net investment income
$280,576

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.

NameTitleHours / weekCompensation
CHERYL L WILLIAMS
5825 OVERHILL, MISSION HILLS, KS 66208
TRUSTEE2$0
RONALD J LOCKTON
2321 W 59TH STREET, MISSION HILLS, KS 66208
TRUSTEE1$0
DONALD S LOCKTON
6715 CHEROKEE LANE, MISSION HILLS, KS 66208
TRUSTEE1$0
JOHN STEPHEN LOCKTON
4747 SOUTH FRANKLIN STREET, CHERRY HILLS VILLAGE, CO 80113
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
CHERYL L WILLIAMS
5825 OVERHILL, MISSION HILLS, KS 66208
TRUSTEE2$0
RONALD J LOCKTON
2321 W 59TH STREET, MISSION HILLS, KS 66208
TRUSTEE1$0
DONALD S LOCKTON
6715 CHEROKEE LANE, MISSION HILLS, KS 66208
TRUSTEE1$0
JOHN STEPHEN LOCKTON
4747 SOUTH FRANKLIN STREET, CHERRY HILLS VILLAGE, CO 80113
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
CHERYL L WILLIAMS
5825 OVERHILL, MISSION HILLS, KS 66208
TRUSTEE2$0
RONALD J LOCKTON
2321 W 59TH STREET, MISSION HILLS, KS 66208
TRUSTEE1$0
DONALD S LOCKTON
6715 CHEROKEE LANE, MISSION HILLS, KS 66208
TRUSTEE1$0
JOHN STEPHEN LOCKTON
4747 SOUTH FRANKLIN STREET, CHERRY HILLS VILLAGE, CO 80113
TRUSTEE1$0

Address and contacts

Address (IRS master file)
444 W 47TH ST STE 900, KANSAS CITY, MO 64112-1906
In care of
% CHERYL L WILLIAMS
Signed the 990-PF
CHERYL L WILLIAMS, TRUSTEE
Phone
(816) 960-9918
Return prepared by
RUBINBROWN LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
48-1135485
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,333,015
Income (IRS master file)
$1,475,604

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$289,696$86,504$3,333,015IRS
990-PFDecember 2024$766,561$210,500$3,141,225XML
990-PFDecember 2023$549,575$239,855$2,585,227XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 48-1135485).

Questions about LOCKTON FAMILY FOUNDATION

What is the EIN of LOCKTON FAMILY FOUNDATION?
The employer identification number (EIN) of LOCKTON FAMILY FOUNDATION is 48-1135485.
Is LOCKTON FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to LOCKTON FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LOCKTON FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LOCKTON FAMILY 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 LOCKTON FAMILY 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 LOCKTON FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does LOCKTON FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $289,696, expenses of $86,504 and total assets of $3,333,015 at year end.

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