Nonprofit · EIN 77-6198547
LOCKRIDGE CHARITABLE FOUNDATION TR
Also known as LOCKRIDGE JOHN P TTEE
Tax-exempt · STUDIO CITY, CA 91614
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $559,248 | $814,943 | -$255,695 | $13,807,957 | $0 | $13,807,957 |
| December 31, 2024 | 990-PF | $780,332 | $681,654 | $98,678 | $14,028,972 | $0 | $14,028,972 |
| December 31, 2023 | 990-PF | $1,720,826 | $631,432 | $1,089,394 | $13,930,294 | $0 | $13,930,294 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $293,753
- Interest
- $177,396
- Net gain from sales of assets
- $68,753
- Other income
- $19,346
Expenses
- Grants and similar amounts paid
- $579,793
- Compensation of officers, directors and key employees
- $141,500
- Disbursements for charitable purposes
- $721,293
- Excise tax on investment income
- $6,322
Balance sheet and other
- Total assets, start of year
- $14,028,972
- Total assets, end of year
- $13,807,957
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,807,957
- Fair market value of assets
- $15,585,747
- Qualifying distributions
- $721,293
- Net investment income
- $538,228
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 |
|---|---|---|---|
| NICK SMALL 2625 GRAND CANAL, VENICE, CA 90291 | TRUSTEE | 10 | $73,500 |
| ERIC SMALL 4328 SAINT CLAIR AVE, STUDIO CITY, CA 91604 | TRUSTEE | 10 | $68,000 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC SMALL 4328 SAINT CLAIR AVE, STUDIO CITY, CA 91604 | TRUSTEE | 10 | $67,000 |
| NICK SMALL 2625 GRAND CANAL, VENICE, CA 90291 | TRUSTEE | 10 | $61,500 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC SMALL 4328 SAINT CLAIR AVE, STUDIO CITY, CA 91604 | TRUSTEE | 10 | $53,937 |
| NICK SMALL 2625 GRAND CANAL, VENICE, CA 90291 | TRUSTEE | 10 | $53,813 |
Address and contacts
- Address (IRS master file)
- PO BOX 1243, STUDIO CITY, CA 91614-0243
- In care of
- % JOHN P & ERICKA H LOCKRIDGE
- Signed the 990-PF
- NICK SMALL, TRUSTEE
- Phone
- (310) 502-2055
- Return prepared by
- BURDICK & ASSOCIATES PC
California records
California keeps its own records of charities and corporations. Search them by EIN 77-6198547 or by the name LOCKRIDGE CHARITABLE FOUNDATION TR.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 77-6198547
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $13,807,957
- Income (IRS master file)
- $5,201,979
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $559,248 | $814,943 | $13,807,957 | XML |
| 990-PF | December 2024 | $780,332 | $681,654 | $14,028,972 | IRS |
| 990-PF | December 2023 | $1,720,826 | $631,432 | $13,930,294 | 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 77-6198547).
Questions about LOCKRIDGE CHARITABLE FOUNDATION TR
- What is the EIN of LOCKRIDGE CHARITABLE FOUNDATION TR?
- The employer identification number (EIN) of LOCKRIDGE CHARITABLE FOUNDATION TR is 77-6198547.
- Is LOCKRIDGE CHARITABLE FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to LOCKRIDGE CHARITABLE FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOCKRIDGE CHARITABLE FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOCKRIDGE CHARITABLE FOUNDATION TR 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 LOCKRIDGE CHARITABLE FOUNDATION TR 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 LOCKRIDGE CHARITABLE FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $73,500 (NICK SMALL, TRUSTEE).
- How much revenue does LOCKRIDGE CHARITABLE FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $559,248, expenses of $814,943 and total assets of $13,807,957 at year end.
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All nonprofits in STUDIO CITY · California · Philanthropy, voluntarism and grantmaking foundations