Bill And Jackie Lockwood Family Foundation in Dayton, Ohio (OH)

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Bill And Jackie Lockwood Family Foundation
Employer Identification Number (EIN)036100828
Name of OrganizationBill And Jackie Lockwood Family Foundation
In Care of NameMark A Conway
Address239 Spirea Dr, Dayton, OH 45419-3540
SubsectionCharitable Organization
Ruling Date01/2003
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2011
Assets$1,000,000 to $4,999,999
Income$100,000 to $499,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$3,270,765
Amount of Income$114,823
Form 990 Revenue Amount$9,289
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations


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Amount of income in 2011: $114,823 (it was $119,894 in 2010)
Bill And Jackie Lockwood Family Foundation: 

 $114,823
Other organizations performing similar types of work: 

 $100,425

Assets in 2011: $3,270,765 (it was $3,551,718 in 2010)
Bill And Jackie Lockwood Family Foundation: 

 $3,270,765
Other organizations performing similar types of work: 

 $315,010

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$9,289$2$2
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$2
Dividends and interest from securities$0
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$9,287
Total expenses and disbursements$182,558$0$0$175,106
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$7,452$0$0
Contributions, gifts, grants paid$175,106
Excess of revenue over expenses and disbursements$-173,269
Net investment income$2
Adjusted net income$2
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$3,270,765$3,270,765
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$3,213,140
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$57,625
Total liabilities$66,692
Mortgages and other notes payable$0
Other$66,692
Total liabilities and net assets/fund balances$3,204,073
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$9,287
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$0
Total credits and payments$244
2011 estimated tax payments and 2010 overpayment credited to 2011$244
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Overpayment$244
Amount to be credited to 2012 estimated tax$244
Statements Regarding Activities (for 2011)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$3,353,095
Net value of noncharitable-use assets$3,302,800
Minimum investment return$165,140
Distributable Amount (for 2011)
Distributable amount$165,140
Undistributed Income (for 2011)
Distributable amount for 2011$165,140
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Avon Products Foundation Incorporated777 3rd Ave Bsmt B, New York, NY 10017-1307NY2000-11$62,177,889
2Blackstone Charitable Foundation345 Park Avenue, New York, NY 10154-0004NY2008-02$6,140,304
3Mary R Saner Charitable Trust4330 Olive St, Saint Louis, MO 63108-2622MO2008-06$3,811,554
4Kotel Foundation101 Terrace Dr, Mundelein, IL 60060-3826IL2008-03$124,384
5Morgan Family FoundationPO BOX 561, Yellow Spgs, OH 45387-0561OH2003-10$44,490,274
6Harry M And Violet Turner Charitable Trust4 W Main St Ste 800, Springfield, OH 45502-2302OH2000-06$16,706,525
7Ihs Foundatiion2700 E Dublin-Granville Road No 300, Columbus, OH 43231-4094OH2000-08$12,166,682
8Progressive Insurance Foundation6300 Wilson Mills Rd, Cleveland, OH 44143-2109OH2002-09$10,819,342
9Alexander And Sarah Cutler Family FoundationPO BOX 237, Gates Mills, OH 44040-0237OH1999-02$10,619,449
10Proctor Patterson FoundationPO BOX 94651, Cleveland, OH 44101-4651OH2004-10$8,013,335
11Clyde And Maycel Clark Foundation IncPO BOX 1505, Portsmouth, OH 45662-1505OH2003-12$2,195,476
12Miller Family Foundation32333 Aurora Rd Ste 300, Solon, OH 44139-2851OH1999-03$1,341,085
13Herbert G Feldman Charitable FoundationPO BOX 94651, Cleveland, OH 44101-4651OH1999-04$1,334,460
14Peoples Bancorp Foundation IncPO BOX 738, Marietta, OH 45750-0738OH2004-02$696,771
15Mary Weddington Widenhouse Trust, Helms Everret L TteePO BOX 630858, Cincinnati, OH 45263-0858OH2005-08$589,168
16Orpha J Mcgarey Charitable TrPO BOX 94651, Cleveland, OH 44101-4651OH2001-03$556,640
17Alyce J & Ann J Metka Charitable Foundation36 E Seminary St, Norwalk, OH 44857-2123OH2000-10$526,047
18James F Jackson Charitable Trust 004555, Jackson James F Jr TteePO BOX 630858, Cincinnati, OH 45263-0858OH2005-10$322,329
19Jocelyne K And Frank N Linsalata Family Foundation875 Andrews Ln, Gates Mills, OH 44040-9648OH2001-04$287,233
20Brubaker Family Foundation3470 Parfoure Blvd, Uniontown, OH 44685-7803OH2008-04$286,225
Number of organizations performing similar types of work
Alaska6
Alabama22
Arkansas14
Arizona38
California300
Colorado60
Connecticut56
District of Columbia23
Delaware37
Florida188
Georgia83
Hawaii12
Iowa24
Idaho14
Illinois141
Indiana53
Kansas20
Kentucky22
Louisiana21
Massachusetts109
Maryland59
Maine6
Michigan76
Minnesota57
Missouri36
Mississippi10
Montana12
North Carolina64
North Dakota3
Nebraska21
New Hampshire10
New Jersey134
New Mexico13
Nevada22
New York349
Ohio90
Oklahoma30
Oregon40
Pennsylvania120
Rhode Island20
South Carolina20
South Dakota5
Tennessee30
Texas180
Utah29
Virginia60
Vermont7
Washington64
Wisconsin51
West Virginia2
Wyoming9
International5
Total2,877

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