Frank M Lockwood Testamentary Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Frank M Lockwood Testamentary Trust. Data shown is extracted from Form 990-PF filings.
EIN: 91-6024281
Foundation Overview
Based in Walla Walla, WA, Frank M Lockwood Testamentary Trust has awarded 36 grants totaling $1,068,975 to organizations in Washington. Individual grants range from $500 to $41,800, with a median award of $39,375.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 of 4 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
100% of all grants are concentrated in Washington, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Washington, funding concentrates in Walla Walla (100%).
Funding Trajectory
Stable funding levels with 18% change over 7 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Dual focus on general purposes (78%) and education, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Frank M Lockwood Testamentary Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Christian Aid Center | $500 | Walla Walla, WA, US | Operations Of Shelter | 2023 |
| Estate Of Joseph Stubblefield Co James Hayner | $39,250 | Walla Walla, WA, US | Requried Under Trust | 2023 |
| St Paul's Episcopal Church | $39,250 | Walla Walla, WA, US | Operations Of Church | 2023 |
| Whitman College Board Of Trustees | $39,250 | Walla Walla, WA, US | Operations Of College | 2023 |
| Christian Aid Center | $500 | Walla Walla, WA, US | Operations Of Shelter | 2022 |
| Joseph Stubblefield Est | $41,800 | Walla Walla, WA, US | Requried Under Trust | 2022 |
| St Paul's Episcopal Church | $41,800 | Walla Walla, WA, US | Operations Of Church | 2022 |
| Whitman College | $41,800 | Walla Walla, WA, US | Operations Of College | 2022 |
| Christian Aid Center | $500 | Walla Walla, WA, US | Operations Of Shelter | 2022 |
| Joseph Stubblefield Est | $41,800 | Walla Walla, WA, US | Requried Under Trust | 2022 |
| St Paul's Episcopal Church | $41,800 | Walla Walla, WA, US | Operations Of Church | 2022 |
| Whitman College | $41,800 | Walla Walla, WA, US | Operations Of College | 2022 |
| Christian Aid Center | $500 | Walla Walla, WA, US | Operations Of Shelter | 2022 |
| Joseph Stubblefield Est | $41,800 | Walla Walla, WA, US | Requried Under Trust | 2022 |
| St Paul's Episcopal Church | $41,800 | Walla Walla, WA, US | Operations Of Church | 2022 |
| Whitman College | $41,800 | Walla Walla, WA, US | Operations Of College | 2022 |
| St Paul's Episcopal Churc | $41,000 | Walla Walla, WA, US | Operations Of Church | 2021 |
| Whitman College | $41,000 | Walla Walla, WA, US | Operations Of College | 2021 |
| Joseph Stubblefield Est | $41,000 | Walla Walla, WA, US | Required Under Trust | 2021 |
| Christian Aid Center | $500 | Walla Walla, WA, US | Operations Of Shelter | 2021 |
| St Paul's Episcopal Churc | $39,500 | Walla Walla, WA, US | Operations Of Church | 2020 |
| Whitman College | $39,500 | Walla Walla, WA, US | Operations Of College | 2020 |
| Joseph Stubblefield Est | $39,500 | Walla Walla, WA, US | Required Under Trust | 2020 |
| Christian Aid Center | $500 | Walla Walla, WA, US | Operations Of Shelter | 2020 |
| St Paul's Episcopal Churc | $40,000 | Walla Walla, WA, US | Operations Of Church | 2018 |
| Whitman College | $40,000 | Walla Walla, WA, US | Operations Of College | 2018 |
| Joseph Stubblefield Est | $40,000 | Walla Walla, WA, US | Required Under Trust | 2018 |
| Christian Aid Center | $500 | Walla Walla, WA, US | Operations Of Shelter | 2018 |
| St Paul's Episcopal Churc | $36,500 | Walla Walla, WA, US | Operations Of Church | 2017 |
| Whitman College | $36,500 | Walla Walla, WA, US | Operations Of College | 2017 |
| Joseph Stubblefield Est | $36,500 | Walla Walla, WA, US | Required Under Trust | 2017 |
| Christian Aid Center | $500 | Walla Walla, WA, US | Operations Of Shelter | 2017 |
| St Paul's Episcopal Churc | $33,175 | Walla Walla, WA, US | Operations Of Church | 2016 |
| Whitman College | $33,175 | Walla Walla, WA, US | Operations Of College | 2016 |
| Joseph Stubblefield Est | $33,175 | Walla Walla, WA, US | Required Under Trust | 2016 |
| Christian Aid Center | $500 | Walla Walla, WA, US | Operations Of Shelter | 2016 |
Foundations Similar to Frank M Lockwood Testamentary Trust
Discover 5 foundations with comparable assets ($2,284,098-$2,638,888), similar grant patterns, and geographic focus in WA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The Dale And Leslie Chihuly Foundation
EIN: 27-0771638 | 99 grants awarded |
$2,447,695
(≈ Similar) |
$20,000
median grant |
Seattle, WA
Same state |
|
|
Linda Richardson Harper Foundation
EIN: 71-0872062 | 41 grants awarded |
$2,607,126
(≈ Similar) |
$20,000
median grant |
Bellevue, WA
Same state |
|
|
Sara Little Turnbull Foundation
EIN: 47-7334740 | 41 grants awarded |
$2,614,219
(≈ Similar) |
$25,000
median grant |
Seattle, WA
Same state |
|
|
Tomberg Family Foundation
EIN: 87-1551899 | 25 grants awarded |
$2,638,888
(≈ Similar) |
$20,000
median grant |
Bainbridge Island, WA
Same state |
|
|
Yvonne M Betson Charitable Tr
EIN: 72-6226287 | 22 grants awarded |
$2,284,098
(≈ Similar) |
$50,000
median grant |
Seattle, WA
Same state |
|
Related Foundation Resources in WA:
Contact Information
Official contact details for Frank M Lockwood Testamentary Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 91-6024281 |
| Website | N/A |
| Address | PO BOX 1796 Walla Walla, WA 99362-0353 |
Key People (2)
Board members, trustees, and key staff who oversee Frank M Lockwood Testamentary Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Co-trustee | Baker Boyer Bank Wealth Management |
|---|---|
| Co-trustee | John M Reese |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Frank M Lockwood Testamentary Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.