FORM 1023-EZ for DAVID AND TRACY LOCKTON FAMILY FOUNDATION

Field Data
EIN 84-6555083
Case Number EO-2020258-000388
Form 1023-EZ version 12018
Eligibility Worksheet 1
Organization Name DAVID AND TRACY LOCKTON FAMILY FOUNDATION
Organization’s Mailing Address 444 W 47TH STREET
City KANSAS CITY
State MO
ZIP 64112
Accounting period End 12
Primary contact name DONALD FRIEND II
Primary contact phone [Hidden]
Primary contact phone extension [Hidden]
Primary contact fax [Hidden]
User fee submitted $275.00
Officer/Director/Trustee One

DAVID LOCKTON
CO-TRUSTEE
2640 GOLDEN GATE PARKWAY SUITE 201
NAPLES FL 34105

Officer/Director/Trustee Two

TRACY LOCKTON
CO-TRUSTEE
2640 GOLDEN GATE PARKWAY SUITE 201
NAPLES FL 34105

Organization’s website
Organization’s email
Organization Incorporated
Organization trust Yes
Necessary Organizing Documents Yes
Organization Incorporation Date 12/31/2018
Organization Incorporation State KS
Contains Limitation Yes
Does not expressly empower Yes
Contains dissolution Yes
National Taxonomy of Exempt Entities (NTEE) code T22 - Private Independent Foundations
Organization’s purpose Charitable: Yes
Religious: No
Educational: Yes
Scientific: Yes
Literary: Yes
Public Safety: No
Amateur Sports: No
Cruelty Prevention: No
Qualify For Exemption No
Legislation influence No
Compensation of Officer director trustee No
Donation of funds No
Conducting Activities Outside of United States No
Financial transactions with officers No
Unrelated Gross Income $1,000 or More No
Gaming Activity No
Disaster relief assistance No
One Third Support Public No
One Third Support Gifts No
Benefit of College No
Private Foundation 508(e) Yes
Seeking Retroactive Reinstatement No
Seeking Section 7 Reinstatement No
Correctness Declaration Yes
Signature Name DAVID LOCKTON
Signature Title CO-TRUSTEE
Signature Date 9/10/2020

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