Frank M Lockwood Trust

Walla Walla, WA
EIN: 91-6024281

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$139k (2024)

Expenses

$212k (2024)

Total Assets

$1.45M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$138,978

Expenses

$211,802

Net Income

-$72,824

Net Assets

$1,452,223

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,481	26.2%
Sales of Assets	$2,127	1.5%
Other Income	$100,370	72.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,782	61.3%
Compensation of Officers*	$26,786	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,452,223
Total Liabilities	$0
Net Assets	$1,452,223

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Bank Wealth Management (Co Trustee)	$26,786	$0
John M Reese (Co Trustee)	$8,838	$0

990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$206,941

Expenses

$178,847

Net Income

$28,094

Net Assets

$1,536,713

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,152	16.0%
Sales of Assets	$12,596	6.1%
Other Income	$161,193	77.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,146	70.5%
Compensation of Officers*	$34,851	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,536,713
Total Liabilities	$0
Net Assets	$1,536,713

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Bank Wealth Management (Co Trustee)	$26,138	$0
John M Reese (Co Trustee)	$8,713	$0

990-PF

Filed on May 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$177,851

Expenses

$215,905

Net Income

-$38,054

Net Assets

$1,508,619

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,577	14.9%
Sales of Assets	$11,601	6.5%
Other Income	$139,673	78.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,175	62.1%
Compensation of Officers*	$36,101	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,508,619
Total Liabilities	$0
Net Assets	$1,508,619

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Bank Wealth Management (Co Trustee)	$26,864	$0
John Reese (Co Trustee)	$9,237	$0

990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$308,275

Expenses

$201,485

Net Income

$106,790

Net Assets

$1,546,673

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,001	10.7%
Sales of Assets	$151,587	49.2%
Other Income	$123,687	40.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,575	66.8%
Compensation of Officers*	$27,710	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,546,673
Total Liabilities	$0
Net Assets	$1,546,673

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Bank Wealth Management Baker Boyer Bank Wealth Management (Co Trustee)	$27,710	$0
John Reese (Co Trustee)	$0	$0

990-PF

Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$134,136

Expenses

$220,827

Net Income

-$86,691

Net Assets

$1,439,923

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,851	19.3%
Sales of Assets	$0
Other Income	$165,523	> 100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,544	59.6%
Compensation of Officers*	$31,823	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,439,924
Total Liabilities	$1
Net Assets	$1,439,923

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Bank Wealth Management Baker Boyer Bank Wealth Management (Co Trustee)	$31,823	$0
John Reese (Co Trustee)	$0	$0

990-PF

Filed on May 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$162,084

Expenses

$195,683

Net Income

-$33,599

Net Assets

$1,526,834

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,804	20.2%
Sales of Assets	$5,997	3.7%
Other Income	$123,283	76.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,218	61.9%
Compensation of Officers*	$30,914	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,526,835
Total Liabilities	$1
Net Assets	$1,526,834

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Bank Wealth Management Baker Boyer Bank Wealth Management (Co Trustee)	$30,914	$0
John Reese (Co Trustee)	$0	$0

990-PF

Filed on May 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$230,308

Expenses

$215,120

Net Income

$15,188

Net Assets

$1,560,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,751	14.2%
Sales of Assets	$30,616	13.3%
Other Income	$166,941	72.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,906	59.9%
Compensation of Officers*	$37,882	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,560,307
Total Liabilities	$0
Net Assets	$1,560,307

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Bank Wealth Management Baker Boyer Bank Wealth Management (Co Trustee)	$28,412	$0
John Reese (Co Trustee)	$9,470	$0

990-PF

Filed on April 25, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$172,677

Expenses

$183,870

Net Income

-$11,193

Net Assets

$1,545,127

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,406	16.5%
Sales of Assets	$50,646	29.3%
Other Income	$93,625	54.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,208	64.8%
Compensation of Officers*	$30,983	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,545,127
Total Liabilities	$0
Net Assets	$1,545,127

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Bank Wealth Management Baker Boyer Bank Wealth Management (Co Trustee)	$23,237	$0
John Reese (Co Trustee)	$7,746	$0

990-PF

Filed on May 7, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$117,235

Expenses

$170,032

Net Income

-$52,797

Net Assets

$1,556,300

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,708	4.0%
Dividends	$23,747	20.3%
Sales of Assets	-$10,267
Other Income	$99,047	84.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,249	64.8%
Compensation of Officers*	$34,453	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,556,300
Total Liabilities	$0
Net Assets	$1,556,300

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Bank Wealth Management Baker Boyer Bank Wealth Management (Co Trustee)	$25,840	$0
John Reese (Co Trustee)	$8,613	$0

990-PF

Filed on May 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$141,796

Expenses

$143,659

Net Income

-$1,863

Net Assets

$1,609,535

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,372	5.9%
Dividends	$25,120	17.7%
Sales of Assets	$15,317	10.8%
Other Income	$92,987	65.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,750	54.1%
Compensation of Officers*	$26,399	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,609,535
Total Liabilities	$0
Net Assets	$1,609,535

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Bank Wealth Management Baker Boyer Bank Wealth Management (Co Trustee)	$19,799	$0
John Reese (Co Trustee)	$6,600	$0

990-PF

Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$191,971

Expenses

$120,312

Net Income

$71,659

Net Assets

$1,610,516

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,184	4.3%
Dividends	$22,247	11.6%
Sales of Assets	$55,369	28.8%
Other Income	$106,171	55.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,150	45.0%
Compensation of Officers*	$23,648	19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,610,516
Total Liabilities	$0
Net Assets	$1,610,516

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Bank Wealth Management Baker Boyer Bank Wealth Management (Trustee)	$23,648	$0

990-PF

Filed on May 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$804,586

Expenses

$289,722

Net Income

$514,864

Net Assets

$1,520,837

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,221	1.1%
Dividends	$18,219	2.3%
Sales of Assets	$631,466	78.5%
Other Income	$145,680	18.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,493	57.5%
Compensation of Officers*	$57,262	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,520,837
Total Liabilities	$0
Net Assets	$1,520,837

Compensation

Key Employees and Officers	Compensation	Other
Baker Boyer Bank Wealth Management Baker Boyer Bank Wealth Management (Trustee)	$57,262	$0

990-PF

Filed on April 29, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$283,563

Expenses

$153,630

Net Income

$129,933

Net Assets

$1,017,120

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,307	3.3%
Dividends	$5,281	1.9%
Sales of Assets	$11,193	3.9%
Other Income	$257,782	90.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,082	28.7%
Compensation of Officers*	$29,867	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,017,121
Total Liabilities	$1
Net Assets	$1,017,120

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$195,371

Expenses

$180,412

Net Income

$14,959

Net Assets

$896,253

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,925	5.6%
Dividends	$3,779	1.9%
Sales of Assets	$2,206	1.1%
Other Income	$178,461	91.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,229	50.6%
Compensation of Officers*	$22,497	12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$896,254
Total Liabilities	$1
Net Assets	$896,253

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated April 20, 2026

Frank M Lockwood Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $139k (2024)

Expenses $212k (2024)

Total Assets $1.45M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$139k (2024)

Expenses

$212k (2024)

Total Assets

$1.45M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007