Locks Family Foundation

990PF • Fiscal year 2024 • EIN 22-2709744

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 06, 2024

Organization Profile

7265 Fisher Island DriveFisher Island, FL 33109

(215) 796-1208

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$7,353,480

Up $1,409,648 (+24%) from 2023

Net Assets

$7,051,562

Up $1,207,730 (+21%) from 2023

Liabilities

$301,918

Up $201,918 (+202%) from 2023

Revenue And Expenses

Revenue

$1,627,013

Up $1,626,177 (+194519%) from 2023

Expenses

$419,283

Up $110,782 (+36%) from 2023

Net Income

$1,207,730

Up $1,515,395 (+493%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2024

Assets$7,353,480

Liabilities$301,918

Net Assets$7,051,562

Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2024

Revenue$1,627,013

Expenses$419,283

Net Income$1,207,730

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2023 to Jun 30, 2024
Signed: Nov 6, 2024
Return Version: 2023v5.1

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
GENE LOCKS	President	-	$0	-	-
SUEYUN LOCKS	Sect./Treas	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Locks Foundation
EIN: 22-2709744
Phone: 2157961208
Address: 7265 FISHER ISLAND DRIVE, FISHER ISLAND, FL 33109

Signing Officer

Name: Gene Locks
Title: President
Phone: 2157961208
Signed: 2024-11-06
Discuss with paid preparer: Yes

Preparer

Firm: Armanino Advisory LLC
Address: 1600 MARKET STREET SUITE 3300, PHILADELPHIA, PA 19103
Preparer: James G Mcgrory
Phone: 2156653960

Raw XML Appendix399 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	THE ARTWORK "NEEL GERARD MALANGA" WAS SOLD ON 6/27/2024. THE PROCEEDS FROM THIS SALE ARE INTENDED TO PROVIDE GRANTS TO QUALIFIED CHARITIES, SUPPORTING THE FOUNDATION'S MISSION. THIS TRANSACTION ALIGNS WITH THE FOUNDATION'S EXEMPT PURPOSE.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	10028
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	191017646
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	19130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	08540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	10014
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	400000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	280579
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	77756
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	280579
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	55877
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	55877
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	414212
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	55877
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	55877
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	77756
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	530500
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	1	146250
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	2	130000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	3	156500
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	4	160000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	5	100000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	6	90000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	7	350000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	8	218295
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	9	105000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	10	160875
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	11	380418
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	12	650000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	13	698500
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	14	305500
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	15	125000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	16	31500
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	17	90000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	18	390000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	19	450000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	20	341000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	21	245000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	DEKOONING
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	BOURGEOIS SCULPTURE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	2	BOURGEOIS SCULPTURE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	3	MOTHERWELL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	4	NOGUCHI
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	5	SEGAL HELEN
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	6	SEGAL SUZANNE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	7	STELLA
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	8	SEGAL - RESTAURANT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	9	BARTLETT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	10	NEEL GERARD MALANGA
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	11	GONZALEZ
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	12	SEGAL - DANCERS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	13	NEEL-ROBERT SMITHSON
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	14	NOGUCHI
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	15	BARTLETT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	16	APFELBAUM
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	17	STEIR
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	18	NEVELSON
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	19	BARTLETT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	20	MOTHERWELL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	21	BENGLIS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	530500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	1	146250
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	2	130000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	3	156500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	4	160000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	5	100000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	6	90000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	7	350000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	8	218295
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	9	105000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	10	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	11	380418
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	12	650000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	13	698500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	14	305500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	15	125000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	16	31500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	17	90000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	18	390000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	19	450000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	20	341000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	21	245000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	1000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	1	500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	2	500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	3	200000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	4	200000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	5	100000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	6	100000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	7	250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	8	150000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	9	125000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	10	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	11	250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	12	300000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	13	750000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	14	325000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	15	100000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	16	25000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	17	150000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	18	250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	19	250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	20	250000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	21	250000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ART STORAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	CONSERVATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	3861
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	5284
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	4
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	3861
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	4
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	5284
ReturnHeader/BuildTS	0	2024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	GENE LOCKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2157961208
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	LOCKS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	LOCK
ReturnHeader/Filer/EIN	0	222709744
ReturnHeader/Filer/PhoneNum	0	2157961208
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	7265 FISHER ISLAND DRIVE
ReturnHeader/Filer/USAddress/CityNm	0	FISHER ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	33109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ARMANINO ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1600 MARKET STREET SUITE 3300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	19103
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2156653960
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JAMES G MCGRORY
ReturnHeader/ReturnTs	0	2024-11-15T09:59:06-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2023-07-01
ReturnHeader/TaxPeriodEndDt	0	2024-06-30
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $7,353,480
Liabilities: $301,918
Net assets: $7,051,562
Revenue: $1,627,013
Expenses: $419,283
Net income: $1,207,730

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$6.50	$0.00	$6.50	$0.41	$0.86	$0.45
2024Detailed filing. Detailed filing data is available for this year.	$7.35	$0.30	$7.05	$1.63	$0.42	$1.21
2023Detailed filing. Detailed filing data is available for this year.	$5.94	$0.10	$5.84	$0.00	$0.31	$0.31
2022Detailed filing. Detailed filing data is available for this year.	$6.15	$0.00	$6.15	$0.00	$0.35	$0.35
2021Detailed filing. Detailed filing data is available for this year.	$6.50	$0.00	$6.50	$0.01	$0.43	$0.42
2020Detailed filing. Detailed filing data is available for this year.	$6.92	$0.00	$6.92	$0.01	$0.29	$0.27
2019Detailed filing. Detailed filing data is available for this year.	$7.20	$0.00	$7.20	$1.25	$0.53	$0.72
2016Summary only. Only limited summary data is available for this year.	$7.41	$0.00		$0.00	$0.53	$0.52
2015Summary only. Only limited summary data is available for this year.	$7.93	$0.00		$0.01	$0.92	$0.91
2014Summary only. Only limited summary data is available for this year.	$8.84	$0.00		$0.01	$0.50	$0.50
2013Summary only. Only limited summary data is available for this year.	$9.34	$0.00		$0.01	$0.85	$0.84
2012Summary only. Only limited summary data is available for this year.	$9.82	$0.00		$0.01	$0.31	$0.30