Civic Intelligence

The John L Locke Jr Charitable Trust

EIN 91-1088938 • 501(c)3 • Issaquah, WA

Profile

To make contributions to the john l. Locke, jr. Coronary care center of the swedish hospital medical center in seattle,wa and/or the john l. Locke, jr. Health sciences computer center of the univ. Of washington sch. Of medicine; and if contributions to either are not possible, then to any other charitable organization to the extent that it is involved in the care, treatment and diagnosis of heart disease and research into the same.

1567 Highlands Dr NE 110-25Issaquah, WA 98029

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

39th percentile

1.3%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

93%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$23,487,536

Up $303,094 (+1.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$23,487,536

Up $303,094 (+1.3%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin75th percentile

Revenue

Up

$1,394,558

Up $673,562 (+93%) from 2023

Expenses

Up

$1,091,464

Up $1,105 (+0.1%) from 2023

Net Income

Up

$303,094

Up $672,457 (+182%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $20,317,158Liabilities 2011: $0Net Assets 2011: $20,317,1582011Assets 2012: $20,467,069Liabilities 2012: $0Net Assets 2012: $20,467,0692012Assets 2013: $21,004,078Liabilities 2013: $0Net Assets 2013: $21,004,0782013Assets 2014: $21,115,926Liabilities 2014: $0Net Assets 2014: $21,115,9262014Assets 2015: $21,441,975Liabilities 2015: $3,000Net Assets 2015: $21,438,9752015Assets 2016: $21,621,777Liabilities 2016: $3,000Net Assets 2016: $21,618,7772016Assets 2017: $21,924,601Liabilities 2017: $3,000Net Assets 2017: $21,921,6012017Assets 2018: $22,219,501Liabilities 2018: $0Net Assets 2018: $22,219,5012018Assets 2019: $22,113,113Liabilities 2019: $0Net Assets 2019: $22,113,1132019Assets 2020: $22,928,340Liabilities 2020: $0Net Assets 2020: $22,928,3402020Assets 2021: $23,717,150Liabilities 2021: $0Net Assets 2021: $23,717,1502021Assets 2022: $23,553,805Liabilities 2022: $0Net Assets 2022: $23,553,8052022Assets 2023: $23,184,442Liabilities 2023: $0Net Assets 2023: $23,184,4422023Assets 2024: $23,487,536Liabilities 2024: $0Net Assets 2024: $23,487,5362024

Highlighted filing

2024

Assets$23,487,536
Liabilities$0
Net Assets$23,487,536
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2011: $663,4132011Expenses 2012: $666,1532012Revenue 2013: $1,268,880Expenses 2013: $731,871Net Income 2013: $537,0092013Revenue 2014: $891,875Expenses 2014: $780,027Net Income 2014: $111,8482014Revenue 2015: $1,208,436Expenses 2015: $885,387Net Income 2015: $323,0492015Revenue 2016: $957,414Expenses 2016: $777,612Net Income 2016: $179,8022016Revenue 2017: $1,413,014Expenses 2017: $985,979Net Income 2017: $427,0352017Revenue 2018: $1,288,050Expenses 2018: $990,150Net Income 2018: $297,9002018Revenue 2019: $821,014Expenses 2019: $927,402Net Income 2019: -$106,3882019Revenue 2020: $1,910,748Expenses 2020: $1,095,521Net Income 2020: $815,2272020Revenue 2021: $1,880,836Expenses 2021: $1,092,026Net Income 2021: $788,8102021Revenue 2022: $1,030,410Expenses 2022: $1,193,755Net Income 2022: -$163,3452022Revenue 2023: $720,996Expenses 2023: $1,090,359Net Income 2023: -$369,3632023Revenue 2024: $1,394,558Expenses 2024: $1,091,464Net Income 2024: $303,0942024

Highlighted filing

2024

Revenue$1,394,558
Expenses$1,091,464
Net Income$303,094
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$23,487,536
Liabilities
$0
Net assets
$23,487,536
Revenue
$1,394,558
Expenses
$1,091,464
Net income
$303,094
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$1.39$1.09$0.30
2023Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$0.72$1.09$0.37
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.6$0.00$23.6$1.03$1.19$0.16
2021Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$1.88$1.09$0.79
2020Detailed filing. Detailed filing data is available for this year.$22.9$0.00$22.9$1.91$1.10$0.82
2019Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$0.82$0.93$0.11
2018Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$1.29$0.99$0.30
2017Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$1.41$0.99$0.43
2016Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$0.96$0.78$0.18
2015Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$1.21$0.89$0.32
2014Detailed filing. Detailed filing data is available for this year.$21.1$0.00$21.1$0.89$0.78$0.11
2013Summary only. Only limited summary data is available for this year.$21.0$0.00$21.0$1.27$0.73$0.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$0.00$20.5$0.67
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.3$0.00$20.3$0.66
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 15, 2025
Return Version
2023v6.0
Gross Receipts
$4,704,033
Mission and Program Overview

Mission

To make contributions to the john l. Locke, jr. Coronary care center of the swedish hospital medical center in seattle,wa and/or the john l. Locke, jr. Health sciences computer center of the univ. Of washington sch. Of medicine; and if contributions to either are not possible, then to any other charitable organization to the extent that it is involved in the care, treatment and diagnosis of heart disease and research into the same.

To make contributions to the john l. Locke, jr. Coronary care center of the swedish hospital medical center in seattle, wa and/or the john l. Locke, jr health sciences computer center of the univ. Of washington sch. Of medicine; and, if contributions to either are not possible, then to any other charitable organization to the extent that it is involved in the care, treatment and diagnosis of heart disease and research into the same.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,259,009$22,507,976▲ $248,967
Cap Stk Tr Prin Current Funds$19,917,274$19,917,274→ $0
Rtn Earn Endowment Incm Other Fnds$3,267,168$3,570,262▲ $303,094
Savings and Temporary Cash Investments$925,433$979,560▲ $54,127
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$23,184,442$23,487,536▲ $303,094
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,184,442$23,487,536▲ $303,094
Total Liabilities and Net Assets / Fund Balance$23,184,442$23,487,536▲ $303,094
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Robin J KnepperChairman/trustee
Lida J BucknerSecretary/trustee
Megann PraterTreasurer/trustee
Chris LongeneckerTrustee
Farid Moussavi-harami MdTrustee
Howard Lewis MdTrustee
John Petersen Ii MdTrustee
Patrick Ryan MdTrustee
W Robb Maclellan MdTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,394,558
Other Revenue
$0
Change in Net Assets
$303,094
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,000,000
Other Expenses$91,464
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,000,000--$1,000,000
Fees for Service Investment Mgmnt Fees-$76,413-$76,413
Fees for Services Accounting-$14,835-$14,835
Other Expenses-$216-$216
Total Functional Expenses$1,000,000$91,464$0$1,091,464
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Swedish Medical CenterSeattle, WA501(c)(3)Funding for the Care, Treatment and Diagnosis of Heart Disease, and Research Into the Same.$500,000
University of WashingtonSeattle, WA115(1)Funding for the Care, Treatment and Diagnosis of Heart Disease, and Research Into the Same.$500,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Robin knepper, lida buckner, and megann prater have a family relationship.”

Form 990, Part VI, Section B, Line 11B

“The chairman/principal officer reviews the form 990 before it is filed. However, all the members of the board (the full governing body) do not.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Patrick ryan md - 1600 e jefferson street, ste 110, seattle, wa 98122. John petersen ii, md - 2340 14th ave e, seattle, wa 98112. Howard lewis, md - 550 17th ave., ste 402, seattle, wa 98122. W. Robb maclellan, md - uw division of cardiology, box 356422, seattle, wa 98195. Farid moussavi-harami md - uw division of cardiology, box 356422, seattle, wa 98195. Megann prater - 193 waddell rd, greer, sc 29651. Chris longenecker - uw division of cardiology, box 356422, seattle, wa 98195.”

Filing and Contact Details

Filer

Filer Name
The John L Locke Jr Charitable Trust
EIN
91-1088938
Phone
2067092223
Address
1567 HIGHLANDS DR NE 110-25, ISSAQUAH, WA 98029

Signing Officer

Name
Robin Knepper
Title
Chairman/trustee
Phone
2067092223
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robin Knepper
Formed
1979
Legal Domicile
Wa
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Sweeney Conrad Ps
Address
10210 NE POINTS DRIVE SUITE 300, KIRKLAND, WA 98033
Preparer
Lori D Russell
Phone
4256291990
Raw XML Appendix371 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO MAKE CONTRIBUTIONS TO THE JOHN L. LOCKE, JR. CORONARY CARE CENTER OF THE SWEDISH HOSPITAL MEDICAL CENTER IN SEATTLE, WA AND/OR THE JOHN L. LOCKE, JR HEALTH SCIENCES COMPUTER CENTER OF THE UNIV. OF WASHINGTON SCH. OF MEDICINE; AND, IF CONTRIBUTIONS TO EITHER ARE NOT POSSIBLE, THEN TO ANY OTHER CHARITABLE ORGANIZATION TO THE EXTENT THAT IT IS INVOLVED IN THE CARE, TREATMENT AND DIAGNOSIS OF HEART DISEASE AND RESEARCH INTO THE SAME.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SWEENEY CONRAD PS - LORI D RUSSELL CPA
IRS990/BooksInCareOfDetail/PhoneNum04256291990
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010210 NE POINTS DRIVE STE 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0KIRKLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098033
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt019917274
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt019917274
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt01000000
IRS990/CYInvestmentIncomeAmt01394558
IRS990/CYOtherExpensesAmt091464
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0303094
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01091464
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01394558
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0GRANT TO THE UNIVERSITY OF WASHINGTON MEDICINE - JOHN L LOCKE JR FUND FOR CARDIAC CARE AND RESEARCH: UTILIZING ARTERIOVENOUS DIFF. TO STUDY ATRIAL CHGS OCCURING IN ATRIAL FIBRILLATION; USING FORTILIN INHIBITORS TO BLOCK ATHEROSCLEROSIS; THE ROLE OF CAMKIID STRESS SIGNALING IN ARRHYTHMIA AFTER CARDIAC STEM CELL THERAPY; THE ROLE OF ALTERED LYMPHATIC ENDOTHELIAL CELL PERMEABILITY IN OBESITY; AURORA SCIENTIFIC PERMEABILIZED FIBER SYSTEM EQUIP GRANT TO BETTER ASSESS CARDIAC MUSCLE CONTRACTILITY; MECHANISTIC STUDY OF HEART FAILURE STERILE INFLAMMATION; HIGH-THROUGHPUT FUNCTIONAL CHARACTERIZATION OF MYH7 AND TNNT2; CHRONIC KIDNEY DISEASE IN NEPAL: INTEGRATING CARDIOVASCULAR RISK INTO ECON EVAL FOR PREV AND CONTROL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0500000
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014835
IRS990/FeesForServicesAccountingGrp/TotalAmt014835
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt076413
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt076413
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.20
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBIN J KNEPPER
IRS990/Form990PartVIISectionAGrp/PersonNm1LIDA J BUCKNER
IRS990/Form990PartVIISectionAGrp/PersonNm2PATRICK RYAN MD
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN PETERSEN II MD
IRS990/Form990PartVIISectionAGrp/PersonNm4HOWARD LEWIS MD
IRS990/Form990PartVIISectionAGrp/PersonNm5W ROBB MACLELLAN MD
IRS990/Form990PartVIISectionAGrp/PersonNm6FARID MOUSSAVI-HARAMI MD
IRS990/Form990PartVIISectionAGrp/PersonNm7MEGANN PRATER
IRS990/Form990PartVIISectionAGrp/PersonNm8CHRIS LONGENECKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0607400
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt0500000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01000000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01000000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03916875
IRS990/GrossReceiptsAmt04704033
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt020625
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt020625
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0766533
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0766533
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt022259009
IRS990/InvestmentsPubTradedSecGrp/EOYAmt022507976
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03309475
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO MAKE CONTRIBUTIONS TO THE JOHN L. LOCKE, JR. CORONARY CARE CENTER OF THE SWEDISH HOSPITAL MEDICAL CENTER IN SEATTLE,WA AND/OR THE JOHN L. LOCKE, JR. HEALTH SCIENCES COMPUTER CENTER OF THE UNIV. OF WASHINGTON SCH. OF MEDICINE; AND IF CONTRIBUTIONS TO EITHER ARE NOT POSSIBLE, THEN TO ANY OTHER CHARITABLE ORGANIZATION TO THE EXTENT THAT IT IS INVOLVED IN THE CARE, TREATMENT AND DIAGNOSIS OF HEART DISEASE AND RESEARCH INTO THE SAME.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt023184442
IRS990/NetAssetsOrFundBalancesEOYAmt023487536
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0607400
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0607400
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISC OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0216
IRS990/OtherExpensesGrp/TotalAmt0216
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBIN KNEPPER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS TO THE SWEDISH MEDICAL CENTER FOUNDATION FOR THE SWEDISH CARDIOVASCULAR ADV HYPERTENSION CLINIC
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0500000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0500000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01000000
IRS990/PYInvestmentIncomeAmt0720996
IRS990/PYOtherExpensesAmt090359
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-369363
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01090359
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0720996
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0303094
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03267168
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03570262
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0925433
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0979560
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0916001537
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1910983214
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd04
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd14
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0500000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1500000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SWEDISH MEDICAL CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNIV OF WASHINGTON SCHOOL OF MEDICINE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01000000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0500000
IRS990ScheduleI/RecipientTable/CashGrantAmt1500000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0115(1)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUNDING FOR THE CARE, TREATMENT AND DIAGNOSIS OF HEART DISEASE, AND RESEARCH INTO THE SAME.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FUNDING FOR THE CARE, TREATMENT AND DIAGNOSIS OF HEART DISEASE, AND RESEARCH INTO THE SAME.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF WASHINGTON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SWEDISH MEDICAL CENTER
IRS990ScheduleI/RecipientTable/RecipientEIN0916001537
IRS990ScheduleI/RecipientTable/RecipientEIN1910983214
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0C-314 HEALTH SCIENCES CENTER
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1747 BROADWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SEATTLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SEATTLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098195
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd198122
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROBIN KNEPPER, LIDA BUCKNER, AND MEGANN PRATER HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CHAIRMAN/PRINCIPAL OFFICER REVIEWS THE FORM 990 BEFORE IT IS FILED. HOWEVER, ALL THE MEMBERS OF THE BOARD (THE FULL GOVERNING BODY) DO NOT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PATRICK RYAN MD - 1600 E JEFFERSON STREET, STE 110, SEATTLE, WA 98122. JOHN PETERSEN II, MD - 2340 14TH AVE E, SEATTLE, WA 98112. HOWARD LEWIS, MD - 550 17TH AVE., STE 402, SEATTLE, WA 98122. W. ROBB MACLELLAN, MD - UW DIVISION OF CARDIOLOGY, BOX 356422, SEATTLE, WA 98195. FARID MOUSSAVI-HARAMI MD - UW DIVISION OF CARDIOLOGY, BOX 356422, SEATTLE, WA 98195. MEGANN PRATER - 193 WADDELL RD, GREER, SC 29651. CHRIS LONGENECKER - UW DIVISION OF CARDIOLOGY, BOX 356422, SEATTLE, WA 98195.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt023184442
IRS990/TotalAssetsEOYAmt023487536
IRS990/TotalAssetsGrp/BOYAmt023184442
IRS990/TotalAssetsGrp/EOYAmt023487536
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt091464
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01000000
IRS990/TotalFunctionalExpensesGrp/TotalAmt01091464
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt023184442
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt023487536
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01000000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0787158
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0607400
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01394558
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt023184442
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt023487536
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01567 HIGHLANDS DR NE STE 110-25
IRS990/USAddress/CityNm0ISSAQUAH
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098029
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN KNEPPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02067092223
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOHN L LOCKE JR CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ROBIN CAMPBELL KNEPPER
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0911088938
ReturnHeader/Filer/PhoneNum02067092223
ReturnHeader/Filer/USAddress/AddressLine1Txt01567 HIGHLANDS DR NE 110-25
ReturnHeader/Filer/USAddress/CityNm0ISSAQUAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098029
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911301672
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWEENEY CONRAD PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010210 NE POINTS DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KIRKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098033
ReturnHeader/PreparerPersonGrp/PhoneNum04256291990
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI D RUSSELL
ReturnHeader/ReturnTs02025-08-15T16:42:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.