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Nonprofiteer
← JOHN LOCKE FOUNDATION INC

Form 990 for tax year 2023

Filed by JOHN LOCKE FOUNDATION INC.

Totals

Total revenue
$5,051,424
Total expenses
$5,571,462
Contributions and grants received
$5,082,009
Grants paid
$65,400
Program services expenses (Part IX)
$4,596,350
Management and general expenses
$180,435
Fundraising expenses
$794,677
Program service expenses (Part III)
$4,596,350

Program services were 82.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MICHAEL HARDEN

    EMPLOYEE

    Total calculated
    $213,788
    From this org
    $204,008
    From related orgs
    $0
    Other
    $9,780
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,008
    Bonus
    not reported
    Other
    not reported
    Deferred
    $9,780
    Nontaxable benefits
    not reported
    Filer's total
    $213,788
  • DONALD BRYSON

    CEO

    Total calculated
    $204,783
    From this org
    $188,861
    From related orgs
    $0
    Other
    $15,922
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,861
    Bonus
    not reported
    Other
    not reported
    Deferred
    $15,922
    Nontaxable benefits
    not reported
    Filer's total
    $204,783
  • BRIAN BALFOUR

    EMPLOYEE

    Total calculated
    $126,266
    From this org
    $111,963
    From related orgs
    $0
    Other
    $14,303
    Hours/week
    40
  • JOHN SANDERS

    EMPLOYEE

    Total calculated
    $122,624
    From this org
    $108,238
    From related orgs
    $0
    Other
    $14,386
    Hours/week
    40
  • DONNA KING

    EMPLOYEE

    Total calculated
    $102,034
    From this org
    $101,584
    From related orgs
    $0
    Other
    $450
    Hours/week
    40
  • JIM ANTHONY

    BOARD MEMBER

    Total calculated
    $0
  • JULIE EMMONS

    BOARD MEMBER

    Total calculated
    $0
  • BILL GRAHAM

    BOARD MEMBER

    Total calculated
    $0
  • JOHN HOOD

    BOARD MEMBER

    Total calculated
    $0
  • TED HICKS II

    BOARD MEMBER

    Total calculated
    $0
  • CHRIS MELE

    BOARD MEMBER

    Total calculated
    $0
  • RODNEY PITTS

    BOARD MEMBER

    Total calculated
    $0
  • PAUL SLOBODIAN

    BOARD MEMBER

    Total calculated
    $0
  • PAUL STAM

    BOARD MEMBER

    Total calculated
    $0
  • DAVID M STOVER

    BOARD MEMBER

    Total calculated
    $0
  • EDWIN M THOMAS

    BOARD MEMBER

    Total calculated
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • CAROLINAS ACADEMIC LEADERSHIP NETWO

    $35,000

  • PALMETTO PROMISE INSTITUTE

    $13,000

  • SOUTH CAROLINA POLICY COUNCIL EDUCA

    $13,000

Provenance

Return type
form_990
Tax year
2023
Filed
5 December 2024
IRS schema version
2023v5.0
Source object
202413529349300416

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