Form 990 for tax year 2023

Totals

Total revenue

$1,367,117

Total expenses

$712,119

Contributions and grants received

$1,521,592

Grants paid

$709,013

Program service revenue

$0

Investment income

$8,727

Other revenue

-$163,202

Total assets, end of year

$922,603

Total liabilities, end of year

$0

Net assets or fund balances, end of year

$922,603

Program services expenses (Part IX)

$709,013

Management and general expenses

$3,106

Fundraising expenses

$0

Program service expenses (Part III)

$872,215

Program services were 99.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• providing assistance to employees of Lockton Companies, Inc. and its affiliates who were suffering economic hardship due to natural or civil disaster, death in the family, unusual medical expenses from severe illness or accident or other hardship. This assistance included loans and outright grants to employees. Outstanding loans at the beginning of 2023 were $1,079. One new loan for $7,800 was made in 2023. Payments on loans of $1,040 were received in 2023. Outstand- ing loans at the end of 2023 were $7,164. The organization made hardship grants to multiple individuals in 2023. The organization also provided grants to various charities, especially those focused on disaster relief and other efforts to improve communities.

  Expenses $709,013 · Grants $709,013

• The organization's fundraising events generated $253,885 in revenue. Direct expenses for the Fishing Derby were $143,306. Dream on 3 and Wish Slam events were also begun in 2024. These events generated $4,500 and $22,000 in revenue, respectively. Direct expenses for these events were $14,683 and $5,483, respectively. The organization made grants to multiple charitable organizations from the proceeds from these events. The amount of these grants is included in the grants described in Section 4(a).

  Expenses $163,202

As filed on the 2023 return.

Listed in Part VII

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, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

• World Central Kitchen

  $125,965

  Disaster Relief

• United WE

  $37,500

  Community Impact

• Communities Foundation of

  $30,000

  Community Impact

• American Red Cross

  $28,395

  Disaster Relief

• Camo to College

  $25,000

  Community Impact

• Children's Mercy Hospital

  $25,000

  Community Impact

• Cystic Fibrosis Foundation

  $25,000

  Community Impact

• Friends of Breakthrough Sc

  $25,000

  Community Impact

• Friendship Educational Fou

  $25,000

  Community Impact

• HouseProud

  $25,000

  Community Impact

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type

form_990

Tax year

2023

Filed

13 November 2024

IRS schema version

2023v5.1

Source object

202443189349310334

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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