LOCKE FOUNDATION
Cite this
Plain text LOCKE FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/200364281. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). LOCKE FOUNDATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/200364281
MLA “LOCKE FOUNDATION.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/200364281. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2010–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990EZ · revenue $69K · expenses $42K · assets $134K
- EIN
- 20-0364281
- Address
- 13916 MAIN STREET, WALNUT GROVE, CA 95690-0000
- NTEE code
- A80
- Subsection
- 501(c)(3)
- Ruling year
- 2004
- Cross-check
- ProPublica Nonprofit Explorer
Mission
EDUCATE HISTORIC LEGACY LOCKE
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 8 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
8 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Stuart Walthall | CHAIRPERSON | 2010-2024 | 20 | $0 reported | 2 |
| Clarence Chu | VICE-CHAIRERSON | 2010-2024 | 20 | $0 reported | 2 |
| Douglas Hsia | SECRETARY | 2022-2024 | 20 | $0 reported | 1 |
| Eileen Leung | TREASURER | 2011-2024 | 20 | $0 reported | 2 |
| Brock Alexander (former) | TREASURER | 2011-2015 | 0 | $0 reported | 2 |
| Debbie Mendel (former) | SECRETARY | 2011 | 4 | $0 reported | 1 |
| Alfred Yee (former) | SECRETARY | 2010 | 10 | $0 reported | 1 |
| Shirley Roberts (former) | EXEC DIR | 2010 | 10 | $0 reported | 2 |
People by year
2024 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STUART WALTHALL | CHAIRPERSON | 20 | $0 | - | - | $0 | 2 |
| CLARENCE CHU | VICE-CHAIRERSON | 20 | $0 | - | - | $0 | 2 |
| DOUGLAS HSIA | SECRETARY | 20 | $0 | - | - | $0 | 1 |
| EILEEN LEUNG | TREASURER | 20 | $0 | - | - | $0 | 2 |
2023 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STUART WALTHALL | CHAIRPERSON | 20 | $0 | - | - | $0 | 2 |
| CLARENCE CHU | VICE-CHAIRERSON | 20 | $0 | - | - | $0 | 2 |
| DOUGLAS HSIA | SECRETARY | 20 | $0 | - | - | $0 | 1 |
| EILEEN LEUNG | TREASURER | 20 | $0 | - | - | $0 | 2 |
2022 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STUART WALTHALL | CHAIRPERSON | 20 | $0 | - | - | $0 | 2 |
| CLARENCE CHU | VICE-CHAIRPERSON | 20 | $0 | - | - | $0 | 2 |
| DOUGLAS HSIA | SECRETARY | 20 | $0 | - | - | $0 | 1 |
| EILEEN LEUNG | TREASURER | 20 | $0 | - | - | $0 | 2 |
2015 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CLARENCE CHU | CHAIR | 0 | $0 | - | - | $0 | 2 |
| EILEEN LEUNG | VP/SECRETARY | 0 | $0 | - | - | $0 | 2 |
| BROCK ALEXANDER | TREASURER | 0 | $0 | - | - | $0 | 2 |
2012 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CLARENCE CHU | CHAIR | 5 | $0 | - | - | $0 | 2 |
| EILEEN LEUNG | VP/SECRETARY | 5 | $0 | - | - | $0 | 2 |
| BROCK ALEXANDER | TREASURER | 5 | $0 | - | - | $0 | 2 |
2011 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CLARENCE CHU | CHAIR | 8 | $0 | - | - | $0 | 2 |
| EILEEN LEUNG | VP | 4 | $0 | - | - | $0 | 2 |
| DEBBIE MENDEL | SECRETARY | 4 | $0 | - | - | $0 | 1 |
| BROCK ALEXANDER | TREASURER | 8 | $0 | - | - | $0 | 2 |
2010 · 4 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CLARENCE CHU | CHAIR | 10 | $0 | - | - | $0 | 2 |
| STUART WALTHALL | VP | 2 | $0 | - | - | $0 | 2 |
| ALFRED YEE | SECRETARY | 10 | $0 | - | - | $0 | 1 |
| SHIRLEY ROBERTS | EXEC DIR | 10 | $0 | - | - | $0 | 2 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990EZ | ||||||||
| $69,005 | $42,371 | $133,583 | $146,605 | $69,005 | - | - | - | - |
| 2023 · Form 990EZ | ||||||||
| $51,439 | $52,065 | $119,971 | $119,652 | $51,439 | - | - | - | - |
| 2022 · Form 990EZ | ||||||||
| $40,035 | $14,941 | $120,278 | $116,713 | $20,559 | - | - | - | - |
| 2015 · Form 990EZ | ||||||||
| $73,931 | $75,350 | $67,431 | $67,431 | $5,705 | $68,173 | - | - | - |
| 2012 · Form 990EZ | ||||||||
| $30,905 | $23,380 | $55,977 | $55,977 | $7,900 | $22,978 | - | - | - |
| 2011 · Form 990EZ | ||||||||
| $23,906 | $20,427 | $48,452 | $48,452 | $23,881 | - | - | - | - |
| 2010 · Form 990EZ | ||||||||
| $15,304 | $15,895 | $44,973 | $44,973 | $15,279 | - | - | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| COOPER FAMILY FOUNDATION | CA | A80 | $88,925 | $91,500 | President | $0 | Same NTEE code A80, revenue within 2x, same state |
| BLAS AGUILAR ADOBE FOUNDATION | CA | A80 | $54,299 | $44,781 | PRESIDENT | $16,000 | Same NTEE code A80, revenue within 2x, same state |
| SEAWOOD FOUNDATION | CA | A80 | $72,871 | $57,425 | TRUSTEE | $0 | Same NTEE code A80, revenue within 2x, same state, similar name |
| ALL RIGHT NOW FOUNDATION | CA | A80 | $55,813 | $41,924 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, same state |
| URBAN PRESERVATION FOUNDATION | CA | A80 | $57,171 | $7,920 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, same state |
| HOI DEN HUNG FOUNDATION | CA | A80 | $90,000 | $5,079 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, same state |
| SANTA BARBARA COURTHOUSE LEGACY FOUNDATION | CA | A80 | $69,500 | $86,388 | President | $0 | Same NTEE code A80, revenue within 2x, same state |
| CAMARILLO RANCH FOUNDATION INC | CA | A80 | $81,758 | $58,310 | President | $0 | Same NTEE code A80, revenue within 2x, same state |
| CARSON CITIZENS CULTURAL ARTS FOUNDATION | CA | A80 | $60,749 | $48,298 | Chairperson | $0 | Same NTEE code A80, revenue within 2x, same state |
| LEGION SIX HISTORICAL FOUNDATION INC | CA | A80 | $77,980 | $155,718 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, same state |
| VICTORIAN PRESERVATION CENTER OF OAKLAND | CA | A80 | $78,763 | $159,606 | President | $0 | Same NTEE code A80, revenue within 2x, same state |
| TEMECULA VALLEY HISTORICAL SOCIETY | CA | A80 | $92,595 | $82,286 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, same state |
| OLD CITY CEMETERY COMMITTEE INC | CA | A80 | $59,589 | $40,179 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, same state |
| SARATOGA FOOTHILL CLUB HISTORICAL LANDMARK FOUNDATION | CA | A80 | $85,228 | $45,932 | Recording Secty | $0 | Same NTEE code A80, revenue within 2x, same state |
| VENICE CANALS ASSOCIATION | CA | A80 | $69,960 | $82,295 | President and Director | $0 | Same NTEE code A80, revenue within 2x, same state |
| HISTORICAL PRESERVATION FOUNDATION OF THE NATIVE SONS OF GOLDEN WEST | CA | A80 | $67,670 | $37,616 | Secretary | $0 | Same NTEE code A80, revenue within 2x, same state |
| FORT PRESERVATION SOCIETY | CA | A80 | $51,309 | $54,241 | DIRECTOR | $0 | Same NTEE code A80, revenue within 2x, same state |
| MOTHER LODE MINERAL SOCIETY | CA | A80 | $66,541 | $100,833 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, same state |
| NATIONAL SOCIETY OF THE DAUGHTERS OF THE AMERICAN REVOLUTION | CA | A80 | $57,377 | $49,934 | TREASURER | $0 | Same NTEE code A80, revenue within 2x, same state |
| WILMINGTON HISTORICAL SOCIETY | CA | A80 | $70,447 | $59,021 | Treasurer | $0 | Same NTEE code A80, revenue within 2x, same state |
| TURLOCK HISTORICAL SOCIETY | CA | A80 | $75,298 | $39,147 | President | $0 | Same NTEE code A80, revenue within 2x, same state |
| MISSION HILLS HERITAGE | CA | A80 | $57,970 | $64,979 | President | $0 | Same NTEE code A80, revenue within 2x, same state |
| SAUSALITO WOMANS CLUB PRESERVATION SOCIETY | CA | A80 | $53,316 | $57,012 | Director | $0 | Same NTEE code A80, revenue within 2x, same state |
| THREE RIVERS HISTORICAL SOCIETY | CA | A80 | $56,495 | $56,516 | Director | $0 | Same NTEE code A80, revenue within 2x, same state |
| ANTIQUE & CLASSIC BOAT SOCIETY NO CAL-LAKE TAHOE CHAPTER | CA | A80 | $66,126 | $74,803 | President | $0 | Same NTEE code A80, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990EZ · $42,371 spent · pay $0 · grants $11,885 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Occupancy, rent, utilities, maintenance | $15,094 | 35.6% | |
| Grants and similar amounts paid | $11,885 | 28.0% | |
| Printing, publications, postage | $6,412 | 15.1% | |
| Other expenses (detail on Schedule O) | $4,746 | 11.2% | |
| Fees to independent contractors | $4,234 | 10.0% | |
| Total | $42,371 | 100% |
2023 · Form 990EZ · $52,065 spent · pay $0 · grants $20,327 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Grants and similar amounts paid | $20,327 | 39.0% | |
| Occupancy, rent, utilities, maintenance | $16,584 | 31.9% | |
| Other expenses (detail on Schedule O) | $8,461 | 16.3% | |
| Printing, publications, postage | $4,938 | 9.5% | |
| Fees to independent contractors | $1,755 | 3.4% | |
| Total | $52,065 | 100% |
2022 · Form 990EZ · $14,941 spent · pay $0 · grants $0 · events $11,124
| Line | As described | Total | Share |
|---|---|---|---|
| Occupancy, rent, utilities, maintenance | $8,145 | 54.5% | |
| Fees to independent contractors | $3,856 | 25.8% | |
| Printing, publications, postage | $2,940 | 19.7% | |
| Fundraising events Event | direct expenses; gross income - | $11,124 | reported apart |
| Total | $14,941 | 100% |
2015 · Form 990EZ · $75,350 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $69,999 | 92.9% | |
| Fees to independent contractors | $5,351 | 7.1% | |
| Total | $75,350 | 100% |
2012 · Form 990EZ · $23,380 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $17,149 | 73.3% | |
| Fees to independent contractors | $4,400 | 18.8% | |
| Printing, publications, postage | $1,831 | 7.8% | |
| Total | $23,380 | 100% |
2011 · Form 990EZ · $20,427 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $17,247 | 84.4% | |
| Fees to independent contractors | $3,180 | 15.6% | |
| Total | $20,427 | 100% |
2010 · Form 990EZ · $15,895 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Other expenses (detail on Schedule O) | $15,895 | 100.0% | |
| Total | $15,895 | 100% |