LOCKRIDGE CHARITABLE FOUNDATION TR
Cite this
Plain text LOCKRIDGE CHARITABLE FOUNDATION TR. Strategy Studio, nonprofit organization profile, tax years 2015–2025. https://strategystudio.org/org/776198547. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). LOCKRIDGE CHARITABLE FOUNDATION TR [Nonprofit organization profile; tax years 2015–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/776198547
MLA “LOCKRIDGE CHARITABLE FOUNDATION TR.” Strategy Studio, tax years 2015–2025, https://strategystudio.org/org/776198547. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2015–2025. Data: Strategy Studio, CC BY 4.0.
2025 · Form 990PF · revenue $559K · expenses $815K · assets $13.8M
- Also known as
- TRUST
- EIN
- 77-6198547
- Address
- PO BOX 1243, STUDIO CITY, CA 91614-0243
- NTEE code
- T21
- Subsection
- 501(c)(3)
- Ruling year
- 2001
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Eric Small | TRUSTEE | 2021-2025 | $68,000 | $188,937 | 1 |
| Nick Small | TRUSTEE | 2021-2025 | $73,500 | $188,813 | 1 |
Officers and directors, no compensation reported
1 person 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 |
|---|---|---|---|---|---|
| Erika H Lockridge (former) | TRUSTEE | 2015-2020 | 1 | $0 reported | 1 |
People by year
2025 · 2 people listed · 2 paid, $142K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NICK SMALL | TRUSTEE | 10 | $73,500 | - | $0 | $73,500 | 1 |
| ERIC SMALL | TRUSTEE | 10 | $68,000 | - | $0 | $68,000 | 1 |
2024 · 2 people listed · 2 paid, $128K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIC SMALL | TRUSTEE | 10 | $67,000 | - | $0 | $67,000 | 1 |
| NICK SMALL | TRUSTEE | 10 | $61,500 | - | $0 | $61,500 | 1 |
2023 · 2 people listed · 2 paid, $108K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIC SMALL | TRUSTEE | 10 | $53,937 | - | $0 | $53,937 | 1 |
| NICK SMALL | TRUSTEE | 10 | $53,813 | - | $0 | $53,813 | 1 |
2022 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NICK SMALL | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ERIC SMALL | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2021 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| NICK SMALL | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ERIC SMALL | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2020 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIKA H LOCKRIDGE | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2019 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIKA H LOCKRIDGE | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2018 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIKA H LOCKRIDGE | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2017 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIKA H LOCKRIDGE | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2016 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIKA H LOCKRIDGE | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2015 · 1 person listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIKA H LOCKRIDGE | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 21 grants to organizations · $580K
2024 · 17 grants to organizations · $465K
2023 · 11 grants to organizations · $422K
2022 · 4 grants to organizations · $340K
2020 · 2 grants to organizations · $162K
2019 · 4 grants to organizations · $164K
2018 · 8 grants to organizations · $337K
2017 · 6 grants to organizations · $181K
2016 · 4 grants to organizations · $135K
2015 · 6 grants to organizations · $104K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2024 · 1 contributor · $52K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | ERIKA LOCKRIDGE ESTATE AND RELATED TRUSTS | Organization or other | VENICE, CA | $52,109 | - | Form 990PF Sch. B, 2024 · filing |
2023 · 1 contributor · $1.4M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | ERIKA LOCKRIDGE ESTATE AND RELATED TRUSTS | Organization or other | VENICE, CA | $1,382,779 | - | Form 990PF Sch. B, 2023 · filing |
2022 · 1 contributor · $12.9M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | ERIKA LOCKRIDGE ESTATE AND RELATED TRUSTS | Organization or other | LOS ANGELES, CA | $12,937,233 | - | Form 990PF Sch. B, 2022 · filing |
2020 · 1 contributor · $162K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | THE LOCKRIDGE SURVIVOR'S TRUST | Organization or other | PEBBLE BEACH, CA | $161,750 | - | Form 990PF Sch. B, 2020 · filing |
2019 · 1 contributor · $168K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | THE LOCKRIDGE SURVIVOR'S TRUST | Organization or other | PEBBLE BEACH, CA | $168,000 | - | Form 990PF Sch. B, 2019 · filing |
2018 · 1 contributor · $330K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | THE LOCKRIDGE SURVIVOR'S TRUST | Organization or other | PEBBLE BEACH, CA | $330,000 | - | Form 990PF Sch. B, 2018 · filing |
2017 · 1 contributor · $181K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | THE LOCKRIDGE SURVIVOR'S TRUST | Organization or other | PEBBLE BEACH, CA | $180,925 | - | Form 990PF Sch. B, 2017 · filing |
2016 · 1 contributor · $131K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | THE LOCKRIDGE TRUST | Organization or other | PEBBLE BEACH, CA | $130,925 | - | Form 990PF Sch. B, 2016 · filing |
2015 · 1 contributor · $122K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | THE LOCKRIDGE TRUST | Person | PEBBLE BEACH, CA | $122,000 | - | Form 990PF Sch. B, 2015 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
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 |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $559,248 | $814,943 | $13,807,957 | $13,807,957 | - | - | $141,500 | - | - |
| 2024 · Form 990PF | ||||||||
| $780,332 | $681,654 | $14,028,972 | $14,028,972 | $52,109 | - | $128,500 | - | - |
| 2023 · Form 990PF | ||||||||
| $1,720,826 | $631,432 | $13,930,294 | $13,930,294 | $1,382,779 | - | $107,750 | - | - |
| 2022 · Form 990PF | ||||||||
| $13,176,506 | $341,485 | $12,840,900 | $12,840,900 | $12,937,233 | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $975 | $1,025 | $5,879 | $5,879 | $975 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $161,752 | $162,785 | $5,929 | $5,929 | $161,750 | - | $0 | - | - |
| 2019 · Form 990PF | ||||||||
| $168,044 | $164,560 | $6,962 | $6,962 | $168,000 | - | $0 | - | - |
| 2018 · Form 990PF | ||||||||
| $330,020 | $338,457 | $3,478 | $3,478 | $330,000 | - | $0 | - | - |
| 2017 · Form 990PF | ||||||||
| $180,930 | $181,730 | $11,915 | $11,915 | $180,925 | - | $0 | - | - |
| 2016 · Form 990PF | ||||||||
| $130,927 | $136,075 | $12,715 | $12,715 | $130,925 | - | $0 | - | - |
| 2015 · Form 990PF | ||||||||
| $122,011 | $104,610 | $17,863 | $17,863 | $122,000 | - | - | - | - |
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 |
|---|---|---|---|---|---|---|---|
| DEACON CHARITABLE FOUNDATION | CA | T21 | $413,604 | $390,117 | PRESIDENT | $0 | Same NTEE code T21, revenue within 2x, same state, similar name |
| QUALCOMM CHARITABLE FOUNDATION | CA | T21 | $414,306 | $2,284,593 | CHAIR | $0 | Same NTEE code T21, revenue within 2x, same state, similar name |
| SUNWEST BANK CHARITABLE FOUNDATION | CA | T21 | $752,814 | $780,928 | EXECUTIVE DIRECTOR | $18,000 | Same NTEE code T21, revenue within 2x, same state, similar name |
| ELLEN F GORDON CHARITABLE TR | CA | T21 | $354,803 | $384,906 | TRUSTEE | $0 | Same NTEE code T21, revenue within 2x, same state |
| COOK FOUNDATION | CA | T21 | $350,733 | $290,295 | PRESIDENT | $0 | Same NTEE code T21, revenue within 2x, same state |
| ACR FOUNDATION | CA | T21 | $458,994 | $109,741 | PRESIDENT & DIRECTOR | $0 | Same NTEE code T21, revenue within 2x, same state |
| DOSS FOUNDATION | CA | T21 | $673,166 | $164,221 | TRUSTEE | $0 | Same NTEE code T21, revenue within 2x, same state |
| THE CHEESECAKE FACTORY-OSCAR AND EVELYN OVERTON CHARITABLE FOUNDATI | CA | T21 | $1,040,902 | $627,645 | President & CEO | $0 | Same NTEE code T21, revenue within 2x, same state |
| XELAY FOUNDATION | CA | T21 | $1,114,523 | $302,554 | BOARD OF DIRECTORS | $0 | Same NTEE code T21, revenue within 2x, same state |
| INTUIT FOUNDATION | CA | T21 | $747,866 | $4,372,084 | BOARD MEMBER/CHAIR | $0 | Same NTEE code T21, revenue within 2x, same state |
| BENNETT FOUNDATION | CA | T21 | $668,585 | $1,548,261 | TRUSTEE | $0 | Same NTEE code T21, revenue within 2x, same state |
| STOVALL FOUNDATION | CA | T21 | $298,259 | $32,388 | President | $0 | Same NTEE code T21, revenue within 2x, same state |
| FAT BRANDS FOUNDATION | CA | T21 | $310,603 | $361,631 | President | $0 | Same NTEE code T21, revenue within 2x, same state |
| THE POSEY FAMILY FOUNDATION | CA | T21 | $445,314 | $395,385 | CEO & CFO | $0 | Same NTEE code T21, revenue within 2x, same state |
| FENTON FAMILY FOUNDATION | CA | T21 | $817,854 | $728,332 | PRESIDENT | $0 | Same NTEE code T21, revenue within 2x, same state |
| THE ANGELO FAMILY FOUNDATION | CA | T21 | $326,581 | $414,724 | PRES./SECRETARY | $0 | Same NTEE code T21, revenue within 2x, same state |
| HUANG FAMILY FOUNDATION | CA | T21 | $554,885 | $369,740 | President | $0 | Same NTEE code T21, revenue within 2x, same state |
| THE NEW JERUSALEM FOUNDATION | CA | T21 | $416,907 | $354,558 | CEO | $107,322 | Same NTEE code T21, revenue within 2x, same state |
| US WOMEN FOUNDATION INC | CA | T21 | $673,609 | $532,677 | BOARD CHAIR | $0 | Same NTEE code T21, revenue within 2x, same state |
| DIANE WARREN FOUNDATION | CA | T21 | $792,900 | $758,352 | PRESIDENT, CFO, DIRECTOR | $0 | Same NTEE code T21, revenue within 2x, same state |
| ROSENBERG ACH FOUNDATION | CA | T21 | $595,271 | $587,213 | DIRECTOR;PRESIDENT;SECRETARY | $0 | Same NTEE code T21, revenue within 2x, same state |
| KIM YONG HWAN FOUNDATION | CA | T21 | $361,244 | $311,852 | TRUSTEE, CEO | $0 | Same NTEE code T21, revenue within 2x, same state |
| DGDG DOES GOOD FOUNDATION | CA | T21 | $301,500 | $467,563 | President | $0 | Same NTEE code T21, revenue within 2x, same state |
| THE BRIAN D STEVENS FOUNDATION | CA | T21 | $312,707 | $405,473 | Chairman | $0 | Same NTEE code T21, revenue within 2x, same state |
| GONZALEZ FAMILY FOUNDATION | CA | T21 | $623,638 | $804,921 | Chairman | $0 | Same NTEE code T21, 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.
2025 · Form 990PF · $814,943 spent · pay $141,500 · grants $579,793 · events $140
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $579,793 | 71.1% | |
| Pay: officers, directors, trustees | $141,500 | 17.4% | |
| Fees: other professional | $78,514 | 9.6% | |
| Taxes | $7,741 | 0.9% | |
| Other expenses | $4,155 | 0.5% | |
| Fees: accounting | $3,100 | 0.4% | |
| Travel, conferences and meetings | $140 | 0.0% | |
| Total | $814,943 | 100% |
2024 · Form 990PF · $681,654 spent · pay $128,500 · grants $464,676 · events $2,819
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $464,676 | 68.2% | |
| Pay: officers, directors, trustees | $128,500 | 18.9% | |
| Fees: other professional | $72,277 | 10.6% | |
| Fees: legal | $9,731 | 1.4% | |
| Fees: accounting | $3,000 | 0.4% | |
| Travel, conferences and meetings | $2,819 | 0.4% | |
| Taxes | $451 | 0.1% | |
| Other expenses | $200 | 0.0% | |
| Total | $681,654 | 100% |
2023 · Form 990PF · $631,432 spent · pay $107,750 · grants $422,454 · events $2,280
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $422,454 | 66.9% | |
| Pay: officers, directors, trustees | $107,750 | 17.1% | |
| Fees: other professional | $61,871 | 9.8% | |
| Taxes | $20,729 | 3.3% | |
| Fees: accounting | $13,790 | 2.2% | |
| Travel, conferences and meetings | $2,280 | 0.4% | |
| Fees: legal | $1,785 | 0.3% | |
| Other expenses | $773 | 0.1% | |
| Total | $631,432 | 100% |
2022 · Form 990PF · $341,485 spent · pay $0 · grants $340,480 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $340,480 | 99.7% | |
| Fees: accounting | $775 | 0.2% | |
| Other expenses | $230 | 0.1% | |
| Total | $341,485 | 100% |
2021 · Form 990PF · $1,025 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Fees: accounting | $975 | 95.1% | |
| Other expenses | $50 | 4.9% | |
| Total | $1,025 | 100% |
2020 · Form 990PF · $162,785 spent · pay $0 · grants $161,750 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $161,750 | 99.4% | |
| Fees: accounting | $975 | 0.6% | |
| Other expenses | $60 | 0.0% | |
| Total | $162,785 | 100% |
2019 · Form 990PF · $164,560 spent · pay $0 · grants $163,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $163,500 | 99.4% | |
| Fees: accounting | $975 | 0.6% | |
| Other expenses | $85 | 0.1% | |
| Total | $164,560 | 100% |
2018 · Form 990PF · $338,457 spent · pay $0 · grants $337,400 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $337,400 | 99.7% | |
| Fees: accounting | $970 | 0.3% | |
| Other expenses | $87 | 0.0% | |
| Total | $338,457 | 100% |
2017 · Form 990PF · $181,730 spent · pay $0 · grants $180,700 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $180,700 | 99.4% | |
| Fees: accounting | $925 | 0.5% | |
| Other expenses | $105 | 0.1% | |
| Total | $181,730 | 100% |
2016 · Form 990PF · $136,075 spent · pay $0 · grants $135,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $135,000 | 99.2% | |
| Fees: accounting | $925 | 0.7% | |
| Other expenses | $150 | 0.1% | |
| Total | $136,075 | 100% |
2015 · Form 990PF · $104,610 spent · pay $0 · grants $103,600 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $103,600 | 99.0% | |
| Fees: legal | $925 | 0.9% | |
| Other expenses | $85 | 0.1% | |
| Total | $104,610 | 100% |