STRATEGY STUDIO / PUBLIC DATA EXPLORER

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Eric Small TRUSTEE2021-2025 $68,000$188,937 1
Nick Small TRUSTEE2021-2025 $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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Erika H Lockridge (former) TRUSTEE2015-2020 1 $0 reported 1

People by year

2025 · 2 people listed · 2 paid, $142K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NICK SMALL TRUSTEE10 $73,500-$0 $73,5001
ERIC SMALL TRUSTEE10 $68,000-$0 $68,0001
2024 · 2 people listed · 2 paid, $128K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC SMALL TRUSTEE10 $67,000-$0 $67,0001
NICK SMALL TRUSTEE10 $61,500-$0 $61,5001
2023 · 2 people listed · 2 paid, $108K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC SMALL TRUSTEE10 $53,937-$0 $53,9371
NICK SMALL TRUSTEE10 $53,813-$0 $53,8131
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NICK SMALL TRUSTEE1 $0-$0 $01
ERIC SMALL TRUSTEE1 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NICK SMALL TRUSTEE1 $0-$0 $01
ERIC SMALL TRUSTEE1 $0-$0 $01
2020 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIKA H LOCKRIDGE TRUSTEE1 $0-$0 $01
2019 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIKA H LOCKRIDGE TRUSTEE1 $0-$0 $01
2018 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIKA H LOCKRIDGE TRUSTEE1 $0-$0 $01
2017 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIKA H LOCKRIDGE TRUSTEE1 $0-$0 $01
2016 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIKA H LOCKRIDGE TRUSTEE1 $0-$0 $01
2015 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIKA H LOCKRIDGE TRUSTEE1 $0-$0 $01

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
#ContributorTypeCity, stateTotalNoncashSource
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
#ContributorTypeCity, stateTotalNoncashSource
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
#ContributorTypeCity, stateTotalNoncashSource
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
#ContributorTypeCity, stateTotalNoncashSource
1 THE LOCKRIDGE SURVIVOR'S TRUST Organization or other PEBBLE BEACH, CA $161,750- Form 990PF Sch. B, 2020 · filing
2019 · 1 contributor · $168K
#ContributorTypeCity, stateTotalNoncashSource
1 THE LOCKRIDGE SURVIVOR'S TRUST Organization or other PEBBLE BEACH, CA $168,000- Form 990PF Sch. B, 2019 · filing
2018 · 1 contributor · $330K
#ContributorTypeCity, stateTotalNoncashSource
1 THE LOCKRIDGE SURVIVOR'S TRUST Organization or other PEBBLE BEACH, CA $330,000- Form 990PF Sch. B, 2018 · filing
2017 · 1 contributor · $181K
#ContributorTypeCity, stateTotalNoncashSource
1 THE LOCKRIDGE SURVIVOR'S TRUST Organization or other PEBBLE BEACH, CA $180,925- Form 990PF Sch. B, 2017 · filing
2016 · 1 contributor · $131K
#ContributorTypeCity, stateTotalNoncashSource
1 THE LOCKRIDGE TRUST Organization or other PEBBLE BEACH, CA $130,925- Form 990PF Sch. B, 2016 · filing
2015 · 1 contributor · $122K
#ContributorTypeCity, stateTotalNoncashSource
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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$559,248$814,943 $13,807,957$13,807,957 -- $141,500--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$780,332$681,654 $14,028,972$14,028,972 $52,109- $128,500--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$1,720,826$631,432 $13,930,294$13,930,294 $1,382,779- $107,750--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$13,176,506$341,485 $12,840,900$12,840,900 $12,937,233- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$975$1,025 $5,879$5,879 $975- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$161,752$162,785 $5,929$5,929 $161,750- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$168,044$164,560 $6,962$6,962 $168,000- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$330,020$338,457 $3,478$3,478 $330,000- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$180,930$181,730 $11,915$11,915 $180,925- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$130,927$136,075 $12,715$12,715 $130,925- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
DEACON CHARITABLE FOUNDATIONCAT21 $413,604$390,117 PRESIDENT$0 Same NTEE code T21, revenue within 2x, same state, similar name
QUALCOMM CHARITABLE FOUNDATIONCAT21 $414,306$2,284,593 CHAIR$0 Same NTEE code T21, revenue within 2x, same state, similar name
SUNWEST BANK CHARITABLE FOUNDATIONCAT21 $752,814$780,928 EXECUTIVE DIRECTOR$18,000 Same NTEE code T21, revenue within 2x, same state, similar name
ELLEN F GORDON CHARITABLE TRCAT21 $354,803$384,906 TRUSTEE$0 Same NTEE code T21, revenue within 2x, same state
COOK FOUNDATIONCAT21 $350,733$290,295 PRESIDENT$0 Same NTEE code T21, revenue within 2x, same state
ACR FOUNDATIONCAT21 $458,994$109,741 PRESIDENT & DIRECTOR$0 Same NTEE code T21, revenue within 2x, same state
DOSS FOUNDATIONCAT21 $673,166$164,221 TRUSTEE$0 Same NTEE code T21, revenue within 2x, same state
THE CHEESECAKE FACTORY-OSCAR AND EVELYN OVERTON CHARITABLE FOUNDATICAT21 $1,040,902$627,645 President & CEO$0 Same NTEE code T21, revenue within 2x, same state
XELAY FOUNDATIONCAT21 $1,114,523$302,554 BOARD OF DIRECTORS$0 Same NTEE code T21, revenue within 2x, same state
INTUIT FOUNDATIONCAT21 $747,866$4,372,084 BOARD MEMBER/CHAIR$0 Same NTEE code T21, revenue within 2x, same state
BENNETT FOUNDATIONCAT21 $668,585$1,548,261 TRUSTEE$0 Same NTEE code T21, revenue within 2x, same state
STOVALL FOUNDATIONCAT21 $298,259$32,388 President$0 Same NTEE code T21, revenue within 2x, same state
FAT BRANDS FOUNDATIONCAT21 $310,603$361,631 President$0 Same NTEE code T21, revenue within 2x, same state
THE POSEY FAMILY FOUNDATIONCAT21 $445,314$395,385 CEO & CFO$0 Same NTEE code T21, revenue within 2x, same state
FENTON FAMILY FOUNDATIONCAT21 $817,854$728,332 PRESIDENT$0 Same NTEE code T21, revenue within 2x, same state
THE ANGELO FAMILY FOUNDATIONCAT21 $326,581$414,724 PRES./SECRETARY$0 Same NTEE code T21, revenue within 2x, same state
HUANG FAMILY FOUNDATIONCAT21 $554,885$369,740 President$0 Same NTEE code T21, revenue within 2x, same state
THE NEW JERUSALEM FOUNDATIONCAT21 $416,907$354,558 CEO$107,322 Same NTEE code T21, revenue within 2x, same state
US WOMEN FOUNDATION INCCAT21 $673,609$532,677 BOARD CHAIR$0 Same NTEE code T21, revenue within 2x, same state
DIANE WARREN FOUNDATIONCAT21 $792,900$758,352 PRESIDENT, CFO, DIRECTOR$0 Same NTEE code T21, revenue within 2x, same state
ROSENBERG ACH FOUNDATIONCAT21 $595,271$587,213 DIRECTOR;PRESIDENT;SECRETARY$0 Same NTEE code T21, revenue within 2x, same state
KIM YONG HWAN FOUNDATIONCAT21 $361,244$311,852 TRUSTEE, CEO$0 Same NTEE code T21, revenue within 2x, same state
DGDG DOES GOOD FOUNDATIONCAT21 $301,500$467,563 President$0 Same NTEE code T21, revenue within 2x, same state
THE BRIAN D STEVENS FOUNDATIONCAT21 $312,707$405,473 Chairman$0 Same NTEE code T21, revenue within 2x, same state
GONZALEZ FAMILY FOUNDATIONCAT21 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE GRACE AND MERCY FOUNDATION INC Private foundation$790,00010 12015–2024 EL POZO DE VIDA
THE BLACKBAUD GIVING FUND DAF sponsor$589,3393 12021–2024 PACIFIC GAS AND ELECTRIC COMPANY EMPLOYEES COMMUNITY FUND
ESB CHARITABLE FOUNDATION Private foundation$550,0004 12021–2024 ACR FOUNDATION
ARIZONA COMMUNITY FOUNDATION DAF sponsor$250,0001 12020–2020 THE CHEESECAKE FACTORY-OSCAR AND EVELYN OVERTON CHARITABLE FOUNDATI
GREATER WASHINGTON COMMUNITY FOUNDATION DAF sponsor$230,00010 12011–2023 F Y CHANG FOUNDATION
NIELSEN FOUNDATION INC Private foundation$209,3508 12020–2025 ARF CHARITABLE FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$201,4269 22020–2024 ARF CHARITABLE FOUNDATION; EL POZO DE VIDA
VISTA HERMOSA Private foundation$169,0007 12020–2024 EL POZO DE VIDA
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$165,9367 22017–2024 EL POZO DE VIDA; SACRAMENTO VENTURE PHILANTHROPY
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$84,4006 12014–2021 EL POZO DE VIDA
FORGOOD INC DAF sponsor$76,0334 22013–2020 PACIFIC GAS AND ELECTRIC COMPANY EMPLOYEES COMMUNITY FUND; EL POZO DE VIDA
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$68,0004 22022–2024 ARF CHARITABLE FOUNDATION; EL POZO DE VIDA
JOSEPH TSE FOUNDATION A NEW JERSEY NONPROFIT CORPORATION Private foundation$65,0005 12021–2025 EL POZO DE VIDA
THE US CHARITABLE GIFT TRUST DAF sponsor$57,0002 12023–2024 SACRAMENTO VENTURE PHILANTHROPY
DONOR ADVISED CHARITABLE GIVING DAF sponsor$53,7004 22023–2024 EL POZO DE VIDA; SACRAMENTO VENTURE PHILANTHROPY

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
LineAs describedTotalShare
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$814,943100%

View the filing

2024 · Form 990PF · $681,654 spent · pay $128,500 · grants $464,676 · events $2,819
LineAs describedTotalShare
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$681,654100%

View the filing

2023 · Form 990PF · $631,432 spent · pay $107,750 · grants $422,454 · events $2,280
LineAs describedTotalShare
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$631,432100%

View the filing

2022 · Form 990PF · $341,485 spent · pay $0 · grants $340,480 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $340,480 99.7%
Fees: accounting $775 0.2%
Other expenses $230 0.1%
Total$341,485100%

View the filing

2021 · Form 990PF · $1,025 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Fees: accounting $975 95.1%
Other expenses $50 4.9%
Total$1,025100%

View the filing

2020 · Form 990PF · $162,785 spent · pay $0 · grants $161,750 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $161,750 99.4%
Fees: accounting $975 0.6%
Other expenses $60 0.0%
Total$162,785100%

View the filing

2019 · Form 990PF · $164,560 spent · pay $0 · grants $163,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $163,500 99.4%
Fees: accounting $975 0.6%
Other expenses $85 0.1%
Total$164,560100%

View the filing

2018 · Form 990PF · $338,457 spent · pay $0 · grants $337,400 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $337,400 99.7%
Fees: accounting $970 0.3%
Other expenses $87 0.0%
Total$338,457100%

View the filing

2017 · Form 990PF · $181,730 spent · pay $0 · grants $180,700 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $180,700 99.4%
Fees: accounting $925 0.5%
Other expenses $105 0.1%
Total$181,730100%

View the filing

2016 · Form 990PF · $136,075 spent · pay $0 · grants $135,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $135,000 99.2%
Fees: accounting $925 0.7%
Other expenses $150 0.1%
Total$136,075100%

View the filing

2015 · Form 990PF · $104,610 spent · pay $0 · grants $103,600 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $103,600 99.0%
Fees: legal $925 0.9%
Other expenses $85 0.1%
Total$104,610100%

View the filing