Lockton Cares

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.

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).