John Marshall Lockhart Trust for R P I
John Marshall Lockhart Trust for R P I is a private foundation focused on Education, based in New York, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $60.1M in total assets. In 2025, it awarded 1 grant totaling $2.9M. Net investment income was $6.9M.
John Marshall Lockhart Trust for R P I at a glance
In short: John Marshall Lockhart Trust for R P I gave $2.9M across 1 grant in 2025 (avg $2.9M), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $2,894,799
- -0.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $2,894,799
- -0.7% vs 2024
- Median grant
- $2,894,799
- Total assets
- $60,081,720
- +5.6% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who John Marshall Lockhart Trust for R P I funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Rensselaer Polytechnic ($2.9M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $1–5M range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How John Marshall Lockhart Trust for R P I gives
- Giving held roughly steady from 2022 to 2025 (+14%). Method
- In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $2.2M (2019) to $2.9M (2023). In 2025 it made 1 grant totaling $2.9M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rensselaer Polytechnic Troy, NY | General Support | $2,894,799 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $60,081,720 | $6,930,885 | $3,047,405 | $2,894,799 | 1 | $2,910,183 | $6,857,304 | $3,311,723 |
| 2024 | $56,876,657 | $7,109,896 | $3,103,841 | $2,916,403 | 1 | $2,931,114 | $7,036,499 | $3,031,359 |
| 2023 | $52,513,045 | $6,947,967 | $3,033,616 | $2,938,092 | 1 | $2,950,678 | $6,884,467 | $2,569,138 |
| 2022 | $48,606,948 | $2,714,884 | $2,740,787 | $2,544,756 | 1 | $2,556,685 | $2,628,535 | $2,652,322 |
| 2021 | $48,276,682 | $6,917,968 | $2,644,624 | $2,544,756 | 1 | $2,556,385 | $6,876,633 | $3,034,554 |
| 2020 | $44,316,987 | $4,731,039 | $2,394,985 | $2,319,744 | 1 | — | $4,667,268 | $2,489,981 |
| 2019 | $41,957,427 | $3,929,522 | $2,424,538 | $2,157,906 | 1 | — | $3,867,624 | $2,251,818 |
Under IRS private-foundation payout rules, John Marshall Lockhart Trust for R P I reported a distributable amount of $3.3M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
John Marshall Lockhart Trust for R P I's only listed officer is Deutsche Bank Trust Company N A, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
Deutsche Bank Trust Company N A
Trustee
On filings since 2020
3 hrs/week
$32K (2020) → $38K (2025)
Former officers (2)
- Former: Deutsche Trust Company NA (2024) — Trustee
- Former: Deutsche Bank Trust Company NA (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $38K, to Deutsche Bank Trust Company N a (Trustee).
Frequently asked questions about John Marshall Lockhart Trust for R P I
How much does John Marshall Lockhart Trust for R P I give each year?
John Marshall Lockhart Trust for R P I gave $2.9M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.9M across 1 grant.
How large is John Marshall Lockhart Trust for R P I?
John Marshall Lockhart Trust for R P I reported $60.1M in total assets on its 2025 IRS Form 990-PF. It paid out $2.9M in qualifying distributions that year, against a required minimum of $3.3M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is John Marshall Lockhart Trust for R P I?
John Marshall Lockhart Trust for R P I is a private foundation focused on Education, based in New York, NY. It holds $60.1M in total assets as of 2025.
Where does John Marshall Lockhart Trust for R P I operate?
John Marshall Lockhart Trust for R P I has awarded grants in New York.
What is John Marshall Lockhart Trust for R P I's EIN?
John Marshall Lockhart Trust for R P I's EIN (Employer Identification Number) is 13-6042350. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
Live grants for the work John Marshall Lockhart Trust for R P I funds
Education Open opportunities, soonest deadline first.
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