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 2020 through 2024. As of 2024, the organization holds $56.9M in total assets. In 2024, it awarded 1 grants totaling $2.9M. Net investment income was $7.0M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$56.9M
+8.3% YoY
Annual Giving
$2.9M
-0.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$2.9M
-0.7% YoY
About John Marshall Lockhart Trust for R P I
Based on IRS filings
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 2020 through 2024. As of 2024, the organization holds $56.9M in total assets. In 2024, it awarded 1 grants totaling $2.9M. Net investment income was $7.0M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $56,876,657 | $52,513,045 | $48,606,948 |
| Revenue | $7,109,896 | $6,947,967 | $2,714,884 |
| Expenses | $3,103,841 | $3,033,616 | $2,740,787 |
| Qualifying Distributions | $2,931,114 | $2,950,678 | $2,556,685 |
| Net Investment Income | $7,036,499 | $6,884,467 | $2,628,535 |
| Distributable Amount | $3,031,359 | $2,569,138 | $2,652,322 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DEUTSCHE TRUST COMPANY NA | TRUSTEE | 3 | $36,778 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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