Lockhart Family Charitable Trust

Private foundation · Grantmaker Yardley, PA EIN: 30-6005311

Lockhart Family Charitable Trust is a private foundation focused on Education, based in Yardley, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $285K in total assets. In 2025, it awarded 3 grants totaling $15K. Net investment income was $10K.

Key facts about Lockhart Family Charitable Trust

In short: Lockhart Family Charitable Trust gave $15K across 3 grants in 2025 (avg $5K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

EIN
30-6005311
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$15,000
Grants made (2025)
3
Average grant
$5,000
Median grant
$5,000
Total assets
$284,984
Primary geography
Connecticut (67% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$285K

-1.9% YoY

Annual Giving

$15K

+0.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$5K

+0.0% YoY

Under IRS private-foundation payout rules, Lockhart Family Charitable Trust reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.

How Lockhart Family Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (−14%). Method
  • In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with Lockhart Family Charitable Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

ChicagoDarienHartford

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K3 grants2020 3 grants2021 3 grants2022 3 grants2023 3 grants2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $15K (2024) to $18K (2020). In 2025 it made 3 grants totaling $15K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Trinity College: $5KTrinity College$5KUniversity of Chicago: $5KUniversity of Chicago$5KPerson to Person Scholars: $5KPerson to Person Scholars$5K

The largest 2025 recipient was Trinity College ($5K). Together the top 3 received $15K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Trinity College Hartford, CTScholarship$5,000
University of Chicago Chicago, ILScholarship$5,000
Person to Person Scholars Darien, CTScholarship$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$284,984$290,458$294,042
Revenue$12,871$13,993$5,845
Expenses$17,633$17,577$18,120
Qualifying Distributions$15,000$15,000$15,308
Net Investment Income$10,238$11,416$9,363
Distributable Amount$14,617$14,272$14,234

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 21, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 21, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 12, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 17, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 20, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Lockhart Family Charitable Trust is led by Jessica Lockhart Vincent, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Jessica Lockhart Vincent

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (2)
  • Former: Jennifer Lockhart Kepner (2020) — Trustee
  • Former: Kathleen Coleman Lockhart (2020) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Lockhart Family Charitable Trust

How much does Lockhart Family Charitable Trust give each year?

Lockhart Family Charitable Trust gave $15K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 3 grants.

What is Lockhart Family Charitable Trust's typical grant size?

Lockhart Family Charitable Trust's median grant in 2025 was $5,000, and its average grant was $5,000, across 3 grants on its 2025 IRS Form 990-PF.

Where does Lockhart Family Charitable Trust give grants?

Lockhart Family Charitable Trust gives mostly in Connecticut: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Illinois (33%).

Does Lockhart Family Charitable Trust give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on Lockhart Family Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (3 grants).

How large is Lockhart Family Charitable Trust?

Lockhart Family Charitable Trust reported $285K in total assets on its 2025 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).

What is Lockhart Family Charitable Trust?

Lockhart Family Charitable Trust is a private foundation focused on Education, based in Yardley, PA. It holds $285K in total assets as of 2025.

What is Lockhart Family Charitable Trust's EIN?

Lockhart Family Charitable Trust's EIN (Employer Identification Number) is 30-6005311. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Your AI grants department

Here's the math on researching Lockhart Family Charitable Trust by hand.

Explore Open Grants

Browse active grant opportunities in Lockhart Family Charitable Trust's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Humphrey G Residuary Trust

Brooklyn, OH

Assets

$301K

Grants

9

Total Given

$13K

IBM International Foundation

Armonk, NY

The IBM International Foundation funds education and workforce programs that build 21st-century and technology job skills, including initiatives for underserved students and job seekers. Its 2024 grants ranged from $10,000 to $8.48 million, with a median of $100,000, and went to organizations across several U.S. states, especially Delaware and Massachusetts. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$357.7M

Grants

16

Total Given

$11.7M

The Geraldi Norton Foundation

Wilmette, IL

The Geraldi Norton Foundation supports education, arts and culture, and health-related organizations, with grants principally in the Chicago area, though recent recipients were also in several other states. Its 2024 grants ranged from $500 to $30,000, with a median of $1,500; it accepts requests by letter explaining the purpose and does not limit giving to preselected organizations.

Assets

—

Grants

34

Total Given

$173K

Bates Family Foundation

Seattle, WA

The Bates Family Foundation funds programs and partnerships in health, housing, education, environmental protection, and relief from sickness and despair, with most 2024 grant dollars going to Washington organizations and others reaching several states. Its 2024 grants ranged from $1,000 to $720,000, with a median of $12,500. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$11.2M

Grants

35

Total Given

$1.6M

Aetna Foundation Inc

Hartford, CT

Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.

Assets

—

Grants

65

Total Given

$7.2M

Reynolds Family Foundation

Wilmington, DE

The Reynolds Family Foundation supports a varied mix of child and family services, education, reproductive health, and other organizations, with 2024 grants concentrated in Florida, Illinois, Washington, DC, and California. Its grants ranged from $500 to $500,000, with a median of $5,000. No application process is specified, so it is unclear whether it accepts unsolicited requests.

Assets

—

Grants

95

Total Given

$3.1M

The Renaissance Foundation

Portland, OR

The Renaissance Foundation supports scholarships and education, as well as organizations working in social justice, equity and inclusion, environmental justice, and human services. Its 2024 grants ranged from $914 to $405,501, with a median of $5,000; giving is concentrated in Oregon, with grants also made in other states. It says it does not limit giving to preselected organizations and provides instructions for submitting requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$8.3M

Grants

228

Total Given

$4.7M

Houston Jewish Community Foundation

Houston, TX

The Houston Jewish Community Foundation funds community needs, education, youth, older adults, basic needs, health, and other charitable projects, with a strong focus on Houston and Greater Houston; its broader grantmaking also reaches organizations nationally. Its 2025 grants had a median of $14,000, while its 2024 competitive community-grant cycle awarded over $227,000 to 30 organizations. It accepts unsolicited requests through its community-grant program, starting with a Grant Abstract.

Assets

$179.9M

Grants

269

Total Given

$24.7M

The Rockefeller Foundation

New York, NY

The Rockefeller Foundation funds large-scale efforts to improve human well-being, including work in energy, food, health, finance, and economic opportunity, in the United States and internationally. Its 2024 grants ranged from $400 to $75 million, with a median of about $171,000. It does not accept unsolicited requests.

Assets

$6.4B

Grants

381

Total Given

$233.2M

The J Paul Getty Trust

Los Angeles, CA

The J. Paul Getty Trust, through the Getty Foundation, funds project-based work in art history, conservation, museum and archival collections, and professional development, primarily through strategic initiatives. Its 2025 grants ranged from $50 to $10.9 million, with a median of $7,900, and support organizations in Los Angeles and worldwide. It does not generally consider unsolicited inquiries about projects outside its current priorities; some initiatives use open calls or invitations to apply.

Assets

$13.9B

Grants

492

Total Given

$29.1M

Associated Jewish Charities of Baltimore

Baltimore, MD

Associated Jewish Charities of Baltimore supports charitable, educational, religious, health, cultural, humanitarian, and social-service needs of the Jewish community locally, nationally, in Israel, and worldwide. Its 2025 grants ranged from $5,020 to $15,250,570, with a median of $18,750. The information describes grant recommendations by current fundholders but does not state whether unsolicited requests are accepted.

Assets

$446.7M

Grants

515

Total Given

$53.0M

Hartford Foundation for Public Giving

Hartford, CT

The Greater Hartford Gives Foundation funds nonprofits addressing community needs, with priorities including racial equity, economic and social mobility, wellbeing, neighborhoods, civic engagement, and arts and culture. Its 2024 itemized grants had a median of about $21,600, and it primarily serves 29 Greater Hartford towns. It accepts applications through specific requests for proposals and grant cycles; eligibility varies by opportunity.

Assets

$1.2B

Grants

613

Total Given

$52.0M

More Funders in Pennsylvania

Lockhart Family Charitable Trust down — hundreds of funders to go?

Want AI to do this for you?