Lockhart Family Charitable Trust
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.
Lockhart Family Charitable Trust at a glance
In short: Lockhart Family Charitable Trust gave $15K across 3 grants in 2025 (avg $5K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $15,000
- +0.0% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $5,000
- +0.0% vs 2024
- Median grant
- $5,000
- Total assets
- $284,984
- -1.9% vs 2024
- Primary geography
- Connecticut (67% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Lockhart Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Trinity College ($5K). Together the top 2 received $10K.
Organizations only. It also paid 1 individual scholarship ($5,000), which are not listed by name.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $15K (2024) to $18K (2020). In 2025 it made 3 grants totaling $15K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Trinity College Hartford, CT | Scholarship | $5,000 |
| University of Chicago Chicago, IL | Scholarship | $5,000 |
| 1 individual scholarship Recipients not named | — | $5,000 |
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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 | $284,984 | $12,871 | $17,633 | $15,000 | 3 | $15,000 | $10,238 | $14,617 |
| 2024 | $290,458 | $13,993 | $17,577 | $15,000 | 3 | $15,000 | $11,416 | $14,272 |
| 2023 | $294,042 | $5,845 | $18,120 | $15,308 | 3 | $15,308 | $9,363 | $14,234 |
| 2022 | $306,317 | $-5,795 | $20,482 | $17,511 | 3 | $17,511 | $7,113 | $15,308 |
| 2021 | $332,594 | $8,718 | $21,003 | $17,856 | 3 | $17,856 | $5,210 | — |
| 2020 | $344,879 | $11,777 | $20,846 | $17,981 | 3 | — | $9,770 | $17,856 |
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.
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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 21, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 21, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 17, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 20, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Lockhart Family Charitable Trust funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Lockhart Family Charitable Trust's focus areas in our free grants database
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