Lockhart J M Ally Herc 2
Lockhart J M Ally Herc 2 is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.5M in total assets. In 2024, it awarded 1 grants totaling $684K. Net investment income was $897K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$13.5M
+1.6% YoY
Annual Giving
$684K
+2.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$684K
+2.5% YoY
About Lockhart J M Ally Herc 2
Based on IRS filings
Lockhart J M Ally Herc 2 is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.5M in total assets. In 2024, it awarded 1 grants totaling $684K. Net investment income was $897K.
Ready to take the next step with Lockhart J M Ally Herc 2?
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 | $13,450,479 | $13,240,956 | $11,648,790 |
| Revenue | $939,975 | $2,374,570 | $1,007,808 |
| Expenses | $750,803 | $756,513 | $912,100 |
| Qualifying Distributions | $708,150 | $685,604 | $853,409 |
| Net Investment Income | $897,340 | $2,335,067 | $966,335 |
| Distributable Amount | $754,877 | $668,411 | $769,989 |
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 |
|---|---|---|---|
| BNY MELLON N A | TRUSTEE | 1 | $61,125 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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