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 2025. As of 2025, the organization holds $15.9M in total assets. In 2025, it awarded 1 grant totaling $725K. Net investment income was $3.3M.
Lockhart J M Ally Herc 2 at a glance
In short: Lockhart J M Ally Herc 2 gave $725K across 1 grant in 2025 (avg $725K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $725,397
- +6.1% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $725,397
- +6.1% vs 2024
- Median grant
- $725,397
- Total assets
- $15,885,709
- +18.1% vs 2024
- Primary geography
- Pennsylvania (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 Lockhart J M Ally Herc 2 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Allegheny Health Network ($725K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $500K–1M 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 Lockhart J M Ally Herc 2 gives
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 97% 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 2020 to 2025, annual grant giving ranged from $656K (2020) to $834K (2022). In 2025 it made 1 grant totaling $725K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Allegheny Health Network Pittsburgh, PA | General Operating Purposes | $725,397 |
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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 | $15,885,709 | $3,298,146 | $864,327 | $725,397 | 1 | $751,827 | $3,253,064 | $777,657 |
| 2024 | $13,450,479 | $939,975 | $750,803 | $683,700 | 1 | $708,150 | $897,340 | $754,877 |
| 2023 | $13,240,956 | $2,374,570 | $756,513 | $666,737 | 1 | $685,604 | $2,335,067 | $668,411 |
| 2022 | $11,648,790 | $1,007,808 | $912,100 | $834,131 | 1 | $853,409 | $966,335 | $769,989 |
| 2021 | $11,536,947 | $1,054,641 | $796,685 | $725,615 | 1 | — | $1,021,643 | $808,112 |
| 2020 | $11,306,666 | $721,889 | $706,660 | $655,864 | 1 | — | $685,404 | $678,802 |
Under IRS private-foundation payout rules, Lockhart J M Ally Herc 2 reported a distributable amount of $778K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lockhart J M Ally Herc 2's only listed officer is BNY Mellon N A, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
BNY Mellon N A
Trustee
On filings since 2022
1 hr/week
$48K (2022) → $66K (2025)
Former officers (1)
- Former: BNY Mellon NA (2020–2021) — 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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $66K, to BNY Mellon N a (Trustee).
Frequently asked questions about Lockhart J M Ally Herc 2
How much does Lockhart J M Ally Herc 2 give each year?
Lockhart J M Ally Herc 2 gave $725K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $684K across 1 grant.
How large is Lockhart J M Ally Herc 2?
Lockhart J M Ally Herc 2 reported $15.9M in total assets on its 2025 IRS Form 990-PF. It paid out $752K in qualifying distributions that year, against a required minimum of $778K (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.
Where does Lockhart J M Ally Herc 2 operate?
Lockhart J M Ally Herc 2 has awarded grants in Pennsylvania.
What is Lockhart J M Ally Herc 2's EIN?
Lockhart J M Ally Herc 2's EIN (Employer Identification Number) is 25-6018607. IRS Form 990 filing data is available on this page for 2020–2025.
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 2020 (received by the IRS January 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 4, 2026)
- IRS filings on file for fiscal years 2020–2025
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