Lockhart J M Ally Herc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $81.4M in total assets. In 2024, it awarded 1 grants totaling $4.3M. Net investment income was $4.4M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$81.4M
+0.2% YoY
Annual Giving
$4.3M
-0.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$4.3M
-0.8% YoY
About Lockhart J M Ally Herc
Based on IRS filings
Lockhart J M Ally Herc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $81.4M in total assets. In 2024, it awarded 1 grants totaling $4.3M. Net investment income was $4.4M.
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 | $81,373,604 | $81,209,485 | $72,926,415 |
| Revenue | $4,949,042 | $13,537,899 | $6,530,533 |
| Expenses | $5,023,763 | $5,122,172 | $5,420,501 |
| Qualifying Distributions | $4,421,677 | $4,417,525 | $5,077,018 |
| Net Investment Income | $4,385,586 | $12,989,830 | $6,225,180 |
| Distributable Amount | $4,604,359 | $4,180,543 | $4,727,869 |
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 | $374,092 |
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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