Lockhart James H & Florence D
The James H & Florence D Lockhart Trust is a private foundation based in Pittsburgh, Pennsylvania. It operates as a Section 501(c)(3) exempt private foundation focused on philanthropic grantmaking.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.1M
+9.8% YoY
Annual Giving
$97K
-4.4% YoY
Grant Count
35
+0.0% YoY
Avg Grant Size
$3K
-4.4% YoY
Under IRS private-foundation payout rules, Lockhart James H & Florence D reported a distributable amount of $158K for 2024 — the minimum it must pay out in qualifying distributions.
Grantmaking
The foundation makes grants primarily in the philanthropic and grantmaking sector. Typical grant awards range from $4,272,040 to $4,964,463. The foundation maintains an active grantmaking program, though specific recent grant recipients and application procedures are not detailed in available sources.
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking focuses primarily on Pennsylvania, with particular emphasis on the Pittsburgh area.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Based on the most recent available filings:
- Total Assets: $81,373,604
- Total Annual Giving: $4,272,040
- EIN: 25-6018608
- Location: Pittsburgh, PA
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,146,943 | $2,864,772 | $2,491,797 |
| Revenue | $391,250 | $480,623 | $258,280 |
| Expenses | $109,596 | $105,263 | $191,540 |
| Qualifying Distributions | $97,618 | $101,716 | $180,390 |
| Net Investment Income | $389,122 | $478,906 | $249,252 |
| Distributable Amount | $158,071 | $140,844 | $160,586 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
175 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The American Univ in Cairo ($10,440), Kingsley Association ($8,700), Ymca of Usa ($6,960).
| Recipient | Purpose | Amount |
|---|---|---|
| CHATHAM UNIVERSITY PITTSBURGH, PA | GENERAL OPERATING | $1,740 |
| FAMILY RESOURCES PITTSBURGH, PA | GENERAL OPERATING | $1,740 |
| LAUREL HIGHLANDS COUNCIL B S O A PITTSBURGH, PA | GENERAL OPERATING | $696 |
| PRESBYTERIAN UNIVERSITY HOSP PITTSBURGH, PA | GENERAL OPERATING | $3,480 |
| SALVATION ARMY WEST NYACK, NY | GENERAL OPERATING | $3,480 |
| BREATHE PENNSYLVANIA CRANBERRY TWP, PA | GENERAL OPERATING | $1,740 |
| UPMC SHADYSIDE PITTSBURGH, PA | GENERAL OPERATING | $3,480 |
| WEST PENN ALLEGHENY HEALTH SYS INC PITTSBURGH, PA | GENERAL OPERATING | $3,480 |
| GIRL SCOUTS WESTERN PENNSYLVANIA PITTSBURGH, PA | GENERAL OPERATING | $696 |
| ST MARGARET FOUNDATION PITTSBURGH, PA | GENERAL OPERATING | $1,740 |
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 | $2,186 |
Frequently Asked Questions
How do I apply for a grant from Lockhart James H & Florence D?
The foundation makes grants primarily in the philanthropic and grantmaking sector. Typical grant awards range from $4,272,040 to $4,964,463. The foundation maintains an active grantmaking program, though specific recent grant recipients and application procedures are not detailed in available sources.
Where does Lockhart James H & Florence D make grants?
The foundation's grantmaking focuses primarily on Pennsylvania, with particular emphasis on the Pittsburgh area.
What size grants does Lockhart James H & Florence D award?
In 2024, Lockhart James H & Florence D awarded 35 grants totaling $97K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Lockhart James H & Florence D required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lockhart James H & Florence D reported a distributable amount of $158K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lockhart James H & Florence D's EIN?
Lockhart James H & Florence D's EIN (Employer Identification Number) is 25-6018608. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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