Lockhart James H & Florence D
Lockhart James H & Florence D is a private foundation based in Pittsburgh, Pennsylvania. Its 2025 filing lists 35 grants totaling $178,086, supporting charitable organizations including educational institutions, health organizations, and community organizations.
Key facts about Lockhart James H & Florence D
In short: Lockhart James H & Florence D gave $178K across 35 grants in 2025 (avg $5K), mostly in Pennsylvania. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 25-6018608
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $178,086
- Grants made (2025)
- 35
- Average grant
- $5,088
- Median grant
- $3,188
- New grantees (estimate)
- 0% first-time grantees (0 of 34, 2025)
- Total assets
- $3,087,382
- Primary geography
- Pennsylvania (56% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.1M
-1.9% YoY
Annual Giving
$178K
+84.1% YoY
Grant Count
35
+0.0% YoY
Avg Grant Size
$5K
+84.1% YoY
Under IRS private-foundation payout rules, Lockhart James H & Florence D reported a distributable amount of $176K for 2025 — the minimum it must pay out in qualifying distributions.
Is Lockhart James H & Florence D open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 34 grantees (0%) were first-time recipients. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support for organizations whose work spans higher education, health, and family services. For example, Family Resources describes its mission as preventing and treating child abuse by strengthening families, while Breathe Pennsylvania says it empowers western Pennsylvanians to breathe better and live healthier through lung-health education and awareness. The University of Pittsburgh describes itself as a public research university serving its region, Pennsylvania, and the nation.
Grantmaking
In 2025, the foundation made 35 grants totaling $178,086. Grants ranged from $1,274 to $19,124, with a median grant of $3,188. Listed grant purposes were general operating. Among the largest awards were $19,124 to The American University in Cairo, $15,938 to Kingsley Association, and $12,750 to YMCA of USA. Other listed grants included $6,374 each to the University of Pittsburgh, Sterling College, and several Pittsburgh-area health and community organizations. In addition, Chatham University, University of the Ozarks, Family Resources, Breathe Pennsylvania, Westminster College, and Passavant Hospital Foundation each received $3,188.
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Geographic Focus
Where this funder awards grants
In 2025, 56% of grant dollars went to recipients in Pennsylvania, 15% to New York, 10% to Illinois, and 4% each to New Jersey and Kansas. The listed recipients include several Pittsburgh-area organizations.
Grant Distribution by State
Share of 2025 grant dollars across all 35 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $97K (2024) to $500K (2021). In 2025 it made 35 grants totaling $178K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was The American Univ in Cairo ($19K). Together the top 10 received $92K.
Grant Size Distribution
175 grants across all recorded years
The most common grant size was under $50K: 174 grants of 175 (99%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The American Univ in Cairo New York, NY | General Operating | $19,124 |
| Kingsley Association Pittsburgh, PA | General Operating | $15,938 |
| YMCA of USA Chicago, IL | General Operating | $12,750 |
| Presbyterian University Hosp Pittsburgh, PA | General Operating | $6,374 |
| Salvation Army West Nyack, NY | General Operating | $6,374 |
| UPMC Shadyside Pittsburgh, PA | General Operating | $6,374 |
| West Penn Allegheny Health SYS Inc Pittsburgh, PA | General Operating | $6,374 |
| Childrens Hospital of PGH Fdn Pittsburgh, PA | General Operating | $6,374 |
| Y M C a of Greater Pittsburgh Pittsburgh, PA | General Operating | $6,374 |
| University of Pittsburgh Pittsburgh, PA | General Operating | $6,374 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $3,087,382 | $124,783 | $185,505 | $178,086 |
| 2024 | $3,146,943 | $391,250 | $109,596 | $96,744 |
| 2023 | $2,864,772 | $480,623 | $105,263 | $101,186 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,087,382 | $3,146,943 | $2,864,772 |
| Revenue | $124,783 | $391,250 | $480,623 |
| Expenses | $185,505 | $109,596 | $105,263 |
| Qualifying Distributions | $179,043 | $97,618 | $101,716 |
| Net Investment Income | $122,483 | $389,122 | $478,906 |
| Distributable Amount | $176,409 | $158,071 | $140,844 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 28, 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 February 8, 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
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists BNY Mellon N A as trustee.
Lockhart James H & Florence D's only listed officer is BNY Mellon N A, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
BNY Mellon N A
Trustee
On filings since 2021
1 hr/week
$972 (2021) → $2K (2025)
Former officers (1)
- Former: BNY Mellon NA (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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to BNY Mellon N a (Trustee).
Contact
Mailing address: PO Box 185, Pittsburgh, PA 15230-0185
Phone: (412) 236-7417
Frequently asked questions about Lockhart James H & Florence D
How much does Lockhart James H & Florence D give each year?
Lockhart James H & Florence D gave $178K across 35 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $97K across 35 grants.
What is Lockhart James H & Florence D's typical grant size?
Lockhart James H & Florence D's median grant in 2025 was $3,188, and its average grant was $5,088, across 35 grants on its 2025 IRS Form 990-PF.
Where does Lockhart James H & Florence D give grants?
Lockhart James H & Florence D gives mostly in Pennsylvania: 56% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (15%) and Illinois (10%). The most frequent recipient cities were Pittsburgh, PA (19 grants).
Does Lockhart James H & Florence D give general operating support?
Yes: 97% of Lockhart James H & Florence D's 2025 grants with a stated purpose (34 of 35) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Lockhart James H & Florence D's largest grantees?
Lockhart James H & Florence D's largest 2025 grantees include The American Univ in Cairo ($19,124), Kingsley Association ($15,938) and YMCA of USA ($12,750), according to its 2025 IRS Form 990-PF. Together they received 27% of its itemized 2025 grant dollars.
How large is Lockhart James H & Florence D?
Lockhart James H & Florence D reported $3.1M in total assets on its 2025 IRS Form 990-PF. It paid out $179K in qualifying distributions that year, against a required minimum of $176K (roughly 5% of its investment assets).
What does Lockhart James H & Florence D fund?
No mission statement for the foundation is provided. Its 2025 grants include support for organizations whose work spans higher education, health, and family services. See mission & focus areas ↑
How do I apply for a grant from Lockhart James H & Florence D?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Lockhart James H & Florence D accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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