Ud Lockhart Family Charitable

Private foundation · Grantmaker Dallas, TX EIN: 06-6470176

Ud Lockhart Family Charitable is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $174K in total assets. In 2025, it awarded 6 grants totaling $30K. Net investment income was $21K.

Key facts about Ud Lockhart Family Charitable

In short: Ud Lockhart Family Charitable gave $30K across 6 grants in 2025 (avg $5K), mostly in Colorado. Source: 2025 IRS Form 990-PF.

EIN
06-6470176
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$30,000
Grants made (2025)
6
Average grant
$5,000
Median grant
$5,000
Total assets
$173,607
Primary geography
Colorado (50% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$174K

-6.2% YoY

Annual Giving

$30K

+0.0% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$5K

+0.0% YoY

Under IRS private-foundation payout rules, Ud Lockhart Family Charitable reported a distributable amount of $14K for 2025 — the minimum it must pay out in qualifying distributions.

How Ud Lockhart Family Charitable gives

  • In 2025 it paid out 223% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

NashvilleCarbondaleCharlottesvilleEnglewoodGlenwood SpringsBasaltBeavertonDenverSandpoint

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K1 grant2020 0 grants2021 0 grants2022 5 grants2023 6 grants2024 6 grants2025

From 2020 to 2025, annual grant giving ranged from $27K (2023) to $50K (2020). In 2025 it made 6 grants totaling $30K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Second Harvest of Middle Tenn: $5KSecond Harvest of Middle Tenn$5KSt Marys Academy: $5KSt Marys Academy$5KFocused Kids: $5KFocused Kids$5KBasalt Education Foundation: $5KBasalt Education Foundation$5KCommunity Resource Center of Middle Tenn: $5KCommunity Resource Center ofMiddle Tenn$5KValor Christian High School: $5KValor Christian High School$5K

The largest 2025 recipient was Second Harvest of Middle Tenn ($5K). Together the top 6 received $30K.

Grant Size Distribution

17 grants across all recorded years

17<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 17 grants of 17 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Second Harvest of Middle Tenn Nashville, TNUnrestricted General$5,000
St Marys Academy Englewood, COUnrestricted General$5,000
Focused Kids Carbondale, COUnrestricted General$5,000
Basalt Education Foundation Basalt, COUnrestricted General$5,000
Community Resource Center of Middle Tenn Nashville, TNUnrestricted General$5,000
Valor Christian High School Sandpoint, IDUnrestricted General$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$173,607$184,985$197,970
Revenue$22,699$20,510$10,152
Expenses$34,064$33,456$30,392
Qualifying Distributions$31,311$31,309$28,242
Net Investment Income$20,598$18,401$8,178
Distributable Amount$14,021$13,996$13,012

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 5, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Ud Lockhart Family Charitable's 2025 filing lists 5 officers; 1 of 5 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Bank Of America

    Co Trustee

    On filings since 2020

    1 hr/week

    $2K (2020) → $2K (2025)

  • Andrew J. Lockhart

    Co Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Julia C. Lockhart

    Co Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Terry J. Lockhart

    Co Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • H. Eugene Lockhart

    Cotrustee

    On filings since 2020

    1 hr/week

    No compensation reported

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

Bank of America — Co Trustee: $2KBank of AmericaCo Trustee$2K

The highest reported compensation on the 2025 filing was $2K, to Bank of America (Co Trustee).

Frequently asked questions about Ud Lockhart Family Charitable

How much does Ud Lockhart Family Charitable give each year?

Ud Lockhart Family Charitable gave $30K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 6 grants.

What is Ud Lockhart Family Charitable's typical grant size?

Ud Lockhart Family Charitable's median grant in 2025 was $5,000, and its average grant was $5,000, across 6 grants on its 2025 IRS Form 990-PF.

Where does Ud Lockhart Family Charitable give grants?

Ud Lockhart Family Charitable gives mostly in Colorado: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Tennessee (33%) and Idaho (17%). The most frequent recipient cities were Nashville, TN (2 grants).

Does Ud Lockhart Family Charitable give general operating support?

Yes: 100% of Ud Lockhart Family Charitable's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Ud Lockhart Family Charitable's largest grantees?

Ud Lockhart Family Charitable's largest 2025 grantees include Second Harvest of Middle Tenn ($5,000), St Marys Academy ($5,000) and Focused Kids ($5,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.

How large is Ud Lockhart Family Charitable?

Ud Lockhart Family Charitable reported $174K in total assets on its 2025 IRS Form 990-PF. It paid out $31K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets).

What is Ud Lockhart Family Charitable's EIN?

Ud Lockhart Family Charitable's EIN (Employer Identification Number) is 06-6470176. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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