Ud Lockhart Family Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $185K in total assets. In 2024, it awarded 6 grants totaling $30K. Net investment income was $18K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$185K
-6.6% YoY
Annual Giving
$30K
+11.1% YoY
Grant Count
6
+20.0% YoY
Avg Grant Size
$5K
-7.4% YoY
Under IRS private-foundation payout rules, Ud Lockhart Family Charitable reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.
About Ud Lockhart Family Charitable
Based on IRS filings
Ud Lockhart Family Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $185K in total assets. In 2024, it awarded 6 grants totaling $30K. Net investment income was $18K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $184,985 | $197,970 | $218,245 |
| Revenue | $20,510 | $10,152 | $9,515 |
| Expenses | $33,456 | $30,392 | $3,306 |
| Qualifying Distributions | $31,309 | $28,242 | $1,267 |
| Net Investment Income | $18,401 | $8,178 | $7,496 |
| Distributable Amount | $13,996 | $13,012 | $13,221 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Darden School Foundation ($5,000), Second Harvest of Middle Tenn ($5,000), Casa of the Ninth ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DARDEN SCHOOL FOUNDATION CHARLOTTESVILLE, VA | UNRESTRICTED GENERAL | $5,000 |
| SECOND HARVEST OF MIDDLE TENN NASHVILLE, TN | UNRESTRICTED GENERAL | $5,000 |
| CASA OF THE NINTH GLENWOOD SPRINGS, CO | UNRESTRICTED GENERAL | $5,000 |
| ST MARYS ACADEMY ENGLEWOOD, CO | UNRESTRICTED GENERAL | $5,000 |
| FOCUSED KIDS CARBONDALE, CO | UNRESTRICTED GENERAL | $5,000 |
| COMMUNITY RESOURCE CENTER OF MIDDLE TENN NASHVILLE, TN | UNRESTRICTED GENERAL | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | CO TRUSTEE | 1 | $2,023 |
| TERRY J LOCKHART | CO TRUSTEE | 1 | — |
| ANDREW J LOCKHART | CO TRUSTEE | 1 | — |
| JULIA C LOCKHART | CO TRUSTEE | 1 | — |
| H EUGENE LOCKHART | COTRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Ud Lockhart Family Charitable?
Ud Lockhart Family Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $185K in total assets as of 2024.
How large is Ud Lockhart Family Charitable?
As of 2024, Ud Lockhart Family Charitable holds $185K in total assets with $21K in annual revenue. It awarded 6 grants totaling $30K in 2024.
Where does Ud Lockhart Family Charitable operate?
Ud Lockhart Family Charitable has awarded grants in Colorado, Oregon, Tennessee, Virginia.
What size grants does Ud Lockhart Family Charitable award?
In 2024, Ud Lockhart Family Charitable awarded 6 grants totaling $30K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Ud Lockhart Family Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ud Lockhart Family Charitable reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Ud Lockhart Family Charitable's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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