Ud Lockhart Family Charitable
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.
Ud Lockhart Family Charitable at a glance
In short: Ud Lockhart Family Charitable gave $30K across 6 grants in 2025 (avg $5K), mostly in Colorado. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $30,000
- +0.0% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $5,000
- +0.0% vs 2024
- Median grant
- $5,000
- Total assets
- $173,607
- -6.2% vs 2024
- Primary geography
- Colorado (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Ud Lockhart Family Charitable funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
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
The most common grant size was under $50K: 17 grants of 17 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $27K (2023) to $50K (2020). In 2025 it made 6 grants totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Second Harvest of Middle Tenn Nashville, TN | Unrestricted General | $5,000 |
| St Marys Academy Englewood, CO | Unrestricted General | $5,000 |
| Focused Kids Carbondale, CO | Unrestricted General | $5,000 |
| Basalt Education Foundation Basalt, CO | Unrestricted General | $5,000 |
| Community Resource Center of Middle Tenn Nashville, TN | Unrestricted General | $5,000 |
| Valor Christian High School Sandpoint, ID | Unrestricted General | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $173,607 | $22,699 | $34,064 | $30,000 | 6 | $31,311 | $20,598 | $14,021 |
| 2024 | $184,985 | $20,510 | $33,456 | $30,000 | 6 | $31,309 | $18,401 | $13,996 |
| 2023 | $197,970 | $10,152 | $30,392 | $27,000 | 5 | $28,242 | $8,178 | $13,012 |
| 2022 | $218,245 | $9,515 | $3,306 | — | — | $1,267 | $7,496 | $13,221 |
| 2021 | $212,049 | $9,870 | $3,769 | — | — | $1,322 | $7,755 | $14,544 |
| 2020 | $205,957 | $16,694 | $53,308 | $50,000 | 1 | — | $14,699 | $13,291 |
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.
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
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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Ud Lockhart Family Charitable funds
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