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James H & Florence D Lockhart Tr

EIN 25-6018608 · files IRS 990-PF

Given, as filed$775.8k2019–2024 · 96 grants
2019: $222.3k · 16 grants20192020: $277.9k · 16 grants2020$277.9k2021: $100.0k · 16 grants20212022: $47.1k · 16 grants20222023: $45.1k · 16 grants20232024: $83.4k · 16 grants2024$83.4k
Grantees8funded more than once, matching gifts aside
8 of 88of 8
Assets, year endnot on file
Board and officers1on its latest return

Where it gives

By cause and by place, from its own returns.

By cause

The cause each recipient registered with the IRS

Education$247.4k
Human services$26.2k
Philanthropy and grantmaking$26.2k
Medical research$18.1k
Cause not on file$458.0k

Mostly grants abroad and recipients without a US registration. Shown, never hidden.

By place

Dollars received, by the recipient's state

half the top state or more10–50%2–10%under 2%

Grants abroad and place not on file: 54 grants · $458.0k

Who it funds most

8 of its 8 grantees were funded in more than one year.

James H & Florence D Lockhart Tr's own IRS 990-PF returns, as filed, in USD

Who funds the same organisations

Counted over its 8 largest grantees, leaving out fiscal sponsors and donor-advised funds, which share an address rather than a cause. A fact, not a partnership.

Its board and officers

From its latest return.

Bny Mellon N ATrustee

Form 990PF Part VIII, tax year 2023, filing 202510389349101301

Name and title as its own return lists them. No pay, no address. A photograph appears only where the person's own organisation or a free licence publishes one, credited beside it; otherwise none. Anyone can ask to be removed: hello@philanova.ai.

Its money

What it gave, held and paid, by year.

Giving by year

2019: $222.3k · 16 grants20192020: $277.9k · 16 grants2020$277.9k2021: $100.0k · 16 grants20212022: $47.1k · 16 grants20222023: $45.1k · 16 grants20232024: $83.4k · 16 grants2024$83.4k
Its returns6 filings
Tax yearFormFilingWhere to read it
2024IRS 990-PF202630359349101008IRS batch file
2023IRS 990-PF202510389349101301IRS batch file
2022IRS 990-PF202440399349100119IRS batch file
2021IRS 990-PF202330399349100518IRS batch file
2020IRS 990-PF202220439349100712IRS batch file
2019IRS 990-PF202110289349101101IRS batch file

An IRS batch file holds many returns; the filing number finds this one inside it.

The record as filedEvery table this page has always shown, in full.open

James H & Florence D Lockhart Tr made 96 grants across 2019–2024, totalling $775.8k as filed.

Grants
96
Total, as filed
$775.8k
Years
2019–2024
Filed in
USD

Who it funds

OrganisationGrantsTotal
THE AMERICAN UNIV IN CAIRO3$116.5k
YMCA OF USA6$104.7k
ALLEGHENY GENERAL HOSPITAL6$52.3k
CHILDRENS HOSPITAL OF PGH FDN6$52.3k
PRESBYTERIAN UNIVERSITY HOSP6$52.3k
PRINCETON UNIVERSITY6$52.3k
UNIVERSITY OF PITTSBURGH6$52.3k
UPMC SHADYSIDE6$52.3k
WEST PENN ALLEGHENY HEALTH SYS INC6$52.3k
Y M C A OF GREATER PITTSBURGH6$52.3k
CHATHAM UNIVERSITY6$26.2k
FAMILY RESOURCES6$26.2k
PASSAVANT HOSPITAL FOUNDATION6$26.2k
TUSCULUM COLLEGE6$26.2k
UPMC - SOUTH SIDE6$13.1k

By year

YearGrantsTotal
201916$222.3k
202016$277.9k
202116$100.0k
202216$47.1k
202316$45.1k
202416$83.4k

Where this came from

Identifier US-EIN-256018608. Register: Internal Revenue Service (US). Machine-readable: JSON.

What this page does not know

  • Wrong if: a figure recovered from a subtotal is read as the sum of the recovered rows. A subtotal divides onto a whole penny whatever its parts did, so rows the per-row rule refuses are inside these figures.
  • What they say they exist to do
  • What each grant was for
  • What they fund, by theme
  • Balance sheet and financials
  • Who runs it
  • Whether they accept proposals
  • Their own record on the register
  • No website on file
  • Leadership not yet identified
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