James H & Florence D Lockhart Tr
- Assets
- $2.9m
- Revenue
- $480.6k
- Investments
- $2.9m
- Employees
- 0
- Location
- Pittsburgh, PA
- Founding
- 00/0000
- Data as of
- 09/2023
- EIN
- 25-6018608
Organization Overview
James H & Florence D Lockhart Tr is located in Pittsburgh, PA. The organization was established in 0000. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations.
For the year ending 09/2023, James H & Florence D Lockhart Tr generated $480.6k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 47.6% each year . All expenses for the organization totaled $105.3k during the year ending 09/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, James H & Florence D Lockhart Tr has awarded 140 individual grants totaling $1,181,200. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $63,866 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $416,183 |
| Capital Gain Net Income | $416,183 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $574 |
| Total Revenue | $480,623 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $1,326 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,726 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $25 |
| Total operating and administrative expenses | $4,077 |
| Contributions, gifts, grants paid | $101,186 |
| Total expenses and disbursements | $105,263 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $10,988 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $2,853,784 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,864,772 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, James H & Florence D Lockhart Tr has awarded $101,186 in support to 35 organizations.
| Grant Recipient | Amount |
|---|---|
CHATHAM UNIVERSITY PURPOSE: GENERAL OPERATING | $1,820 |
FAMILY RESOURCES PURPOSE: GENERAL OPERATING | $1,820 |
LAUREL HIGHLANDS COUNCIL B S O A PURPOSE: GENERAL OPERATING | $728 |
PRESBYTERIAN UNIVERSITY HOSP PURPOSE: GENERAL OPERATING | $3,640 |
SALVATION ARMY PURPOSE: GENERAL OPERATING | $3,640 |
BREATHE PENNSYLVANIA PURPOSE: GENERAL OPERATING | $1,820 |