J M LOCKHART TRUST

Financials

Giving

$784K

FY2025 · qualifying distributions

Total assets

$16.7M

FY2025 · end of year

Revenue

$3.5M

FY2025

Expenses

$903K

FY2025

Giving by year

Total assets by year

Year	Form	Revenue	Expenses	Giving	Assets	Net assets
FY2025	990-PF	$3,473,670	$902,558	$784,220	$16,669,244

Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.

Grants paid

6 on file

Recipient	Purpose	Amount	Year	Source
WESTERN PENNSYLVANIA HOSPITAL FDNPITTSBURGH, PA	GENERAL OPERATING PURPOSES	$873,466	2022

Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.

Officers and directors

Name	Title	Hours / week	Compensation
Bny Mellon N A	TRUSTEE	1	$69,059

From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.

Can I apply?

What its returns show