J Leon Lockard Trust Ua 51428

Pittsburgh, PA
Tax-exempt since April 1997
EIN: 23-6836910

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$35.3k (2024)

Expenses

$46.2k (2024)

Total Assets

$616k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$35,319

Expenses

$46,183

Net Income

-$10,864

Net Assets

$616,325

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,799	50.4%
Sales of Assets	$17,520	49.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,864	84.2%
Compensation of Officers*	$8,356	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$616,325
Total Liabilities	$0
Net Assets	$616,325

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$8,356	$0

990-PF

Filed on April 21, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$24,636

Expenses

$38,867

Net Income

-$14,231

Net Assets

$627,464

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,347	> 100%
Sales of Assets	-$1,304
Other Income	$593	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,872	82.0%
Compensation of Officers*	$7,620	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$627,464
Total Liabilities	$0
Net Assets	$627,464

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$7,620	$0

990-PF

Filed on April 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$9,944

Expenses

$45,759

Net Income

-$35,815

Net Assets

$634,608

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,189	> 100%
Sales of Assets	-$4,245
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,104	81.1%
Compensation of Officers*	$7,864	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$634,608
Total Liabilities	$0
Net Assets	$634,608

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$7,864	$0

990-PF

Filed on April 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$65,534

Expenses

$43,138

Net Income

$22,396

Net Assets

$670,026

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,775	25.6%
Sales of Assets	$48,282	73.7%
Other Income	$477	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,590	80.2%
Compensation of Officers*	$9,299	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$670,026
Total Liabilities	$0
Net Assets	$670,026

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$9,299	$0

990-PF

Filed on April 21, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$21,631

Expenses

$42,816

Net Income

-$21,185

Net Assets

$647,571

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,081	74.3%
Sales of Assets	$5,550	25.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,260	77.7%
Compensation of Officers*	$9,404	22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$647,572
Total Liabilities	$1
Net Assets	$647,571

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$9,404	$0

990-PF

Filed on April 30, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$91,605

Expenses

$42,645

Net Income

$48,960

Net Assets

$670,007

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,002	18.6%
Sales of Assets	$74,603	81.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,775	76.9%
Compensation of Officers*	$9,743	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$670,008
Total Liabilities	$1
Net Assets	$670,007

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$9,743	$0

990-PF

Filed on March 30, 2020

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$53,890

Expenses

$42,251

Net Income

$11,639

Net Assets

$621,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,368	26.7%
Sales of Assets	$39,522	73.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,288	76.4%
Compensation of Officers*	$9,681	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$621,047
Total Liabilities	$0
Net Assets	$621,047

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$9,681	$0

990-PF

Filed on March 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$43,786

Expenses

$37,997

Net Income

$5,789

Net Assets

$609,410

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,923	29.5%
Sales of Assets	$30,863	70.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,264	77.0%
Compensation of Officers*	$9,617	25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$609,410
Total Liabilities	$0
Net Assets	$609,410

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$9,617	$0

990-PF

Filed on May 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$28,826

Expenses

$39,430

Net Income

-$10,604

Net Assets

$603,621

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,219	38.9%
Sales of Assets	$17,386	60.3%
Other Income	$221	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,484	82.4%
Compensation of Officers*	$7,387	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$603,621
Total Liabilities	$0
Net Assets	$603,621

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$7,387	$0

990-PF

Filed on June 2, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$43,142

Expenses

$40,284

Net Income

$2,858

Net Assets

$614,223

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,734	29.5%
Sales of Assets	$30,408	70.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,726	81.2%
Compensation of Officers*	$7,824	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$614,223
Total Liabilities	$0
Net Assets	$614,223

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$7,824	$0

990-PF

Filed on April 8, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$45,506

Expenses

$39,917

Net Income

$5,589

Net Assets

$611,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,195	33.4%
Sales of Assets	$30,311	66.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,959	77.6%
Compensation of Officers*	$8,070	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$611,370
Total Liabilities	$0
Net Assets	$611,370

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$8,070	$0

990-PF

Filed on April 29, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$58,057

Expenses

$36,128

Net Income

$21,929

Net Assets

$606,567

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$13,477	23.2%
Sales of Assets	$44,551	76.7%
Other Income	$24	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,007	80.3%
Compensation of Officers*	$7,660	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$606,567
Total Liabilities	$0
Net Assets	$606,567

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$7,660	$0

990-PF

Filed on April 7, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$44,233

Expenses

$36,063

Net Income

$8,170

Net Assets

$584,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$14,378	32.5%
Sales of Assets	$29,390	66.4%
Other Income	$450	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,452	78.9%
Compensation of Officers*	$7,040	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$584,638
Total Liabilities	$1
Net Assets	$584,637

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$57,947

Expenses

$33,034

Net Income

$24,913

Net Assets

$576,467

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,937	20.6%
Sales of Assets	$46,010	79.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,747	81.0%
Compensation of Officers*	$6,792	20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$576,468
Total Liabilities	$1
Net Assets	$576,467

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated March 23, 2026

J Leon Lockard Trust Ua 51428

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $35.3k (2024)

Expenses $46.2k (2024)

Total Assets $616k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$35.3k (2024)

Expenses

$46.2k (2024)

Total Assets

$616k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

Fiscal Year Ending Dec.
2021

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2020

Fiscal Year Ending Dec.
2019

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2018

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2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

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2007

Fiscal Year Ending Dec.
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