J M Lockhart Trust

Pittsburgh, PA
Tax-exempt since Dec. 1900
EIN: 25-6018602

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Revenue

$3.47M (2025)

Expenses

$903k (2025)

Total Assets

$16.7M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2011 to 2025

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 Sept.
2025

Revenue

$3,473,670

Expenses

$902,558

Net Income

$2,571,112

Net Assets

$16,669,244

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$417,361	12.0%
Sales of Assets	$3,056,309	88.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$784,220	86.9%
Compensation of Officers*	$69,059	7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,669,244
Total Liabilities	$0
Net Assets	$16,669,244

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon N A (Trustee)	$69,059	$0

990-PF

Filed on Feb. 4, 2026

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2024

Revenue

$1,057,187

Expenses

$793,297

Net Income

$263,890

Net Assets

$14,097,324

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$388,206	36.7%
Sales of Assets	$668,981	63.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$747,673	94.2%
Compensation of Officers*	$63,433	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,097,324
Total Liabilities	$0
Net Assets	$14,097,324

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon N A (Trustee)	$63,433	$0

990-PF

Filed on Feb. 7, 2025

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2023

Revenue

$2,466,460

Expenses

$805,198

Net Income

$1,661,262

Net Assets

$13,826,631

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$381,804	15.5%
Sales of Assets	$2,078,996	84.3%
Other Income	$5,660	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$734,017	91.2%
Compensation of Officers*	$48,523	6.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,826,631
Total Liabilities	$0
Net Assets	$13,826,631

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon N A (Trustee)	$48,523	$0

990-PF

Filed on Feb. 8, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$1,047,934

Expenses

$952,740

Net Income

$95,194

Net Assets

$12,176,578

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$395,555	37.7%
Sales of Assets	$639,953	61.1%
Other Income	$12,426	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$893,403	93.8%
Compensation of Officers*	$49,843	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,176,578
Total Liabilities	$0
Net Assets	$12,176,578

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon N A (Trustee)	$49,843	$0

990-PF

Filed on Feb. 8, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2021

Revenue

$1,126,367

Expenses

$828,658

Net Income

$297,709

Net Assets

$12,067,378

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$270,116	24.0%
Sales of Assets	$855,979	76.0%
Other Income	$272	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$779,265	94.0%
Compensation of Officers*	$50,637	6.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,067,378
Total Liabilities	$0
Net Assets	$12,067,378

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon Na (Trustee)	$50,637	$0

990-PF

Filed on Feb. 12, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2020

Revenue

$759,883

Expenses

$747,812

Net Income

$12,071

Net Assets

$11,798,402

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$291,157	38.3%
Sales of Assets	$467,066	61.5%
Other Income	$1,660	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$706,538	94.5%
Compensation of Officers*	$44,467	5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,798,403
Total Liabilities	$1
Net Assets	$11,798,402

Compensation

Key Employees and Officers	Compensation	Other
Bny Mellon Na (Trustee)	$44,467	$0

990-PF

Filed on Jan. 26, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2019

Revenue

$943,761

Expenses

$786,749

Net Income

$157,012

Net Assets

$11,813,897

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$312,220	33.1%
Sales of Assets	$631,531	66.9%
Other Income	$10	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$734,557	93.4%
Compensation of Officers*	$42,186	5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,813,897
Total Liabilities	$0
Net Assets	$11,813,897

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Sept.
2015

Revenue

$858,021

Expenses

$729,906

Net Income

$128,115

Net Assets

$11,347,875

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$324,855	37.9%
Sales of Assets	$533,166	62.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$672,496	92.1%
Compensation of Officers*	$42,529	5.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,347,875
Total Liabilities	$0
Net Assets	$11,347,875

990-PF

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

PDF

Fiscal Year Ending Sept.
2014

Revenue

$968,349

Expenses

$652,920

Net Income

$315,429

Net Assets

$11,214,764

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$312,986	32.3%
Sales of Assets	$655,363	67.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$612,886	93.9%
Compensation of Officers*	$40,898	6.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,214,764
Total Liabilities	$0
Net Assets	$11,214,764

990-PF

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

PDF

Fiscal Year Ending Sept.
2013

Revenue

$479,496

Expenses

$675,619

Net Income

-$196,123

Net Assets

$10,897,821

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$294,833	61.5%
Sales of Assets	$184,663	38.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$651,067	96.4%
Compensation of Officers*	$36,635	5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,897,821
Total Liabilities	$0
Net Assets	$10,897,821

990-PF

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

PDF

Fiscal Year Ending Sept.
2012

Revenue

$330,829

Expenses

$580,676

Net Income

-$249,847

Net Assets

$11,089,425

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$265,794	80.3%
Sales of Assets	$65,035	19.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$533,388	91.9%
Compensation of Officers*	$34,905	6.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,089,425
Total Liabilities	$0
Net Assets	$11,089,425

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$796,449

Expenses

$641,311

Net Income

$155,138

Net Assets

$11,401,205

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$304,624	38.2%
Sales of Assets	$499,824	62.8%
Other Income	-$7,999

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$590,088	92.0%
Compensation of Officers*	$37,465	5.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,401,205
Total Liabilities	$0
Net Assets	$11,401,205

990-PF

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

PDF

Fiscal Year Ending Sept.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Sept.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated March 23, 2026

J M Lockhart Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.47M (2025)

Expenses $903k (2025)

Total Assets $16.7M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Sept. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$3.47M (2025)

Expenses

$903k (2025)

Total Assets

$16.7M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Sept.
2025

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2003