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Lockhart Fam Charitable Tr

Lockhart H Eugene Ttee

Organization summary

Type of Nonprofit

Designated as a 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 / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$10.2k (2023)

Expenses
$30.4k (2023)

Total Assets
$198k (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,152
Expenses
$30,392
Net Income
-$20,240
Net Assets
$197,970
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,729
66.3%
Sales of Assets $3,423
33.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,242
92.9%
Compensation of Officers* $1,855
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 $197,970
Total Liabilities $0
Net Assets $197,970
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Co Trustee) $1,855 $0
Terry J Lockhart (Co Trustee) $0 $0
Andrew J Lockhart (Co Trustee) $0 $0
Julia C Lockhart (Co Trustee) $0 $0
H Eugene Lockhart (Cotrustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,515
Expenses
$3,306
Net Income
$6,209
Net Assets
$218,245
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,225
54.9%
Sales of Assets $4,290
45.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,267
38.3%
Compensation of Officers* $1,917
58.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $218,245
Total Liabilities $0
Net Assets $218,245
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Co Trustee) $1,917 $0
Terry J Lockhart (Co Trustee) $0 $0
Andrew J Lockhart (Co Trustee) $0 $0
Julia C Lockhart (Co Trustee) $0 $0
H Eugene Lockhart (Cotrustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,870
Expenses
$3,769
Net Income
$6,101
Net Assets
$212,049
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,814
48.8%
Sales of Assets $5,056
51.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,322
35.1%
Compensation of Officers* $2,054
54.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $212,049
Total Liabilities $0
Net Assets $212,049
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Co Trustee) $2,054 $0
Terry J Lockhart (Co Trustee) $0 $0
Andrew J Lockhart (Co Trustee) $0 $0
Julia C Lockhart (Co Trustee) $0 $0
H Eugene Lockhart (Cotrustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,694
Expenses
$53,308
Net Income
-$36,614
Net Assets
$205,956
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,789
28.7%
Sales of Assets $11,905
71.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $51,260
96.2%
Compensation of Officers* $1,900
3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $205,957
Total Liabilities $1
Net Assets $205,956
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Co Trustee) $1,900 $0
Terry J Lockhart (Co Trustee) $0 $0
Andrew J Lockhart (Co Trustee) $0 $0
Julia C Lockhart (Co Trustee) $0 $0
H Eugene Lockhart (Cotrustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,387
Expenses
$53,582
Net Income
-$44,195
Net Assets
$242,534
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,433
79.2%
Sales of Assets $1,750
18.6%
Other Income $204
2.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $51,363
95.9%
Compensation of Officers* $2,158
4.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $242,534
Total Liabilities $0
Net Assets $242,534

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,997
Expenses
$2,275
Net Income
$9,722
Net Assets
$174,380
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,668
30.6%
Sales of Assets $8,239
68.7%
Other Income $90
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,634
71.8%
Compensation of Officers* $960
42.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $174,380
Total Liabilities $0
Net Assets $174,380
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Co Trustee) $960 $0
Terry J Lockhart (Co Trustee) $0 $0
Andrew J Lockhart (Co Trustee) $0 $0
Julia C Lockhart (Co Trustee) $0 $0
H Eugene Lockhart (Cotrustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,631
Expenses
$11,858
Net Income
-$6,227
Net Assets
$166,942
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,290
58.4%
Sales of Assets $2,341
41.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,753
90.7%
Compensation of Officers* $1,008
8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $166,942
Total Liabilities $0
Net Assets $166,942

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,045
Expenses
$11,245
Net Income
$3,800
Net Assets
$170,169
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $3,957
26.3%
Sales of Assets $11,085
73.7%
Other Income $3
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,621
94.5%
Compensation of Officers* $927
8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $170,169
Total Liabilities $0
Net Assets $170,169

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$106,738
Expenses
$6,965
Net Income
$99,773
Net Assets
$167,191
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100,000
93.7%
Interest Revenue $0
Dividends $2,040
1.9%
Sales of Assets $4,698
4.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,177
88.7%
Compensation of Officers* $443
6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $167,191
Total Liabilities $0
Net Assets $167,191

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$299,281
Expenses
$248,618
Net Income
$50,663
Net Assets
$67,553
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $273,000
91.2%
Interest Revenue $0
Dividends $1,122
0.4%
Sales of Assets $25,159
8.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $248,530
100.0%
Compensation of Officers* $76
0.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $67,553
Total Liabilities $0
Net Assets $67,553

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

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

Document Links

About 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.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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