Nonprofit · EIN 25-6018602
J M LOCKHART TRUST
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $3,473,670 | $902,558 | $2,571,112 | $16,669,244 | $0 | $16,669,244 |
| September 30, 2024 | 990-PF | $1,057,187 | $793,297 | $263,890 | $14,097,324 | $0 | $14,097,324 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $417,361
- Net gain from sales of assets
- $3,056,309
Expenses
- Grants and similar amounts paid
- $756,597
- Compensation of officers, directors and key employees
- $69,059
- Disbursements for charitable purposes
- $784,220
- Excise tax on investment income
- $47,629
Balance sheet and other
- Total assets, start of year
- $14,097,324
- Total assets, end of year
- $16,669,244
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,669,244
- Fair market value of assets
- $18,566,514
- Qualifying distributions
- $784,220
- Net investment income
- $3,473,670
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 15320 | TRUSTEE | 1 | $69,059 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 15230 | TRUSTEE | 1 | $63,433 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- In care of
- % MELLON BANK NA
- Signed the 990-PF
- MICHAEL STAGIS, VICE PRESIDENT
- Phone
- (412) 236-7417
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 25-6018602
- Exempt since
- 1900
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $16,669,244
- Income (IRS master file)
- $13,929,136
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $3,473,670 | $902,558 | $16,669,244 | XML |
| 990-PF | September 2024 | $1,057,187 | $793,297 | $14,097,324 | XML |
| 990-PF | September 2023 | $2,466,460 | $805,198 | $13,826,631 | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about J M LOCKHART TRUST
- What is the EIN of J M LOCKHART TRUST?
- The employer identification number (EIN) of J M LOCKHART TRUST is 25-6018602.
- Is J M LOCKHART TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1900.
- Which annual return does J M LOCKHART TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J M LOCKHART TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did J M LOCKHART TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of J M LOCKHART TRUST?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $69,059 (BNY MELLON N A, TRUSTEE).
- How much revenue does J M LOCKHART TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $3,473,670, expenses of $902,558 and total assets of $16,669,244 at year end.
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