Nonprofit · EIN 25-6018608
JAMES H & FLORENCE D LOCKHART TR
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $124,783 | $185,505 | -$60,722 | $3,087,382 | $0 | $3,087,382 |
| September 30, 2024 | 990-PF | $391,250 | $109,596 | $281,654 | $3,146,943 | $0 | $3,146,943 |
| September 30, 2023 | 990-PF | $480,623 | $105,263 | $375,360 | $2,864,772 | $0 | $2,864,772 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $80,950
- Net gain from sales of assets
- $43,833
Expenses
- Grants and similar amounts paid
- $178,086
- Compensation of officers, directors and key employees
- $2,394
- Disbursements for charitable purposes
- $179,043
- Excise tax on investment income
- $1,703
Balance sheet and other
- Total assets, start of year
- $3,146,943
- Total assets, end of year
- $3,087,382
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,087,382
- Fair market value of assets
- $3,777,229
- Qualifying distributions
- $179,043
- Net investment income
- $124,783
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 | $2,394 |
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 | $2,186 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A PO BOX 185, PITTSBURGH, PA 152300185 | TRUSTEE | 1 | $1,326 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- 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 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 25-6018608
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,087,382
- Income (IRS master file)
- $680,698
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $124,783 | $185,505 | $3,087,382 | XML |
| 990-PF | September 2024 | $391,250 | $109,596 | $3,146,943 | XML |
| 990-PF | September 2023 | $480,623 | $105,263 | $2,864,772 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 25-6018608).
Questions about JAMES H & FLORENCE D LOCKHART TR
- What is the EIN of JAMES H & FLORENCE D LOCKHART TR?
- The employer identification number (EIN) of JAMES H & FLORENCE D LOCKHART TR is 25-6018608.
- Is JAMES H & FLORENCE D LOCKHART TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does JAMES H & FLORENCE D LOCKHART TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES H & FLORENCE D LOCKHART TR due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES H & FLORENCE D LOCKHART TR 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 JAMES H & FLORENCE D LOCKHART TR?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,394 (BNY MELLON N A, TRUSTEE).
- How much revenue does JAMES H & FLORENCE D LOCKHART TR have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $124,783, expenses of $185,505 and total assets of $3,087,382 at year end.
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