Ud Lockhart Family Charitable
DALLAS, TX EIN: 06-6470176
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$185K
-6.6% YoY
Annual Giving
$30K
+11.1% YoY
Grant Count
6
+20.0% YoY
Avg Grant Size
$5K
-7.4% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $184,985 | $197,970 | $218,245 |
| Revenue | $20,510 | $10,152 | $9,515 |
| Expenses | $33,456 | $30,392 | $3,306 |
| Qualifying Distributions | $31,309 | $28,242 | $1,267 |
| Net Investment Income | $18,401 | $8,178 | $7,496 |
| Distributable Amount | $13,996 | $13,012 | $13,221 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Ud Lockhart Family Charitable fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | CO TRUSTEE | 1 | $2,023 |
| TERRY J LOCKHART | CO TRUSTEE | 1 | — |
| ANDREW J LOCKHART | CO TRUSTEE | 1 | — |
| JULIA C LOCKHART | CO TRUSTEE | 1 | — |
| H EUGENE LOCKHART | COTRUSTEE | 1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Virginia $55K (51%)
Colorado $29K (27%)
Tennessee $19K (18%)
Oregon $4K (4%)
Cities
BeavertonCarbondaleCharlottesvilleDenverEnglewoodGlenwood SpringsNashville
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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