Ud Lockhart Family Charitable
EIN 066470176Total Given 2020–2024
$107K
12 grants · $21K avg/year
based on 5 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$5K
typical small grants · $5K–$5K
grant size
33%
supporter · 3/9 multi-year
repeat
$275K
Assets (2024)
9
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $50K | $274K | $17K | 1 |
| 2021 | N/A | $312K | $10K | N/A |
| 2022 | N/A | $259K | $10K | N/A |
| 2023 | $27K | $270K | $10K | 5 |
| 2024 | $30K | $275K | $21K | 6 |
Grant Size Distribution
Based on 12 grants on record
Minimum
$4K
25th Pctl
$5K
Median
$5K
Average
$9K
75th Pctl
$5K
Maximum
$50K
Geographic Distribution
Officers & Directors
BA
Bank of America
5+ yrs
Co Trustee
HL
H Eugene Lockhart
5+ yrs
Cotrustee
JL
Julia C Lockhart
5+ yrs
Co Trustee
AL
Andrew J Lockhart
5+ yrs
Co Trustee
TL
Terry J Lockhart
5+ yrs
Co Trustee
AL
Andrew J Lockhart
5+ yrs
Co Trustee
BA
Bank of America
5+ yrs
Co Trustee
TL
Terry J Lockhart
5+ yrs
Co Trustee
JL
Julia C Lockhart
5+ yrs
Co Trustee
HL
H Eugene Lockhart
5+ yrs
Cotrustee
HL
H Eugene Lockhart
5+ yrs
Cotrustee
JL
Julia C Lockhart
5+ yrs
Co Trustee
BA
Bank of America
5+ yrs
Co Trustee
AL
Andrew J Lockhart
5+ yrs
Co Trustee
TL
Terry J Lockhart
5+ yrs
Co Trustee
BA
Bank of America
5+ yrs
Co Trustee
TL
Terry J Lockhart
5+ yrs
Co Trustee
AL
Andrew J Lockhart
5+ yrs
Co Trustee
JL
Julia C Lockhart
5+ yrs
Co Trustee
HL
H Eugene Lockhart
5+ yrs
Cotrustee
BA
Bank of America
5+ yrs
Co Trustee
TL
Terry J Lockhart
5+ yrs
Co Trustee
AL
Andrew J Lockhart
5+ yrs
Co Trustee
JL
Julia C Lockhart
5+ yrs
Co Trustee
HL
H Eugene Lockhart
5+ yrs
Cotrustee
Grants Awarded (12 total)
| Purpose | ||||
|---|---|---|---|---|
| Focused Ultrasound Foundation | Charlottesville, VA | $50,000 | SUPPORT NAMED ORGAINZATIONS | 2020 |
| Colorado Open Golf Foundation | Denver, CO | $9,000 | UNRESTRICTED GENERAL | 2023 |
| Second Harvest of Middle Tenn | Nashville, TN | $5,000 | UNRESTRICTED GENERAL | 2023 |
| Casa of the Ninth | Glenwood Springs, CO | $5,000 | UNRESTRICTED GENERAL | 2023 |
| Darden School Foundation | Charlottesville, VA | $5,000 | UNRESTRICTED GENERAL | 2024 |
| Second Harvest of Middle Tenn | Nashville, TN | $5,000 | UNRESTRICTED GENERAL | 2024 |
| Casa of the Ninth | Glenwood Springs, CO | $5,000 | UNRESTRICTED GENERAL | 2024 |
| St Marys Academy | Englewood, CO | $5,000 | UNRESTRICTED GENERAL | 2024 |
| Focused Kids | Carbondale, CO | $5,000 | UNRESTRICTED GENERAL | 2024 |
| Community Resource Center of Middle Tenn | Nashville, TN | $5,000 | UNRESTRICTED GENERAL | 2024 |
| National Network of Abortion Funds | Beaverton, OR | $4,000 | UNRESTRICTED GENERAL | 2023 |
| Community Resource Center of Middle Tenn | Nashville, TN | $4,000 | UNRESTRICTED GENERAL | 2023 |