Loatman Family Charitable Trust

Foundation · Grantmaker Chatham, NJ EIN: 82-3607759

Loatman Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Chatham, NJ. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $30K in total assets. In 2025, it awarded 1 grant totaling $2K. Net investment income was $1K.

Key facts about Loatman Family Charitable Trust

In short: Loatman Family Charitable Trust gave $2K across 1 grant in 2025 (avg $2K), mostly in New Jersey. Source: 2025 IRS Form 990-PF.

EIN
82-3607759
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$2,194
Grants made (2025)
1
Average grant
$2,194
Median grant
$2,194
Total assets
$30,474
Primary geography
New Jersey (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$30K

+2.2% YoY

Annual Giving

$2K

+293.2% YoY

Grant Count

1

-66.7% YoY

Avg Grant Size

$2K

+1079.6% YoY

Under IRS private-foundation payout rules, Loatman Family Charitable Trust reported a distributable amount of $1K for 2025 — the minimum it must pay out in qualifying distributions.

How Loatman Family Charitable Trust gives

  • Giving fell 22% from 2022 to 2025. Method
  • In 2025 it paid out 169% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with Loatman Family Charitable Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 1 itemized 2025 grant dollars.

Cities

ChathamCedar KnollsAthensBoulderWarren

Giving Over Time

Total grant dollars and number of grants per year

$0$1K$2K$3K4 grants20206 grants20214 grants20223 grants20233 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

St Patrick Church: $2KSt Patrick Church$2K

Grant Size Distribution

17 grants across all recorded years

17<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St Patrick Church Chatham, NJSupport of parish religious activities$2,194

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1K$2K$3K$4K202020212022202320242025
Metric202520242023
Total Assets$30,474$29,804$26,300
Revenue$471$690$559
Expenses$2,362$708$2,402
Qualifying Distributions$2,362$708$2,402
Net Investment Income$1,096$2,083$1,110
Distributable Amount$1,401$1,342$1,220

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS June 27, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Loatman Family Charitable Trust is led by Katherine W. Loatman, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Katherine W. Loatman

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Loatman Family Charitable Trust

How much does Loatman Family Charitable Trust give each year?

Loatman Family Charitable Trust gave $2K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $558 across 3 grants.

How large is Loatman Family Charitable Trust?

Loatman Family Charitable Trust reported $30K in total assets on its 2025 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $1K (roughly 5% of its investment assets).

What is Loatman Family Charitable Trust?

Loatman Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Chatham, NJ. It holds $30K in total assets as of 2025.

Where does Loatman Family Charitable Trust operate?

Loatman Family Charitable Trust has awarded grants in Colorado, Georgia, New Jersey.

What is Loatman Family Charitable Trust's EIN?

Loatman Family Charitable Trust's EIN (Employer Identification Number) is 82-3607759. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Your AI grants department

Here's the math on researching Loatman Family Charitable Trust by hand.

Explore Open Grants

Browse active grant opportunities in Loatman Family Charitable Trust's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Baird Foundation Inc

Milwaukee, WI

The foundation funds nonprofits in health and human services, education, the arts, youth, and other areas, with grants across multiple states and the largest share of 2025 funding going to Wisconsin. Its 2025 grants had a median of $500, though awards ranged widely; it gives only to preselected organizations and does not accept unsolicited requests.

Assets

$142.7M

Grants

3,862

Total Given

$7.0M

Bristol-Myers Squibb Foundation Inc

Princeton, NJ

The foundation funds health initiatives to expand healthcare access and strengthen health systems, with priorities including cancers, blood disorders, brain health, and clinical-trial participation. Its 2024 grants had a median of $134,090, though awards ranged widely; its stated focus geographies are Brazil, India, ten Sub-Saharan African countries, and the United States. It invites organizations to inquire about its grantmaking process, with application materials available upon request and no deadline listed.

Assets

$83.3M

Grants

144

Total Given

$67.7M

Nellie Rust Bo Charities XXXXX5001

Chicago, IL

Assets

$169K

Grants

3

Total Given

$10K

Miramar Charitable Foundation

Ft Mitchell, KY

Miramar Charitable Foundation funds preselected charitable organizations across areas including arts, survivor support, education, science, and journalism, with grants to recipients in multiple states; in 2024, the largest shares went to Colorado, North Carolina, California, New York, and Florida. Its 2024 grants ranged from $250 to $1 million, with a median of $2,000. It does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

—

Grants

188

Total Given

$4.5M

Verizon Foundation

Basking Ridge, NJ

The Verizon Foundation funds digital inclusion, climate protection, human prosperity, K–12 literacy and STEM, and domestic violence education and prevention, with an emphasis on underserved and diverse communities. It gives nationally, with priority in California, Massachusetts, Minnesota, New Jersey, New York, and Virginia, and also supports work in India and Israel; 2024 grants ranged from $25 to $1 million, with a $500 median. It does not accept unsolicited requests; applications are by invitation only.

Assets

$23.8M

Grants

5,464

Total Given

$7.0M

The Robert Wood Johnson Foundation

Princeton, NJ

The Robert Wood Johnson Foundation funds work to improve health and health equity in the United States, including health policy, community health, prevention, and social justice. In 2024, its grants ranged from $125 to $12.15 million, with a median of $40,000, and went to recipients across multiple states. The profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$13.4B

Grants

3,093

Total Given

$622.6M

Community Foundation of New Jersey

Morristown, NJ

The Community Foundation of New Jersey supports nonprofits and projects across arts, education, environment, health and human services, and social welfare. Its 2024 itemized grants had a median of about $19,800, though awards varied widely; funding went to organizations in multiple states, with 32% of itemized grant dollars going to New Jersey. It accepts applications for specific opportunities, and its FAQ encourages eligible New Jersey 501(c)(3) nonprofits to apply; requirements vary by opportunity.

Assets

$1.0B

Grants

1,321

Total Given

$93.8M

Crane Fund for Widows and Children

Englewood Cliffs, NJ

The fund supports local agencies, charities, and schools serving underserved populations, with interests including food, housing, education, health, environmental protection, and animal welfare. Its 2024 grants ranged from $2,000 to $45,000, with a median of $4,500, for communities where Crane operates or where associates have a direct connection, including locations outside the U.S. It does not accept unsolicited requests and gives only to preselected organizations.

Assets

—

Grants

985

Total Given

$4.5M

The Hyde and Watson Foundation

Warren Township, NJ

The Hyde and Watson Foundation funds one-time capital needs—such as construction, renovations, equipment, and furnishings—for eligible nonprofits working in human services, education, health, arts and culture, and the environment. Most grants are $5,000–$20,000, and it primarily serves New York City and Essex, Morris, and Union counties in New Jersey; the profile does not state whether unsolicited requests are accepted.

Assets

$88.2M

Grants

611

Total Given

$6.1M

Princeton Area Community Foundation Inc

Princeton, NJ

Princeton Area Community Foundation funds nonprofits working in education, basic needs, health, housing, arts, the environment, and nonprofit capacity, with priorities including poverty and the needs of children, families, and communities. Its 2024 median grant was $15,000, and its discretionary programs focus on Greater Mercer County and central New Jersey, though donor-recommended grants may support nonprofits elsewhere. Eligible regional nonprofits may apply through competitive programs such as the Community Impact Grants.

Philanthropy, Voluntarism & Grantmaking

Assets

$279.6M

Grants

515

Total Given

$31.3M

Jpmorgan Chase Foundation

New York, NY

The foundation supports neighborhood revitalization, underserved small businesses, financial health, and economic mobility and career pathways, with 2024 grants ranging from $4 to $4,635,000 and a median of $550. Its grants reached organizations across multiple U.S. locations, including Washington, DC, New York, California, Illinois, Washington state, and Georgia. It gives only to preselected charitable organizations and does not accept unsolicited funding requests.

Assets

$1.2B

Grants

10,334

Total Given

$202.5M

The Pfizer Foundation Inc

New York, NY

The Pfizer Foundation funds locally led health programs that improve access to care and strengthen health systems, as well as health-crisis and disaster responses, worldwide. In 2024, grants ranged from $2 to $4 million, with a median of $200. It supports only preselected organizations and does not accept unsolicited requests.

Assets

$255.3M

Grants

9,306

Total Given

$23.2M

More Funders in New Jersey

Loatman Family Charitable Trust down — hundreds of funders to go?

Want AI to do this for you?