Loatman Family Charitable Trust
Loatman Family Charitable Trust is a private foundation, 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.
Loatman Family Charitable Trust at a glance
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.
- Annual giving (2025)
- $2,194
- +293.2% vs 2024
- Grants made (2025)
- 1
- -66.7% vs 2024
- Average grant
- $2,194
- +1079.6% vs 2024
- Median grant
- $2,194
- Total assets
- $30,474
- +2.2% vs 2024
- Primary geography
- New Jersey (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Loatman Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was St Patrick Church ($2K).
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 17 grants of 17 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $558 (2024) to $3K (2022). In 2025 it made 1 grant totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Patrick Church Chatham, NJ | Support of parish religious activities | $2,194 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $30,474 | $471 | $2,362 | $2,194 | 1 | $2,362 | $1,096 | $1,401 |
| 2024 | $29,804 | $690 | $708 | $558 | 3 | $708 | $2,083 | $1,342 |
| 2023 | $26,300 | $559 | $2,402 | $2,265 | 3 | $2,402 | $1,110 | $1,220 |
| 2022 | $23,459 | $285 | $2,929 | $2,807 | 4 | $2,929 | $285 | $1,344 |
| 2021 | $33,847 | $346 | $1,111 | $983 | 6 | $1,111 | $346 | $1,681 |
| 2020 | $31,759 | $-1,212 | $877 | $853 | 4 | — | $1,977 | $1,252 |
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.
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).
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.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 27, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Loatman Family Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Loatman Family Charitable Trust's focus areas in our free grants database
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