Lochbaum Family Charitable Trust
Lochbaum Family Charitable Trust is a private foundation based in Raleigh, North Carolina. Its 2024 filing lists 39 grants totaling $304,000 to charitable organizations.
Lochbaum Family Charitable Trust at a glance
In short: Lochbaum Family Charitable Trust gave $304K across 39 grants in 2024 (avg $8K), mostly in North Carolina. 3% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $304,000
- +52.6% vs 2023
- Grants made (2024)
- 39
- -9.3% vs 2023
- Average grant
- $7,795
- +68.3% vs 2023
- Median grant
- $2,500
- Total assets
- $4,563,633
- +1.8% vs 2023
- New grantees (estimate)
- 3% first-time grantees (1 of 39, 2024)
- Primary geography
- North Carolina (97% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Lochbaum Family Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust does not accept unsolicited requests for funds; it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 2133 Buckingham Road, Raleigh, NC 27607
Phone: (919) 594-7981
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Lochbaum Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Boys Girls Clubs of the Coastal PLA ($130K). Together the top 10 received $243K.
Grant Size Distribution
120 grants across all recorded years
The most common grant size was under $50K: 119 grants of 120 (99%).
Geographic Focus
Where this funder awards grants
In 2024, 97% of grant dollars went to organizations in North Carolina, 2% to West Virginia, 1% to Tennessee, and less than 1% to Maryland. Listed recipients included organizations in Raleigh and other North Carolina communities, as well as West Virginia University Foundation in Morgantown and Appalachia Service Project in Johnson City, Tennessee.
Grant Distribution by State
Share of 2024 grant dollars across all 39 itemized grants.
Cities
Is Lochbaum Family Charitable Trust open to new grantees?
3%
first-time grantees, 2024
In 2024, 1 of 39 grantees (3%) were first-time recipients. First grants averaged $500; repeat grants $8K. How we count
Medians: $500 first-time, $3K repeat.
- 95% of 2024 grantees were also funded in 2023. Method
- In 2024 it paid out 139% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2022–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2024, annual grant giving ranged from $190K (2022) to $304K (2024). In 2024 it made 39 grants totaling $304K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boys Girls Clubs of the Coastal PLA Winterville, NC | Charitable | $130,000 |
| Food Bank of Central Eastern NC Raleigh, NC | Charitable | $30,000 |
| American Red Cross Raleigh, NC | Charitable | $20,000 |
| Bounty Soul Black Mountain, NC | Charitable | $14,000 |
| White Memorial Presbyterian Church Raleigh, NC | Charitable | $11,000 |
| Alliance Medical Ministry Raleigh, NC | Charitable | $10,000 |
| A Place at the Table Raleigh, NC | Charitable | $8,000 |
| The Salvation Army Raleigh, NC | Charitable | $7,500 |
| Healing Transitions Raleigh, NC | Charitable | $6,000 |
| Public Radio East New Bern, NC | Charitable | $6,000 |
Ready to take the next step with Lochbaum Family Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $4,563,633 | $692,855 | $463,237 | $304,000 | 39 | $308,639 | $317,549 | $221,966 |
| 2023 | $4,481,247 | $8,308 | $257,328 | $199,200 | 43 | $202,286 | $132,864 | $217,959 |
| 2022 | $4,730,267 | $625,888 | $226,243 | $189,900 | 38 | $193,072 | $592,839 | $233,172 |
| 2021 | $4,330,628 | $5,000,003 | $10,071 | — | — | $8,820 | $8,413 | $5,648 |
Under IRS private-foundation payout rules, Lochbaum Family Charitable Trust reported a distributable amount of $222K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement is provided. The 2024 grants show support for organizations working in areas including food access, health care, recovery services, youth programs, and community services. For example, the Food Bank of Central & Eastern NC describes its mission as “Nourish people. Build solutions. Empower communities. No one goes hungry,” while Alliance Medical Ministry says it provides medical services for uninsured, low-income individuals.
Grantmaking
In 2024, the trust made 39 grants totaling $304,000. Grants ranged from $500 to $130,000, with a median of $2,500. Its largest grants included $130,000 to Boys & Girls Clubs of the Coastal Plain, $30,000 to Food Bank of Central Eastern NC, $20,000 to the American Red Cross, and $14,000 to Bounty & Soul. Other recipients included White Memorial Presbyterian Church ($11,000), Alliance Medical Ministry ($10,000), A Place at the Table ($8,000), The Salvation Army ($7,500), Healing Transitions ($6,000), Public Radio East ($6,000), Carolina Country Club Foundation ($5,000), and Inter-Faith Food Shuttle ($5,000).
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Steven Eric Lochbaum as grantor and Cynthia Register Lochbaum as trustee.
Lochbaum Family Charitable Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Cynthia Register Lochbaum
Trustee
On filings since 2021
1 hr/week
No compensation reported
Steven Eric Lochbaum
Grantor
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2024. "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 Lochbaum Family Charitable Trust
How much does Lochbaum Family Charitable Trust give each year?
Lochbaum Family Charitable Trust gave $304K across 39 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $199K across 43 grants.
What is Lochbaum Family Charitable Trust's typical grant size?
Lochbaum Family Charitable Trust's median grant in 2024 was $2,500, and its average grant was $7,795, across 39 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Lochbaum Family Charitable Trust that year got $500 on average.
Where does Lochbaum Family Charitable Trust give grants?
Lochbaum Family Charitable Trust gives mostly in North Carolina: 97% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Raleigh, NC (27 grants) and Chapel Hill, NC (2 grants).
Does Lochbaum Family Charitable Trust give general operating support?
Not in 2024: none of the 39 grants with a stated purpose on Lochbaum Family Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (39 grants).
Who are Lochbaum Family Charitable Trust's largest grantees?
Lochbaum Family Charitable Trust's largest 2024 grantees include Boys Girls Clubs of the Coastal PLA ($130,000), Food Bank of Central Eastern NC ($30,000) and American Red Cross ($20,000), according to its 2024 IRS Form 990-PF. Together they received 59% of its itemized 2024 grant dollars.
How large is Lochbaum Family Charitable Trust?
Lochbaum Family Charitable Trust reported $4.6M in total assets on its 2024 IRS Form 990-PF. It paid out $309K in qualifying distributions that year, against a required minimum of $222K (roughly 5% of its investment assets).
What does Lochbaum Family Charitable Trust fund?
No mission statement is provided. The 2024 grants show support for organizations working in areas including food access, health care, recovery services, youth programs, and community services. For example, the Food Bank of Central & Eastern NC describes its mission as “Nourish people. See mission & focus areas ↑
How do I apply for a grant from Lochbaum Family Charitable Trust?
The trust does not accept unsolicited requests for funds; it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Lochbaum Family Charitable Trust's EIN?
Lochbaum Family Charitable Trust's EIN (Employer Identification Number) is 87-3993276. IRS Form 990 filing data is available on this page for 2021–2024.
Does Lochbaum Family Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2024
Live grants for the work Lochbaum Family Charitable Trust funds
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Browse active grant opportunities in Lochbaum Family Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Lochbaum Family Charitable Trust funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/lochbaum-family-charitable-trust-morg_0ef4be4ed0a44a64998d54ab2827c591
BibTeX
@misc{grantable_873993276_2026,
author = {{Grantable}},
title = {{Lochbaum Family Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/lochbaum-family-charitable-trust-morg_0ef4be4ed0a44a64998d54ab2827c591},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Lochbaum Family Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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