Lochbaum Family Charitable Trust
Lochbaum Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $4.6M in total assets. In 2024, it awarded 39 grants totaling $304K. Net investment income was $318K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.6M
+1.8% YoY
Annual Giving
$304K
+52.6% YoY
Grant Count
39
-9.3% YoY
Avg Grant Size
$8K
+68.3% YoY
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.
About Lochbaum Family Charitable Trust
Based on IRS filings
Lochbaum Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $4.6M in total assets. In 2024, it awarded 39 grants totaling $304K. Net investment income was $318K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,563,633 | $4,481,247 | $4,730,267 |
| Revenue | $692,855 | $8,308 | $625,888 |
| Expenses | $463,237 | $257,328 | $226,243 |
| Qualifying Distributions | $308,639 | $202,286 | $193,072 |
| Net Investment Income | $317,549 | $132,864 | $592,839 |
| Distributable Amount | $221,966 | $217,959 | $233,172 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
120 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Boys Girls Clubs of the Coastal Pla ($130,000), Food Bank of Central Eastern Nc ($30,000), American Red Cross ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| A PLACE AT THE TABLE RALEIGH, NC | CHARITABLE | $8,000 |
| ALLIANCE MEDICAL MINISTRY RALEIGH, NC | CHARITABLE | $10,000 |
| AMERICAN RED CROSS RALEIGH, NC | CHARITABLE | $20,000 |
| APPALACHIA SERVICE PROJECT JOHNSON CITY, TN | CHARITABLE | $2,500 |
| BOUNTY SOUL BLACK MOUNTAIN, NC | CHARITABLE | $14,000 |
| BOYS GIRLS CLUBS OF THE COASTAL PLA WINTERVILLE, NC | CHARITABLE | $130,000 |
| CAROLINA COUNTRY CLUB FOUNDATION RALEIGH, NC | CHARITABLE | $5,000 |
| CASA RALEIGH, NC | CHARITABLE | $1,000 |
| CECILIA RAWLINS FUND RALEIGH, NC | CHARITABLE | $1,000 |
| CROHN'S COLITIS FOUNDATION CHARLOTTE, NC | CHARITABLE | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEVEN ERIC LOCHBAUM | GRANTOR | 1 | — |
| CYNTHIA REGISTER LOCHBAUM | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lochbaum Family Charitable Trust?
Lochbaum Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in RALEIGH, NC. It holds $4.6M in total assets as of 2024.
How large is Lochbaum Family Charitable Trust?
As of 2024, Lochbaum Family Charitable Trust holds $4.6M in total assets with $693K in annual revenue. It awarded 39 grants totaling $304K in 2024.
Where does Lochbaum Family Charitable Trust operate?
Lochbaum Family Charitable Trust has awarded grants in Massachusetts, Maryland, Michigan, North Carolina, Tennessee, West Virginia.
What size grants does Lochbaum Family Charitable Trust award?
In 2024, Lochbaum Family Charitable Trust awarded 39 grants totaling $304K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Lochbaum Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lochbaum Family Charitable Trust reported a distributable amount of $222K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Lochbaum Family Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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