Lochridge-watkins Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 1 grants totaling $85K. Net investment income was $204K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.2M
+4.9% YoY
Annual Giving
$85K
+11.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$85K
+11.6% YoY
Under IRS private-foundation payout rules, Lochridge-watkins Charitable reported a distributable amount of $124K for 2024 — the minimum it must pay out in qualifying distributions.
About Lochridge-watkins Charitable
Based on IRS filings
Lochridge-watkins Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 1 grants totaling $85K. Net investment income was $204K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,202,287 | $2,099,263 | $2,134,861 |
| Revenue | $231,908 | $77,229 | $-49,472 |
| Expenses | $126,561 | $111,893 | $185,122 |
| Qualifying Distributions | $100,051 | $89,525 | $151,199 |
| Net Investment Income | $204,176 | $48,071 | $20,988 |
| Distributable Amount | $124,390 | $112,929 | $115,800 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Community Fdn of Western Massachusetts ($85,399).
| Recipient | Purpose | Amount |
|---|---|---|
| COMMUNITY FDN OF WESTERN MASSACHUSETTS SPRINGFIELD, MA | UNRESTRICTED GENERAL | $85,399 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $35,292 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lochridge-watkins Charitable?
Lochridge-watkins Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $2.2M in total assets as of 2024.
How large is Lochridge-watkins Charitable?
As of 2024, Lochridge-watkins Charitable holds $2.2M in total assets with $232K in annual revenue. It awarded 1 grants totaling $85K in 2024.
Where does Lochridge-watkins Charitable operate?
Lochridge-watkins Charitable has awarded grants in Massachusetts.
What size grants does Lochridge-watkins Charitable award?
In 2024, Lochridge-watkins Charitable awarded 1 grants totaling $85K — an average of about $85K per grant, based on its IRS Form 990 filings.
How much is Lochridge-watkins Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lochridge-watkins Charitable reported a distributable amount of $124K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lochridge-watkins Charitable's EIN?
Lochridge-watkins Charitable's EIN (Employer Identification Number) is 04-3408546. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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