Lochridge-Watkins Charitable
Lochridge-Watkins Charitable is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.3M in total assets. In 2025, it awarded 1 grant totaling $92K. Net investment income was $215K.
Lochridge-Watkins Charitable at a glance
In short: Lochridge-Watkins Charitable gave $92K across 1 grant in 2025 (avg $92K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $92,201
- +8.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $92,201
- +8.0% vs 2024
- Median grant
- $92,201
- Total assets
- $2,306,661
- +4.7% vs 2024
- Primary geography
- Massachusetts (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 Lochridge-Watkins Charitable funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Community Fdn of Western Massachusetts ($92K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 5 (80%).
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 Lochridge-Watkins Charitable gives
- Giving fell 33% from 2022 to 2025. Method
- In 2025 it paid out 81% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 $77K (2023) to $138K (2022). In 2025 it made 1 grant totaling $92K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Fdn of Western Massachusetts Springfield, MA | Unrestricted General | $92,201 |
Ready to take the next step with Lochridge-Watkins Charitable?
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 | $2,306,661 | $242,500 | $138,824 | $92,201 | 1 | $107,732 | $215,463 | $133,125 |
| 2024 | $2,202,287 | $231,908 | $126,561 | $85,399 | 1 | $100,051 | $204,176 | $124,390 |
| 2023 | $2,099,263 | $77,229 | $111,893 | $76,523 | 1 | $89,525 | $48,071 | $112,929 |
| 2022 | $2,134,861 | $-49,472 | $185,122 | $137,687 | 1 | $151,199 | $20,988 | $115,800 |
| 2021 | $2,369,403 | $493,956 | $134,643 | $91,411 | 1 | $106,024 | $466,315 | $130,009 |
| 2020 | $2,007,601 | $180,523 | $129,089 | $96,177 | 1 | — | $158,888 | $110,288 |
Under IRS private-foundation payout rules, Lochridge-Watkins Charitable reported a distributable amount of $133K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lochridge-Watkins Charitable's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$30K (2020) → $37K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $37K, to Bank of America (Trustee).
Frequently asked questions about Lochridge-Watkins Charitable
How much does Lochridge-Watkins Charitable give each year?
Lochridge-Watkins Charitable gave $92K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $85K across 1 grant.
How large is Lochridge-Watkins Charitable?
Lochridge-Watkins Charitable reported $2.3M in total assets on its 2025 IRS Form 990-PF. It paid out $108K in qualifying distributions that year, against a required minimum of $133K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Lochridge-Watkins Charitable operate?
Lochridge-Watkins Charitable has awarded grants in Massachusetts.
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 2020–2025.
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 April 30, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Lochridge-Watkins Charitable funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Lochridge-Watkins Charitable's focus areas in our free grants database
Similar Funders
Funders with grantees in common
United Bank Foundation Massachusetts Inc
Springfield, MA
Assets
—
Grants
1
Total Given
$3.9M
The Hampshire Charitable Trust
Carle Place, NY
Assets
$2.7M
Grants
1
Total Given
$174K
The Elaine Nicpon Marieb
Naples, FL
Assets
$60.3M
Grants
8
Total Given
$8.4M
Jerome a and Estelle R Newman
Carle Place, NY
The foundation funds educational, arts, religious, medical, and community organizations, with recent grants concentrated in Massachusetts and New York and also reaching Vermont, Florida, and Ohio. Its 2026 grants ranged from $4,200 to $318,600, with a median of $25,000. It accepts written applications and says giving is not limited to preselected organizations; no deadline is listed.
Assets
$9.7M
Grants
13
Total Given
$700K
The Access Strategies Fund
Cambridge, MA
The Access Strategies Fund supports civic engagement, women’s public leadership, and the solidarity economy, especially efforts that build the collective power of underserved communities. It funds 501(c)(3) organizations working in Massachusetts; its 2024 grants ranged from $500 to $110,000, with a median of $30,000. The filing says applications can be submitted by email and that giving is not restricted to preselected organizations.
Assets
$7.7M
Grants
15
Total Given
$427K
Arthur D Collins Jr Foundation
Naples, FL
The foundation supports a varied mix of charitable organizations, including education, environmental protection, disability athletics, and social services, with 2025 grants ranging from $150 to $225,000 and a median of $1,000. Its giving was concentrated in Massachusetts, Virginia, and Illinois, with smaller amounts going to other states. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$3.6M
Grants
16
Total Given
$449K
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Lochridge-Watkins Charitable'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.
Lochridge-Watkins Charitable down — hundreds of funders to go?