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.
Key facts about Lochridge-Watkins Charitable
In short: Lochridge-Watkins Charitable gave $92K across 1 grant in 2025 (avg $92K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- EIN
- 04-3408546
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $92,201
- Grants made (2025)
- 1
- Average grant
- $92,201
- Median grant
- $92,201
- Total assets
- $2,306,661
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.3M
+4.7% YoY
Annual Giving
$92K
+8.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$92K
+8.0% YoY
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.
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.
Ready to take the next step with Lochridge-Watkins Charitable?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Fdn of Western Massachusetts Springfield, MA | Unrestricted General | $92,201 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,306,661 | $2,202,287 | $2,099,263 |
| Revenue | $242,500 | $231,908 | $77,229 |
| Expenses | $138,824 | $126,561 | $111,893 |
| Qualifying Distributions | $107,732 | $100,051 | $89,525 |
| Net Investment Income | $215,463 | $204,176 | $48,071 |
| Distributable Amount | $133,125 | $124,390 | $112,929 |
Data update history
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
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.
Here's the math on researching Lochridge-Watkins Charitable by hand.
Explore Open Grants
Browse active grant opportunities in Lochridge-Watkins Charitable's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Leonard Morse Auxiliary Inc
Natick, MA
Assets
—
Grants
1
Total Given
$123K
The Camosse Family Foundation Inc
Charlton, MA
The Camosse Family Foundation funds charitable organizations for civic, religious, health, and education purposes, primarily in Massachusetts, with some support in Florida. Its 2025 grants ranged from $100 to $36,000, with a median of $2,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$2.7M
Grants
32
Total Given
$165K
The Warrington Foundation Co Fifth Third
Cincinnati, OH
The Warrington Foundation supported a varied range of charitable organizations, including arts, education, religious, environmental, animal-welfare, and community groups; 95% of its 2022 grant dollars went to Ohio recipients. Grants ranged from $500 to $3,440,069, with a median of $5,000, though the largest awards funded new foundations and a trust as the foundation closed. It funded only preselected organizations and did not accept unsolicited requests.
Assets
—
Grants
116
Total Given
$14.6M
Middlesex Savings Charitable
Natick, MA
The foundation funds Massachusetts nonprofits serving underserved groups in education, public health and welfare, the arts, community development, and scholarships for college-bound high school seniors. In 2025, grants ranged from $500 to $53,600, with a median of $10,000. It directs applicants to its website for application materials and deadlines; whether it accepts unsolicited requests is not stated.
Assets
$21.0M
Grants
107
Total Given
$1.2M
The Sudbury Foundation
Sudbury, MA
The Sudbury Foundation funds community life, youth and family services, local food and farming, essential needs, and equity and inclusion in Sudbury and surrounding Massachusetts communities. Its 2024 grants ranged from $1,083 to $100,000, with a median of $6,000; applications are open for some programs, while Community grants are by invitation only.
Assets
$36.9M
Grants
137
Total Given
$1.9M
Raynsford William G & Mary C Tr
Dallas, TX
Assets
$757K
Grants
3
Total Given
$36K
Communities Foundation of Texas Inc
Dallas, TX
Communities Foundation of Texas funds charitable work in health, wealth, living, and learning, with much of its grantmaking supporting North Texas nonprofits; its 2025 grants had a median of $18,779, though award sizes varied widely. Nearly all opportunities are by invitation, and its Nonprofit Gateway profile is not a grant application.
Assets
$1.2B
Grants
2,209
Total Given
$209.2M
Greater Houston Community Foundation
Houston, TX
The Foundation makes grants through donor-advised and other donor-established funds for public benefit, human services, education, and health, including initiatives addressing economic mobility and poverty in Harris County. In 2024, its median grant was $25,000; it serves Greater Houston, while grants also go to recipients elsewhere in Texas and beyond. It does not accept proposals for the upcoming High-Impact Grantmaking cycle and plans to invite selected organizations or collaboratives to apply.
Assets
$1.1B
Grants
1,724
Total Given
$232.3M
The Houston Food Bank
Houston, TX
The Houston Food Bank supports food distribution and related hunger-relief programs, including school, children’s, and senior food initiatives, through community organizations in 18 Southeast Texas counties. Its 2025 grants had a median of $33,402, though awards varied widely; the profile does not state whether it accepts unsolicited requests.
Assets
$164.4M
Grants
1,128
Total Given
$210.7M
BNSF Railway Foundation
Fort Worth, TX
The BNSF Railway Foundation supports civic, cultural, educational, health and human services, environmental, and youth programs, as well as general operating costs, in communities served by BNSF across its 28-state network. Its 2025 median grant was $2,500; its current grants program lists awards of $1,000–$10,000.
Assets
$23.0M
Grants
993
Total Given
$7.0M
Baker Hughes Foundation
Houston, TX
Assets
$2.2M
Grants
990
Total Given
$3.2M
More Funders in Texas
Lochridge-Watkins Charitable down — hundreds of funders to go?