The Lockridge Charitable Foundation Tr
The Lockridge Charitable Foundation is a private foundation based in Studio City, California. In 2025, it reported 21 grants totaling $579,793 to charitable organizations, including organizations supporting education, young people, health and social services, survivor care, and disaster relief.
Key facts about The Lockridge Charitable Foundation Tr
In short: The Lockridge Charitable Foundation Tr gave $580K across 21 grants in 2025 (avg $28K), top state Colorado. Source: 2025 IRS Form 990-PF.
- EIN
- 77-6198547
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $579,793
- Grants made (2025)
- 21
- Average grant
- $27,609
- Median grant
- $5,000
- Total assets
- $13,807,957
- Primary geography
- Colorado (45% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$13.8M
-1.6% YoY
Annual Giving
$580K
+24.8% YoY
Grant Count
21
+23.5% YoY
Avg Grant Size
$28K
+1.0% YoY
Under IRS private-foundation payout rules, The Lockridge Charitable Foundation Tr reported a distributable amount of $745K for 2025 — the minimum it must pay out in qualifying distributions.
How The Lockridge Charitable Foundation Tr gives
- 67% of 2025 grantees were also funded in 2024. Method
- Giving grew 70% from 2022 to 2025. Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for a range of charitable organizations. The Colorado School of Mines Foundation describes its mission as supporting the university, its academic programs and students, and fostering alumni relations. A Place Called Home says it works to support young people in South Los Angeles in achieving social, emotional, and economic success. World Central Kitchen says it provides meals in response to humanitarian, climate, and community crises. Food on Foot describes its work as assisting unhoused and low-income neighbors in Los Angeles with meals, clothing, life-skills training, employment, and permanent housing.
Grantmaking
In 2025, the foundation made 21 grants totaling $579,793. Grant amounts ranged from $250 to $237,944, with a median of $5,000. The largest grants were $237,944 to the Colorado School of Mines Foundation for a Blaster/Legacy Scholarship; $145,000 to A Place Called Home for educational purposes; and $77,599 to the LA LGBT Center for health care, social services, and community programs. Other notable grants included $25,000 to Our Rescue for survivor care support and $10,000 each to World Central Kitchen for disaster relief and World Food Program USA for hospital ships.
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Geographic Focus
Where this funder awards grants
In 2025, 45% of grant dollars went to recipients in Colorado and 44% to recipients in California. New York and Washington, DC, each received 4%, and Kansas received 1%.
Grant Distribution by State
Share of 2025 grant dollars across all 21 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $162K (2020) to $580K (2025). In 2025 it made 21 grants totaling $580K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Colorado School of Mines Foundation ($238K). Together the top 10 received $536K.
Grant Size Distribution
53 grants across all recorded years
The most common grant size was under $50K: 43 grants of 53 (81%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Colorado School of Mines Foundation Golden, CO | Blaster/Legacy Scholarship | $237,944 |
| A Place Called Home Los Angeles, CA | Educational | $145,000 |
| La LGBT Center Los Angeles, CA | Health Care, Social Svc, Comm Programs, Etc | $77,599 |
| Our Rescue Denver, CO | Survivor Care Support | $25,000 |
| World Central Kitchen Washington, DC | Disaster Relief | $10,000 |
| World Food Program USA Washington, DC | Hospital Ships | $10,000 |
| True West Center Healdsburg, CA | Development of Firm and Arts | $10,000 |
| UNICEF New York, NY | Disaster Relief | $10,000 |
| No Kid Hungry Topeka, KS | Children's Hunger Relief | $5,000 |
| Chop's Teen Club Santa Rosa, CA | Music/Sports Renovations | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $13,807,957 | $559,248 | $814,943 | $579,793 |
| 2024 | $14,028,972 | $780,332 | $681,654 | $464,676 |
| 2023 | $13,930,294 | $1,720,826 | $631,432 | $422,454 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $13,807,957 | $14,028,972 | $13,930,294 |
| Revenue | $559,248 | $780,332 | $1,720,826 |
| Expenses | $814,943 | $681,654 | $631,432 |
| Qualifying Distributions | $721,293 | $593,176 | $530,204 |
| Net Investment Income | $454,836 | $637,498 | $266,208 |
| Distributable Amount | $744,504 | $701,083 | $662,613 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS February 10, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 10, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Nick Small and Eric Small as trustees.
The Lockridge Charitable Foundation Tr's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Eric Small
Trustee
On filings since 2021
10 hrs/week
$54K (2023) → $68K (2025)
Nick Small
Trustee
On filings since 2021
10 hrs/week
$54K (2023) → $74K (2025)
Former officers (1)
- Former: Erika H. Lockridge (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $74K, to Nick Small (Trustee). 2 officers or directors reported compensation on that filing.
Contact
Mailing address: PO Box 1243, Studio City, CA 91614
Phone: (310) 502-2055
Frequently asked questions about The Lockridge Charitable Foundation Tr
How much does The Lockridge Charitable Foundation Tr give each year?
The Lockridge Charitable Foundation Tr gave $580K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $465K across 17 grants.
What is The Lockridge Charitable Foundation Tr's typical grant size?
The Lockridge Charitable Foundation Tr's median grant in 2025 was $5,000, and its average grant was $27,609, across 21 grants on its 2025 IRS Form 990-PF.
Where does The Lockridge Charitable Foundation Tr give grants?
The Lockridge Charitable Foundation Tr's top state is Colorado, with 45% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest state was California (44%). The most frequent recipient cities were Los Angeles, CA (4 grants), New York, NY (4 grants) and Washington, DC (3 grants).
Does The Lockridge Charitable Foundation Tr give general operating support?
Not in 2025: none of the 21 grants with a stated purpose on The Lockridge Charitable Foundation Tr's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Disaster Relief" (6 grants).
Who are The Lockridge Charitable Foundation Tr's largest grantees?
The Lockridge Charitable Foundation Tr's largest 2025 grantees include Colorado School of Mines Foundation ($237,944), A Place Called Home ($145,000) and La LGBT Center ($77,599), according to its 2025 IRS Form 990-PF. Together they received 79% of its itemized 2025 grant dollars.
How large is The Lockridge Charitable Foundation Tr?
The Lockridge Charitable Foundation Tr reported $13.8M in total assets on its 2025 IRS Form 990-PF. It paid out $721K in qualifying distributions that year, against a required minimum of $745K (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.
What does The Lockridge Charitable Foundation Tr fund?
No mission statement for the foundation is provided. Its 2025 grants included support for a range of charitable organizations. The Colorado School of Mines Foundation describes its mission as supporting the university, its academic programs and students, and fostering alumni relations. See mission & focus areas ↑
How do I apply for a grant from The Lockridge Charitable Foundation Tr?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Lockridge Charitable Foundation Tr's EIN?
The Lockridge Charitable Foundation Tr's EIN (Employer Identification Number) is 77-6198547. IRS Form 990 filing data is available on this page for 2019–2025.
Does The Lockridge Charitable Foundation Tr 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.
Here's the math on researching The Lockridge Charitable Foundation Tr by hand.
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