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North Carolina · Private foundation

Lochbaum Family Charitable Trust

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$304k
Granted FY2024(still arriving)
39
Grants FY2024
42
Organizations funded FY2023
43%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$2,500
Largest grant, FY2024
$130,000
Organizations funded a year
38 to 42
FY2022 to FY2023
States reached, FY2024
4
Total assets, FY2024
$4.6M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 43% of the organizations Lochbaum Family Charitable Trust funded were first-time grantees, receiving 42% of its grant dollars.

The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving38$304k3%
FY202342$199k43%
FY202238$190kn/a
98% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2022 to 2024.

Youth Development$171kFood & Nutrition$145kHealth$89kPublic Safety & Disaster$60kArts & Culture$52kHuman Services$47kReligion$39kEducation$38kOther$0

Top grantees

Largest recipients by total granted, FY2022 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Boys and Girls Clubs of the Coastal Plain$150,00021%
Alliance Medical Ministry Inc$28,00030%
Western Michigan University Homer Stryker Md School of Medicine$25,00010%
A Place at the Table$24,00031%
Bounty & Soul$23,00030%
Food Bank of Central & Eastern Nc Inc$20,00010%
West Virginia University Foundation Inc$20,00030%
University of North Carolina at Chapel Hill$19,0003n/a
Healing Transitions Inc$16,00030%
Stepup Ministry$13,00030%
Show all 31 grantees

What it could do for these grantees

Plus 26 recipients with no EIN on record ($268k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Lochbaum Family Charitable Trust supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetBoys and Girls Clubs of the Coastal Plain: $150,000 over 2y, 1.5% of budgetAlliance Medical Ministry Inc: $28,000 over 3y, 0.5% of budgetWestern Michigan University Homer Stryker Md School of Medicine: $25,000 over 1y, 0.0% of budgetA Place at the Table: $24,000 over 3y, 0.6% of budgetBounty & Soul: $23,000 over 3y, 0.2% of budgetFood Bank of Central & Eastern Nc Inc: $20,000 over 1y, 0.0% of budgetWest Virginia University Foundation Inc: $20,000 over 3y, 0.0% of budgetHealing Transitions Inc: $16,000 over 3y, 0.1% of budgetStepup Ministry: $13,000 over 3y, 0.3% of budgetInter-Faith Food Shuttle: $13,000 over 3y, 0.0% of budgetAppalachia Service Project Inc: $10,000 over 3y, 0.0% of budgetCarolina Country Club Foundation Inc: $10,000 over 2y, 4.1% of budgetDorothea Dix Park Conservancy: $6,500 over 3y, 0.0% of budgetRaleigh Charter High School Inc: $6,000 over 3y, 0.0% of budgetCasa: $6,000 over 2y, 0.1% of budgetThe Green Chair Project: $5,500 over 3y, 0.1% of budgetMartha Mission Cupboard Inc: $5,000 over 3y, 2.5% of budgetThe North Carolina Agricultural Foundation Inc: $5,000 over 1y, 0.0% of budgetHospice of Wake County Inc: $3,000 over 3y, 0.0% of budgetThe Young Men's Christian Association of the Triangle Area Inc (4598): $3,000 over 3y, 0.0% of budgetCrohn's & Colitis Foundation Inc: $2,500 over 1y, 0.0% of budgetYates Mill Associates Inc: $2,000 over 3y, 0.9% of budgetPiedmont Council of Traditional Music Inc: $2,000 over 2y, 0.1% of budgetNorth Carolina Arts in Action Inc: $1,500 over 3y, 0.1% of budgetFellowship of Christian Athletes: $1,000 over 1y, 0.0% of budgetDiaper Train: $1,000 over 2y, 0.1% of budgetRaleigh Little Theatre Inc: $1,000 over 1y, 0.1% of budgetSeasons Village Inc: $500 over 1y, 0.3% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 28.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

A E Finley Foundation IncNC32.6× affinity13 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: A E Finley Foundation Inc · North Carolina Community Foundation · Triangle Community Foundation Inc · Duke Energy Foundation · Bell Koonce Burnette Foundation · Bell Cook Family Foundation · Ella Ann L and Frank B Holding Foundatio · John William Pope Foundation · Bell Schaefer Family Foundation · W Trent Ragland Jr Foundation · Chaucer Charitable Foundation · C Hamilton Sloan Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Lochbaum Family Charitable Trust with peer funders

About Lochbaum Family Charitable Trust

How much does Lochbaum Family Charitable Trust give?
Lochbaum Family Charitable Trust reported 39 grants totaling $304,000 in its FY2024 IRS filing. It funded between 38 and 42 organizations a year over FY2022 to FY2023.
What does Lochbaum Family Charitable Trust fund?
By grant dollars over FY2022 to FY2024, its largest causes are Youth Development (25%), Food & Nutrition (21%), Health (13%).
Who are Lochbaum Family Charitable Trust's largest grantees?
By total granted over FY2022 to FY2024: Boys and Girls Clubs of the Coastal Plain ($150k), Alliance Medical Ministry Inc ($28k), Western Michigan University Homer Stryker Md School of Medicine ($25k).
Does Lochbaum Family Charitable Trust fund new organizations?
In FY2023, 43% of the organizations it funded were first-time grantees.
Does Lochbaum Family Charitable Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Lochbaum Family Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include A E Finley Foundation Inc, North Carolina Community Foundation, Triangle Community Foundation Inc.
Where is Lochbaum Family Charitable Trust based?
Lochbaum Family Charitable Trust is based in NC.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 57 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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