· 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.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2022–2024.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- Under $10k33 grants · $89k
- $10k–50k5 grants · $85k
- $50k–250k1 grant · $130k
| Recipient | Amount |
|---|---|
| BOYS GIRLS CLUBS OF THE COASTAL PLA | $130,000 |
| FOOD BANK OF CENTRAL EASTERN NC | $30,000 |
| AMERICAN RED CROSS | $20,000 |
| BOUNTY SOUL | $14,000 |
| WHITE MEMORIAL PRESBYTERIAN CHURCH | $11,000 |
| ALLIANCE MEDICAL MINISTRY | $10,000 |
| A PLACE AT THE TABLE | $8,000 |
| THE SALVATION ARMY | $7,500 |
| PUBLIC RADIO EAST | $6,000 |
| HEALING TRANSITIONS | $6,000 |
| STEP UP MINISTRY | $5,000 |
| CAROLINA COUNTRY CLUB FOUNDATION | $5,000 |
| PBS NORTH CAROLINA | $5,000 |
| WEST VIRGINIA UNIVERSITY FOUNDATION | $5,000 |
| INTERFAITH FOOD SHUTTLE | $5,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY22–24, $41k) land where the poverty rate runs at 8%, against an area that typically sits at 9%. 12% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +19% since the first grant, against +5% for the ones you funded once.
38 repeat relationships — 37 still active in FY2024, 1 since wound down; 1 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 100% of grant dollars renewed an existing relationship; $500 went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
BOYS AND GIRLS CLUBS OF THE COASTAL PLAIN2× · 2023–2024 · $150k · revenue +28%
ALLIANCE MEDICAL MINISTRY INC3× · 2022–2024 · $28k · revenue +17%
A PLACE AT THE TABLE3× · 2022–2024 · $24k · revenue +36%
Funded once
- WMWESTERN MICHIGAN UNIVERSITY HOMER STRYKER MD SCHOOL OF MEDICINEone grant, 2022 · $25k · revenue +10%
FOOD BANK OF CENTRAL & EASTERN NC INCone grant, 2022 · $20k · revenue +14%- BGBOYS & GIRLS CLUBS OF NORTH CAROLINAone grant, 2022 · $17k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
The research triangle regional partnership is an association of area economic development agencies dedicated to keeping the research triangle region economically strong by collectively marketing the region's competitive advantages and…
NourishNC, Inc.'s goal is to provide healthy food to hungry children, empowering them to succeed in the classroom and in their community
Raleigh county community action association, inc. empowers individuals and families to reach their highest levels of social and economical self-sufficiency, while identifying and eliminating causes of poverty. rccaa provides direct…
Moving families at risk of or experiencing homelessness into sustainable, permanent housing in our community through a continuum of support services.
Carolina Family Health Centers, Inc. provides accessible and affordable health care with excellence...where patients come FIRST
The mission of hospice & community care is to give hope, comfort, and compassion to those that need it most. hospice & community care is a nonprofit healthcare organization providing hospice and palliative care to residents of york,…
To solicit and receive gifts, grants, bequests and contributions for the support of carolina meadows, inc. in order to enhance or extend its mission, programs, services, and facilities.
To provide compassionate, exceptional and highly reliable care.
Wake county smart start invests in young children, their families, and a connected early childhood system that supports and prepares them for school and life ahead.
Operation of a public charter school.
Facilitate networking among hospitals
As a nonprofit, nonpartisan organization, we work to document and analyze fiscal and economic conditions in partnership with community leaders and north carolinians with lived experience of poverty to advance systemic solutions through…
For reference, the grantee most central to the portfolio’s shape is The Young Men's Christian Association of the Triangle Area Inc (4598) and the most unlike its peers is Yates Mill Associates Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 36 years old; the field is 11. You back the established end — and your money leans older still.
The field is 28% startups (under 5 years old) — 3% of your grantees by number, and just 3% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 17% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
29 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 29 of the 57 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds BOYS AND GIRLS CLUBS OF THE COASTAL PLAIN ↗
- Who funds ALLIANCE MEDICAL MINISTRY INC ↗
- Who funds WESTERN MICHIGAN UNIVERSITY HOMER STRYKER MD SCHOOL OF MEDICINE ↗
- Who funds A PLACE AT THE TABLE ↗
- Who funds Bounty & Soul ↗
- Who funds FOOD BANK OF CENTRAL & EASTERN NC INC ↗
- Who funds WEST VIRGINIA UNIVERSITY FOUNDATION INC ↗
- Who funds HEALING TRANSITIONS INC ↗
- Who funds INTER-FAITH FOOD SHUTTLE ↗
- Who funds STEPUP MINISTRY ↗
- Who funds APPALACHIA SERVICE PROJECT INC ↗
- Who funds CAROLINA COUNTRY CLUB FOUNDATION INC ↗
- Who funds DOROTHEA DIX PARK CONSERVANCY ↗
- Who funds RALEIGH CHARTER HIGH SCHOOL INC ↗
- Who funds CASA ↗
- Who funds THE GREEN CHAIR PROJECT ↗
- Who funds THE NORTH CAROLINA AGRICULTURAL FOUNDATION INC ↗
- Who funds Martha Mission Cupboard Inc ↗
- Who funds HOSPICE OF WAKE COUNTY INC ↗
- Who funds The Young Men's Christian Association of the Triangle Area Inc (4598) ↗
- Who funds CROHN'S & COLITIS FOUNDATION INC ↗
- Who funds Yates Mill Associates Inc ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
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
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Lochbaum Family Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.