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Lochbaum Family Charitable Trust at a glance

· 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 FY2024still arriving
39
Grants FY2024still arriving
4
States reached
$130k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0198% 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
02FY2024 · 39 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k33 grants · $89k
  • $10k–50k5 grants · $85k
  • $50k–250k1 grant · $130k
$2,500
Median grant
4
States reached
$4.6M
Total assets
Largest grants
RecipientAmount
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
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its 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. Its grants skew toward lower-need ZIPs.

area typical 9%MARTHA'S MISSION CUPBOARD: $2k → 12%MARTHA'S MISSION CUPBOARD: $2k → 12%INTERFAITH FOOD SHUTTLE: $5k → 8%MARTHA'S MISSION CUPBOARD: $1k → 12%INTERFAITH FOOD SHUTTLE: $4k → 8%INTERFAITH FOOD SHUTTLE: $4k → 8%DIAPER TRAIN: $500 → 8%DIAPER TRAIN: $500 → 8%STEP UP MINISTRY: $5k → 8%STEP UP MINISTRY: $4k → 8%STEP UP MINISTRY: $4k → 8%YMCA OF THE TRIANGLE: $1k → 8%YMCA OF THE TRIANGLE: $1k → 8%YMCA OF THE TRIANGLE: $1k → 8%THE GREEN CHAIR PROJECT: $3k → 8%THE GREEN CHAIR PROJECT: $2k → 8%THE GREEN CHAIR PROJECT: $1k → 8%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

88%of every dollar goes to organizations it has funded before.
$610k · 38 repeat orgs$84k to everyone else

Grantees it renews have grown median revenue +25% since the first grant, against +5% for those 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

Re-uppedFunded once

Organizations

38
18

Total granted

$610k
$83k

Median revenue growth · since first grant

+25%
+5%

Still filing today

55%
39%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $500 went to new ones.

50%100%’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’22’23’24
Human ServicesArts & CultureHealthEducationFood & NutritionHousing & ShelterOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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 PLAIN
    2× · 2023–2024 · $150k · revenue +28%
  • ALLIANCE MEDICAL MINISTRY INC
    3× · 2022–2024 · $28k · revenue +17%
  • A PLACE AT THE TABLE
    3× · 2022–2024 · $24k · revenue +57%

Funded once

  • WM
    WESTERN MICHIGAN UNIVERSITY HOMER STRYKER MD SCHOOL OF MEDICINE
    one grant, 2022 · $25k · revenue +10%
  • FOOD BANK OF CENTRAL & EASTERN NC INC
    one grant, 2022 · $20k · revenue +14%
  • BG
    BOYS & GIRLS CLUBS OF NORTH CAROLINA
    one grant, 2022 · $17k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Research Triangle Regional Partnership

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…

—
2
NourishNC Inc

NourishNC, Inc.'s goal is to provide healthy food to hungry children, empowering them to succeed in the classroom and in their community

Food & Nutrition
3
Raleigh County Community Action Association Inc

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…

Human Services
4
Family Promise of Wake County Inc

Moving families at risk of or experiencing homelessness into sustainable, permanent housing in our community through a continuum of support services.

Housing & Shelter
5
Carolina Family Health Centers Inc

Carolina Family Health Centers, Inc. provides accessible and affordable health care with excellence...where patients come FIRST

—
6
Carolina Community Care Inc

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,…

—
7
Carolina Meadows Foundation Inc

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.

Human Services
8
Hospice of Gaston County Inc

To provide compassionate, exceptional and highly reliable care.

—
9
Wake County Smart Start Inc

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.

Education
10
Carolina Charter Academy

Operation of a public charter school.

Education
11
Coastal Carolinas Health Alliance

Facilitate networking among hospitals

Health
12
Nc Budget & Tax Center

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…

Civil Rights
How this is measured
The grantee most central to the portfolio’s shape is The Young Men's Christian Association of the Triangle Area Inc (4598); 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.
04the grantee network

29 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
29/29
Grantees still filing
20/29
Grew since first funded

Where the money sits, by cause and then by grantee

BOYS AND GIRLS CLUBS OF THE COASTAL PLAIN: $150,000 · OtherBOYS AND GIRLS CLUBS OF THE COASTAL PLAINAMERICAN RED CROSS: $60,000 · OtherAMERICAN RED CROSSFOOD BANK OF CENTRAL EASTERN NC: $55,000 · OtherFOOD BANK OF CENTRAL EASTERN NCWHITE MEMORIAL PRESBYTERIAN CHURCH: $39,000 · OtherWHITE MEMORIAL PRESBYTERIAN CHURCHTHE SALVATION ARMY: $22,500 · OtherUNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL: $19,000 · OtherBOYS & GIRLS CLUBS OF NORTH CAROLINA: $17,000 · Other+30 more: $94,100 · Other+30 moreA PLACE AT THE TABLE: $24,000 · Food & NutritionA PLACE AT…Bounty & Soul: $23,000 · Food & NutritionBounty & S…FOOD BANK OF CENTRAL & EASTERN NC INC: $20,000 · Food & NutritionFOOD BANK …ALLIANCE MEDICAL MINISTRY INC: $28,000 · HealthHEALING TRANSITIONS INC: $16,000 · HealthTHE NORTH CAROLINA AGRICULTURAL FOUNDATION INC: $5,000 · HealthCROHN'S & COLITIS FOUNDATION INC: $2,500 · HealthWESTERN MICHIGAN UNIVERSITY HOMER STRYKER MD SCHOOL OF MEDICINE: $25,000 · EducationWEST VIRGINIA UNIVERSITY FOUNDATION INC: $20,000 · EducationRALEIGH CHARTER HIGH SCHOOL INC: $6,000 · EducationSTEPUP MINISTRY: $13,000 · Human ServicesINTER-FAITH FOOD SHUTTLE: $13,000 · Human ServicesTHE GREEN CHAIR PROJECT: $5,500 · Human ServicesMartha Mission Cupboard Inc: $5,000 · Human ServicesThe Young Men's Christian Association of the Triangle Area Inc (4598): $3,000 · Human Services+2 more: $1,500 · Human ServicesAPPALACHIA SERVICE PROJECT INC: $10,000 · Housing & ShelterCASA: $6,000 · Housing & ShelterCAROLINA COUNTRY CLUB FOUNDATION INC: $10,000 · Philanthropy
Other$456,600Food & Nutrition$67,000Health$51,500Education$51,000Human Services$41,000Housing & Shelter$16,000Philanthropy$10,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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…North Carolina Commun…Triangle Community Fo…Duke Energy FoundationBell Koonce Burnette …Bell Cook Family Foun…Ella Ann L and Frank …John William Pope Fou…Bell Schaefer Family …W Trent Ragland Jr Fo…Chaucer Charitable Fo…C Hamilton Sloan Foun…
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.

How much its grantees rely on government

Each dot is one organization Lochbaum Family Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Lochbaum Family Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%15%30%45%60%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    18report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–60%
    typical government reliance, FY20–25
    How this is measured
    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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

    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

    Play a game based on Lochbaum Family’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home