Nonprofit · EIN 87-3993276
LOCHBAUM FAMILY CHARITABLE TRUST
Tax-exempt · RALEIGH, NC 27607
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $692,855 | $463,237 | $229,618 | $4,563,633 | $0 | $4,563,633 |
| December 31, 2023 | 990-PF | $8,308 | $257,328 | -$249,020 | $4,481,247 | $0 | $4,481,247 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $200,468
- Dividends
- $267,480
- Net gain from sales of assets
- $189,691
- Other income
- $35,216
Expenses
- Grants and similar amounts paid
- $304,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $308,639
- Excise tax on investment income
- $4,414
Balance sheet and other
- Total assets, start of year
- $4,481,247
- Total assets, end of year
- $4,563,633
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,563,633
- Fair market value of assets
- $4,842,642
- Qualifying distributions
- $308,639
- Net investment income
- $472,147
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN ERIC LOCHBAUM 2133 BUCKINHAM ROAD, RALEIGH, NC 27607 | GRANTOR | 1 | $0 |
| CYNTHIA REGISTER LOCHBAUM 2133 BUCKINHAM ROAD, RALEIGH, NC 27607 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN ERIC LOCHBAUM 2133 BUCKINHAM ROAD, RALEIGH, NC 27607 | GRANTOR | 1 | $0 |
| CYNTHIA REGISTER LOCHBAUM 2133 BUCKINHAM ROAD, RALEIGH, NC 27607 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2133 BUCKINGHAM RD, RALEIGH, NC 27607-3114
- Signed the 990-PF
- CYNTHIA REGISTER LOCHBAUM, TRUSTEE
- Phone
- (919) 594-7981
- Return prepared by
- BATCHELOR TILLERY & ROBERTS LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 87-3993276
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,563,633
- Income (IRS master file)
- $1,744,028
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $692,855 | $463,237 | $4,563,633 | XML |
| 990-PF | December 2023 | $8,308 | $257,328 | $4,481,247 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-3993276).
Questions about LOCHBAUM FAMILY CHARITABLE TRUST
- What is the EIN of LOCHBAUM FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of LOCHBAUM FAMILY CHARITABLE TRUST is 87-3993276.
- Is LOCHBAUM FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to LOCHBAUM FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOCHBAUM FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOCHBAUM FAMILY CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOCHBAUM FAMILY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of LOCHBAUM FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does LOCHBAUM FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $692,855, expenses of $463,237 and total assets of $4,563,633 at year end.
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All nonprofits in RALEIGH · North Carolina · Philanthropy, voluntarism and grantmaking foundations