Donald P & Katherine B Loker Foundation
The Donald P. and Katherine B. Loker Foundation is a 501(c)(3) nonprofit organization (EIN: 33-0166134) established in 1986 and based in San Francisco, California. The foundation honors the legacy of Donald P. Loker (1902-1988) and Katherine B. Loker (1915-2008), continuing over eight decades of family philanthropy. The foundation operates as a family foundation with a focus on advancing philanthropic causes that benefit communities across the socioeconomic spectrum.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.7M
+19.6% YoY
Annual Giving
$329K
+4.9% YoY
Grant Count
25
+92.3% YoY
Avg Grant Size
$13K
-45.5% YoY
Under IRS private-foundation payout rules, Donald P & Katherine B Loker Foundation reported a distributable amount of $360K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The Donald P. and Katherine B. Loker Foundation supports influential educational, medical, and environmental initiatives impacting current and future generations. The foundation's work is inspired by the generosity of its namesakes and aims to open new doors and serve a wide range of communities.
Primary funding areas include:
- Education
- Medical care
- Environmental causes
Grantmaking
The foundation awarded approximately $314,000 in grants in 2024, with 13 grants awarded that year. The average grant size is approximately $78, though this figure may reflect a broad range of grant amounts. The foundation reports an expense ratio of 48.2% of total revenue spent on programs.
Grant Range
is approximately $78, though this figure may reflect a broad range of grant amounts. The foundation reports an expense ratio of 48.2% of total revenue spent on programs.
Average Grant
is approximately $78, though this figure may reflect a broad range of grant amounts. The foundation reports an expense ratio of 48.2% of total revenue spent on programs.
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Geographic Focus
Where this funder awards grants
The foundation primarily serves communities reflecting the benefactors' heritage:
- California
- New England
The foundation has funded projects in various cities across the United States, including Arlington, Berkeley, Boston, and Los Angeles, and operates in multiple states including Alabama, California, and Massachusetts.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets: $5.6 million to $6.73 million (figures vary by reporting year, with 2024 showing $6.73 million in total assets)
Annual Revenue: $1.55 million (2024); $798,514 (prior year reporting)
Annual Expenses: $411,000 (2024); $384,581 (prior year reporting)
Total Liabilities: $0 (2024)
Tax-exempt Status: Since July 1986
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,726,921 | $5,626,681 | $5,212,720 |
| Revenue | $1,549,105 | $798,514 | $-92,249 |
| Expenses | $411,398 | $384,581 | $491,622 |
| Qualifying Distributions | $329,074 | $313,715 | $403,539 |
| Net Investment Income | $717,217 | $432,055 | $15,209 |
| Distributable Amount | $359,796 | $300,284 | $294,963 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
104 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Middlebury Institute ($300,000), Monterey Museum of Art ($5,000), Southern Poverty Law Center ($4,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BIGELOW LABORATORY FOR OCEAN SCIENCES EAST BOOTHBAY, ME | TO ADVANCING SCIENCE AND FINDING OCEAN SOLUTIONS | $1,000 |
| CA STATE PARKS SACRAMENTO, CA | SUPPORTING THE OPEARTION OF CALIFORNIA'S PUBLIC PARKS | $100 |
| CORPORATION OF FINE ARTS MUSEUM SAN FRANCISCO, CA | TO PROMOTE ARTS AND SERVING A BROAD AND DIVERSE CONSTITUENCY WITH EXHIBITIONS AND PROGRAMS THAT INFORM, EDUCATE, INSPIRE, AND ENTERTAIN. | $299 |
| COVENANT HOUSE OAKLAND, CA | PROVIDE SAFE HOUSING AND HOLISTIC CARE TO YOUTH AGES 12-24 EXPERIENCING HOMELESSNESS AND SURVIVORS OF HUMAN TRAFFICKING. | $600 |
| DOCTORS WITHOUT BORDERS HAGERSTOWN, MD | TO PROVIDE LIFESAVING MEDICAL CARE TO THOSE MOST IN NEED. | $1,000 |
| ENVIRONMENTAL DEFENSE WASHINGTON, DC | TO SUPPORT ENVIRONMENTAL EDUCATION AND AWARENESS | $300 |
| GLIDE MEMORIAL CHURCH SAN FRANCISCO, CA | CHURCH COMMUNITY BUILT ON AN INCLUSIVE FAITH TRADITION. COMING TOGETHER TO MOVE US FURTHER TOWARD TRUE SOCIAL AND RACIAL JUSTICE. | $200 |
| GRAND CIRCLE FOUNDATION BOSTON, MA | TO PROVIDE EDUCATION, NATURAL RESOURCE AND SOCIAL SUPPORT TO THOSE IN NEED | $500 |
| HABITAT FOR HUMANITY OAKLAND, CA | BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE. | $200 |
| MARINE MAMMAL CENTER SAUSALITO, CA | ADVANCES OCEAN HEALTH THROUGH MARINE MAMMAL RESCUE AND REHABILITATION, RESEARCH, AND EDUCATION | $100 |
Leadership & Key People
Leadership team and compensation from IRS filings
Deborah Loker Hicks serves as Chairwoman of the Donald P. and Katherine B. Loker Foundation. She holds a B.A. in Art History from University of California Berkeley and an M.A. in French from New York University. Deborah also serves on the boards of several institutions, including the University of California Berkeley Foundation, Middlebury Institute of International Studies at Monterey, Center for the Blue Economy, and Farming New Orleans.
Robin Hicks serves as co-trustee alongside Deborah Loker Hicks. Both trustees serve without compensation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DEBORAH L HICKS | CO-TRUSTEE | 1 | — |
| ROBIN HICKS | CO-TRUSTEE | 1 | — |
Contact Information
Address: 153 Caselli Avenue, San Francisco, CA 94114
Phone: 415-362-5990
Website: www.lokerfoundation.org
Frequently Asked Questions
What does Donald P & Katherine B Loker Foundation fund?
The Donald P. and Katherine B. Loker Foundation supports influential educational, medical, and environmental initiatives impacting current and future generations. The foundation's work is inspired by the generosity of its namesakes and aims to open new doors and serve a wide range of communities. Primary funding areas include: • **Education** • **Medical care** • **Environmental causes**
How do I apply for a grant from Donald P & Katherine B Loker Foundation?
The foundation awarded approximately $314,000 in grants in 2024, with 13 grants awarded that year. The average grant size is approximately $78, though this figure may reflect a broad range of grant amounts. The foundation reports an expense ratio of 48.2% of total revenue spent on programs. The foundation is open to new applicants, with approximately 12% of new applicants funded in recent years.
Where does Donald P & Katherine B Loker Foundation make grants?
The foundation primarily serves communities reflecting the benefactors' heritage: • **California** • **New England** The foundation has funded projects in various cities across the United States, including Arlington, Berkeley, Boston, and Los Angeles, and operates in multiple states including Alabama, California, and Massachusetts.
What size grants does Donald P & Katherine B Loker Foundation award?
In 2024, Donald P & Katherine B Loker Foundation awarded 25 grants totaling $329K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Donald P & Katherine B Loker Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Donald P & Katherine B Loker Foundation reported a distributable amount of $360K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Donald P & Katherine B Loker Foundation's EIN?
Donald P & Katherine B Loker Foundation's EIN (Employer Identification Number) is 33-0166134. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Donald P & Katherine B Loker Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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