Donald P & Katherine B Loker Foundation
The Donald P. and Katherine B. Loker Foundation is a private foundation based in San Francisco, California. It supports educational, medical, and environmental causes, primarily in California and New England, with the stated aim of benefiting current and future generations.
Key facts about Donald P & Katherine B Loker Foundation
In short: Donald P & Katherine B Loker Foundation gave $329K across 25 grants in 2024 (avg $13K), mostly in California. 32% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 33-0166134
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $329,074
- Grants made (2024)
- 25
- Average grant
- $13,163
- Median grant
- $600
- New grantees (estimate)
- 32% first-time grantees (8 of 25, 2024)
- Total assets
- $6,726,921
- Primary geography
- California (96% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
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.
Is Donald P & Katherine B Loker Foundation open to new grantees?
32%
first-time grantees, 2024
In 2024, 8 of 25 grantees (32%) were first-time recipients. First grants averaged $838; repeat grants $19K. How we count
Medians: $400 first-time, $800 repeat.
- 40% of 2024 grantees were also funded in 2023. Method
- Giving grew 51% from 2021 to 2024. Method
- In 2024 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s stated focus is advancing philanthropic causes that benefit education, medical care, and the environment. It says it primarily supports organizations serving communities in California and New England.
Its 2024 grantees included organizations with varied missions. For example, Monterey Museum of Art says it cultivates curiosity in visual arts and engages the community with California art; Project Open Hand says it improves health outcomes and quality of life through nutritious meals, care, and education; and Bigelow Laboratory for Ocean Sciences describes its work as ocean research, education, and technology transfer.
Grantmaking
In 2024, the foundation reported 25 grants totaling $329,074. Grant amounts ranged from $100 to $300,000, with a median of $600. The largest grant was $300,000 to Middlebury Institute in Monterey for education. Other larger grants included $5,000 to Monterey Museum of Art, $4,000 each to Southern Poverty Law Center and UCC Community Sapper Middlebury, and $3,500 to St. Ignatius Parish.
The foundation’s website says proposals should include a clearly defined plan, timeline, and budget; identify the problem being addressed; and describe expected benefits or community impact. For requests above six figures, it recommends including a fundraising plan showing additional support from other foundations, local partners, or traditional donors. It aims to decide within 90 days after receiving a complete proposal and says a site visit or follow-up communication from the board may be appropriate when a proposal aligns with its priorities.
How to Apply
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
Ready to take the next step with Donald P & Katherine B Loker Foundation?
Geographic Focus
Where this funder awards grants
The foundation says it primarily serves communities in California and New England. In 2024, 96% of grant dollars went to recipients in California; the filing also reports grants to recipients in Alabama, Vermont, Virginia, and Maine.
Grant Distribution by State
Share of 2024 grant dollars across all 25 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $84K (2020) to $404K (2022). In 2024 it made 25 grants totaling $329K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Middlebury Institute ($300K). Together the top 10 received $324K.
Grant Size Distribution
104 grants across all recorded years
The most common grant size was under $50K: 99 grants of 104 (95%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Middlebury Institute Monterey, CA | Education | $300,000 |
| Monterey Museum of Art Monterey, CA | Cultivate curiosity in the visual arts and engage community with the diversity of California art - past, present, and future. | $5,000 |
| Southern Poverty Law Center Montgomery, AL | Helping to resolve conflict and advance racial and social justice | $4,000 |
| UCC Community Sapper Middlebury Middlebury, VT | Learn to love and follow jesus and grow deeper in faith. | $4,000 |
| St Ignatius Parish San Francisco, CA | Supporting Various Church Activities and Programs | $3,500 |
| Planned Parenthood San Rafael, CA | Helping to fund quality and affordable access to healthcare. | $2,000 |
| Rocket Dog Rescue Oakland, CA | To save dogs from abuse, neglect and death at overcrowded shelters and places them in loving homes. | $2,000 |
| Nature Conservancy Arlington, VA | Other Charitable Purposes. | $1,200 |
| Bigelow Laboratory for Ocean Sciences East Boothbay, ME | To Advancing Science and Finding Ocean Solutions | $1,000 |
| Doctors Without Borders Hagerstown, MD | To provide lifesaving medical care to those most in need. | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2024 | $6,726,921 | $1,549,105 | $411,398 | $329,074 | 25 |
| 2023 | $5,626,681 | $798,514 | $384,581 | $313,715 | 13 |
| 2022 | $5,212,720 | -$92,249 | $491,622 | $403,539 | 25 |
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Deborah L. Hicks and Robin Hicks as co-trustees. The foundation’s website identifies Deborah Loker Hicks as chairwoman and notes her board service with several institutions, including the University of California Berkeley Foundation and the Middlebury Institute of International Studies at Monterey.
Donald P & Katherine B Loker Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Deborah L. Hicks
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Robin Hicks
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 153 Caselli Avenue, San Francisco, CA 94114
Phone: (415) 362-5990
Website: https://lokerfoundation.org
Frequently asked questions about Donald P & Katherine B Loker Foundation
How much does Donald P & Katherine B Loker Foundation give each year?
Donald P & Katherine B Loker Foundation gave $329K across 25 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $314K across 13 grants.
What is Donald P & Katherine B Loker Foundation's typical grant size?
Donald P & Katherine B Loker Foundation's median grant in 2024 was $600, and its average grant was $13,163, across 25 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Donald P & Katherine B Loker Foundation that year got $838 on average.
Where does Donald P & Katherine B Loker Foundation give grants?
Donald P & Katherine B Loker Foundation gives mostly in California: 96% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Francisco, CA (7 grants), Oakland, CA (3 grants), Monterey, CA (2 grants) and Washington, DC (2 grants).
Does Donald P & Katherine B Loker Foundation give general operating support?
Not in 2024: none of the 25 grants with a stated purpose on Donald P & Katherine B Loker Foundation's 2024 IRS Form 990-PF were described as general or operating support.
Who are Donald P & Katherine B Loker Foundation's largest grantees?
Donald P & Katherine B Loker Foundation's largest 2024 grantees include Middlebury Institute ($300,000), Monterey Museum of Art ($5,000) and Southern Poverty Law Center ($4,000), according to its 2024 IRS Form 990-PF. Together they received 94% of its itemized 2024 grant dollars.
How large is Donald P & Katherine B Loker Foundation?
Donald P & Katherine B Loker Foundation reported $6.7M in total assets on its 2024 IRS Form 990-PF. It paid out $329K in qualifying distributions that year, against a required minimum of $360K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Donald P & Katherine B Loker Foundation fund?
The foundation’s stated focus is advancing philanthropic causes that benefit education, medical care, and the environment. It says it primarily supports organizations serving communities in California and New England. See mission & focus areas ↑
How do I apply for a grant from Donald P & Katherine B Loker Foundation?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Donald P & Katherine B Loker Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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