Simeon and Jean H Locke Charitable
The Simeon and Jean H. Locke Charitable Foundation is a private 501(c)(3) foundation established in 2018 and registered in Massachusetts. Based in Boynton Beach, Florida, the foundation operates as a grantmaking organization dedicated to supporting educational initiatives and environmental conservation efforts.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.2M
-15.7% YoY
Annual Giving
$587K
+8.3% YoY
Grant Count
39
+8.3% YoY
Avg Grant Size
$15K
-0.0% YoY
Under IRS private-foundation payout rules, Simeon and Jean H Locke Charitable reported a distributable amount of $166K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation pursues two primary goals:
Educational Opportunity: The foundation provides funding to educational organizations working with exceptionally intelligent children from disadvantaged backgrounds who might be overlooked in conventional educational settings. Grant requests for the purchase of educational equipment and materials are preferred.
Environmental and Conservation Issues: The foundation addresses urgent environmental and conservation challenges both regionally and internationally, remaining dedicated to assisting efforts to ameliorate deteriorating environmental conditions.
Grantmaking
How to Apply
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Geographic Focus
Where this funder awards grants
The foundation funds organizations primarily in New York, the District of Columbia, and California, with additional grantmaking activity in Texas, Florida, Illinois, and Maryland.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (2024):
- Total assets: $3,187,530
- Total revenues: $62,850
- Total expenses: $645,107
Assets & Revenue (2023):
- Total assets: $3,779,787
- Total revenues: $444,853
- Total expenses: $567,889
- Total giving: $553,211
Giving Rate: Approximately 14.3–14.4% of assets distributed annually
Staffing: The foundation operates with zero employees.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,187,530 | $3,779,787 | $3,892,823 |
| Revenue | $62,850 | $444,853 | $231,801 |
| Expenses | $645,107 | $567,889 | $584,261 |
| Qualifying Distributions | $598,170 | $553,211 | $576,375 |
| Net Investment Income | $67,798 | $441,703 | $231,651 |
| Distributable Amount | $166,460 | $174,865 | $200,984 |
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
163 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Planned Parenthood Federation ($50,000), Harlem Academy ($35,000), Tides Foundation ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BEAVER INSTITUTE SOUTHHAMPTON, MA | FULFILL CHARITABLE PURPOSE | $10,000 |
| BEYOND PLASTICS BENNINGTON, VT | FULFILL CHARITABLE PURPOSE | $10,000 |
| BILLION OYSTER PROJECT NEW YORK, NY | FULFILL CHARITABLE PURPOSE | $20,000 |
| BIOBUS NEW YORK, NY | FULFILL CHARITABLE PURPOSE | $15,000 |
| CENTER FOR COMMON GROUND LADYSMITH, VA | FULFILL CHARITABLE PURPOSE | $20,000 |
| CENTER FOR REPRODUCTIVE RIGHTS WASHINGTON, DC | FULFILL CHARITABLE PURPOSE | $20,000 |
| CLASSROOM CENTRAL CHARLOTTE, NC | FULFILL CHARITABLE PURPOSE | $15,000 |
| CLIMATE REALTY PROJECT WASHINGTON, DC | FULFILL CHARITABLE PURPOSE | $10,000 |
| CRAYONS TO COMPUTERS CINCINNATI, OH | FULFILL CHARITABLE PURPOSE | $10,000 |
| DAVIDSON INSTITUTE RENO, NV | FULFILL CHARITABLE PURPOSE | $2,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Bruce R. Mathias – Trustee (2 hours per week)
- Robert Axelrod – Trustee (2 hours per week)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BRUCE RMATHIAS | TRUSTEE | 2 | — |
| ROBERT AXELROD | TRUSTEE | 2 | $7,170 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Simeon and Jean H Locke Charitable fund?
The foundation pursues two primary goals: **Educational Opportunity**: The foundation provides funding to educational organizations working with exceptionally intelligent children from disadvantaged backgrounds who might be overlooked in conventional educational settings. Grant requests for the purchase of educational equipment and materials are preferred. **Environmental and Conservation Issues**: The foundation addresses urgent environmental and conservation challenges both regionally and int…
How do I apply for a grant from Simeon and Jean H Locke Charitable?
**Grant Characteristics**: • Typical award range: $1,000–$50,000 • Median grant amount: approximately $14,000–$15,000 • Recent annual giving: $542,000–$587,000 • Number of grants awarded annually: 36–46 grants **Application Status**: The foundation is not currently accepting grant applications at this time. Organizations with projects and goals consistent with the foundation's mission are encouraged to submit applications when the foundation reopens its application process. **Grant Focus**: All…
Where does Simeon and Jean H Locke Charitable make grants?
The foundation funds organizations primarily in New York, the District of Columbia, and California, with additional grantmaking activity in Texas, Florida, Illinois, and Maryland.
What size grants does Simeon and Jean H Locke Charitable award?
In 2024, Simeon and Jean H Locke Charitable awarded 39 grants totaling $587K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Simeon and Jean H Locke Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Simeon and Jean H Locke Charitable reported a distributable amount of $166K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Simeon and Jean H Locke Charitable's EIN?
Simeon and Jean H Locke Charitable's EIN (Employer Identification Number) is 82-6769843. IRS Form 990 filing data is available on this page for 2020–2024.
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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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