Simeon and Jean H Locke Charitable
Simeon and Jean H Locke Charitable is a private foundation based in Boynton Beach, Florida. Its stated goals are to support educational opportunity for exceptionally intelligent children from disadvantaged backgrounds and to assist efforts addressing environmental and conservation issues.
Key facts about Simeon and Jean H Locke Charitable
In short: Simeon and Jean H Locke Charitable gave $587K across 39 grants in 2024 (avg $15K), top state New York. 23% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 82-6769843
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $587,000
- Grants made (2024)
- 39
- Average grant
- $15,051
- Median grant
- $15,000
- New grantees (estimate)
- 23% first-time grantees (9 of 39, 2024)
- Total assets
- $3,187,530
- Primary geography
- New York (37% of itemized 2024 grant dollars)
- How to apply
- The foundation is not accepting grant applications at this time. Full details ↓
Data from IRS Form 990-PF, 2024; updated September 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
$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.
Is Simeon and Jean H Locke Charitable open to new grantees?
23%
first-time grantees, 2024
In 2024, 9 of 39 grantees (23%) were first-time recipients. First grants averaged $12K; repeat grants $16K. How we count
Medians: $10K first-time, $15K repeat.
- 72% of 2024 grantees were also funded in 2023. Method
- Giving fell 24% from 2021 to 2024. Method
- In 2024 it paid out 359% of its IRS minimum distribution (the 5% rule). 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 welcomes proposals from educational organizations working with exceptionally intelligent children from disadvantaged backgrounds who might be overlooked in conventional settings. It generally prefers requests for educational equipment and materials. It also supports efforts to address environmental and conservation issues.
Its 2024 grantees illustrate a range of supported work. Harlem Academy says it promotes opportunity for promising children and helps them thrive academically. Billion Oyster Project describes its mission as restoring oyster reefs to New York Harbor through public education. Greenpeace says it works to expose global environmental problems and press for solutions. Other grantees include organizations whose stated missions include advancing sexual and reproductive health and rights (Guttmacher Institute), providing classroom resources to teachers and students (Classroom Central), and educating and empowering voters of color (Center for Common Ground).
Grantmaking
In 2024, the foundation made 39 grants totaling $587,000. Awards ranged from $1,000 to $50,000, with a median of $15,000. Notable grants included $50,000 to Planned Parenthood Federation, $35,000 to Harlem Academy, $30,000 to Tides Foundation, and $25,000 to Guttmacher Institute. The foundation also gave $20,000 each to Billion Oyster Project, Center for Common Ground, Center for Reproductive Rights, Greenpeace, Jane Goodall Institute, Natural Resource Defense Council, Nature Conservancy, and Save the Children.
Review Cycle
, and award restrictions. The filing states that giving is not restricted to preselected organizations.
Ready to take the next step with Simeon and Jean H Locke Charitable?
Geographic Focus
Where this funder awards grants
In 2024, New York recipients received 37% of grant dollars, recipients in the District of Columbia received 20%, California recipients received 16%, Massachusetts recipients received 4%, and Virginia recipients received 3%.
Grant Distribution by State
Share of 2024 grant dollars across all 39 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 $309K (2020) to $775K (2021). In 2024 it made 39 grants totaling $587K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Planned Parenthood Federation ($50K). Together the top 10 received $260K.
Grant Size Distribution
163 grants across all recorded years
The most common grant size was under $50K: 159 grants of 163 (98%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Planned Parenthood Federation New York, NY | Fulfill Charitable Purpose | $50,000 |
| Harlem Academy New York, NY | Fulfill Charitable Purpose | $35,000 |
| Tides Foundation San Francisco, CA | Fulfill Charitable Purpose | $30,000 |
| Guttmacher Institute New York, NY | Fulfill Charitable Purpose | $25,000 |
| Billion Oyster Project New York, NY | Fulfill Charitable Purpose | $20,000 |
| Center for Common Ground Ladysmith, VA | Fulfill Charitable Purpose | $20,000 |
| Center for Reproductive Rights Washington, DC | Fulfill Charitable Purpose | $20,000 |
| Greenpeace Washington, DC | Fulfill Charitable Purpose | $20,000 |
| Jane Goodall Institute Washington, DC | Fulfill Charitable Purpose | $20,000 |
| Natural Resource Defense Council New York, NY | Fulfill Charitable Purpose | $20,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2024 | $3,187,530 | $62,850 | $645,107 | $587,000 | 39 |
| 2023 | $3,779,787 | $444,853 | $567,889 | $542,100 | 36 |
| 2022 | $3,892,823 | $231,801 | $584,261 | $612,118 | 40 |
| 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 |
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 Bruce Rmathias and Robert Axelrod as trustees.
Simeon and Jean H Locke Charitable's 2024 filing lists 2 officers; 1 of 2 officers listed in 2024 is compensated.
Officers on the 2024 filing
Bruce Rmathias
Trustee
On filings since 2020
2 hrs/week
$9K (2022) → $0 (2024)
Robert Axelrod
Trustee
On filings since 2020
2 hrs/week
$7K (2022) → $7K (2024)
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $7K, to Robert Axelrod (Trustee).
Contact
Application contact: R Axelrod
Mailing address: 454 Second St, Brooklyn, NY 11215
Phone: (718) 965-3024
Email: inquiries@jlockfoundation.org
Website: https://sjlockefoundation.org
Frequently asked questions about Simeon and Jean H Locke Charitable
How much does Simeon and Jean H Locke Charitable give each year?
Simeon and Jean H Locke Charitable gave $587K across 39 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $542K across 36 grants.
What is Simeon and Jean H Locke Charitable's typical grant size?
Simeon and Jean H Locke Charitable's median grant in 2024 was $15,000, and its average grant was $15,051, across 39 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Simeon and Jean H Locke Charitable that year got $12K on average.
Where does Simeon and Jean H Locke Charitable give grants?
Simeon and Jean H Locke Charitable's top state is New York, with 37% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were District of Columbia (20%) and California (16%). The most frequent recipient cities were New York, NY (8 grants), Washington, DC (8 grants) and San Francisco, CA (3 grants).
Who are Simeon and Jean H Locke Charitable's largest grantees?
Simeon and Jean H Locke Charitable's largest 2024 grantees include Planned Parenthood Federation ($50,000), Harlem Academy ($35,000) and Tides Foundation ($30,000), according to its 2024 IRS Form 990-PF. Together they received 20% of its itemized 2024 grant dollars.
How large is Simeon and Jean H Locke Charitable?
Simeon and Jean H Locke Charitable reported $3.2M in total assets on its 2024 IRS Form 990-PF. It paid out $598K in qualifying distributions that year, against a required minimum of $166K (roughly 5% of its investment assets).
What does Simeon and Jean H Locke Charitable fund?
The foundation welcomes proposals from educational organizations working with exceptionally intelligent children from disadvantaged backgrounds who might be overlooked in conventional settings. It generally prefers requests for educational equipment and materials. See mission & focus areas ↑
How do I apply for a grant from Simeon and Jean H Locke Charitable?
The foundation is not accepting grant applications at this time. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Simeon and Jean H Locke Charitable by hand.
Explore Open Grants
Browse active grant opportunities in Simeon and Jean H Locke Charitable's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Florida
The New York Community Trust
New York, NY
The New York Community Trust funds projects in areas including arts, education, health, human services, community development, and the environment, primarily in New York City, Long Island, and Westchester, with some opportunities elsewhere. Its 2024 median grant was $20,000, though awards varied widely. It accepts applications through its open competitive grants program and selected RFPs or letters of interest; donor-advised funds do not accept proposals.
Assets
$3.5B
Grants
2,748
Total Given
$193.8M
Silicon Valley Community Foundation
Mountain View, CA
Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
Publix Super Markets Charities Inc
Lakeland, FL
Publix Super Markets Charities supports nonprofits addressing hunger, homelessness and housing, youth, education, and community needs in Florida, Georgia, Alabama, North Carolina, South Carolina, Tennessee, Virginia, and Kentucky. Its 2024 median grant was $2,500, though awards ranged widely; it accepts online requests from eligible organizations, with application periods varying by program.
Assets
$233.8M
Grants
3,269
Total Given
$52.5M
The Community Foundation for Northeast Florida Inc
Jacksonville, FL
The Community Foundation for Northeast Florida supports nonprofits and civic work in Duval, St. Johns, Nassau, Baker, Clay, and Putnam counties, with interests including neighborhoods, education, aging adults, arts, women and girls, young children, and early literacy. Its 2024 grants had a median of $5,000, though amounts varied widely; most donor-advised grants are not open to applications, but eligible nonprofits can apply through competitive programs when application windows are open.
Assets
$708.7M
Grants
2,470
Total Given
$78.0M
Community Foundation of Tampa Bay Inc
Tampa, FL
The Community Foundation of Tampa Bay funds nonprofits addressing economic opportunity, environmental sustainability, health, education, and community vitality in Hillsborough, Pinellas, Pasco, Hernando, and Citrus counties. Its annual competitive grants are typically $10,000–$50,000; it also accepts year-round requests for urgent, unforeseen needs of up to $250,000. Apply through the relevant grant opportunity; the profile does not state whether general unsolicited requests are accepted.
Assets
$1.0B
Grants
698
Total Given
$54.3M
Gulf Coast Community Foundation Inc
Venice, FL
Gulf Coast Community Foundation funds arts and culture, civic and economic development, education, the environment, health and human services, and disaster response, with a focus on its Florida service area. Community grants provide up to $25,000 per organization per fiscal year; larger catalytic grants are available, and 2025 grants had a median of $16,251. It accepts unsolicited requests through scheduled Community Grant cycles; catalytic grants start with a letter of inquiry, and initiative grants are by invitation only.
Assets
$533.7M
Grants
651
Total Given
$45.0M
Early Learning Coalition of Broward County Inc
Fort Lauderdale, FL
The Early Learning Coalition of Broward funds child care reimbursement and early-learning providers, including programs supporting child care and preschool, primarily in Broward County, Florida. Its 2025 grants ranged from $5,127 to $3,994,863, with a median of $158,921. The profile does not state whether it accepts unsolicited requests.
Assets
$15.9M
Grants
636
Total Given
$152.2M
Leslie L Alexander Foundation Inc
Delray Beach, FL
The Leslie L Alexander Foundation supports animal rescue, education, children’s services, and other charitable work. In 2024, grants ranged from $600 to $1 million, with a median of $35,000; giving was concentrated in Florida and Texas, with awards also made elsewhere. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$291.4M
Grants
622
Total Given
$28.4M
CSX Foundation Inc
Jacksonville, FL
Assets
$9.7M
Grants
607
Total Given
$13.7M
United Way Miami Inc
Miami, FL
United Way Miami funds education, economic mobility, health and wellbeing, and resilient-community programs, with its community focus in Miami-Dade County. Its 2025 grants ranged from $5,082 to $1,693,432, with a median of $18,410; published opportunities include selected awards of up to $153,000. It publishes specific grant opportunities and application details; whether it accepts unsolicited requests is not stated.
Assets
$157.2M
Grants
562
Total Given
$32.6M
The Community Foundation of Sarasota CO Inc
Sarasota, FL
The Community Foundation of Sarasota County funds nonprofits working in areas including human services, education, arts, health, economic stability, animal welfare, and community resilience. Its typical grants are around $10,000–$25,000, with a 2025 median of $18,798, for programs serving Sarasota, Manatee, Charlotte, or DeSoto County. The profile does not state whether it accepts unsolicited requests.
Assets
$518.5M
Grants
540
Total Given
$41.2M
More Funders in Florida
Simeon and Jean H Locke Charitable down — hundreds of funders to go?