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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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