The Pocket Foundation

SANTA BARBARA, CA EIN: 27-2205056

The Pocket Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA BARBARA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $49K in total assets. In 2024, it awarded 9 grants totaling $115K. Net investment income was $97K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$49K

-26.4% YoY

Annual Giving

$115K

+47.4% YoY

Grant Count

9

+12.5% YoY

Avg Grant Size

$13K

+31.1% YoY

Under IRS private-foundation payout rules, The Pocket Foundation reported a distributable amount of $677 for 2024 — the minimum it must pay out in qualifying distributions.

About The Pocket Foundation

Based on IRS filings

The Pocket Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA BARBARA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $49K in total assets. In 2024, it awarded 9 grants totaling $115K. Net investment income was $97K.

Ready to take the next step with The Pocket Foundation?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

BoiseBozemanCorvallisFort CollinsHelenaMilwaukeeSan RafaelSmithtownSummerlandWindsor

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$41K$81K$122K$162K20202021202220232024
Metric202420232022
Total Assets$49,413$67,172$43,166
Revenue$99,710$104,106$99,027
Expenses$117,469$80,100$147,600
Qualifying Distributions$115,484$79,050$146,320
Net Investment Income$97,451$98,327
Distributable Amount$677$886$3,155

Giving Over Time

Total grant dollars and number of grants per year

$0$37K$73K$110K$146K10 grants20207 grants202110 grants20228 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Bear Trust International$20KExpedition Inspiration$20KSage Gardeners$16KSanta Barbara Agricultur…$15KGuide Dogs for the Blind$10KHaven Montana$10KCrosscut Mountain Sports$8KGallatin Valley Land Trust$8KMontana Land Reliance$8K

Grant Size Distribution

44 grants across all recorded years

44<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Bear Trust International ($20,000), Expedition Inspiration ($20,000), Sage Gardeners ($16,000).

RecipientPurposeAmount
Bear Trust International Windsor, COProgram Support$20,000
Crosscut Mountain Sports Bozeman, MTProgram Support$8,000
Expedition Inspiration Boise, IDProgram Support$20,000
Gallatin Valley Land Trust Bozeman, MTProgram Support$8,000
Guide Dogs for the Blind San Rafael, CAProgram Support$10,000
Haven Montana Bozeman, MTProgram Support$10,000
Montana Land Reliance Helena, MTProgram Support$8,000
Sage Gardeners Bozeman, MTProgram Support$16,000
Santa Barbara Agriculture and Farm Education Foundation Summerland, CAProgram Support$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Helen Deborah Van DykePresident/Treasurer1
Mark KruegerDirector0.25
Kathryn PowellDirector0.25

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Pocket Foundation?

The Pocket Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA BARBARA, CA. It holds $49K in total assets as of 2024.

How large is The Pocket Foundation?

As of 2024, The Pocket Foundation holds $49K in total assets with $100K in annual revenue. It awarded 9 grants totaling $115K in 2024.

Where does The Pocket Foundation operate?

The Pocket Foundation has awarded grants in California, Colorado, Idaho, Montana, New York, Oregon, Wisconsin.

What size grants does The Pocket Foundation award?

In 2024, The Pocket Foundation awarded 9 grants totaling $115K — an average of about $13K per grant, based on its IRS Form 990 filings.

How much is The Pocket Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Pocket Foundation reported a distributable amount of $677 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Pocket Foundation's EIN?

The Pocket Foundation's EIN (Employer Identification Number) is 27-2205056. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in The Pocket Foundation's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

What could you do with The Pocket Foundation on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities

Go from researching The Pocket Foundation to a real strategy.

Plan your approach