Thelma Doelger Charitable Trust

Private foundation · Grantmaker Daly City, CA EIN: 94-3318483

The Thelma Doelger Charitable Trust is a private foundation based in Daly City, California. It makes grants to charitable organizations, with 2025 awards supporting organizations involved in animal welfare, health, human services, education, and youth programs.

Key facts about Thelma Doelger Charitable Trust

In short: Thelma Doelger Charitable Trust gave $730K across 35 grants in 2025 (avg $21K), mostly in California. 9% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
94-3318483
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$729,500
Grants made (2025)
35
Average grant
$20,843
Median grant
$10,000
New grantees (estimate)
9% first-time grantees (3 of 35, 2025)
Total assets
$9,171,322
Primary geography
California (99% of itemized 2025 grant dollars)
How to apply
The 2024 filing states that the attached grant application form reflects all requirements. Full details ↓
Deadline
There are no submission deadlines.

Data from IRS Form 990-PF, 2025; 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 2025 IRS Form 990-PF · View filing

Total Assets

$9.2M

-4.9% YoY

Annual Giving

$730K

-6.4% YoY

Grant Count

35

+2.9% YoY

Avg Grant Size

$21K

-9.1% YoY

Under IRS private-foundation payout rules, Thelma Doelger Charitable Trust reported a distributable amount of $978K for 2025 — the minimum it must pay out in qualifying distributions.

Is Thelma Doelger Charitable Trust open to new grantees?

9%

first-time grantees, 2025

In 2025, 3 of 35 grantees (9%) were first-time recipients. First grants averaged $8K; repeat grants $22K. How we count

Medians: $5K first-time, $10K repeat.

  • 91% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (−7%). Method
  • In 2025 it paid out 90% 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 (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the trust is provided. Its 2025 grantees illustrate the range of organizations it supports. Marin Humane describes its mission as transforming lives through animal care, humane education, and advocacy. Samaritan House says it works to fight poverty by providing food, shelter access, healthcare, and other supportive services. Meals on Wheels of San Francisco describes its work as providing homebound seniors with meals, human contact, and supportive services. Other 2025 grantees included health foundations, youth organizations, and a marine mammal conservation organization.

Grantmaking

In 2025, the trust made 35 grants totaling $729,500. Grants ranged from $4,500 to $145,000, with a median of $10,000. Its largest 2025 award was $145,000 to the Dr. Norman Shumway Endowed Family of Funds. Other notable grants included $75,000 each to Marin Humane Society, Peninsula Humane Society, and San Francisco SPCA; $40,000 each to the Marine Mammal Center and St. Anthony’s Foundation; and $30,000 to Samaritan House.

Review Cycle

There are no submission deadlines.

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Geographic Focus

Where this funder awards grants

In 2025, 99% of grant dollars went to recipients in California and 1% to recipients in the District of Columbia. The 2024 filing states that awards are limited to charitable organizations operating within California and subject to the jurisdiction of its Attorney General.

Grant Distribution by State

2states

Share of 2025 grant dollars across all 35 itemized grants.

Cities

San FranciscoSan MateoDaly CitySanta RosaRedwood CityBurlingameFoster CityLa HondaNovatoSan CarlosSausalitoWashington DcMenlo Park

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K33 grants2021 33 grants2022 32 grants2023 34 grants2024 35 grants2025

From 2021 to 2025, annual grant giving ranged from $730K (2025) to $785K (2023). In 2025 it made 35 grants totaling $730K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Dr Norman Shumway Endowed Family of Funds: $145KDr Norman Shumway EndowedFamily of Funds$145KMarin Humane Society: $75KMarin Humane Society$75KPeninsula Humane Society: $75KPeninsula Humane Society$75KSan Francisco SPCA: $75KSan Francisco SPCA$75KMarine Mammal Center: $40KMarine Mammal Center$40KSt Anthony's Foundation: $40KSt Anthony's Foundation$40KSamaritan House: $30KSamaritan House$30KCuri Odyssey (Formerly Coyote Point Museum): $25KCuri Odyssey (Formerly CoyotePoint Museum)$25KSupporters of the Doelger Senior Center: $25KSupporters of the DoelgerSenior Center$25KMeals on Wheels of San Francisco: $25KMeals on Wheels of SanFrancisco$25K

The largest 2025 recipient was Dr Norman Shumway Endowed Family of Funds ($145K). Together the top 10 received $555K.

Grant Size Distribution

167 grants across all recorded years

139<$50K23$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 139 grants of 167 (83%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Dr Norman Shumway Endowed Family of Funds San Mateo, CACharitable Contribution to support charity's mission to improve patient health through continual scientific innovation, revolutionary operative care, and exemplary surgical education$145,000
Marin Humane Society Novato, CACharitable Contribution to support charity's mission to improve the lives of animals and people through advocacy, education, and support$75,000
Peninsula Humane Society San Mateo, CACharitable Contribution to support charity's mission to support humane service to needy animals$75,000
San Francisco SPCA San Francisco, CACharitable Contribution to support charity's mission to save and protect animals, and provide care and treatment$75,000
Marine Mammal Center Sausalito, CACharitable Contribution to support charity's mission to expand knowledge about marine mammals and inspire their global conservation$40,000
St Anthony's Foundation San Francisco, CACharitable Contribution to support charity's mission to provide shelter, housing, meals, medical care, clothing and furniture, rehabilitation services, and senior services$40,000
Samaritan House San Mateo, CACharitable Contribution to support charity's mission to provide services to help meet the essential daily needs of low-income people within San Mateo County, California$30,000
Curi Odyssey (Formerly Coyote Point Museum) San Mateo, CACharitable Contribution to support charity's mission to help children acquire the tools to deeply understand the changing world$25,000
Supporters of the Doelger Senior Center Daly City, CACharitable Contribution to support charity's mission to improve the quality of life for seniors and adults in Daly City and surrounding areas$25,000
Meals on Wheels of San Francisco San Francisco, CACharitable Contribution to support charity's mission to provide isolated homebound seniors in San Francisco with nutritious meals, daily human contact, and supportive services$25,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $9,171,322 $536,486 $1,011,639 $729,500
2024 $9,646,475 $976,151 $1,055,390 $779,500
2023 $9,725,714 $921,833 $1,042,100 $784,500
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2021 2022 2023 2024 2025
Metric202520242023
Total Assets$9,171,322$9,646,475$9,725,714
Revenue$536,486$976,151$921,833
Expenses$1,011,639$1,055,390$1,042,100
Qualifying Distributions$876,685$923,176$925,745
Net Investment Income$414,267$858,634$805,477
Distributable Amount$978,202$887,355$876,831

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Charles E. Cross, John F. Nicolai, and Claudette M. Nicolai as trustees.

Thelma Doelger Charitable Trust's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • John F Nicolai

    Trustee

    On filings since 2021

    6 hrs/week

    $49K (2021) → $71K (2025)

  • Claudette M Nicolai

    Trustee

    On filings since 2024

    6 hrs/week

    $17K (2024) → $71K (2025)

  • Charles E. Cross

    Trustee

    New on the 2025 filing

    6 hrs/week

    $25K (2025)

Former officers (2)
  • Former: D. Eugene Richard (2021–2024) — Trustee
  • Former: John R. Violet (2021–2024) — Trustee

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

John F Nicolai — Trustee: $71KJohn F NicolaiTrustee$71KClaudette M Nicolai — Trustee: $71KClaudette M NicolaiTrustee$71KCharles E Cross — Trustee: $25KCharles E CrossTrustee$25K

The highest reported compensation on the 2025 filing was $71K, to John F Nicolai (Trustee). 3 officers or directors reported compensation on that filing.

Contact

Application contact: John Nicolai
Mailing address: 950 John Daly Boulevard Suite 300, Daly City, CA 94015
Phone: (650) 755-2333

Frequently asked questions about Thelma Doelger Charitable Trust

How much does Thelma Doelger Charitable Trust give each year?

Thelma Doelger Charitable Trust gave $730K across 35 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $780K across 34 grants.

What is Thelma Doelger Charitable Trust's typical grant size?

Thelma Doelger Charitable Trust's median grant in 2025 was $10,000, and its average grant was $20,843, across 35 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Thelma Doelger Charitable Trust that year got $8K on average.

Where does Thelma Doelger Charitable Trust give grants?

Thelma Doelger Charitable Trust gives mostly in California: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Francisco, CA (12 grants), San Mateo, CA (8 grants), Daly City, CA (5 grants) and Santa Rosa, CA (2 grants).

Does Thelma Doelger Charitable Trust give general operating support?

Not in 2025: none of the 35 grants with a stated purpose on Thelma Doelger Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.

Who are Thelma Doelger Charitable Trust's largest grantees?

Thelma Doelger Charitable Trust's largest 2025 grantees include Dr Norman Shumway Endowed Family of Funds ($145,000), Marin Humane Society ($75,000) and Peninsula Humane Society ($75,000), according to its 2025 IRS Form 990-PF. Together they received 40% of its itemized 2025 grant dollars.

How large is Thelma Doelger Charitable Trust?

Thelma Doelger Charitable Trust reported $9.2M in total assets on its 2025 IRS Form 990-PF. It paid out $877K in qualifying distributions that year, against a required minimum of $978K (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 Thelma Doelger Charitable Trust fund?

No mission statement for the trust is provided. Its 2025 grantees illustrate the range of organizations it supports. Marin Humane describes its mission as transforming lives through animal care, humane education, and advocacy. See mission & focus areas ↑

How do I apply for a grant from Thelma Doelger Charitable Trust?

The 2024 filing states that the attached grant application form reflects all requirements. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Thelma Doelger Charitable Trust's EIN?

Thelma Doelger Charitable Trust's EIN (Employer Identification Number) is 94-3318483. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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