Thelma Doelger Charitable Trust
The Thelma Doelger Charitable Trust is a private foundation based in Daly City, California. Established in 1995 and tax-exempt since May 1999, the trust operates as an independent foundation with a focus on supporting charitable organizations across multiple sectors.
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.
Mission & Focus Areas
The trust's mission centers on improving patient health through continual scientific innovation and exemplary operative care. Primary funding areas include:
- Animal welfare
- Social services
- Medical centers and healthcare
- Children and youth services
- Human services
- Philanthropy, voluntarism, and grantmaking
Grantmaking
Grant Range
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Geographic Focus
Where this funder awards grants
The trust primarily funds organizations in California and the District of Columbia, with a concentration on Bay Area and Northern California nonprofits.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (2025):
- Total assets: $9,171,322
- Total giving: $729,500
- Total revenues: $536,486
- Total expenses: $1,011,639
Historical Assets:
- 2024: $9.6 million
- 2023: $9.7 million
- 2022: $10.5 million
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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 |
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 2025
Grant Size Distribution
167 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Dr Norman Shumway Endowed Family of Funds ($145,000), Marin Humane Society ($75,000), Peninsula Humane Society ($75,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MARIN HUMANE SOCIETY NOVATO, CA | Charitable 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, CA | Charitable Contribution to support charity's mission to support humane service to needy animals | $75,000 |
| SAN FRANCISCO SPCA SAN FRANCISCO, CA | Charitable Contribution to support charity's mission to save and protect animals, and provide care and treatment | $75,000 |
| CURI ODYSSEY (FORMERLY COYOTE POINT MUSEUM) SAN MATEO, CA | Charitable Contribution to support charity's mission to help children acquire the tools to deeply understand the changing world | $25,000 |
| MID-PENINSULA BOYS & GIRLS CLUB INC SAN MATEO, CA | Charitable Contribution to support charity's mission to inspire and enable all young people to reach their full potential as productive, responsible and caring citizens | $10,000 |
| SAN FRANCISCO BAY AREA BOY SCOUTS OF AMERICA SAN FRANCISCO, CA | Charitable Contribution to support charity's mission to prepare young people to make ethical and moral choices over their lifetimes by instilling in them the values of the Scout Oath and Law | $5,000 |
| PENINSULA FAMILY SERVICE SAN MATEO, CA | Charitable Contribution to support charity's mission to strengthen and maintain local families | $5,000 |
| OPERATION SANTA CLAUS DALY CITY, CA | Charitable Contribution to support charity's mission to spread the good cheer of Santa. | $4,500 |
| POLICE ATHLETIC LEAGUE OF DALY CITY DALY CITY, CA | Charitable Contribution to support charity's mission to help the youth through healthy athletics | $7,500 |
| MARINE MAMMAL CENTER SAUSALITO, CA | Charitable Contribution to support charity's mission to expand knowledge about marine mammals and inspire their global conservation | $40,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHARLES E CROSS | TRUSTEE | 6 | $24,993 |
| John F Nicolai | TRUSTEE | 6 | $70,661 |
| Claudette M Nicolai | TRUSTEE | 6 | $70,661 |
Contact Information
Address: 950 John Daly Blvd, Suite 300, Daly City, CA 94015-3004
Phone: 650-755-2333
EIN: 94-3318483
Frequently Asked Questions
What does Thelma Doelger Charitable Trust fund?
The trust's mission centers on improving patient health through continual scientific innovation and exemplary operative care. Primary funding areas include: • Animal welfare • Social services • Medical centers and healthcare • Children and youth services • Human services • Philanthropy, voluntarism, and grantmaking
How do I apply for a grant from Thelma Doelger Charitable Trust?
**Grant Activity:** • The trust made 33 grants in 2025 with total giving of $729,500 • In 2024, the trust distributed $780,000 across 34 grants • Historical annual giving ranges from approximately $730,000 to $785,000 **Grant Sizes:** • Typical award range: $3,750–$145,000 • Median grant amount: $8,000–$10,000 • Recent notable grants include $135,000 to the Dr. Norman Shumway Endowed Family of Funds and $75,000 each to Marin Humane and Peninsula Humane Society **Recent Grant Recipients (2025):**
Where does Thelma Doelger Charitable Trust make grants?
The trust primarily funds organizations in California and the District of Columbia, with a concentration on Bay Area and Northern California nonprofits.
What size grants does Thelma Doelger Charitable Trust award?
In 2025, Thelma Doelger Charitable Trust awarded 35 grants totaling $730K — an average of about $21K per grant, based on its IRS Form 990 filings.
How much is Thelma Doelger Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Thelma Doelger Charitable Trust reported a distributable amount of $978K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Thelma Doelger Charitable Trust's focus areas in our free grants database
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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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