Funder DirectoryDONALD P & KATHERINE B LOKER FOUNDATION
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Private foundation (trust)EIN 330166134Est. 1986-07

DONALD P & KATHERINE B LOKER FOUNDATION

SAN FRANCISCO, CA 94114

Total Assets

$6.9M

FY 2023

Annual Giving

$314K

FY 2023

Grants Made

13

FY 2023

Avg Grant

$24K

FY 2023

Grant Range

$75–$300K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$799K

Total Expenses

$385K

Qualifying Distributions

$314K

Distributable Amount

$300K

Min. Investment Return

$306K

Undistributed Income

$280K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

13 grants

Grant sizes from minimum $75 through median $200 to maximum $300K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2018 to 2023. Peak $404K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

78 grants

UC BERKELEY FOUNDATION
$341K
3 grants
MIDDLEBURY INSTITUTE
$310K
2 grants
GOLDMAN SACHS PHILANTHROPY FUND
$81K
1 grant
MONTEREY BAY AQUARIUM
$15K
2 grants
CALIFORNIA HOSPITAL MEDICAL CENTER
$11K
3 grants
ROCKET DOG RESCUE
$10K
2 grants
ONE PURPOSE SCHOOL
$8K
2 grants
UCSF
$5K
1 grant

Grant Size Distribution

78 grants

<$10K
74
grants
$10–50K
1
grants
$50–250K
1
grants
$250K–1M
2
grants
$1–5M
$5M+

Geographic Focus

6 states

California
$725K
88% of total
New York
$81K
10% of total
Massachusetts
$12K
1% of total
Alabama
$3K
0% of total
District of Columbia
$702
0% of total
Maryland
$100
0% of total

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DONALD P & KATHERINE B LOKER FOUNDATION — Grants, Financials & Contact | Grantivo