Nonprofit · EIN 33-0166134
DONALD P AND KATHERINE B LOKER FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,549,105 | $411,398 | $1,137,707 | $6,726,921 | $0 | $6,726,921 |
| December 31, 2023 | 990-PF | $798,514 | $384,581 | $413,933 | $5,626,681 | $0 | $5,626,681 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $766,184
- Dividends
- $144,724
- Net gain from sales of assets
- $637,986
- Other income
- $211
Expenses
- Grants and similar amounts paid
- $329,074
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $329,074
- Excise tax on investment income
- $9,969
Balance sheet and other
- Total assets, start of year
- $5,626,681
- Total assets, end of year
- $6,726,921
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,726,921
- Fair market value of assets
- $8,264,709
- Qualifying distributions
- $329,074
- Net investment income
- $782,921
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH L HICKS 153 CASELLI AVENUE, SAN FRANCISCO, CA 94114 | CO-TRUSTEE | 1 | $0 |
| ROBIN HICKS 153 CASELLI AVENUE, SAN FRANCISCO, CA 94114 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH L HICKS 153 CASELLI AVENUE, SAN FRANCISCO, CA 94114 | CO-TRUSTEE | 1 | $0 |
| ROBIN HICKS 153 CASELLI AVENUE, SAN FRANCISCO, CA 94114 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 153 CASELLI AVE, SAN FRANCISCO, CA 94114-2320
- Signed the 990-PF
- DEBORAH HICKS, OFFICER
- Phone
- (415) 362-5990
- Return prepared by
- REALIZE CPA LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0166134 or by the name DONALD P AND KATHERINE B LOKER FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 33-0166134
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1986
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,726,921
- Income (IRS master file)
- $2,700,055
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,549,105 | $411,398 | $6,726,921 | IRS |
| 990-PF | December 2023 | $798,514 | $384,581 | $5,626,681 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0166134).
Questions about DONALD P AND KATHERINE B LOKER FOUNDATION
- What is the EIN of DONALD P AND KATHERINE B LOKER FOUNDATION?
- The employer identification number (EIN) of DONALD P AND KATHERINE B LOKER FOUNDATION is 33-0166134.
- Is DONALD P AND KATHERINE B LOKER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to DONALD P AND KATHERINE B LOKER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DONALD P AND KATHERINE B LOKER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DONALD P AND KATHERINE B LOKER FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DONALD P AND KATHERINE B LOKER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of DONALD P AND KATHERINE B LOKER FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does DONALD P AND KATHERINE B LOKER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,549,105, expenses of $411,398 and total assets of $6,726,921 at year end.
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