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· Private foundation

Simeon and Jean H Locke Charitable Foundation

Its FY2024 filing reports that it accepted unsolicited grant applications.

$587k
Granted FY2024still arriving
39
Grants FY2024still arriving
16
States reached
$50k
Largest
01What it funds
0194% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Environment$915kEducation$817kHealth$245kCivil Rights$230kPhilanthropy$180kAnimals$140kYouth Development$61kPublic Benefit$45kOther$0
02FY2024 · 39 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k7 grants · $32k
  • $10k–50k31 grants · $505k
  • $50k–250k1 grant · $50k
$15,000
Median grant
16
States reached
$3.2M
Total assets
Largest grants
RecipientAmount
PLANNED PARENTHOOD FEDERATION$50,000
HARLEM ACADEMY$35,000
TIDES FOUNDATION$30,000
GUTTMACHER INSTITUTE$25,000
JANE GOODALL INSTITUTE$20,000
BILLION OYSTER PROJECT$20,000
NATURAL RESOURCE DEFENSE COUNCIL$20,000
SOUTHERN POVERTY LAW CENTER$20,000
SAVE THE CHILDREN$20,000
GREENPEACE$20,000
CENTER FOR REPRODUCTIVE RIGHTS$20,000
NATURE CONSERVANCY$20,000
CENTER FOR COMMON GROUND$20,000
TRUST FOR LEARNING$15,000
EARTH JUSTICE$15,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY22–24, $40k) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%BEAVER INSTITUTE: $10k → 12%ZERO TO THREE: $10k → 14%ZERO TO THREE: $10k → 14%ZERO TO THREE: $10k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

VT
IL
NY
MA
OR
NV
OH
PA
NJ
CT
CA
MO
VA
MD
NM
NC
SC
DC
AL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

93%of every dollar goes to organizations it has funded before.
$2.3M · 35 repeat orgs$185k to everyone else

35 repeat relationships: 30 still active in FY2024, 5 since wound down; 7 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

35
13

Total granted

$2.3M
$129k

Median revenue growth · since first grant

+7%
+33%

Still filing today

77%
38%

New vs renewed · share of each year

In FY2024, 90% of grant dollars renewed an existing relationship; $56k went to new ones.

50%100%’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23’24
EducationEnvironmentHealthPublic BenefitHuman ServicesInternationalOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    4× · 2020–2024 · $170k · revenue +40%
  • NATURAL RESOURCES DEFENSE COUNCIL INC
    5× · 2020–2024 · $130k · revenue +26%
  • SP
    SOUTHERN POVERTY LAW CENTER INC
    5× · 2020–2024 · $120k · revenue +13%

Funded once

  • NV
    NEW VENTURE FUND - TRUST FOR LEARNING
    one grant, 2021 · $35k
  • NA
    NATIONAL ASSOCIATION FOR GIFTED CHILDRENgraduated
    one grant, 2020 · $20k · revenue +26%
  • IF
    INSTITUTE FOR EDUCATIONAL ADVANCEMENTgraduated
    one grant, 2021 · $15k · revenue +33%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Conservation International Foundation

Ci works to spotlight and secure the critical benefits that nature provides to humanity.

Environment
2
Climate Institute

The climate institute is organized for the purpose of educating the general public and policy makers as to the gravity of potential climate change, exploring the policy implications of the latest scientific findings on climate modelling…

Environment
3
Third Way

To research and develop centrist policy ideas.

Civil Rights
4
Property and Environment Research Center

Perc is dedicated to advancing conservation through markets, incentives, property rights, and partnerships.

Public Benefit
5
Institute for Agriculture & Trade Policy

Iatp works locally and globally at the intersection of policy and practice to ensure fair and sustainable food, farm and trade systems.

Food & Nutrition
6
Ocean Conservancy

Ocean conservancy unites science, people, and policy to protect our ocean, today and for generations to come.

Environment
7
My Green Lab

My green lab's mission is to build a culture of sustainability in science to transform the industry into a global leader on environmental sustainability. through education, community engagement, and leading-edge certification programs, we…

Environment
8
National Geographic Society

To increase and diffuse geographic knowledge in the broadest sense, using the power of science, exploration, education and storytelling to illuminate and protect the wonder of the world.

Education
9
The Population Council Inc

We generate ideas, produce evidence, and design solutions to improve the lives of underserved populations around the world. we take a multidisciplinary, intergenerational, life-cycle approach that contributes to (see schedule o)four global…

International
10
Strategic Education Research Partnership Institute

The strategic education research partnership generates innovative, scalable solutions to our schools' most pressing problems through sustained collaborations among researchers, practitioners, and designers. we work to increase equity,…

Science & Tech
11
Third Way Institute

Third way institute supports charitable and educational activities that advance centrist solutions to major economic, national security, energy and social policy issues.

Civil Rights
12
Earth & Space Research

Increase societal understanding of the earth system through scientific research and education.

Science & Tech
How this is measured
The grantee most central to the portfolio’s shape is Open Space Institute Inc; the most unlike its peers is Beaver Institute Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

40 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 40 of the 57 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
39/40
Grantees still filing
24/40
Grew since first funded

Where the money sits, by cause and then by grantee

HARLEM ACADEMY: $120,000 · EducationHARLEM ACADEMYBILLION OYSTER PROJECT INC: $95,000 · EducationBILLION OYSTER PROJECT INCPROJECT DRAWDOWN: $85,000 · EducationPROJECT DRAWDOWNTeach for America Inc: $85,000 · EducationTeach for America IncPREP FOR PREP: $80,000 · EducationPREP FOR PREPCLASSROOM CENTRAL INC: $75,000 · EducationCLASSROOM CENTRAL INCDONORSCHOOSEORG: $65,000 · EducationDONORSCHOOSEORGSUMMER ON THE HILL INC: $52,036 · EducationSUMMER ON THE HILL INCTHE LITERACY LAB: $31,000 · EducationPUBLICOLOR INC: $31,000 · Education+4 more: $75,000 · Education+4 moreCENTER FOR REPRODUCTIVE RIGHTS: $110,000 · OtherCENTER FOR REPRODUCTIVE RIGHTSTHE NATURE CONSERVANCY: $110,000 · OtherTHE NATURE CONSERVANCYGREENPEACE INC: $105,000 · OtherGREENPEACE INCGuttmacher Institute Inc: $75,000 · OtherGuttmacher Institute IncSHELDRICK WILDLIFE TRUST: $40,000 · OtherWORKING WITH THE SCHOOLS: $40,000 · OtherNEW VENTURE FUND - TRUST FOR LEARNING: $35,000 · OtherTRUST FOR LEARNING: $30,000 · OtherNATIONAL INSTITUTE FOR PEER SUPPORT: $30,000 · OtherIndividual grant recipient: $30,000 · OtherCenter for Common Ground: $40,000 · OtherSave The Children Federation Inc: $40,000 · OtherZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES: $30,000 · Other+15 more: $116,182 · Other+15 moreNATURAL RESOURCES DEFENSE COUNCIL INC: $130,000 · EnvironmentNATURAL RESOURCES DE…SIERRA CLUB FOUNDATION: $100,000 · EnvironmentSIERRA CLUB FOUNDATI…WORLD WILDLIFE FUND INC: $85,000 · EnvironmentWORLD WILDLIFE FUND …350ORG: $80,000 · Environment350ORGEARTHJUSTICE: $65,000 · EnvironmentEARTHJUSTICEOIL & GAS ACTION NETWORK: $30,000 · EnvironmentOIL & GAS ACTION NET…+3 more: $10,000 · EnvironmentTIDES FOUNDATION: $180,000 · PhilanthropyTIDES FOUN…CRAYONS AND BEYOND INC: $80,000 · PhilanthropyCRAYONS AN…PLANNED PARENTHOOD FEDERATION OF AMERICA INC: $170,000 · HealthBIOBUS INC: $15,000 · HealthSOUTHERN POVERTY LAW CENTER INC: $120,000 · Crime & LegalJANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION: $90,000 · Animals
Education$794,036Other$831,182Environment$500,000Philanthropy$260,000Health$185,000Crime & Legal$120,000Animals$90,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTIDES FOUNDATION: $180,000 over 5y, 0.0% of budgetPLANNED PARENTHOOD FEDERATION OF AMERICA INC: $170,000 over 4y, 0.0% of budgetNATURAL RESOURCES DEFENSE COUNCIL INC: $130,000 over 5y, 0.0% of budgetHARLEM ACADEMY: $120,000 over 4y, 0.6% of budgetSOUTHERN POVERTY LAW CENTER INC: $120,000 over 5y, 0.0% of budgetTHE NATURE CONSERVANCY: $110,000 over 4y, 0.0% of budgetGREENPEACE INC: $105,000 over 4y, 0.1% of budgetSIERRA CLUB FOUNDATION: $100,000 over 4y, 0.1% of budgetBILLION OYSTER PROJECT INC: $95,000 over 5y, 0.6% of budgetJANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION: $90,000 over 4y, 0.1% of budgetWORLD WILDLIFE FUND INC: $85,000 over 5y, 0.0% of budgetPROJECT DRAWDOWN: $85,000 over 5y, 0.6% of budgetTeach for America Inc: $85,000 over 5y, 0.0% of budgetPREP FOR PREP: $80,000 over 5y, 0.2% of budget350ORG: $80,000 over 3y, 0.1% of budgetCRAYONS AND BEYOND INC: $80,000 over 5y, 0.3% of budgetCLASSROOM CENTRAL INC: $75,000 over 5y, 0.2% of budgetGuttmacher Institute Inc: $75,000 over 3y, 0.1% of budgetDONORSCHOOSEORG: $65,000 over 4y, 0.0% of budgetEARTHJUSTICE: $65,000 over 4y, 0.0% of budgetSUMMER ON THE HILL INC: $52,036 over 4y, 3.2% of budgetSave The Children Federation Inc: $40,000 over 2y, 0.0% of budgetCenter for Common Ground: $40,000 over 2y, 0.7% of budgetTHE LITERACY LAB: $31,000 over 4y, 0.1% of budgetPUBLICOLOR INC: $31,000 over 4y, 0.2% of budgetZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES: $30,000 over 3y, 0.0% of budgetOIL & GAS ACTION NETWORK: $30,000 over 2y, 1.1% of budgetTHE GIFTED CHILD SOCIETY: $25,000 over 2y, 3.2% of budgetNATIONAL ASSOCIATION FOR GIFTED CHILDREN: $20,000 over 1y, 1.1% of budgetINSTITUTE FOR EDUCATIONAL ADVANCEMENT: $15,000 over 1y, 0.7% of budgetBIOBUS INC: $15,000 over 1y, 0.3% of budgetFRIENDS OF PONO INC: $15,000 over 2y, 97% of budgetBeaver Institute Inc: $10,000 over 1y, 2.8% of budgetPenn Center Inc: $5,000 over 1y, 0.4% of budgetOPEN SPACE INSTITUTE INC: $5,000 over 1y, 0.2% of budgetEarth Island Institute Inc: $4,000 over 1y, 0.0% of budgetEmpowerment Works Inc: $1,000 over 1y, 0.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds TIDES FOUNDATION ↗
  • Who funds PLANNED PARENTHOOD FEDERATION OF AMERICA INC ↗
  • Who funds NATURAL RESOURCES DEFENSE COUNCIL INC ↗
  • Who funds HARLEM ACADEMY ↗
  • Who funds SOUTHERN POVERTY LAW CENTER INC ↗
  • Who funds THE NATURE CONSERVANCY ↗
  • Who funds GREENPEACE INC ↗
  • Who funds SIERRA CLUB FOUNDATION ↗
  • Who funds BILLION OYSTER PROJECT INC ↗
  • Who funds JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION ↗
  • Who funds WORLD WILDLIFE FUND INC ↗
  • Who funds PROJECT DRAWDOWN ↗
  • Who funds Teach for America Inc ↗
  • Who funds PREP FOR PREP ↗
  • Who funds 350ORG ↗
  • Who funds CRAYONS AND BEYOND INC ↗
  • Who funds CLASSROOM CENTRAL INC ↗
  • Who funds Guttmacher Institute Inc ↗
  • Who funds DONORSCHOOSEORG ↗
  • Who funds EARTHJUSTICE ↗
  • Who funds SUMMER ON THE HILL INC ↗
  • Who funds Save The Children Federation Inc ↗
  • Who funds Center for Common Ground ↗
  • Who funds THE LITERACY LAB ↗
  • Who funds PUBLICOLOR INC ↗
  • Who funds ZERO TO THREE NATIONAL CENTER FOR INFANTS TODDLERS AND FAMILIES ↗
  • Who funds OIL & GAS ACTION NETWORK ↗
  • Who funds THE GIFTED CHILD SOCIETY ↗
  • Who funds NATIONAL ASSOCIATION FOR GIFTED CHILDREN ↗
  • Who funds INSTITUTE FOR EDUCATIONAL ADVANCEMENT ↗
  • Who funds BIOBUS INC ↗
  • Who funds FRIENDS OF PONO INC ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

National Philanthropic TrustPA8.1× affinity6 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: National Philanthropic Trust · Paypal Charitable Giving Fund · Morgan Stanley Global Impact Funding Trust Inc · The Bank of America Charitable Foundation Inc · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Simeon and Jean H Locke Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Simeon and Jean H Locke Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 30%6%25%56%100%funder's share of their income ↑0%15%30%45%60%share of the org’s income from government →median 30%
  • Save the Children Federation Inc: 30% of income from government
no gov moneyreceives it· size = income
3get no government money at all
7report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–60%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 57 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Simeon and Jean H Locke’s filings →

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