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· Private foundation

Balsells Foundation

Its FY2019 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$1.8M
Granted FY2019
6
Grants FY2019
2
States reached
$842k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2019.

Education$4.4MPublic Benefit$68kReligion$63kRecreation & Sports$33kYouth Development$2kFood & Nutrition$500
02FY2019 · 6 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2019

  • Under $10k2 grants · $1k
  • $50k–250k2 grants · $191k
  • $250k+2 grants · $1.6M
$122,930
Median grant
2
States reached
$0
Total assets
Largest grants
RecipientAmount
UNIVERSITY OF COLORADO FOUNDATION$841,866
REGENTS OF THE UNIVERSITY OF CALIFORNIA IRVINE$795,518
REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS$122,930
IRVINE ROTARY FOUNDATION$68,250
LUTHERAN HIGH SCHOOL ASSOCIATION OF ORANGE COUNTY$700
CASAL DELS CATALANS DE CALIFORNIA$692
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:

Dollar for dollar, its grants (FY17–19) land where the poverty rate runs at 11%, against an area that typically sits at 10%. 100% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%REGENTS OF THE UNIVERSITY OF CALIFORNIA IRVINE: $796k → 10%REGENTS OF THE UNIVERSITY OF CALIFORNIA IRVINE: $193k → 10%SET HIGH SCHOOL SAN DIEGO: $7k → 11%FOOD FORWARD: $500 → 14%UNIVERSITY OF COLORADO FOUNDATION: $842k → 12%UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION: $340k → 10%REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS: $123k → 10%FOUNDATION OF LA JOLLA HIGH SCHOOL: $4k → 11%PALOS VERDES SUNSET ROTARY CLUB: $63k → 14%UNIVERSITY OF COLORADO FOUNDATION: $836k → 12%UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION: $187k → 10%REGENTS OF THE UNIVERSITY OF CALIFORNIA: $121k → 10%MINDSET CHARTER SCHOOLS INC: $7k → 11%UNIVERSITY OF COLORADO FOUNDATION: $680k → 12%REGENTS OF THE UNIVERSITY OF CALIFORNIA IRVINE: $58k → 10%REGENTS OF THE UNIVERSITY OF CALIFORNIA: $64k → 10%LA JOLLA UNITED METHODIST CHURCH - BOY SCOUTS PROGRAM: $2k → 11%MISSION VIEJO PATEADORES INC: $14k → 10%REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS: $61k → 10%FOOTHILL RANCH SOCCER CLUB: $13k → 10%MISSION VIEJO PATEADORES INC: $5k → 10%LUTHERAN HIGH SCHOOL ASSOCIATION OF ORANGE COUNTY: $700 → 10%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.
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.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 6% of Balsells Foundation’s grant dollars are earmarked for a different county than the recipient’s own address.

Balsells Foundationlessmore of its giving
Placed by recipient address
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

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

96%of every dollar goes to organizations it has funded before.
$4.4M · 7 repeat orgs$163k to everyone else

Grantees it renews have grown median revenue +79% since the first grant, against +51% for those funded once.

7 repeat relationships: 4 still active in FY2019, 3 since wound down; 2 grantees were first funded in FY2019 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

7
7

Total granted

$4.4M
$95k

Median revenue growth · since first grant

+79%
+51%

Still filing today

43%
43%

New vs renewed · share of each year

In FY2019, 96% of grant dollars renewed an existing relationship; $69k went to new ones.

50%100%’17’18’19
RenewedFirst-time

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

’17’18’19
EducationRecreation & SportsFood & NutritionPhilanthropyOther
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

  • UO
    UNIVERSITY OF COLORADO FOUNDATION
    3× · 2017–2019 · $2.4M · revenue +79%
  • UO
    UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
    2× · 2017–2018 · $527k · revenue +51%
  • MV
    MISSION VIEJO PATEADORES INC DBA PATEADORES
    2× · 2017–2018 · $19k · revenue +84%

Funded once

  • PV
    PALOS VERDES SUNSET ROTARY CLUB
    one grant, 2017 · $63k
  • FR
    FOOTHILL RANCH SOCCER CLUB
    one grant, 2017 · $13k · 58% of their budget
  • SH
    SET HIGH SCHOOL SAN DIEGO
    one grant, 2018 · $7k
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
Chula Vista Futbol Club

Our mission is to be the leader in the south bay by offering boys and girls ages 8 to 18 the opportunity to develop both socially and physically through the sport of soccer. to achieve this our coaches are licensed through us youth…

—
2
Uc Riverside Foundation

To support educational, research and public functions and programs of the riverside campus of the university of california.

Education
3
San Diego County Citizens' Scholars Foundation
—
4
California Cricket Foundation
Recreation & Sports
5
The International School of San Francisco

Guided by the principles of academic rigor and diversity, the international school of san francisco offers programs of study in french and english to prepare its graduates for a world in which the ability to think critically and to…

Education
6
The Uc Davis Foundation

The mission of the uc davis foundation is to secure, steward and manage private gifts for uc davis.

Education
7
Monterey Bay United
Recreation & Sports
8
Uc Santa Cruz Foundation

To benefit the university of california santa cruz.

Education
9
Marin Academy

Marin academy asks every individual to think, question, and create in an environment of encouragement and compassion, and challenges each person to accept the responsibilities posed by education in a democratic society.

Education
10
San Diego School of Football

Education of Athletes

—
11
The Southern California High School Cycling League

The league seeks to build strong bodies, minds, characters, and communities through its youth development-focused cycling programs.

Recreation & Sports
12
Uc Santa Barbara Foundation

The uc santa barbara foundation actively works to further the goals of the university of california, santa barbara. the foundation seeks to maintain and nurture the university's quality and distinction. on behalf of the campus, the…

Education
How this is measured
The grantee most central to the portfolio’s shape is University of California Irvine Foundation; the most unlike its peers is Mission Viejo Pateadores Inc Dba Pateadores. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

8 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. 8 of the 16 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)
3
Early backer (in before they grew)
7/8
Grantees still filing
7/8
Grew since first funded

Where the money sits, by cause and then by grantee

UNIVERSITY OF COLORADO FOUNDATION: $2,358,688 · EducationUNIVERSITY OF COLORADO FOUNDATIONUNIVERSITY OF CALIFORNIA IRVINE FOUNDATION: $526,837 · EducationUNIVERSITY OF CALIFORNIA IRVINE FOUNDATION+2 more: $10,000 · EducationREGENTS OF THE UNIVERSITY OF CALIFORNIA AT IRVINE: $1,098,671 · OtherREGENTS OF THE UNIVERSITY OF CALIFORNI…REGENTS OF THE UNIVERSITY OF CALIFORNIA: $184,668 · OtherREGENTS OF THE UNIVERSITY OF CALIFORNI…UNIVERSITY OF CALIFORNIA DAVIS: $183,593 · OtherUNIVERSITY OF CALIFORNIA DAVISPALOS VERDES SUNSET ROTARY CLUB: $63,000 · Other+5 more: $23,001 · OtherIRVINE ROTARY FOUNDATION INC: $68,250 · PhilanthropyMISSION VIEJO PATEADORES INC DBA PATEADORES: $18,750 · Recreation & SportsFOOD FORWARD INC: $500 · Food & Nutrition
Education$2,895,525Other$1,552,933Philanthropy$68,250Recreation & Sports$18,750Food & Nutrition$500

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 budgetUNIVERSITY OF COLORADO FOUNDATION: $2,358,688 over 3y, 0.3% of budgetUNIVERSITY OF CALIFORNIA IRVINE FOUNDATION: $526,837 over 2y, 0.2% of budgetMISSION VIEJO PATEADORES INC DBA PATEADORES: $18,750 over 2y, 0.3% of budgetFOOTHILL RANCH SOCCER CLUB: $12,500 over 1y, 58% of budgetMINDSET CHARTER SCHOOLS INC DBA SCHOOL FOR ENTREPRENEURSHIP AND TECHNOLOGY: $6,500 over 1y, 0.2% of budgetFoundation of La Jolla High School Inc: $3,500 over 1y, 0.5% of budgetFOOD FORWARD INC: $500 over 1y, 0.0% 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.

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 set of overlaps that mostly run through this funder rather than between each other.

Amazonsmile FoundationWA2.4× affinity5 shared granteesties to 0 of 0Hover any node to trace its alignments.Compare side by side →

Open a dossier: 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 Balsells Foundation funds: left to right is the share of its income from government, bottom to top the share from Balsells Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    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.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Balsells Foundation?

    Find your warmest path to Balsells Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    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 16 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 2019, released 2019. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Balsells’ filings →

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