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Bialis Charitable Trust at a glance

· Private foundation

Bialis Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$280k
Granted FY2025still arriving
5
Grants FY2025still arriving
4
States reached
$150k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2025.

Philanthropy$2.5MReligion$188kRecreation & Sports$165kHealth$135kArts & Culture$75kInternational$75kEducation$49kHousing & Shelter$48kOther$0
02FY2025 · 5 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k1 grant · $1k
  • $10k–50k2 grants · $29k
  • $50k–250k2 grants · $250k
$18,000
Median grant
4
States reached
$5.4M
Total assets
Largest grants
RecipientAmount
SOUTHERN ARIZONA ADAPTIVE SPORTS$150,000
SCHWAB CHARITABLE FOUNDATION$100,000
ASSOCIATION OF AMERICAN INDIAN PHYSICIANS$18,000
OCEANHILLS CHURCH$10,700
CANCER FOUNDATION OF SANTA BARBARA$1,000
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 (FY18–22, $56k) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%EL CAMINO HOMELESS ORGANIZATION: $25k → 12%EL CAMINO HOMELESS ORGANIZATION: $15k → 12%EL CAMINO HOMELESS ORGANIZATION: $3k → 12%EL CAMINO HOMELESS ORGANIZATION: $1k → 12%UNITY SHOPPE: $10k → 14%PATH SANTA BARBARA: $1k → 14%PATH SANTA BARBARA: $263 → 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

MA
CA
UT
MD
AZ
NM
OK
MS
GA
FL
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.

78%of every dollar goes to organizations it has funded before.
$2.3M · 10 repeat orgs$665k to everyone else

Grantees it renews have grown median revenue +267% since the first grant, against +41% for those funded once.

10 repeat relationships: 2 still active in FY2025, 8 since wound down; 3 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

10
33

Total granted

$2.3M
$503k

Median revenue growth · since first grant

+267%
+41%

Still filing today

40%
64%

New vs renewed · share of each year

In FY2025, 42% of grant dollars renewed an existing relationship; $162k went to new ones.

50%100%’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’18’19’20’21’22’23’24’25
HealthHuman ServicesEducationRecreation & SportsHousing & ShelterArts & CultureOther
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

  • AO
    ASSOCIATION OF AMERICAN INDIAN PHYSICIANS INC
    3× · 2021–2025 · $68k · revenue +18%
  • EC
    EL CAMINO HOMELESS ORGANIZATION
    4× · 2019–2022 · $44k · revenue +346%
  • TG
    THE GREGORY SCHOOL
    2× · 2023–2024 · $2k · revenue +5%

Funded once

  • JH
    JAZZ HANDS FOR AUTISM
    one grant, 2024 · $75k · revenue 0%
  • TJ
    TUCSON JEWISH FREE LOAN
    one grant, 2024 · $38k
  • AF
    ACTION FOR POST-SOVIET JEWRY INC
    one grant, 2022 · $36k · revenue -11%
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
St Francis Foundation of Santa Barbara

The mission of st. francis foundation of santa barbara is to promote and support health care.

Health
2
Santa Barbara Foundation

The mission of the santa barbara foundation (sbf) is to mobilize collective wisdom and philanthropic capital to build empathetic, inclusive and resilient communities.

Philanthropy
3
The San Diego Foundation

The san diego foundation inspires enduring philanthropy and enables community solutions to improve the quality of life in our region.

Philanthropy
4
South Central Family Health Center

To improve the quality of life for the diverse communities we serve providing affordable and comprehensive healthcare and education in a welcoming multi-cultural environment.

Health
5
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
6
Children's Hospital Los Angeles

Promotion and advancement of children's health through patient care, research, and education.

Health
7
Community Foundation Santa Cruz County

To promote philanthropy to make santa cruz county a better place to live, now and in the future.we bring together people, ideas, and resources to inspire philanthropy and accomplish great things.

Philanthropy
8
San Francisco Casa

San Francisco CASA transforms the lives of children and youth traumatized and displaced in the foster care and related systems by providing one consistent, caring volunteer advocate, trained to address each childs needs in the court and…

Civil Rights
9
Sv Home

Driving the creation of affordable housing for a more vibrant and equitable silicon valley.

Housing & Shelter
10
Santa Barbara Cottage Hospital Foundation

It is the mission of Santa Barbara Cottage Hospital Foundation to solicit, receive, invest, maintain and distribute funds for the support of charitable, scientific, and educational activities of Santa Barbara Cottage Hospital.

Health
11
Silicon Schools Fund Inc

The mission of the silicon schools fund is to improve education through supporting the launch of excellent new schools, improving academic instruction in existing schools, and by funding some of the boldest innovations in education…

Education
12
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
How this is measured
The grantee most central to the portfolio’s shape is Girls Incorporated of Santa Fe Inc; the most unlike its peers is Medical Outreach of America 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

29 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. 29 of the 48 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)
9
Early backer (in before they grew)
29/29
Grantees still filing
20/29
Grew since first funded

Where the money sits, by cause and then by grantee

SCHWAB CHARITABLE FOUNDATION: $1,600,000 · OtherSCHWAB CHARITABLE FOUNDATIONLA JEWISH COMMUNITY FOUNDATION: $476,000 · OtherLA JEWISH COMMUNITY FOUNDATION+28 more: $495,443 · Other+28 moreDONOR ADVISED CHARITABLE GIVING INC: $205,000 · PhilanthropyDONOR ADVIS…Combined Jewish Philanthropies of Greater Boston Inc: $111,600 · PhilanthropyCombined Je…+1 more: $10,000 · PhilanthropySOUTHERN ARIZONA ADAPTIVE SPORTS: $150,000 · Recreation & Sports+1 more: $5,000 · Recreation & SportsMEDICAL OUTREACH OF AMERICA INC: $25,000 · HealthVNA HEALTH FOUNDATION: $25,000 · HealthLUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH: $18,000 · HealthSAN FRANCISCO GENERAL HOSPITAL FOUNDATION: $10,000 · Health+1 more: $1,000 · HealthJAZZ HANDS FOR AUTISM: $75,000 · Arts & CultureEL CAMINO HOMELESS ORGANIZATION: $44,416 · Human ServicesUNITY SHOPPE INC: $10,000 · Human ServicesFOOD FROM THE HEART INC: $5,000 · Human Services+1 more: $1,633 · Human ServicesTeach for America Inc: $25,000 · EducationIsla Vista Youth Projects Inc dba LEAP LearnEngageAdvocatePartner: $15,500 · EducationSanta Barbara Education Foundation: $12,500 · Education
Other$2,571,443Philanthropy$326,600Recreation & Sports$155,000Health$79,000Arts & Culture$75,000Human Services$61,049Education$53,000

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 budgetDONOR ADVISED CHARITABLE GIVING INC: $205,000 over 2y, 0.0% of budgetCombined Jewish Philanthropies of Greater Boston Inc: $111,600 over 1y, 0.0% of budgetJAZZ HANDS FOR AUTISM: $75,000 over 1y, 8.3% of budgetASSOCIATION OF AMERICAN INDIAN PHYSICIANS INC: $68,000 over 3y, 3.0% of budgetEL CAMINO HOMELESS ORGANIZATION: $44,416 over 4y, 0.9% of budgetACTION FOR POST-SOVIET JEWRY INC: $36,000 over 1y, 10% of budgetVOICES FOR CHILDREN: $25,000 over 1y, 0.3% of budgetMEDICAL OUTREACH OF AMERICA INC: $25,000 over 1y, 100% of budgetVNA HEALTH FOUNDATION: $25,000 over 1y, 0.9% of budgetTeach for America Inc: $25,000 over 1y, 0.0% of budgetLUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH: $18,000 over 1y, 0.0% of budgetIsla Vista Youth Projects Inc dba LEAP LearnEngageAdvocatePartner: $15,500 over 1y, 0.4% of budgetSanta Barbara Education Foundation: $12,500 over 1y, 0.5% of budgetUNITY SHOPPE INC: $10,000 over 1y, 0.2% of budgetTHE AURELIA FOUNDATION: $10,000 over 1y, 0.4% of budgetSAN FRANCISCO GENERAL HOSPITAL FOUNDATION: $10,000 over 1y, 0.0% of budgetGOLETA VALLEY SOUTH LITTLE LEAGUE INC: $10,000 over 1y, 3.8% of budgetRedwood Coast Land Conservancy: $5,000 over 1y, 0.3% of budgetFOOD FROM THE HEART INC: $5,000 over 1y, 0.8% of budgetSANTA BARBARA BASEBALL PARENTS ASSOCIATION: $5,000 over 1y, 8.3% of budgetSAVE A CHILD'S HEART FOUNDATION US INC: $3,600 over 1y, 0.1% of budgetLIFECHRONICLES INC: $2,500 over 1y, 2.4% of budgetBUNNIES URGENTLY NEEDING SHELTER: $2,500 over 1y, 2.3% of budgetTRANSITION HOUSE: $1,800 over 1y, 0.1% of budgetTHE GREGORY SCHOOL: $1,723 over 2y, 0.0% of budgetPATH: $1,633 over 2y, 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 tightly interlocked group: most of these funders back each other's grantees too.

Santa Barbara Foundat…California Community …Hutton Foundation Dba…Jewish Community Foun…Mosher FoundationWilliams-Corbett Foun…Ann Jackson Family Fo…Bialis Family Foundat…The John C Mithun Fou…Florence and Laurence…Mithun Family Foundat…Towbes Foundation
Santa Barbara FoundationCA21.2× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Santa Barbara Foundation · California Community Foundation · Hutton Foundation Dba Hutton Parker Foundation · Jewish Community Foundation of Los Angeles · Mosher Foundation · Williams-Corbett Foundation · Ann Jackson Family Foundation · Bialis Family Foundation · The John C Mithun Foundation · Florence and Laurence Spungen Family Foundation · Mithun Family Foundation · Towbes 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 Bialis Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Bialis Charitable Trust. 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%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    3get no government money at all
    10report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    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 48 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Bialis’ filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home