Skip to content

· Private foundation

Bialis Family Foundation

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$4.2M
Granted FY2023
4
Grants FY2023
2
States reached
$1.4M
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, FY2021 to 2023.

Philanthropy$5.0MHealth$329kEducation$48kReligion$41kInternational$36kAnimals$11kArts & Culture$1k
02FY2023 · 4 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2023

  • $10k–50k1 grant · $20k
  • $250k+3 grants · $4.2M
$1,399,491
Median grant
2
States reached
$0
Total assets
Largest grants
RecipientAmount
SCHWAB CHARITABLE FUND #0843$1,401,169
SCHWAB CHARITABLE FUND #5561$1,399,491
SCHWAB CHARITABLE FUND #1235$1,397,911
CHILDREN'S HOSPITAL LOS ANGELES$20,000
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:

Dollar for dollar, its grants (FY21–23) land where the poverty rate runs at 13%, against an area that typically sits at 10%. 93% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%ACTION FOR POST SOVIET JEWRY: $36k → 8%LUCILLE PACKARD FOUNDATION FOR CHILDREN'S HEALTH: $18k → 8%ST JUDE CHILDREN'S RESEARCH HOSPITAL: $10k → 10%LOVE HEELS CANINE PARTNERS: $1k → 11%CHILDREN'S HOSPITAL LOS ANGELES: $20k → 14%SANTA BARBARA MUSEUM OF NATURAL HISTORY: $1k → 14%CHILDREN'S HOSPITAL LOS ANGELES: $20k → 14%ANIMAL SHELTER ASSISTANCE PROGRAM: $10k → 14%CYSTIC FIBROSIS FOUNDATION: $1k → 14%COMMUNITY SHUL OF MONTECITO: $19k → 14%SHRINERS HOSPITALS FOR CHILDREN: $10k → 14%AAPLE ACADEMY FOUNDATION: $10k → 14%INSTITUTE FOR MYELOMA & BONE CANCER: $200k → 14%SANTA BARBARA EDUCATION FOUNDATION: $13k → 14%INSTITUTE FOR MYELOMA & BONE CANCER: $50k → 14%SANTA BARBARA JEWISH FEDERATION: $7k → 14%THE AURELIA FOUNDATION: $5k → 14%SANTA BARBARA JEWISH FEDERATION: $3k → 14%TEACH FOR AMERICA: $25k → 14%JEWISH COMMUNITY FOUNDATION: $350k → 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.
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.

6%of every dollar goes to organizations it has funded before.
$300k · 3 repeat orgs$4.4M to everyone else

Grantees it renews have grown median revenue +34% since the first grant, against +12% for those funded once.

3 repeat relationships: 1 still active in FY2023, 2 since wound down; 3 grantees were first funded in FY2023 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

3
14

Total granted

$300k
$180k

Median revenue growth · since first grant

+34%
+12%

Still filing today

33%
64%

New vs renewed · share of each year

In FY2023, 0% of grant dollars renewed an existing relationship; $4.2M went to new ones.

50%100%’21’22’23
RenewedFirst-time

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

’21’22’23
HealthEducationArts & CultureInternationalAnimalsPublic BenefitOther
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

  • IF
    INSTITUTE FOR MYELOMA & BONE CANCER
    2× · 2021–2022 · $250k
  • CH
    Children's Hospital Los Angeles
    2× · 2021–2023 · $40k · revenue +34%
  • SB
    SANTA BARBARA JEWISH FEDERATION
    2× · 2021–2022 · $10k

Funded once

  • AF
    ACTION FOR POST-SOVIET JEWRY INC
    one grant, 2022 · $36k · revenue -11%
  • Teach for America Inc
    one grant, 2022 · $25k · revenue +20%
  • CS
    COMMUNITY SHUL OF MONTECITO AND SANTA BARBARA
    one grant, 2022 · $22k
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
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
2
Ucsf Foundation Investment Company

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

Education
3
Ucla Foundation

The ucla foundation is the giving, receiving, and investing arm of the ucla campus. the foundation enables private donors to help build, sustain and advance one of the world's finest academic and research institutions. private philanthropy…

Education
4
California Institute for BioMedical Research

Our mission is to build a unique institute that bridges basic research and drug discovery, and that attracts the best and brightest scientists, physicians and students to work together synergistically to find cures for neglected human…

—
5
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
6
Santa Monica Education Foundation

The Santa Monica Education Foundation (SMEF) raises funds to enhance and supplement the curriculum of every public school in the city of Santa Monica.

—
7
Sandler Foundation

The foundation operates exclusively for charitable, educational or religious purposes by conducting or supporting activities for the benefit of, or to carry out the purposes of the jewish community federation of san francisco, the…

Philanthropy
8
Association of California School Administrators

The association serves its members by creating resources that enable california school administrators to develop and apply creative leadership and management skills and in turn, improve the educational process for all students.

—
9
The American Institute of Architects California

The AIA California, in collaboration with local components, is the voice of the architectural profession.

—
10
Santa Barbara Public Library Foundation

The santa barbara public library foundation supports the long-term health and sustainability of the santa barbara public library through public-private partnerships.

Public Benefit
11
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
12
St Francis Foundation of Santa Barbara

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

Health
How this is measured
The grantee most central to the portfolio’s shape is Donor Advised Charitable Giving Inc; the most unlike its peers is Animal Shelter Assistance Program. 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

12 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. 12 of the 22 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.

0
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
11/12
Grantees still filing
8/12
Grew since first funded

Where the money sits, by cause and then by grantee

SCHWAB CHARITABLE FUND #0843: $1,401,169 · OtherSCHWAB CHARITABLE FUND #0843SCHWAB CHARITABLE FUND #5561: $1,399,491 · OtherSCHWAB CHARITABLE FUND #5561SCHWAB CHARITABLE FUND #1235: $1,397,911 · OtherSCHWAB CHARITABLE FUND #1235THE JEWISH COMMUNITY FOUNDATION: $350,000 · OtherTHE JEWISH COMMUNITY FOUNDATIONINSTITUTE FOR MYELOMA & BONE CANCER: $250,000 · Other+6 more: $62,600 · OtherDONOR ADVISED CHARITABLE GIVING INC: $428,600 · PhilanthropyDONOR ADV…+1 more: $5,000 · PhilanthropyChildren's Hospital Los Angeles: $40,000 · HealthLUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH: $18,000 · HealthSHRINERS HOSPITALS FOR CHILDREN: $10,000 · HealthTeach for America Inc: $25,000 · EducationSanta Barbara Education Foundation: $12,500 · EducationACTION FOR POST-SOVIET JEWRY INC: $36,000 · InternationalAnimal Shelter Assistance Program: $10,000 · AnimalsAAPLE ACADEMY FOUNDATION: $10,000 · Public BenefitSANTA BARBARA MUSEUM OF NATURAL HISTORY: $1,000 · Arts & Culture
Other$4,861,171Philanthropy$433,600Health$68,000Education$37,500International$36,000Animals$10,000Public Benefit$10,000Arts & Culture$1,000

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetDONOR ADVISED CHARITABLE GIVING INC: $428,600 over 2y, 0.0% of budgetChildren's Hospital Los Angeles: $40,000 over 2y, 0.0% of budgetACTION FOR POST-SOVIET JEWRY INC: $36,000 over 1y, 10% 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 budgetSanta Barbara Education Foundation: $12,500 over 1y, 0.5% of budgetSHRINERS HOSPITALS FOR CHILDREN: $10,000 over 1y, 0.0% of budgetAnimal Shelter Assistance Program: $10,000 over 1y, 1.1% of budgetAAPLE ACADEMY FOUNDATION: $10,000 over 1y, 2.0% of budgetTHE AURELIA FOUNDATION: $5,000 over 1y, 0.2% of budgetSANTA BARBARA MUSEUM OF NATURAL HISTORY: $1,000 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 tightly interlocked group: most of these funders back each other's grantees too.

Bialis Charitable TrustCA13.6× affinity4 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

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

2024
’20’21’22’23’24’25
no gov · 10%1%4%8%15%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →median 0%
  • Shriners Hospitals for Children: 0% of income from government
no gov moneyreceives it· size = income
1get no government money at all
1report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–10%
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 Bialis Family Foundation?

Find your warmest path to Bialis Family 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 22 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 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Bialis Family’s filings →

More from the funding graph