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· Private foundation
This foundation does not accept unsolicited requests — it funds preselected organizations.
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 42% of BRUCE AND MARILYN WALLACE FOUNDATION’s grantee dollars go to organizations outside the IRS cause taxonomy (common for large international and research funders), so a chart would be mostly “unclassified” and misrepresent the portfolio.
Beneath the NTEE codes, this is what the grant descriptions actually say.
…and in their own words, year by year
Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.
Your grants by size, and where they go.
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY17–17, $10k) land where the poverty rate runs at 10% — the area typically sits at 8%. 100% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.
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; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +139% since the first grant, against +5% for the ones you funded once.
8 repeat relationships — 0 still active in FY2024, 8 since wound down; 1 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 0% of grant dollars renewed an existing relationship; $363k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
To advance the natural history, conservation and ecosystem knowledge of the Tahoe region through science, education and outreach.
Bosque School is a coeducational college preparatory school creating transformative learning experiences that empower a diverse community of students to lead lives of intellectual curiosity, personal integrity, and compassionate…
|to conserve and care for wildlands, farms, and ranches, and connect people to the land.
Through academic and experiential learning, we encourage students to integrate critical thinking, creativity, integrity and compassion in order to develop the potential of each individual in our diverse community.
The Forager School is a play-based preschool for children 2 to entry into first grade. We serve families on the Sonoma and Mendocino coast from Stewarts Point to Gualala, California.
A preschool-8th grade independent school whose mission is to ignite curious minds, awaken generous hearts, and engage a changing world.
The Official Partner to the Point Reyes National Seashore Since 1964, Point Reyes National Seashore Association focuses on three priorities: Youth Education & access, environmental conservation and building a broad community for the people…
Empower individuals, businesses, and communities to take actions today that achieve environmental and economic sustainability.
To protect and recover endangered populations of turtles by reducing threats at sea.
Sustainable Conservation advances the collaborative stewardship of Californias land, air, and water for the benefit of nature and people. For over three decades, Sustainable Conservation has built coalitions of people with different…
Friends of santa cruz state parks is a vital partner to california state parks, creatively working to ensure parks and beaches throughout santa cruz county and coastal san mateo county are thriving and available to all.
Oakwood school is a non-profit educational institution in north hollywood, ca. (see schedule o)the school's operations consist principally of providing elementary and secondary educational services to its students.
For reference, the grantee most central to the portfolio’s shape is Los Padres Forestwatch Inc and the most unlike its peers is Direct Relief. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: John J Moller Family Foundation · Monimos Foundation · Finch Family Foundation · American Endowment Foundation · Paypal Charitable Giving Fund · Network for Good · Morgan Stanley Global Impact Funding Trust Inc · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Every dot is one organisation BRUCE AND MARILYN WALLACE FOUNDATION funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
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. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.
Through Plinth
This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: UNITE THE PARKS.
Agentic due diligence · confidence × risk
Limited financial data in public filings.
5 years of Form 990 filings, still active.
US 501(c)(3); EIN 820969282 on file with current IRS Form 990 filings.
Board composition & governance documents — verified live in Plinth from the applicant.
OFAC / UN sanctions screening — run live in Plinth at assessment.
Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.
Live · Plinth’s real DD engine
Run the actual assessment on UNITE THE PARKS, cold from public data.
Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.
Post-award monitoring · continuous checks
What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.
Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.
Warm introductions · Powered by PlinthPro
Find your warmest path to Bruce and Marilyn Wallace Foundation through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.
Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.