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California · Private foundation

CHARITABLE TRUST No 1 UA HERBERT P MCLAUGHLIN 1995 REVOCABLE TRUST

Its FY2021 filing reports that it accepted unsolicited grant applications.

$180k
Granted FY2021
9
Grants FY2021
9
Organizations funded FY2021
56%
First-time grantees FY2021
Read the full brief
Median grant, FY2021
$25,000
Largest grant, FY2021
$35,878
Organizations funded a year
4 to 10
FY2018 to FY2021
States reached, FY2021
2
Total assets, FY2021
$3.1M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2021, 56% of the organizations CHARITABLE TRUST No 1 UA HERBERT P MCLAUGHLIN 1995 REVOCABLE TRUST funded were first-time grantees, receiving 43% of its grant dollars.

New vs renewed · share of each year

In FY2021, 57% of grant dollars renewed an existing relationship; $77k went to new ones.

50%100%’19’20’21
RenewedFirst-time

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

’19’20’21
Arts & CultureHealthEducationHuman ServicesOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20219$180k56%
FY20207$183k43%
FY201910$145k90%
FY20184$68kn/a
90% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2021.

Health$180kArts & Culture$160kCivil Rights$95kFood & Nutrition$50kEducation$41kYouth Development$20kOther$0

Top grantees

Largest recipients by total granted, FY2018 to FY2021, and the share of each one’s budget the grants supplied at peak.

Show all 16 grantees
All grantees of CHARITABLE TRUST No 1 UA HERBERT P MCLAUGHLIN 1995 REVOCABLE TRUST by total granted
GranteeTotal grantedYearsShare of their budget
Headlands Center for the Arts$133,33242%
San Francisco Food Bank$50,00010%
San Francisco Free Clinic$45,00021%
Access Institute for Psychological Services$35,87812%
Greenlight Clinic$30,00029%
Envision Education Inc$30,00010%
Choice in Aging$25,00011%
Larkin Street Youth Services$20,00020%
Zen Hospice Project Dba Zen Caregiving Project$15,00012%
Shed NYC Inc$10,00010%
World Monuments Fund Inc$5,00010%
Museum of Arts and Design$5,00010%
Immersive Arts Alliance$5,00014%
A New Way of Life Reentry Project$3,90010%
Chinese Historical Society of America$2,00010%
Penumbra Foundation$1,00010%

Plus 5 recipients with no EIN on record ($161k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget CHARITABLE TRUST No 1 UA HERBERT P MCLAUGHLIN 1995 REVOCABLE TRUST supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetHeadlands Center for the Arts: $133,332 over 4y, 1.6% of budgetSan Francisco Food Bank: $50,000 over 1y, 0.0% of budgetSan Francisco Free Clinic: $45,000 over 2y, 0.8% of budgetAccess Institute for Psychological Services: $35,878 over 1y, 2.1% of budgetGreenlight Clinic: $30,000 over 2y, 8.8% of budgetEnvision Education Inc: $30,000 over 1y, 0.1% of budgetChoice in Aging: $25,000 over 1y, 0.5% of budgetLarkin Street Youth Services: $20,000 over 2y, 0.1% of budgetZen Hospice Project Dba Zen Caregiving Project: $15,000 over 1y, 1.7% of budgetShed NYC Inc: $10,000 over 1y, 0.0% of budgetWorld Monuments Fund Inc: $5,000 over 1y, 0.0% of budgetMuseum of Arts and Design: $5,000 over 1y, 0.0% of budgetImmersive Arts Alliance: $5,000 over 1y, 3.6% of budgetA New Way of Life Reentry Project: $3,900 over 1y, 0.1% of budgetChinese Historical Society of America: $2,000 over 1y, 0.3% of budgetPenumbra Foundation: $1,000 over 1y, 0.1% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 16.

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.

The San Francisco FoundationCA16.7× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The San Francisco Foundation · Silicon Valley Community Foundation · Marin Community Foundation · John Pritzker Family Fund · Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma · National Philanthropic Trust · Morgan Stanley Global Impact Funding Trust Inc · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Vanguard Charitable Endowment Program · Fidelity Investments Charitable Gift Fund

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.

Compare CHARITABLE TRUST No 1 UA HERBERT P MCLAUGHLIN 1995 REVOCABLE TRUST with peer funders

About CHARITABLE TRUST No 1 UA HERBERT P MCLAUGHLIN 1995 REVOCABLE TRUST

How much does CHARITABLE TRUST No 1 UA HERBERT P MCLAUGHLIN 1995 REVOCABLE TRUST give?
CHARITABLE TRUST No 1 UA HERBERT P MCLAUGHLIN 1995 REVOCABLE TRUST reported 9 grants totaling $180,211 in its FY2021 IRS filing. It funded between 4 and 10 organizations a year over FY2018 to FY2021.
What does CHARITABLE TRUST No 1 UA HERBERT P MCLAUGHLIN 1995 REVOCABLE TRUST fund?
By grant dollars over FY2018 to FY2021, its largest causes are Health (31%), Arts & Culture (28%), Civil Rights (16%).
Who are CHARITABLE TRUST No 1 UA HERBERT P MCLAUGHLIN 1995 REVOCABLE TRUST's largest grantees?
By total granted over FY2018 to FY2021: Headlands Center for the Arts ($133k), San Francisco Food Bank ($50k), San Francisco Free Clinic ($45k).
Does CHARITABLE TRUST No 1 UA HERBERT P MCLAUGHLIN 1995 REVOCABLE TRUST fund new organizations?
In FY2021, 56% of the organizations it funded were first-time grantees.
Does CHARITABLE TRUST No 1 UA HERBERT P MCLAUGHLIN 1995 REVOCABLE TRUST accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as CHARITABLE TRUST No 1 UA HERBERT P MCLAUGHLIN 1995 REVOCABLE TRUST?
Its strongest co-funders, measured against what their size predicts, include The San Francisco Foundation, Silicon Valley Community Foundation, Marin Community Foundation.
Where is CHARITABLE TRUST No 1 UA HERBERT P MCLAUGHLIN 1995 REVOCABLE TRUST based?
CHARITABLE TRUST No 1 UA HERBERT P MCLAUGHLIN 1995 REVOCABLE TRUST is based in CA.

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 21 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 2021, released 2021. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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