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· Private foundation
This foundation accepts unsolicited grant applications.
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 60% of CLARENCE E HELLER CHARITABLE 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.
By grant size · FY2024
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY20–22, $100k) land where the poverty rate runs at 9% — the area typically sits at 10%. 25% of those dollars reach neighborhoods with above-average need. Your grants skew toward lower-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 +53% since the first grant, against +48% for the ones you funded once.
64 repeat relationships — 32 still active in FY2024, 32 since wound down; 10 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, 83% of grant dollars renewed an existing relationship; $445k 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.
The conservatory offers undergraduate, graduate and postgraduate musical education.
SFCV's mission is to engage audiences, artists, and arts organizations, and forge meaningful connections through music journalism.
The mission of the San Jose Chamber Orchestra (SJCO) is to share exciting, though-provoking, and vibrant Music by contemporary and time-honored composers reflecting the cultural diversity of our everchanging community, and to support and…
The world-renowned san francisco opera is considered one of the most important operatic organizations in the united states. great singing, outstanding conducting and productions sensitive to the music are core values of the opera. the…
The Monterey Symphony produces and presents concerts at the Sunset Center and Forest Theater in Carmel. Concerts showcase well known works, as well as lesser known works. The Symphony typically commissions one new work each year.
The mission of the California Youth Symphony (CYS) is to serve the community while providing talented young musicians with the finest musical experience and the opportunity for personal growth through the training and performance of…
Developing and operating a major performing arts center presenting the finest in performing arts.
The mission of the Fresno Philharmonic is to enrich the lives of Central San Joaquin Valley residents through inspiring performances of orchestral music. We are an essential and collaborative member of a vibrant arts scene which unites,…
Presentation of symphony orchestra concerts in Culver City, Marina del Rey and the Los Angeles area
The santa cruz county symphony's mission is to inspire, educate and engage through artistic excellence, distinctive musical performances and varied activities that celebrate and enhance the cultural vibrancy of our community.
To enrich our community by creating powerful musical experiences performed with passion and excellence, and by providing indispensable music education and community engagement.
For reference, the grantee most central to the portfolio’s shape is The San Francisco Foundation and the most unlike its peers is Naturebridge. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 24 years old; the field is 13. You back the established end — and your money leans older still.
The field is 24% startups (under 5 years old) — 7% of your grantees by number, and just 7% of your money.
The orgs you fund almost never close — 1% lost their exemption, against 12% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
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: The San Francisco Foundation · The William & Flora Hewlett Foundation · Marin Community Foundation · The Keith Campbell Foundation · Clif Family Foundation · The Schmidt Family Foundation · Resources Legacy Fund · Colburn Foundation · The Joseph and Vera Long Foundation · The California Endowment · D'Addario Foundation Inc · The Meredith and Rosemary Willson Charit
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 CLARENCE E HELLER CHARITABLE 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: FRIENDS AND ALUMNI OF CASTELAR ELEMENTARY SCHOOL.
Agentic due diligence · confidence × risk
Limited financial data in public filings.
4 years of Form 990 filings, still active.
US 501(c)(3); EIN 300762834 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 FRIENDS AND ALUMNI OF CASTELAR ELEMENTARY SCHOOL, 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 Clarence E Heller Charitable 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.