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· Private foundation

Constance and Yves de Balmann Charitable Foundation Inc C/O Nick Holland

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.

$81k
Granted FY2025still arriving
5
Grants FY2025still arriving
3
States reached
$37k
Largest
01What it funds
0191% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Health$287kHousing & Shelter$259kEducation$54kArts & Culture$42kPublic Safety & Disaster$15kHuman Services$3kEnvironment$1kOther$0
02FY2025 · 5 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k3 grants · $9k
  • $10k–50k2 grants · $72k
$7,000
Median grant
3
States reached
$1.4M
Total assets
Largest grants
RecipientAmount
SWEETWATER SPECTRUM$37,000
SONOMA VALLEY HOSPITAL FOUNDATION$35,000
FUND FOR SARAH LAWRENCE$7,000
THE CYNTHIA FUND AT WINSOR MUSIC$1,000
LIFEHOUSE AGENCY$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 (FY17–25, $259k) land where the poverty rate runs at 9%, against an area that typically sits at 11%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%SWEETWATER SPECTRUM: $37k → 9%SWEETWATER SPECTRUM: $35k → 9%SWEETWATER SPECTRUM: $35k → 9%SWEETWATER SPECTRUM: $27k → 9%SWEETWATER SPECTRUM: $25k → 9%SWEETWATER SPECTRUM: $25k → 9%SWEETWATER SPECTRUM: $25k → 9%SWEETWATER SPECTRUM: $25k → 9%SWEETWATER SPECTRUM: $25k → 9%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.

96%of every dollar goes to organizations it has funded before.
$638k · 11 repeat orgs$30k to everyone else

11 repeat relationships: 5 still active in FY2025, 6 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

11
10

Total granted

$638k
$30k

Median revenue growth · since first grant

+24%
+101%

Still filing today

64%
60%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
EducationHuman ServicesHealthArts & CultureEnvironmentOther
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

  • SS
    SWEETWATER SPECTRUM INC
    9× · 2017–2025 · $259k · revenue +20%
  • LI
    LIFEHOUSE INC
    6× · 2017–2023 · $91k · revenue +172%
  • SV
    Sonoma Valley Museum of Art
    8× · 2017–2024 · $27k · revenue +40%

Funded once

  • GE
    GLOBAL EMERGENCY RELIEF & RECOVERY
    one grant, 2024 · $15k
  • SARAH LAWRENCE COLLEGE
    2× · 2017–2021 · $5k · revenue +14%
  • IG
    Individual grant recipient
    one grant, 2023 · $3k
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
Sonoma Botanical Garden
—
2
Sonoma Charter School

Sonoma charter school seeks to achieve academic excellence through engaged learning in a setting that involves students, teachers, and parents.

Education
3
Sonoma Valley Education Foundation

The Sonoma Valley Education Foundation exists to improve education by enriching teaching, inspiring learning, and advancing innovative programs that enable every student to succeed.

Philanthropy
4
Chartwell School

Chartwell School empowers bright students with language-based learning differences, including dyslexia. We do this in grades K-12 by offering them the knowledge, creativity, and skills in self advocacy and perseverance needed to thrive in…

Education
5
Southern California University of Health Sciences

The mission of southern california university of health sciences (scu) is to educate students as competent, caring and successful practitioners of integrative healthcare. the university is committed to providing excellence in academics,…

Education
6
San Francisco Girls' School

To educate and inspire girls to become innovators and leaders in stem.

—
7
Sonoma Academy

Sonoma academy calls its students to be creative, ethical and committed to learning. the school nurtures inspiring teachers and students as they prepare to become leaders in a dynamic world.

Education
8
Sonoma Country Day School

The sonoma country day school mission is to bring learning to life through the guiding principles of engagement, relationship, integrity, creativity and contribution.

Education
9
California College of the Arts

California college of the arts educates students to shape culture and society through the practice and critical study of art, architecture, design, and writing. benefitting from its san francisco bay area location, the college prepares…

Education
10
The San Francisco School

A private school that cultivates and celebrates the intellectual, imaginative, and humanitarian promise of each student in a community that practices mutual respect, embraces diversity, and inspires passion for learning.

—
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
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
How this is measured
The grantee most central to the portfolio’s shape is 10000 Degrees; the most unlike its peers is Ross Valley Nursery School. 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

14 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. 14 of the 21 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)
3
Early backer (in before they grew)
14/14
Grantees still filing
12/14
Grew since first funded

Where the money sits, by cause and then by grantee

SWEETWATER SPECTRUM INC: $259,075 · Human ServicesSWEETWATER SPECTRUM INC+1 more: $1,000 · Human ServicesSONOMA VALLEY HOSPITAL FOUNDATION: $190,999 · HealthSONOMA VALLEY HOSPITAL FOUNDATION+1 more: $5,000 · HealthLIFEHOUSE INC: $91,000 · OtherLIFEHOUSE INCMARK DAY SCHOOL: $22,600 · OtherMARK DAY SCHOOLGLOBAL EMERGENCY RELIEF & RECOVERY: $15,000 · OtherGLOBAL EMERGENCY RELIEF & …FUND FOR SARAH LAWRENCE: $13,500 · OtherFUND FOR SARAH LAWRENCE+6 more: $11,500 · Other+6 moreRoss School Foundation: $22,100 · EducationSARAH LAWRENCE COLLEGE: $5,000 · EducationCOLLEGE TRACK: $2,500 · Education+2 more: $2,000 · EducationSonoma Valley Museum of Art: $26,500 · Arts & CultureSonoma Ecology Center: $500 · Environment
Human Services$260,075Health$195,999Other$153,600Education$31,600Arts & Culture$26,500Environment$500

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 budgetSWEETWATER SPECTRUM INC: $259,075 over 9y, 3.0% of budgetSONOMA VALLEY HOSPITAL FOUNDATION: $190,999 over 7y, 4.8% of budgetLIFEHOUSE INC: $91,000 over 6y, 0.1% of budgetSonoma Valley Museum of Art: $26,500 over 8y, 0.5% of budgetMARK DAY SCHOOL: $22,600 over 4y, 0.1% of budgetRoss School Foundation: $22,100 over 4y, 0.5% of budgetCELIAC DISEASE FOUNDATION: $5,000 over 2y, 0.1% of budgetSARAH LAWRENCE COLLEGE: $5,000 over 2y, 0.0% of budgetCOLLEGE TRACK: $2,500 over 1y, 0.0% of budget10000 DEGREES: $1,000 over 1y, 0.0% of budgetROSS VALLEY NURSERY SCHOOL: $1,000 over 1y, 0.1% of budgetSONOMA COMMUNITY CENTER: $1,000 over 1y, 0.1% of budgetSonoma Ecology Center: $500 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.

  • Who funds SWEETWATER SPECTRUM INC ↗
  • Who funds SONOMA VALLEY HOSPITAL FOUNDATION ↗
  • Who funds LIFEHOUSE INC ↗
  • Who funds Sonoma Valley Museum of Art ↗
  • Who funds MARK DAY SCHOOL ↗
  • Who funds Ross School Foundation ↗
  • Who funds CELIAC DISEASE FOUNDATION ↗
  • Who funds SARAH LAWRENCE COLLEGE ↗
  • Who funds COLLEGE TRACK ↗
  • Who funds 10000 DEGREES ↗
  • Who funds ROSS VALLEY NURSERY SCHOOL ↗
  • Who funds SONOMA COMMUNITY CENTER ↗
  • Who funds Sonoma Ecology Center ↗

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.

Marin Community FoundationCA23× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Marin Community Foundation · Sonoma County Community Foundation · McNabb Foundation · Khr McNeely Family Foundation · Manitou Fund · Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma · Simon Blattner Family Foundation · Gaia Fund · Sonoma County Vintners Foundation · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust · American Endowment 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 Constance and Yves de Balmann Charitable Foundation Inc C/O Nick Holland funds: left to right is the share of its income from government, bottom to top the share from Constance and Yves de Balmann Charitable Foundation Inc C/O Nick Holland. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    5report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    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 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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