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· Private foundation

Dave and Judi Zaches Charitable Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$188k
Granted FY2022
21
Grants FY2022
4
States reached
$23k
Largest

Read this first · the figures below need context

97% of Dave and Judi Zaches Charitable Foundation’s FY2024 grant dollars went to Community Foundation For Monterey County, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2022, the last year Dave and Judi Zaches Charitable Foundation named its own grantees at scale: 15 organizations, $188k. It is dated, not current.

Organizations named directly on the return

14
’17
14
’18
15
’19
13
’20
11
’21
15
’22
0
’23
0
’24

Amber years are those where most dollars went to a sponsor.

01What it funds
0195% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Philanthropy$4.0MEnvironment$330kArts & Culture$134kHealth$70kHuman Services$60kEducation$41kAnimals$24kScience & Tech$24kOther$0
02FY2022 · 21 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2022

  • Under $10k11 grants · $39k
  • $10k–50k10 grants · $149k
$7,500
Median grant
4
States reached
$0
Total assets
Largest grants
RecipientAmount
Land Watch$22,500
Big Sur Land Trust$20,000
Salvation Army$18,000
Food Bank of Monterey County$15,000
Monterey Bay Aquarium$15,000
Ocean Conservancy$14,000
Youth Music Monterey$12,500
United Help Ukraine$12,000
Friends of Monterey Public Library$10,000
Planned Parenthood Mar Monte$10,000
Monterey Symphony$7,500
Friends of Hopkins Marine Lab$6,000
Monterey High School Music Dept$5,000
Save Our Shores$5,000
SPCA of Monterey County$5,000
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 (FY17–24) land where the poverty rate runs at 12%, against an area that typically sits at 9%. 98% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%Planned Parenthood Mar Monte: $12k → 8%Big Sur Land Trust: $20k → 12%Ocean Conservancy: $15k → 14%Planned Parenthood Mar Monte: $11k → 8%Big Sur Land Trust: $14k → 12%Ocean Conservancy: $15k → 14%Planned Parenthood Mar Monte: $11k → 8%Big Sur Land Trust: $14k → 12%Ocean Conservancy: $15k → 14%Planned Parenthood Mar Monte: $10k → 8%Big Sur Land Trust: $12k → 12%Ocean Conservancy: $14k → 14%Planned Parenthood Mar Monte: $9k → 8%Big Sur Land Trust: $12k → 12%Ocean Conservancy: $12k → 14%Big Sur Land Trust: $11k → 12%Ocean Conservancy: $11k → 14%Planned Parenthood Mar Monte: $8k → 8%Food Bank of Monterey County: $15k → 12%MBARI: $10k → 12%Friends of Hopkins Marine Lab: $6k → 8%Friends of Hopkins Marine Lab: $6k → 8%Community Foundation Monterey Count: $2.4M → 12%Community Foundation Monterey Count: $1.4M → 12%Community Foundation of Monterey Co: $157k → 12%Community Foundation of Monterey Co: $66k → 12%Monterey Bay Aquarium: $15k → 12%Monterey Bay Aquarium: $15k → 12%Monterey Bay Aquarium: $15k → 12%Monterey Bay Aquarium: $14k → 12%Youth Music Monterey: $13k → 12%Monterey Bay Aquarium: $12k → 12%Monterey Bay Aquarium: $11k → 12%Community Foundation of Monterey Co: $10k → 12%Friends of Monterey Public Library: $10k → 12%Community Foundation Monterey Count: $9k → 12%Salvation Army: $18k → 12%Salvation Army: $13k → 12%Salvation Army: $13k → 12%Salvation Army: $7k → 12%Pacific Grove Pop Orchestra: $9k → 12%Pacific Grove Pop Orchestra: $7k → 12%Monterey Symphony: $8k → 12%Monterey Symphony: $8k → 12%Monterey Symphony: $8k → 12%Monterey Symphony: $8k → 12%Monterey Symphony: $8k → 12%Monterey Symphony: $8k → 12%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.
$953k · 30 repeat orgs$39k to everyone else

30 repeat relationships: 18 still active in FY2022, 12 since wound down; 4 grantees were first funded in FY2022 (too recent to call). Read against FY2022, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

30
5

Total granted

$953k
$6k

Median revenue growth · since first grant

+66%
+538%

Still filing today

47%
40%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

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

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

’17’18’19’20’21’22’23’24
Arts & CultureEnvironmentHealthAnimalsEducationHuman 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.

Backed again, and grew

  • BS
    Big Sur Land Trust
    6× · 2017–2022 · $83k · revenue +101%
  • MONTEREY BAY AQUARIUM FOUNDATION
    6× · 2017–2022 · $82k · revenue +105%
  • OC
    OCEAN CONSERVANCY
    6× · 2017–2022 · $82k · revenue +97%

Funded once

  • LP
    Lucille Packard Foundation for Chil
    one grant, 2020 · $3k
  • LP
    Lucille Packard Children's Hospital
    one grant, 2021 · $2k
  • The Ocean Foundationgraduated
    one grant, 2018 · $1k · revenue +55%
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
Monterey Bay Aquarium Research Institute
—
2
Monterey Museum of Art

The monterey museum of art cultivates curiosity in the visual arts and engages community with the diversity of california art - past, present, and future.

Arts & Culture
3
Monterey Bay Economic Partnership Inc

To improve the economic health and quality of life in the monterey bay region.

Community Improvement
4
Foundation of California State University Monterey Bay

To further the scientific, literary, educational and charitable purposes of california state university, monterey bay, including fundraising, development, endowment management, financial assistance, public relations and other support.

Education
5
Monterey Bay United
Recreation & Sports
6
Monterey Bay Fisheries Trust

To ensure sustainable fisheries, resilient communities and a healthy ocean for years to come.

Animals
7
California Coastkeeper dba California Coastkeeper Alliance

California Coastkeeper Alliance unites Waterkeeper programs statewide to fight for swimmable, fishable, and drinkable waters for all Californians.

Environment
8
Monterey County Film Commission

To inspire and facilitate film and media production throughout monterey county, creating positive economic impact.

Arts & Culture
9
Sutter Bay Medical Foundation

Mission statement: mission: caring for our patients first and our people always. vision: to be the most comprehensive, integrated and connected health system for getting and staying well. values: excellence - we deliver high-quality,…

Health
10
Chile-California Council

The Chile-California Council is a San Francisco-based nonprofit dedicated to developing and promoting joint endeavors and cooperative relations between Chile and California, as well as individuals, legal entities and other institutions in…

International
11
San Francisco Bay Bird Observatory

The San Francisco Bay Bird Observatory is dedicated to the conservation of birds and their habitats through science and outreach.

Environment
12
Sustainable Conservation

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…

Environment
How this is measured
The grantee most central to the portfolio’s shape is Community Foundation for Monterey County; the most unlike its peers is Natural Resources Defense Council Inc. 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

20 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. 20 of the 40 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)
2
Early backer (in before they grew)
20/20
Grantees still filing
16/20
Grew since first funded

Where the money sits, by cause and then by grantee

COMMUNITY FOUNDATION FOR MONTEREY COUNTY: $3,810,718 · PhilanthropyCOMMUNITY FOUNDATION FOR MONTEREY COUNTYCommunity Foundation of Monterey Co: $233,026 · OtherCommunity Fo…THE SALVATION ARMY: $60,000 · OtherTHE SALVATIO…Land Watch: $56,500 · OtherLand WatchMBARI: $30,000 · OtherMBARIPacific Grove Pop Orchestra: $27,100 · OtherSAVE OUR SHORES: $25,000 · OtherFriends of Hopkins Marine Lab: $24,000 · Other+15 more: $88,600 · Other+15 moreBig Sur Land Trust: $83,000 · EnvironmentOCEAN CONSERVANCY: $82,000 · Environment+2 more: $1,900 · EnvironmentMONTEREY BAY AQUARIUM FOUNDATION: $82,000 · AnimalsSociety for the Prevention of Cruelty to Animals for Monterey County: $14,000 · AnimalsMONTEREY COUNTY SYMPHONY ASSOC INC: $45,730 · Arts & CultureYOUTH MUSIC MONTEREY: $22,500 · Arts & CultureCarmel Bach Festival Inc: $14,500 · Arts & CultureSmuin Ballet: $6,000 · Arts & Culture+1 more: $150 · Arts & CulturePLANNED PARENTHOOD MAR MONTE INC: $61,000 · Health+2 more: $600 · HealthUNIVERSITY CORPORATION AT MONTEREY BAY: $21,000 · EducationCabrillo College Foundation: $1,000 · EducationUnited Help Ukraine Inc: $12,000 · Human Services
Philanthropy$3,810,718Other$544,226Environment$166,900Animals$96,000Arts & Culture$88,880Health$61,600Education$22,000Human Services$12,000

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 budgetCOMMUNITY FOUNDATION FOR MONTEREY COUNTY: $3,810,718 over 6y, 2.0% of budgetBig Sur Land Trust: $83,000 over 6y, 0.4% of budgetMONTEREY BAY AQUARIUM FOUNDATION: $82,000 over 6y, 0.0% of budgetOCEAN CONSERVANCY: $82,000 over 6y, 0.1% of budgetPLANNED PARENTHOOD MAR MONTE INC: $61,000 over 6y, 0.0% of budgetMONTEREY COUNTY SYMPHONY ASSOC INC: $45,730 over 6y, 0.6% of budgetSAVE OUR SHORES: $25,000 over 6y, 0.9% of budgetYOUTH MUSIC MONTEREY: $22,500 over 6y, 3.0% of budgetUNIVERSITY CORPORATION AT MONTEREY BAY: $21,000 over 5y, 0.0% of budgetFOOD BANK FOR MONTEREY COUNTY: $15,000 over 1y, 0.1% of budgetCarmel Bach Festival Inc: $14,500 over 6y, 0.2% of budgetSociety for the Prevention of Cruelty to Animals for Monterey County: $14,000 over 5y, 0.0% of budgetUnited Help Ukraine Inc: $12,000 over 1y, 0.0% of budgetSmuin Ballet: $6,000 over 3y, 0.0% of budgetThe Ocean Foundation: $1,000 over 1y, 0.0% of budgetCabrillo College Foundation: $1,000 over 2y, 0.0% of budgetNATURAL RESOURCES DEFENSE COUNCIL INC: $900 over 6y, 0.0% of budgetMONTAGE HEALTH FOUNDATION: $400 over 2y, 0.0% of budgetMONTAGE HEALTH: $200 over 1y, 0.0% of budgetKQED INC: $150 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 COMMUNITY FOUNDATION FOR MONTEREY COUNTY ↗
  • Who funds Big Sur Land Trust ↗
  • Who funds MONTEREY BAY AQUARIUM FOUNDATION ↗
  • Who funds OCEAN CONSERVANCY ↗
  • Who funds PLANNED PARENTHOOD MAR MONTE INC ↗
  • Who funds MONTEREY COUNTY SYMPHONY ASSOC INC ↗
  • Who funds SAVE OUR SHORES ↗
  • Who funds YOUTH MUSIC MONTEREY ↗
  • Who funds UNIVERSITY CORPORATION AT MONTEREY BAY ↗
  • Who funds FOOD BANK FOR MONTEREY COUNTY ↗
  • Who funds Carmel Bach Festival Inc ↗
  • Who funds Society for the Prevention of Cruelty to Animals for Monterey County ↗
  • Who funds United Help Ukraine Inc ↗
  • Who funds Smuin Ballet ↗
  • Who funds The Ocean Foundation ↗
  • Who funds Cabrillo College Foundation ↗
  • Who funds NATURAL RESOURCES DEFENSE COUNCIL INC ↗
  • Who funds MONTAGE HEALTH FOUNDATION ↗
  • Who funds MONTAGE HEALTH ↗
  • Who funds KQED INC ↗

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.

Monterey Peninsula FoundationCA22× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Monterey Peninsula Foundation · Ibm International Foundation · Barnet Segal Charitable Trust · Nancy Buck Ransom Foundation · The David and Lucile Packard Foundation · The Frank and Judith Marshall Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Silicon Valley Community Foundation · Morgan Stanley Global Impact Funding Trust Inc · National Philanthropic Trust · Vanguard Charitable Endowment Program · 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 Dave and Judi Zaches Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from Dave and Judi Zaches Charitable Foundation. 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%10%20%30%40%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 · 0–40%
    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 40 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 2022, released 2022. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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