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· Private foundation

David Mitchell Marcus 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.

$30k
Granted FY2024still arriving
6
Grants FY2024still arriving
4
States reached
$15k
Largest
01What it funds
0196% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Education$85kPhilanthropy$64kRecreation & Sports$35kArts & Culture$11kHealth$10kReligion$5kInternational$4kHousing & Shelter$2kOther$0
02FY2024 · 6 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k4 grants · $5k
  • $10k–50k2 grants · $25k
$2,100
Median grant
4
States reached
$325k
Total assets
Largest grants
RecipientAmount
ST MARKS FUND$15,000
THE HOCKADAY SCHOOL$10,000
DUKE UNIVERSITY$2,100
UNIVERSITY OF MICHIGAN$1,000
EMORY UNIVERSITY$1,000
TEMPLE EMANU-EL$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:

Dollar for dollar, its grants (FY19–24) land where the poverty rate runs at 11%, against an area that typically sits at 10%. 65% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%GIVEWELL: $2k → 10%SCHWAB CHARITABLE: $35k → 10%NY OPEN CENTER: $2k → 17%ST MARKS FUND: $15k → 14%UNIVERSITY OF MICHIGAN: $1k → 14%DUKE UNIVERSITY: $3k → 11%EMORY UNIVERSITY: $1k → 14%LIFT UP: $1k → 6%ROSS MONTESSORI FOUNDATION: $15k → 6%VALLEY VIEW HOSPITAL FOUNDATION: $2k → 8%NO BARRIERS: $1k → 11%NY OPEN CENTER: $1k → 17%ST MARKS FUND: $5k → 14%DUKE UNIVERSITY: $2k → 11%EMORY UNIVERSITY: $1k → 14%MT SOPRIS MONTESSORI SCHOOL: $15k → 6%HABITAT FOR HUMANITY: $2k → 8%NY OPEN CENTER: $1k → 17%ST MARKS FUND: $5k → 14%DUKE UNIVERSITY: $2k → 11%EMORY UNIVERSITY: $1k → 14%SOL THEATER COMPANY: $5k → 6%VALLEY VIEW HOSPITAL FOUNDATION: $2k → 8%DUKE UNIVERSITY: $2k → 11%EMORY UNIVERSITY: $1k → 14%WALDORF SCHOOL: $5k → 6%VALLEY VIEW HOSPITAL FOUNDATION: $2k → 8%ST MARKS FUND: $1k → 14%DUKE UNIVERSITY: $2k → 11%EMORY UNIVERSITY: $1k → 14%WALDORF SCHOOL: $3k → 6%VALLEY VIEW HOSPITAL FOUNDATION: $2k → 8%DUKE UNIVERSITY: $2k → 11%EMORY UNIVERSITY: $1k → 14%SOL THEATER COMPANY: $2k → 6%COLORADO ANIMAL RESCUE: $1k → 8%ST MARKS FUND: $1k → 14%SOL THEATER COMPANY: $1k → 6%ALC FOUNDATION: $1k → 6%HIGHLAND PARK EDUCATION FOUNDATION: $3k → 14%THE HOCKADAY SCHOOL: $10k → 14%THE HOCKADAY SCHOOL: $5k → 14%THE HOCKADAY SCHOOL: $5k → 14%UNIVERSITY PARK ELEMENTARY SCHOOL: $3k → 14%TEMPLE EMANU-EL: $2k → 14%DALLAS INSTITUE OF HUMANITIES: $1k → 14%TEMPLE EMANU-EL: $1k → 14%DALLAS INSTITUTE OF HUMANITIES: $1k → 14%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.

Which US states its grants reach

MI
NY
CA
CO
NC
DC
GA
TX
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.

90%of every dollar goes to organizations it has funded before.
$167k · 18 repeat orgs$20k to everyone else

Grantees it renews have grown median revenue +54% since the first grant, against +31% for those funded once.

18 repeat relationships: 5 still active in FY2024, 13 since wound down; 1 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

18
18

Total granted

$167k
$19k

Median revenue growth · since first grant

+54%
+31%

Still filing today

44%
39%

New vs renewed · share of each year

In FY2024, 97% of grant dollars renewed an existing relationship; $1k went to new ones.

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

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

’19’20’21’22’23’24
EducationHealthRecreation & SportsEnvironmentPhilanthropyInternationalOther
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

  • TE
    THE EDUCATIONAL FOUNDATION INC
    3× · 2019–2022 · $31k · revenue +128%
  • DUKE UNIVERSITY
    6× · 2019–2024 · $12k · revenue +44%
  • VV
    VALLEY VIEW HOSPITAL FOUNDATION
    4× · 2019–2022 · $7k · revenue +66%

Funded once

  • UP
    UNIVERSITY PARK ELEMENTARY SCHOOL
    one grant, 2023 · $3k
  • HP
    HIGHLAND PARK ISD EDUCATION FOUNDATIONgraduated
    one grant, 2022 · $3k · revenue +165%
  • HF
    HABITAT FOR HUMANITY
    one grant, 2021 · $2k
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
Clarkson University

Clarkson university is an independent, nationally recognized technological university whose faculty of teacher-scholars aspires to offer superior instruction and engage in high-quality research and scholarship in engineering, business,…

Education
2
Augustana College

Rooted in the liberal arts & sciences & lutheran expression of the christian faith, & is committed to offering a challenging education that develops qualities of mind, spirit, & body necessary for a rewarding life of leadership & service…

Education
3
President and Fellows of Harvard College

Undergraduate, graduate, and professional education and research across a broad array of academic domains.

Education
4
The Common Application Inc

The common application is a not-for-profit membership organization of over 1,100 colleges and universities across the globe committed to access, equity, and integrity in the college admission process. every year, over 1.5 million students…

Education
5
Drake University

See schedule o.drake's mission is to provide an exceptional learning environment that prepares students for meaningful personal lives, professional accomplishments, and responsible global citizenship. the drake experience is distinguished…

Education
6
University of Maryland Oncology Associates Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

Health
7
University of Virginia Foundation

To provide administrative services to university of virginia (university) entities, university associated organizations, or other entities involved in activities which support the university. to engage in matters pertaining to real…

Education
8
University of Maryland Eye Associates Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

Health
9
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
10
Grand View University

Engages, equips and empowers learners to explore their vocations, fulfill their potential and serve the world.

Education
11
National Association of College and University Attorneys

To advance the practice of higher education attorneys for the benefit of the institutions they serve.

—
12
Fielding Graduate University

We provide exemplary interdisciplinary programs for a community of scholar-practitioners within a distributed learning model grounded in student-driven inquiry and leading to enhanced knowledge.

—
How this is measured
The grantee most central to the portfolio’s shape is The Aspen Institute Inc; the most unlike its peers is Roaring Fork Pickleball Association. 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

17 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. 17 of the 38 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)
17/17
Grantees still filing
11/17
Grew since first funded

Where the money sits, by cause and then by grantee

THE EDUCATIONAL FOUNDATION INC: $31,022 · OtherTHE EDUCATIONAL FOUNDATION INCST MARKS FUND: $27,750 · OtherST MARKS FUNDMT SOPRIS MONTESSORI SCHOOL: $15,750 · OtherMT SOPRIS MONTESSORI SCHOOLSOL THEATER COMPANY: $8,500 · OtherSOL THEATER COMPANYWALDORF SCHOOL: $7,340 · OtherWALDORF SCHOOL+21 more: $26,250 · Other+21 moreHOCKADAY SCHOOL: $20,000 · EducationHOCKADAY SCHOOLMARK ROSS MONTESSORI FOUNDATION: $15,500 · EducationMARK ROSS MONTESSORI FOUNDATI…DUKE UNIVERSITY: $12,400 · EducationDUKE UNIVERSITYEmory University: $6,000 · EducationEmory UniversityHIGHLAND PARK ISD EDUCATION FOUNDATION: $2,500 · Education+1 more: $1,000 · EducationDONOR ADVISED CHARITABLE GIVING INC: $35,000 · PhilanthropyDONOR ADVISED CHAR…THE CLEAR FUND: $1,500 · PhilanthropyVALLEY VIEW HOSPITAL FOUNDATION: $6,500 · HealthEVIDENCE ACTION: $1,500 · InternationalPASTORAL REFLECTIONS INSTITUTE: $1,500 · ReligionColorado Animal Rescue Inc: $1,000 · Animals
Other$116,612Education$57,400Philanthropy$36,500Health$6,500International$1,500Religion$1,500Animals$1,000

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 budgetDONOR ADVISED CHARITABLE GIVING INC: $35,000 over 1y, 0.0% of budgetTHE EDUCATIONAL FOUNDATION INC: $31,022 over 3y, 0.1% of budgetHOCKADAY SCHOOL: $20,000 over 3y, 0.0% of budgetDUKE UNIVERSITY: $12,400 over 6y, 0.0% of budgetVALLEY VIEW HOSPITAL FOUNDATION: $6,500 over 4y, 0.2% of budgetEmory University: $6,000 over 6y, 0.0% of budgetHIGHLAND PARK ISD EDUCATION FOUNDATION: $2,500 over 1y, 0.0% of budgetTHE CLEAR FUND: $1,500 over 1y, 0.0% of budgetEVIDENCE ACTION: $1,500 over 1y, 0.0% of budgetPASTORAL REFLECTIONS INSTITUTE: $1,500 over 3y, 0.1% of budgetWILKINSON CENTER: $1,000 over 1y, 0.0% of budgetUniversity of Michigan: $1,000 over 1y, 0.2% of budgetColorado Animal Rescue Inc: $1,000 over 1y, 0.1% of budgetASPEN VALLEY LAND TRUST: $750 over 2y, 0.0% of budgetTHE ASPEN INSTITUTE INC: $250 over 1y, 0.0% of budgetROARING FORK PICKLEBALL ASSOCIATION: $200 over 1y, 0.1% 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 DONOR ADVISED CHARITABLE GIVING INC ↗
  • Who funds THE EDUCATIONAL FOUNDATION INC ↗
  • Who funds HOCKADAY SCHOOL ↗
  • Who funds MARK ROSS MONTESSORI FOUNDATION ↗
  • Who funds DUKE UNIVERSITY ↗
  • Who funds VALLEY VIEW HOSPITAL FOUNDATION ↗
  • Who funds Emory University ↗
  • Who funds HIGHLAND PARK ISD EDUCATION FOUNDATION ↗
  • Who funds THE CLEAR FUND ↗
  • Who funds EVIDENCE ACTION ↗
  • Who funds PASTORAL REFLECTIONS INSTITUTE ↗
  • Who funds WILKINSON CENTER ↗
  • Who funds University of Michigan ↗
  • Who funds Colorado Animal Rescue Inc ↗
  • Who funds ASPEN VALLEY LAND TRUST ↗
  • Who funds THE ASPEN INSTITUTE INC ↗
  • Who funds ROARING FORK PICKLEBALL ASSOCIATION ↗

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.

Aspen Community FoundationCO13.5× affinity4 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: Aspen Community Foundation · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc · Amazonsmile 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 David Mitchell Marcus Foundation funds: left to right is the share of its income from government, bottom to top the share from David Mitchell Marcus 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%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    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.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to David Mitchell Marcus Foundation?

    Find your warmest path to David Mitchell Marcus Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    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 38 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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