Skip to content
Plinth

· Private foundation

Davies Charitable Trust

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.

$1.5M
Granted FY2024still arriving
4
Grants FY2024still arriving
2
States reached
$1.0M
Largest
01What you fund
0197% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172024.

Arts & Culture$1.5MPhilanthropy$570kHealth$461kEducation$212kHousing & Shelter$140kEnvironment$73kReligion$70kHuman Services$40kOther$0
02FY2024 · 4 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • $10k–50k2 grants · $45k
  • $250k+2 grants · $1.5M
$500,000
Median grant
2
States reached
$2.9M
Total assets
Largest grants
RecipientAmount
SANTA FE OPERA$1,000,000
THE IRELAND FUNDS AMERICA$500,000
CATE SCHOOL$25,000
ARTISTS FOR CHANGE INC$20,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY18–19, $35k) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%UNITY SHOPPE INC: $20k → 14%UNITY SHOPPE INC: $15k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein 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 — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

42%of every dollar goes to organizations you’ve funded before.
$1.3M · 12 repeat orgs$1.8M to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +46% since the first grant, against +36% for the ones you funded once.

12 repeat relationships — 2 still active in FY2024, 10 since wound down; 2 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

12
19

Total granted

$1.3M
$282k

Median revenue growth · since first grant

+46%
+36%

Still filing today

100%
47%

New vs renewed · share of each year

In FY2024, 3% of grant dollars renewed an existing relationship; $1.5M 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 & CultureHealthEducationHousing & ShelterEnvironmentHuman ServicesOther

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.

Backed again, and grew

  • CC
    Camphill Communities California
    5× · 2019–2023 · $429k · revenue +82%
  • MT
    MOXI THE WOLF MUSEUM OF EXPLORATION INNOVATION
    4× · 2020–2023 · $219k · revenue +128%
  • CATE SCHOOL
    6× · 2018–2024 · $175k · revenue +28%

Funded once

  • CC
    CAMPHILL COMMUNITES OF CALIFORNIA
    one grant, 2018 · $70k
  • TH
    TRANSITION HOUSEgraduated
    one grant, 2022 · $25k · revenue +68%
  • H
    HALO
    one grant, 2021 · $20k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

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.

1
Uc Santa Barbara Foundation

The uc santa barbara foundation actively works to further the goals of the university of california, santa barbara. the foundation seeks to maintain and nurture the university's quality and distinction. on behalf of the campus, the…

Education
2
Santa Barbara Education Foundation

Santa Barbara Education Foundation (SBEF) provides and supports programs that enrich the academic, artistic, and personal development of all students in the Santa Barbara Unified School District.

Education
3
Scholarship Foundation of Santa Barbara

The scholarship foundation of santa barbara inspires, encourages and supports santa barbara county students to and through college, graduate and vocational school by providing information, advising, and scholarships.

4
Opera Santa Barbara

See schedule 0founded in 1994, opera santa barbara is the signature provider of professional opera on the california central coast. we aspire to be a cultural leader in the santa barbara region, voicing and advancing our community's spirit…

Arts & Culture
5
Santa Barbara Museum of Art

To integrate art into the lives of people, fostering imagination, stimulating thought, and creating personally rewarding experiences.

Arts & Culture
6
Santa Barbara Zoological Foundation

The santa barbara zoo is dedicated to the preservation, conservation, and enhancement of the natural world and its living treasures through education, research, recreation and conservation.

Animals
7
Santa Barbara Center for the Performing Arts Inc

To provide a vibrant performing arts center that generates and promotes excellence in the performing arts and enhances the quality of life in the region by offering outstanding and diverse entertainment, including events of cultural and…

Arts & Culture
8
The San Diego Foundation

The san diego foundation inspires enduring philanthropy and enables community solutions to improve the quality of life in our region.

Philanthropy
9
Community Foundation Santa Cruz County

To promote philanthropy to make santa cruz county a better place to live, now and in the future.we bring together people, ideas, and resources to inspire philanthropy and accomplish great things.

Philanthropy
10
Santa Barbara Museum of Natural History

The following three guiding principles are the foundation for all of the santa barbara museum of natural history's activities: inspiring an awe for nature and a thirst for discovery; promoting sustainability; and connecting our…

Arts & Culture
11
The Foundation for Santa Barbara City College

The sbcc foundation fuels the excellence of santa barbara city college by engaging the community, building relationships, and inviting the generosity of donors. the resources raised and managed by the foundation enrich college programs,…

Education
12
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

For reference, the grantee most central to the portfolio’s shape is Santa Barbara Foundation and the most unlike its peers is The Yosemite Charitable Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

Your grantees are a median of 42 years old; the field is 16. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number22%0%<5yr14%4%5–10yr19%13%10–20yr19%26%20–35yr14%30%35–55yr13%26%55yr+
THE FIELDby orgYOUR MONEYby value22%0%<5yr14%4%5–10yr19%45%10–20yr19%31%20–35yr14%5%35–55yr13%15%55yr+

The field is 22% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 12% of the field you don’t fund.

orgs you fund
0.0%0/25
the rest of the field
12%
2,536/21,344

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.

04the grantee network

24 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 24 of the 35 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

2
Load-bearing (≥25% of a budget)
7
Early backer (in before they grew)
24/24
Grantees still filing
19/24
Grew since you first funded

Where your money sits — by cause, then by grantee

THE SANTA FE OPERA — $1,000,000 · Arts & CultureTHE SANTA FE OPERASAN FRANCISCO SYMPHONY — $106,000 · Arts & CultureSAN FRANCISCO SYMPHONYARTISTS FOR CHANGE INC — $100,000 · Arts & CultureARTISTS FOR CHANGE INCLOBERO THEATRE FOUNDATION — $45,000 · Arts & Culture+2 more — $30,000 · Arts & CultureTHE IRELAND FUNDS AMERICA — $500,000 · OtherTHE IRELAND FUNDS AMERICAMOXI THE WOLF MUSEUM OF EXPLORATION INNOVATION — $218,575 · OtherMOXI THE WOLF MUSEUM OF EXPLORATION…CAMPHILL COMMUNITES OF CALIFORNIA — $70,000 · OtherCAMPHILL COMMUNITES OF CALIFORNIAUNITY SHOPPE INC — $35,000 · Other+13 more — $170,900 · Other+13 moreCamphill Communities California — $428,800 · HealthCamphill Commun…+2 more — $10,000 · HealthCATE SCHOOL — $175,000 · EducationGEORGETOWN UNIVERSITY — $17,000 · EducationTHE BAY SCHOOL — $10,000 · EducationSANTA BARBARA RESCUE MISSION — $85,000 · Housing & ShelterTRANSITION HOUSE — $25,000 · Housing & ShelterSANTA BARBARA FOUNDATION — $60,000 · PhilanthropyTHE YOSEMITE CHARITABLE FOUNDATION — $10,000 · PhilanthropyTHE LAND TRUST FOR SANTA BARBARA COUNTY — $48,000 · EnvironmentSANTA BARBARA CHANNELKEEPER INC — $15,000 · Environment
Arts & Culture$1,281,000Other$994,475Health$438,800Education$202,000Housing & Shelter$110,000Philanthropy$70,000Environment$63,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetTHE SANTA FE OPERA — $1,000,000 over 1y, 2.9% of budgetCamphill Communities California — $428,800 over 5y, 3.8% of budgetMOXI THE WOLF MUSEUM OF EXPLORATION INNOVATION — $218,575 over 4y, 3.4% of budgetCATE SCHOOL — $175,000 over 6y, 0.1% of budgetSAN FRANCISCO SYMPHONY — $106,000 over 4y, 0.0% of budgetARTISTS FOR CHANGE INC — $100,000 over 5y, 36% of budgetSANTA BARBARA RESCUE MISSION — $85,000 over 3y, 1.2% of budgetSANTA BARBARA FOUNDATION — $60,000 over 2y, 0.1% of budgetTHE LAND TRUST FOR SANTA BARBARA COUNTY — $48,000 over 2y, 0.7% of budgetLOBERO THEATRE FOUNDATION — $45,000 over 2y, 0.5% of budgetUNITY SHOPPE INC — $35,000 over 2y, 0.5% of budgetTRANSITION HOUSE — $25,000 over 1y, 0.6% of budgetTHE AMERICAN IRELAND FUND (DBA THE IRELAND FUNDS AMERICA/THE IRELAND FUNDS) — $25,000 over 1y, 0.1% of budgetMUSEUM OF CONTEMPORARY ART SANTA BARBARA — $22,500 over 2y, 3.1% of budgetThe Cedars of Marin — $20,000 over 2y, 0.1% of budgetGEORGETOWN UNIVERSITY — $17,000 over 1y, 0.0% of budgetSANTA BARBARA CHANNELKEEPER INC — $15,000 over 1y, 1.6% of budgetTHE YOSEMITE CHARITABLE FOUNDATION — $10,000 over 1y, 55% of budgetTHE BAY SCHOOL — $10,000 over 1y, 0.2% of budgetENTERPRISE FOR YOUTH — $8,400 over 2y, 0.2% of budgetSANTA BARBARA INTERNATIONAL FILM FESTIVAL INC — $7,500 over 1y, 0.1% of budgetSONOMA VALLEY HOSPITAL FOUNDATION — $5,000 over 1y, 0.3% of budgetTHE PLUMPJACK FOUNDATION — $5,000 over 1y, 2.4% of budgetTHE DAWN REDWOODS CHARITABLE TRUST — $5,000 over 1y, 0.9% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

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.

Hutton Foundation Dba Hutton Parker FoundationCA19.8× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Hutton Foundation Dba Hutton Parker Foundation · Marin Community Foundation · Santa Barbara Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · The San Francisco Foundation · Emmett Foundation · Dancing Tides Foundation Inc · The Kirby-Jones Foundation · Ann Jackson Family Foundation · American Endowment Foundation · Morgan Stanley Global Impact Funding Trust Inc · The Chicago Community Trust

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.

Government reliance of your grantees

Every dot is one organization Davies Charitable Trust 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.

2024
202122232425
no gov · 10%4%15%34%60%your share of their income ↑0%4%8%11%15%share of the org’s income from government
    no gov moneyreceives it· size = income
    1get no government money at all
    7report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–15%
    typical government reliance, FY2025

    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 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.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 35 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph