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California · Private foundation

Donald Lee and Sally Steadman Lucas

Its FY2020 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$396k
Granted FY2020
8
Grants FY2020
7
Organizations funded FY2020
29%
First-time grantees FY2020
Read the full brief
Median grant, FY2020
$10,000
Largest grant, FY2020
$250,000
Organizations funded a year
7 to 18
FY2017 to FY2020
States reached, FY2020
1
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2020, 29% of the organizations Donald Lee and Sally Steadman Lucas funded were first-time grantees, receiving 27% of its grant dollars.

New vs renewed · share of each year

In FY2020, 73% of grant dollars renewed an existing relationship; $105k went to new ones.

50%100%’18’19’20
RenewedFirst-time

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

’18’19’20
PhilanthropyAnimalsHealthEducationArts & 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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20207$394k29%
FY201918$3.4M67%
FY201810$667k50%
FY201710$2.0Mn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2020.

Arts & Culture$1.9MHealth$1.3MEmployment$1.1MCommunity Improvement$1.0MEducation$694kHousing & Shelter$145kEnvironment$103kHuman Services$100kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2020, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Montalvo Association$1,696,000424%
The Methodist Hospital Foundation$1,125,00031%
Redf$1,000,00019%
The Tower Foundation of San Jose State University$657,25012%
Monterey Museum of Art$145,00037%
Montage Health$120,00021%
National Tropical Botanical Garden$102,50021%
Men's Second Chance Living$100,000132%
Church in the Forest$45,0003n/a
Gathering for Women - Monterey$45,00022%
Show all 24 grantees

Plus 5 recipients with no EIN on record ($1.3M), not named here.

Where it is load-bearing

Donald Lee and Sally Steadman Lucas supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 19 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetMontalvo Association: $1,696,000 over 4y, 24% of budgetThe Methodist Hospital Foundation: $1,125,000 over 3y, 1.2% of budgetRedf: $1,000,000 over 1y, 8.6% of budgetThe Tower Foundation of San Jose State University: $657,250 over 1y, 2.0% of budgetMonterey Museum of Art: $145,000 over 3y, 7.2% of budgetMontage Health: $120,000 over 2y, 0.6% of budgetNational Tropical Botanical Garden: $102,500 over 2y, 0.9% of budgetMen's Second Chance Living: $100,000 over 1y, 32% of budgetGathering for Women - Monterey: $45,000 over 2y, 2.2% of budgetSociety for the Prevention of Cruelty to Animals for Monterey County: $26,000 over 1y, 0.4% of budgetFuture Citizens Foundation Dba the First Tee of Monterey County: $25,000 over 1y, 0.9% of budgetCommunity Hospital of the Monterey Peninsula: $25,000 over 1y, 0.0% of budgetPeace of Mind Dog Rescue: $11,000 over 2y, 0.7% of budgetMontage Health Foundation: $10,000 over 1y, 0.1% of budgetCarmel Ideas Foundation: $5,000 over 1y, 1.2% of budgetCasa Abrego Preservation Foundation: $3,500 over 2y, 8.7% of budgetSaratoga Historical Foundation: $2,000 over 1y, 1.6% of budgetKqed Inc: $2,000 over 2y, 0.0% of budgetKappa Alpha Theta Foundation Inc: $1,000 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 19.

Nonprofits that may fit its grantmaking

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 FoundationCA24× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Monterey Peninsula Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Silicon Valley Community Foundation · The Mona & Edward Zander Family Foundation · The Beall Family Foundation · Nancy Eccles and Homer M Hayward Family Foundation · Barnet Segal Charitable Trust · Greater Houston Community Foundation · Morgan Stanley Global Impact Funding Trust Inc · The Ayco Charitable Foundation · 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.

Compare Donald Lee and Sally Steadman Lucas with peer funders

About Donald Lee and Sally Steadman Lucas

How much does Donald Lee and Sally Steadman Lucas give?
Donald Lee and Sally Steadman Lucas reported 8 grants totaling $396,000 in its FY2020 IRS filing. It funded between 7 and 18 organizations a year over FY2017 to FY2020.
What does Donald Lee and Sally Steadman Lucas fund?
By grant dollars over FY2017 to FY2020, its largest causes are Arts & Culture (29%), Health (20%), Employment (17%).
Who are Donald Lee and Sally Steadman Lucas's largest grantees?
By total granted over FY2017 to FY2020: Montalvo Association ($1.7M), The Methodist Hospital Foundation ($1.1M), Redf ($1.0M).
Does Donald Lee and Sally Steadman Lucas fund new organizations?
In FY2020, 29% of the organizations it funded were first-time grantees.
Does Donald Lee and Sally Steadman Lucas accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Donald Lee and Sally Steadman Lucas?
Its strongest co-funders, measured against what their size predicts, include Monterey Peninsula Foundation, Gs Donor Advised Philanthropy Fund for Wealth Management Inc, Silicon Valley Community Foundation.
Where is Donald Lee and Sally Steadman Lucas based?
Donald Lee and Sally Steadman Lucas is based in CA.

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 31 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 2020, released 2020. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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