Skip to content
Donald Lee and Sally Steadman Lucas at a glance

· 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
1
States reached
$250k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% 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
02FY2020 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2020

  • Under $10k4 grants · $11k
  • $10k–50k2 grants · $35k
  • $50k–250k1 grant · $100k
  • $250k+1 grant · $250k
$10,000
Median grant
1
States reached
$0
Total assets
Largest grants
RecipientAmount
MONTALVO ARTS CENTER$250,000
SALVATION ARMY OF MONTEREY PENINSUL$100,000
GATHERING FOR WOMEN - MONTEREY$25,000
CHURCH IN THE FOREST$10,000
CARMEL IDEAS FOUNDATION$5,000
CASA ABREGO PRESERVATION FDN$2,500
NORTHERN CALIFORNIA PGA FDN$2,500
KQED$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 (FY20–20, $25k) land where the poverty rate runs at 12%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%GATHERING FOR WOMEN - MONTEREY: $25k → 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.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 23% of Donald Lee and Sally Steadman Lucas’s grant dollars are earmarked for a different county than the recipient’s own address.

Donald Lee and Sally Steadman Lucaslessmore of its giving
Placed by recipient address
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

68%of every dollar goes to organizations it has funded before.
$4.4M · 11 repeat orgs$2.0M to everyone else

11 repeat relationships: 5 still active in FY2020, 6 since wound down; 2 grantees were first funded in FY2020 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

11
16

Total granted

$4.4M
$1.9M

Median revenue growth · since first grant

+70%
+78%

Still filing today

82%
75%

New vs renewed · share of each year

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

50%100%’17’18’19’20
RenewedFirst-time

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

’17’18’19’20
HealthArts & CultureEducationRecreation & SportsAnimalsPhilanthropyOther
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

  • MA
    MONTALVO ASSOCIATION
    4× · 2017–2020 · $1.7M · revenue +97%
  • MM
    MONTEREY MUSEUM OF ART
    3× · 2017–2019 · $145k · revenue +1%
  • MH
    MONTAGE HEALTH
    2× · 2017–2018 · $120k · revenue +538%

Funded once

  • R
    REDFgraduated
    one grant, 2019 · $1.0M · revenue +135%
  • TT
    THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITYgraduated
    one grant, 2017 · $657k · revenue +52%
  • MS
    MEN'S SECOND CHANCE LIVINGgraduated
    one grant, 2019 · $100k · revenue +406% · 32% of their budget
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
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
2
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
3
Marin Humane Society

Marin humane transforms lives through exceptional animal care, humane education, and advocacy. every day, marin humane inspires compassion and positive relationships between people and animals.

Animals
4
Community Foundation for Monterey County

To inspire philanthropy and be a catalyst for strengthening communities throughout monterey county.

Philanthropy
5
Monterey Bay Economic Partnership Inc

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

Community Improvement
6
Santa Fe Community Foundation

The santa fe community foundation inspires philanthropic generosity, strengthens nonprofits, and fosters positive change to build a more vibrant, healthy, and resilient region. the foundation's vision is a thriving northern new mexico,…

Philanthropy
7
Monterra Credit Union

Passionately deliver relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.

Public Benefit
8
California Pacific Medical Center 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
9
Monterey County Film Commission

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

Arts & Culture
10
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
11
San Luis Valley Health Foundation

Acquire and manage assets in support of lutheran hospital association of the san luis valley.

Philanthropy
12
California Dental Association Foundation

The foundation's mission is to improve the oral health of all californians by supporting the dental profession and its efforts to meet community needs.

Science & Tech
How this is measured
The grantee most central to the portfolio’s shape is Hawaii Community Foundation; the most unlike its peers is Casa Abrego Preservation Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

25 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. 25 of the 31 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.

1
Load-bearing (≥25% of a budget)
8
Early backer (in before they grew)
24/25
Grantees still filing
20/25
Grew since first funded

Where the money sits, by cause and then by grantee

MONTALVO ASSOCIATION: $1,696,000 · Arts & CultureMONTALVO ASSOCIATIONMONTEREY MUSEUM OF ART: $145,000 · Arts & CultureMONTEREY MUSEUM OF ART+2 more: $7,000 · Arts & CultureTHE TOWER FOUNDATION OF SAN JOSE ST: $1,100,000 · OtherTHE TOWER FOUNDATION OF …SALVATION ARMY OF MONTEREY PENINSUL: $100,000 · OtherSALVATION ARMY OF MONTER…SPCA: $50,000 · Other+10 more: $172,000 · Other+10 moreTHE METHODIST HOSPITAL FOUNDATION: $1,125,000 · HealthTHE METHODIST HOSPITAL…MONTAGE HEALTH: $120,000 · HealthMONTAGE HEALTH+3 more: $40,000 · HealthREDF: $1,000,000 · PhilanthropyREDF+3 more: $31,000 · PhilanthropyTHE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY: $657,250 · EducationTHE TOWER F…+2 more: $6,000 · EducationNATIONAL TROPICAL BOTANICAL GARDEN: $102,500 · EnvironmentMEN'S SECOND CHANCE LIVING: $100,000 · Crime & Legal
Arts & Culture$1,848,000Other$1,422,000Health$1,285,000Philanthropy$1,031,000Education$663,250Environment$102,500Crime & Legal$100,000

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 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 budgetHAWAII COMMUNITY FOUNDATION: $20,000 over 2y, 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 budgetNORTHERN CALIFORNIA PGA FOUNDATION: $7,500 over 2y, 0.9% 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
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.

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 Fo…Gs Donor Advised Phil…Silicon Valley Commun…The Mona & Edward Zan…The Beall Family Foun…Nancy Eccles and Home…Barnet Segal Charitab…Greater Houston Commu…Morgan Stanley Global…The Ayco Charitable F…National Philanthropi…American Endowment Fo…
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.

How much its grantees rely on government

Each dot is one organization Donald Lee and Sally Steadman Lucas funds: left to right is the share of its income from government, bottom to top the share from Donald Lee and Sally Steadman Lucas. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%3%6%10%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    4report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–25%
    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 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

    Play a game based on Donald Lee and Sally Steadman Lucas’ filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home