· 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.
What you funded, over time
Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2017–2020.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2020
- Under $10k4 grants · $11k
- $10k–50k2 grants · $35k
- $50k–250k1 grant · $100k
- $250k+1 grant · $250k
| Recipient | Amount |
|---|---|
| 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 |
| NORTHERN CALIFORNIA PGA FDN | $2,500 |
| CASA ABREGO PRESERVATION FDN | $2,500 |
| KQED | $1,000 |
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.
Your 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 your grants land in higher-need ZIPs.
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.
Where the work is directed
The same grants, placed two ways — where each recipient sits, and where its stated purpose earmarks the money.
About 23% of Donald Lee and Sally Steadman Lucas’s grant dollars are earmarked, by their stated purpose, for a different county than the recipient’s own address — money that lands at a nonprofit in one place but is meant to do its work in another.
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 foundation’s own 990 grant descriptions.
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.
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
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2020, 73% of grant dollars renewed an existing relationship; $105k went to new ones.
Where new relationships form · theme of each grantee’s first grant
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
- MAMONTALVO ASSOCIATION4× · 2017–2020 · $1.7M · revenue +83%
- MMMONTEREY MUSEUM OF ART3× · 2017–2019 · $145k · revenue +1%
- MHMONTAGE HEALTH2× · 2017–2018 · $120k · revenue +538%
Funded once
- RREDFgraduatedone grant, 2019 · $1.0M · revenue +135%
- TTTHE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITYgraduatedone grant, 2017 · $657k · revenue +52%
- MSMEN'S SECOND CHANCE LIVINGgraduatedone grant, 2019 · $100k · revenue +406% · 32% of their budget
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
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.
The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.
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.
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.
To inspire philanthropy and be a catalyst for strengthening communities throughout monterey county.
To improve the economic health and quality of life in the monterey bay region.
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,…
Passionately deliver relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
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,…
To inspire and facilitate film and media production throughout monterey county, creating positive economic impact.
The san diego foundation inspires enduring philanthropy and enables community solutions to improve the quality of life in our region.
Acquire and manage assets in support of lutheran hospital association of the san luis valley.
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.
For reference, the grantee most central to the portfolio’s shape is Hawaii Community Foundation and 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.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
25 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 2017–2025, 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; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
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.
- Who funds MONTALVO ASSOCIATION ↗
- Who funds THE METHODIST HOSPITAL FOUNDATION ↗
- Who funds REDF ↗
- Who funds THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY ↗
- Who funds MONTEREY MUSEUM OF ART ↗
- Who funds MONTAGE HEALTH ↗
- Who funds NATIONAL TROPICAL BOTANICAL GARDEN ↗
- Who funds MEN'S SECOND CHANCE LIVING ↗
- Who funds GATHERING FOR WOMEN - MONTEREY ↗
- Who funds Society for the Prevention of Cruelty to Animals for Monterey County ↗
- Who funds FUTURE CITIZENS FOUNDATION DBA THE FIRST TEE OF MONTEREY COUNTY ↗
- Who funds COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA ↗
- Who funds HAWAII COMMUNITY FOUNDATION ↗
- Who funds PEACE OF MIND DOG RESCUE ↗
- Who funds MONTAGE HEALTH FOUNDATION ↗
- Who funds NORTHERN CALIFORNIA PGA FOUNDATION ↗
- Who funds GO2 For Lung Cancer ↗
- Who funds Carmel Ideas Foundation ↗
- Who funds KMR SCHOOL OF GOLF ↗
- Who funds NAVAL POSTGRADUATE SCHOOL FOUNDATION INC ↗
- Who funds Casa Abrego Preservation Foundation ↗
- Who funds Saratoga Historical Foundation ↗
- Who funds KQED INC ↗
- Who funds KAPPA ALPHA THETA FOUNDATION INC ↗
- Who funds CHP 11-99 FOUNDATION ↗
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.
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
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 Donald Lee and Sally Steadman Lucas 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.
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.