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· Private foundation

Hellman Fellows Fund

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.

$70M
Granted FY2020
14
Grants FY2020
2
States reached
$12M
Largest
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.

Education$81MPhilanthropy$7.4MSocial Science$900kHealth$500k
02FY2020 · 14 grants

Where the money goes

Grants by size, and the largest recipients.

$5,725,000
Median grant
2
States reached
$0
Total assets
Largest grants
RecipientAmount
UC San Diego Foundation$12,457,472
UC Berkeley Foundation$9,650,000
UCLA Foundation$7,800,000
Hellman Foundation$7,417,863
UC Davis Foundation$6,250,000
University of California RegentsIrvine$6,000,000
UC Santa Barbara Foundation$5,725,000
UC Riverside Foundation$5,200,000
Regents - University of California Merced$3,700,000
UC Santa Cruz Foundation$3,650,000
Regents of the University of California$750,000
American Academy of Arts & Sciences$600,000
UCSF Foundation$500,000
Regents - University of California Irvine$250,000
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 (FY17–20) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 99% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%American Academy of Arts & Sciences: $600k → 8%Regents - University of California Irvine: $250k → 10%Regents of the University of California: $750k → 10%Hellman Foundation: $7.4M → 10%UC San Diego Foundation: $12.5M → 11%UC Riverside Foundation: $5.2M → 11%UC Santa Cruz Foundation: $3.6M → 13%UCLA Foundation: $300k → 14%UC Santa Barbara Foundation: $5.7M → 14%UC Davis Foundation: $6.3M → 16%American Academy of Arts & Sciences: $100k → 8%Regents - University of California Irvine: $250k → 10%UC Berkeley Foundation: $9.7M → 10%University of California - SF: $500k → 10%UC San Diego Foundation: $500k → 11%UC Riverside Foundation: $200k → 11%UC Santa Cruz Foundation: $150k → 13%UCLA Foundation: $300k → 14%UC Santa Barbara Foundation: $225k → 14%UC Davis Foundation: $300k → 16%American Academy of Arts & Sciences: $100k → 8%Regents - University of California Irvine: $250k → 10%Regents of the University of California: $750k → 10%University of California - SF: $500k → 10%UC San Diego Foundation: $500k → 11%UC Riverside Foundation: $200k → 11%UC Santa Cruz Foundation: $150k → 13%UCLA Foundation: $300k → 14%UC Santa Barbara Foundation: $225k → 14%UC Davis Foundation: $250k → 16%American Academy of Arts & Sciences: $100k → 8%University of California RegentsIrvine: $6.0M → 10%UC Berkeley Foundation: $4.8M → 10%University of California - SF: $500k → 10%UC San Diego Foundation: $500k → 11%UC Riverside Foundation: $200k → 11%UC Santa Cruz Foundation: $150k → 13%UCLA Foundation: $7.8M → 14%UC Santa Barbara Foundation: $225k → 14%UC Davis Foundation: $250k → 16%Regents - University of California Irvine: $250k → 10%Regents of the University of California: $750k → 10%UC Berkeley Foundation: $4.8M → 10%Regents of the University of California: $750k → 10%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.
03Its grantees
repeat funding

Who it funds again

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

83%of every dollar goes to organizations it has funded before.
$67M · 11 repeat orgs$14M to everyone else

Grantees it renews have grown median revenue +66% since the first grant, against 0% for those funded once.

11 repeat relationships: 10 still active in FY2020, 1 since wound down; 3 grantees were first funded in FY2020 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

11
3

Total granted

$67M
$14M

Median revenue growth · since first grant

+66%
0%

Still filing today

55%
67%

New vs renewed · share of each year

In FY2020, 78% of grant dollars renewed an existing relationship; $14M 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
EducationSocial SciencePhilanthropyOther
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

  • US
    UC SAN DIEGO FOUNDATION
    4× · 2017–2020 · $14M · revenue +78%
  • TU
    THE UC DAVIS FOUNDATION
    4× · 2017–2020 · $7.0M · revenue +66%
  • UC SANTA BARBARA FOUNDATION
    4× · 2017–2020 · $6.4M · revenue +224%

Funded once

  • HF
    HELLMAN FOUNDATION
    one grant, 2020 · $7.4M · revenue -69%
  • RO
    REGENTS OF THE UNIVERSITY OF CALIFORNIA AT IRVINE
    one grant, 2020 · $6.0M
  • UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
    one grant, 2020 · $500k · revenue 0%
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
Uc Press Foundation

The university of california press foundation (incorporated in 1981) is dedicated to raising philanthropic support and community visibility to ensure the long-term sustainability of uc press.

Arts & Culture
3
University of California Irvine Foundation

The mission of the university of california, irvine foundation (uc irvine foundation) is to raise and manage private funds to support uc irvine's broader mission of excellence in teaching, research and public service. to this end, the uc…

Education
4
Uc Law Sf Foundation

To advance the academic and reputational success of uc college of the law, san francisco ("the college") through collaborative and impactful fundraising initiatives.

Education
5
Foundation of California State University Monterey Bay

To further the scientific, literary, educational and charitable purposes of california state university, monterey bay, including fundraising, development, endowment management, financial assistance, public relations and other support.

Education
6
University of California Merced Foundation

The uc merced foundation was formed for the purpose of encouraging voluntary private gifts, trusts, and bequests for the benefit of the university of california, merced.

Education
7
The University Foundation At Sacramento State

Raise private resources to advance the mission and priorities of the university and serve as ambassadors in the community. provide stewardship in the prudent investment of resources and ensure the integrity of the foundation through…

Education
8
Berkeley Lab Foundation

To support the scientific and educational purposes of the regents of the university of california (the "university"), in its specific capacity as manager and operator of the lawrence berkeley national laboratory and to carry on other…

Education
9
Cal State East Bay Educational Foundation

To accept and manage restricted and unrestricted gifts benefiting california state university east bay. additionally, the trustees support the university through advocacy, development, personal contributions and counsel to the university's…

Education
10
California State University Foundation

Established in 1962, the foundation is the central foundation for the california state university (csu) system and serves the office of the chancellor. the foundation exists to support excellence in teaching and learning, and to serve the…

Philanthropy
11
San Diego State University Foundation Sdsu Research Foundation

To support and further the research, education and community service objectives of san diego state university.

Education
12
California State University Los Angeles Foundation

To advance the educational, cultural, scholarly, and creative activities and the role of community service of csula by increasing private funding, responsibly managing donated resources and supporting the university and its diverse and…

Education
How this is measured
The grantee most central to the portfolio’s shape is Uc Santa Barbara Foundation; the most unlike its peers is Hellman Foundation. 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

9 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. 9 of the 15 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)
0
Early backer (in before they grew)
9/9
Grantees still filing
6/9
Grew since first funded

Where the money sits, by cause and then by grantee

UC SAN DIEGO FOUNDATION: $13,957,472 · EducationUC SAN DIEGO FOUNDATIONUCLA FOUNDATION: $8,700,000 · EducationUCLA FOUNDATIONTHE UC DAVIS FOUNDATION: $7,050,000 · EducationTHE UC DAVIS FOUNDATIONUC SANTA BARBARA FOUNDATION: $6,400,000 · EducationUC SANTA BARBARA FOUNDATIONUC RIVERSIDE FOUNDATION: $5,800,000 · EducationUC RIVERSIDE FOUNDATIONUC SANTA CRUZ FOUNDATION: $4,100,000 · EducationUC SANTA CRUZ FOUNDATION+1 more: $500,000 · EducationUC Berkeley Foundation: $19,175,000 · OtherUC Berkeley FoundationREGENTS OF THE UNIVERSITY OF CALIFORNIA AT IRVINE: $6,000,000 · OtherREGENTS OF THE UNIVERSITY OF CALIFORNIA AT …Regents - University of California Merced: $4,100,000 · OtherRegents - University of California MercedRegents of the University of California: $3,000,000 · OtherRegents of the University of CaliforniaUniversity of California - SF: $1,500,000 · Other+1 more: $1,000,000 · OtherHELLMAN FOUNDATION: $7,417,863 · PhilanthropyHELLMAN F…AMERICAN ACADEMY OF ARTS & SCIENCES: $900,000 · Social Science
Education$46,507,472Other$34,775,000Philanthropy$7,417,863Social Science$900,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100Mgrantee revenue →↑ funder's share of their budgetUC SAN DIEGO FOUNDATION: $13,957,472 over 4y, 6.9% of budgetUCLA FOUNDATION: $8,700,000 over 4y, 1.4% of budgetHELLMAN FOUNDATION: $7,417,863 over 1y, 5.5% of budgetTHE UC DAVIS FOUNDATION: $7,050,000 over 4y, 10% of budgetUC SANTA BARBARA FOUNDATION: $6,400,000 over 4y, 14% of budgetUC RIVERSIDE FOUNDATION: $5,800,000 over 4y, 21% of budgetUC SANTA CRUZ FOUNDATION: $4,100,000 over 4y, 15% of budgetAMERICAN ACADEMY OF ARTS & SCIENCES: $900,000 over 4y, 3.6% of budgetUNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION: $500,000 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 UC SAN DIEGO FOUNDATION ↗
  • Who funds UCLA FOUNDATION ↗
  • Who funds HELLMAN FOUNDATION ↗
  • Who funds THE UC DAVIS FOUNDATION ↗
  • Who funds UC SANTA BARBARA FOUNDATION ↗
  • Who funds UC RIVERSIDE FOUNDATION ↗
  • Who funds UC SANTA CRUZ FOUNDATION ↗
  • Who funds AMERICAN ACADEMY OF ARTS & SCIENCES ↗
  • Who funds UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION ↗

How much its grantees rely on government

Each dot is one organization Hellman Fellows Fund funds: left to right is the share of its income from government, bottom to top the share from Hellman Fellows Fund. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%2%6%14%25%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →median 3%
  • American Academy of Arts & Sciences: 3% of income from government
no gov moneyreceives it· size = income
0get no government money at all
0rely on government for over half their income
⤢ axis zoomed · 0–5%
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 Hellman Fellows Fund?

Find your warmest path to Hellman Fellows Fund 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 15 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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