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Investors Philanthropic

INVESTORS PHILANTHROPIC does good and makes good by bringing the joy of giving to millions with high touch, white glove, and more effective methods for donors to make and manage their contributions to the charitable causes they are passionate about.

$395k
Granted FY2024(still arriving)
13
Itemized grants FY2024
17
Organizations funded FY2023
100%
First-time grantees FY2023
Read the full brief
Itemized, FY2024
$338k
The rest is grants the schedule does not break out
Median grant, FY2024
$18,000
Largest grant, FY2024
$80,858
Organizations funded a year
3 to 17
FY2021 to FY2023
States reached, FY2024
2
Total assets, FY2024
$7.3M

How open it is to new grantees

In FY2023, 100% of the organizations Investors Philanthropic funded were first-time grantees, receiving 100% of its grant dollars.

New vs renewed · share of each year

In FY2023, 0% of grant dollars renewed an existing relationship; $562k went to new ones.

50%100%’22’23
RenewedFirst-time

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

’22’23
HealthReligionPhilanthropyHuman ServicesCrime & LegalHousing & ShelterOther
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
FY2024still arriving13$338k62%
FY202317$562k100%
FY20226$354k100%
FY20213$48kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2024.

Health$457kReligion$320kHuman Services$156kInternational$100kEducation$72kYouth Development$55kHousing & Shelter$48kCrime & Legal$38kOther$0

Top grantees

Largest recipients by total granted, FY2021 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Oceans Church$156,2062n/a
Pediatric Cancer Research Foundation$143,32626%
Mission Hospital Regional Medical Center$131,93410%
Gogettaz for God Inc$131,5001n/a
Rescue International$100,0001n/a
TERI Inc$68,00020%
The American University of Paris$50,00010%
For the Children$46,50021%
The Collaborative Courts Foundation$38,085224%
Down Syndrome Association of Orange County$32,000110%
Show all 34 grantees

Where it is load-bearing

Each grantee by its size and the share of its budget Investors Philanthropic supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetPediatric Cancer Research Foundation: $143,326 over 2y, 5.8% of budgetMission Hospital Regional Medical Center: $131,934 over 1y, 0.0% of budgetTERI Inc: $68,000 over 2y, 0.2% of budgetThe American University of Paris: $50,000 over 1y, 0.1% of budgetFor the Children: $46,500 over 2y, 1.0% of budgetThe Collaborative Courts Foundation: $38,085 over 2y, 24% of budgetDown Syndrome Association of Orange County: $32,000 over 1y, 9.8% of budgetHitching Post Ministries: $32,000 over 1y, 6.2% of budgetMae House: $32,000 over 1y, 4.6% of budgetLot318: $28,000 over 1y, 1.3% of budgetJessie Rees Foundation: $28,000 over 1y, 0.5% of budgetHope Ignites Southern California: $28,000 over 1y, 3.5% of budgetBithiahs Family Services: $28,000 over 1y, 13% of budgetTim Tebow Foundation Inc: $19,980 over 1y, 0.1% of budgetChild Guidance Center Inc: $19,316 over 1y, 0.2% of budgetThe Cdm Foundation: $17,011 over 1y, 4.0% of budgetPrecious Life Shelter Inc: $16,000 over 1y, 1.0% of budgetTaras Chance: $16,000 over 1y, 1.4% of budgetThe Brent Shapiro Foundation for Drug Awareness: $15,000 over 1y, 2.3% of budgetVital Link Education- Business Consortium: $14,500 over 1y, 1.5% of budgetHuman Options Inc: $14,000 over 1y, 0.2% of budgetCaterinas Club: $14,000 over 1y, 0.4% of budgetSongshine Foundation: $10,000 over 1y, 5.9% of budgetRyans Reach: $9,200 over 1y, 0.6% of budgetJohn Wayne Cancer Foundation: $8,784 over 1y, 0.7% of budgetThe Good Food Institute Inc: $7,200 over 1y, 0.1% of budgetGloves 4 Grief Inc: $5,690 over 1y, 8.7% of budgetPacifica Christian High School Orange County Inc: $5,219 over 1y, 0.1% of budgetMiracles for Kids Inc: $5,089 over 1y, 0.1% of budgetChoc Foundation: $5,089 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 30.

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.

Orange County Community FoundationCA27.8× affinity12 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Orange County Community Foundation · California Community Foundation · Sisters of St Joseph Healthcare Foundation · Farmers & Merchants Bank Foundation · Edwards Lifesciences Foundation · The Devto Support Foundation · National Philanthropic Trust · The Ayco Charitable Foundation · Natl Christian Charitable Fdn Inc · American Endowment Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Morgan Stanley Global Impact Funding Trust Inc

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 Investors Philanthropic with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Investors Philanthropic?

Find your warmest path to Investors Philanthropic 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.

About Investors Philanthropic

How much does Investors Philanthropic give?
Investors Philanthropic reported 13 itemized grants totaling $338,333, out of $395,376 in total grant expense reported on the return in its FY2024 IRS filing. It funded between 3 and 17 organizations a year over FY2021 to FY2023.
What does Investors Philanthropic fund?
By grant dollars over FY2021 to FY2024, its largest causes are Health (35%), Religion (24%), Human Services (12%).
Who are Investors Philanthropic's largest grantees?
By total granted over FY2021 to FY2024: Oceans Church ($156k), Pediatric Cancer Research Foundation ($143k), Mission Hospital Regional Medical Center ($132k).
Does Investors Philanthropic fund new organizations?
In FY2023, 100% of the organizations it funded were first-time grantees.
Which funders back the same organizations as Investors Philanthropic?
Its strongest co-funders, measured against what their size predicts, include Orange County Community Foundation, California Community Foundation, Sisters of St Joseph Healthcare Foundation.
Where is Investors Philanthropic based?
Investors Philanthropic 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 35 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 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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