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James Stuart Haldan Charitable Foundation 59426-0 /-1 /-2 at a glance

· Private foundation

James Stuart Haldan Charitable Foundation 59426-0 /-1 /-2

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$340k
Granted FY2018
6
Grants FY2018
3
States reached
$100k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead

Read this first · the figures below need context

100% of James Stuart Haldan Charitable Foundation 59426-0 /-1 /-2’s FY2023 grant dollars went to The Parasol Tahoe Community Foundation Inc, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2023 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2018, the last year James Stuart Haldan Charitable Foundation 59426-0 /-1 /-2 named its own grantees at scale: 5 organizations, $340k. It is dated, not current.

Organizations named directly on the return

2
’17
5
’18
3
’19
1
’20
1
’21
1
’22
0
’23

Amber years are those where most dollars went to a sponsor.

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 2023.

Philanthropy$1.6MEducation$1.2MAnimals$160kHealth$81kHuman Services$35kFood & Nutrition$10kEnvironment$10kArts & Culture$1kOther$0
02FY2018 · 6 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2018

  • $10k–50k3 grants · $40k
  • $50k–250k3 grants · $300k
$100,000
Median grant
3
States reached
$0
Total assets
Largest grants
RecipientAmount
FAMILY DOG RESCUE$100,000
WORLD SAVVY$100,000
LAKE TAHOE COMMUNITY COLLEGE FOUNDATION$100,000
SHRINER'S HOSPITAL FOR CHILDREN$15,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL$15,000
VOLUNTEERS IN MEDICINE$10,000
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 (FY21–21, $25k) land where the poverty rate runs at 13%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%WESTCARE FOUNDATION: $25k → 13%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.

84%of every dollar goes to organizations it has funded before.
$1.3M · 3 repeat orgs$242k to everyone else

3 repeat relationships: 3 still active in FY2018, 0 since wound down; 11 grantees were first funded in FY2018 (too recent to call). Read against FY2018, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

3
3

Total granted

$1.3M
$30k

Median revenue growth · since first grant

-44%
+155%

Still filing today

67%
67%

New vs renewed · share of each year

In FY2022, 0% of grant dollars renewed an existing relationship; $30k went to new ones.

50%100%’17’18’19’20’21’22
RenewedFirst-time

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

’17’18’19’20’21’22
HealthEducationPublic BenefitInternationalHuman ServicesFood & NutritionOther
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

  • LT
    LAKE TAHOE COMMUNITY COLLEGE FOUNDATION
    2× · 2018–2019 · $1.1M · revenue -44% · 37% of their budget
  • FD
    FAMILY DOG & PUPPY RESCUE
    2× · 2018–2019 · $150k · revenue -52%
  • VI
    VOLUNTEERS IN MEDICINE
    2× · 2018–2019 · $16k

Funded once

  • GS
    GRANT SAWYER MIDDLE SCHOOL
    one grant, 2017 · $10k
  • TS
    THREE SQUARE
    one grant, 2017 · $10k · revenue +9%
  • VI
    VMSN INCgraduated
    one grant, 2017 · $10k · revenue +155%
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
Westcare Nevada Inc

To provide substance abuse prevention & treatment.

Health
2
Carson Valley Health Foundation

None

Health
3
Westcare California Inc

To provide substance abuse prevention & treatment.

Health
4
Southwest Medical Center

To be the leading provider of excellent healthcare for the communities we serve.

Health
5
Western University of Health Sciences

To produce, in a humanistic tradition, health care professionals and biomedical knowledge that will enhance and extend the quality of life in our communities.

—
6
Saratoga Care Inc

To serve the people of the Saratoga region by providing them access to excellence in healthcare in a supportive and caring environment.

Health
7
Children's Hospital Corporation

Provider of pediatric healthcare, education, research & community service

Health
8
Teton Valley Health Care Foundation

Teton Valley Health Care Foundation strives to build mutually beneficial relationships with community members, businesses, and guests that, through their generosity, support a healthy and thriving valley. (Continued on Schedule O). Through…

Health
9
Tahoe Forest Health System Foundation

Tahoe forest health system foundation creates a culture of collaboration which facilitates the exploration of creative opportunities and solutions that result in excellence in community health care.

Health
10
Sutter Valley Medical 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
11
Wasatch Homeless Health Care

Help homeless Utahns improve their health and quality of life by providing high-quality health care and support services.

Health
12
Lake Tahoe South Shore Chamber of Commerce

A membership organization dedicated to developing, promoting, and serving your business and community. Our goal is to sustain a high quality of life by achieving economic vitality, with sensitivity and respect for the environment.

—
How this is measured
The grantee most central to the portfolio’s shape is St Jude Children's Research Hospital Inc; the most unlike its peers is Bay Area Childrens Theatre Fka Active Arts Theatre for Young Audien. 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

10 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. 10 of the 18 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)
2
Early backer (in before they grew)
10/10
Grantees still filing
6/10
Grew since first funded

Where the money sits, by cause and then by grantee

Tahoe Community Foundation: $1,602,994 · EducationTahoe Community FoundationLAKE TAHOE COMMUNITY COLLEGE FOUNDATION: $1,100,000 · EducationLAKE TAHOE COMMUNITY COLLEGE FOUNDATIONFAMILY DOG & PUPPY RESCUE: $150,000 · Public BenefitWorld Savvy: $100,000 · InternationalHARRIS SPRINGS RANCH WEST CARE FOUNDATION: $25,000 · OtherVOLUNTEERS IN MEDICINE: $16,000 · OtherGRANT SAWYER MIDDLE SCHOOL: $10,000 · OtherHEARTS FUR PAWS: $10,000 · OtherTRAILS ON EARTH FOUNDATION: $10,000 · OtherTHE SALVATION ARMY: $10,000 · Other+3 more: $1,750 · OtherTHE SHRINERS' HOSPITAL FOR CHILDREN: $15,000 · HealthST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $15,000 · HealthVMSN INC: $10,000 · HealthWESTCARE FOUNDATION INC: $25,000 · Human ServicesTHREE SQUARE: $10,000 · Food & Nutrition
Education$2,702,994Public Benefit$150,000International$100,000Other$82,750Health$40,000Human Services$25,000Food & Nutrition$10,000

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

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetTahoe Community Foundation: $1,602,994 over 2y, 5.5% of budgetLAKE TAHOE COMMUNITY COLLEGE FOUNDATION: $1,100,000 over 2y, 37% of budgetWorld Savvy: $100,000 over 1y, 6.0% of budgetWESTCARE FOUNDATION INC: $25,000 over 1y, 0.2% of budgetTHE SHRINERS' HOSPITAL FOR CHILDREN: $15,000 over 1y, 0.0% of budgetST JUDE CHILDREN'S RESEARCH HOSPITAL INC: $15,000 over 1y, 0.0% of budgetTHREE SQUARE: $10,000 over 1y, 0.0% of budgetVMSN INC: $10,000 over 1y, 0.4% of budgetBAY AREA CHILDRENS THEATRE FKA ACTIVE ARTS THEATRE FOR YOUNG AUDIEN: $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.

Tahoe Community Found…Morgan Stanley Global…Vanguard Charitable E…Donor Advised Charita…American Online Givin…Fidelity Investments …Amazonsmile Foundation
Tahoe Community FoundationNV13.5× affinity4 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: Tahoe Community Foundation · Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile 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 James Stuart Haldan Charitable Foundation 59426-0 /-1 /-2 funds: left to right is the share of its income from government, bottom to top the share from James Stuart Haldan Charitable Foundation 59426-0 /-1 /-2. Bigger dots raise more.

2023
’20’21’22’23’24’25
no gov · 00%1%3%6%10%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →median 8%
  • The Shriners' Hospital for Children: 8% of income from government
no gov moneyreceives it· size = income
0get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–10%
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 18 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 2018, released 2018. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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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