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Kugelman Family Foundation at a glance

· Private foundation

Kugelman Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$106k
Granted FY2024still arriving
8
Grants FY2024still arriving
2
States reached
$50k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0199% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$393kInternational$203kHuman Services$176kReligion$152kSocial Science$25kPhilanthropy$19kArts & Culture$6kYouth Development$4kOther$0
02FY2024 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k4 grants · $11k
  • $10k–50k3 grants · $45k
  • $50k–250k1 grant · $50k
$10,000
Median grant
2
States reached
$421k
Total assets
Largest grants
RecipientAmount
CENTER FOR INTL EXPERIENTIAL LEARNI$50,000
LANA'I COMMUNITY ASSOCIATION$25,000
KENTFIELD SCHOOL FOUNDATION$10,000
ST MARK PRESBYTERIAN CHURCH$10,000
ST MARY'S SCHOOL$5,000
UCI FOUNDATION$3,500
CHAPMAN UNIVERSITY$1,500
SHARE OUR SELVES$960
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 (FY17–24, $161k) land where the poverty rate runs at 10%, against an area that typically sits at 11%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%SHARE OUR SELVES: $86k → 10%SHARE OUR SELVES: $30k → 10%MANELE KOELE CHARITABLE FUND: $5k → 9%SHARE OUR SELVES: $15k → 10%MANELE KOELE CHARITABLE FUND: $5k → 9%SHARE OUR SELVES: $7k → 10%SHARE OUR SELVES: $5k → 10%MANELE KOELE CHARITABLE FUND: $2k → 9%SHARE OUR SELVES: $2k → 10%MANELE KOELE CHARITABLE FUND: $1k → 9%SHARE OUR SELVES: $1k → 10%SHARE OUR SELVES: $1k → 10%MANELE KOELE CHARITABLE FUND: $250 → 9%SHARE OUR SELVES: $960 → 10%MANELE KOELE CHARITABLE FUND: $250 → 9%ORANGE COUNTY ALLIANCE FOR JUST CHA: $500 → 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.

Which US states its grants reach

ID
NY
NV
CA
CO
TN
DC
HI
GA
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.

97%of every dollar goes to organizations it has funded before.
$944k · 21 repeat orgs$33k to everyone else

Grantees it renews have grown median revenue +35% since the first grant, against +20% for those funded once.

21 repeat relationships: 8 still active in FY2024, 13 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

21
19

Total granted

$944k
$33k

Median revenue growth · since first grant

+35%
+20%

Still filing today

76%
32%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
EducationHuman ServicesInternationalArts & CultureHealthCivil RightsOther
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

  • UO
    UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
    8× · 2017–2024 · $262k · revenue +51%
  • CF
    CENTER FOR INTERNATIONAL EXPERIENTIAL LEARNING INC
    4× · 2021–2024 · $187k · revenue +188% · 30% of their budget
  • Share Our Selves Corporation
    7× · 2017–2024 · $148k · revenue +63%

Funded once

  • PI
    PHILOSOPHIA INC
    one grant, 2021 · $25k
  • VU
    VANDERBILT UNIVERSITY GSM
    one grant, 2018 · $3k
  • IG
    Individual grant recipient
    one grant, 2019 · $1k
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
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
2
Ucla Foundation

The ucla foundation is the giving, receiving, and investing arm of the ucla campus. the foundation enables private donors to help build, sustain and advance one of the world's finest academic and research institutions. private philanthropy…

Education
3
Ucsf Foundation Investment Company

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

Education
4
Association of California School Administrators

The association serves its members by creating resources that enable california school administrators to develop and apply creative leadership and management skills and in turn, improve the educational process for all students.

—
5
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
6
University Family Physicians Inc

Engage actively and continuously in medical research, education and training in the practice of medicine in conjunction with the department of family medicine of the indiana university school of medicine and indiana university…

—
7
Augustana College

Rooted in the liberal arts & sciences & lutheran expression of the christian faith, & is committed to offering a challenging education that develops qualities of mind, spirit, & body necessary for a rewarding life of leadership & service…

Education
8
Pacific University

A diverse and sustainable learning community dedicated to discovery and excellence in teaching, scholarship and practice, pacific university inspires students to think, care, create and pursue justice in our world.

Education
9
Uc Santa Barbara Foundation

The uc santa barbara foundation actively works to further the goals of the university of california, santa barbara. the foundation seeks to maintain and nurture the university's quality and distinction. on behalf of the campus, the…

Education
10
Altamed Health Services Corporation

To eliminate disparities in health care access and outcomes by providing superior quality health and human services through an integrated world-class delivery system for latino, multi-ethnic underserved communities in southern california.

Health
11
University of Virginia Investment Management Company

The university of virginia investment management company (uvimco) is organized to invest funds on behalf of the rector and visitors of the university of virginia (the university or uva) and university-associated organizations (uaos).

Education
12
Intealth

See schedule oto serve the public by:- assuring the qualifications of health care professionals- providing primary-source verification of credentials of health careprofessionals, as they serve throughout the world- supporting international…

Education
How this is measured
The grantee most central to the portfolio’s shape is Orange County Community Foundation; the most unlike its peers is Oak View School Fund Inc. 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

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 42 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)
3
Early backer (in before they grew)
24/25
Grantees still filing
18/25
Grew since first funded

Where the money sits, by cause and then by grantee

UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION: $262,100 · EducationUNIVERSITY OF CALIFORNIA IRVINE FOUNDATIO…ST JOHN'S UNIVERSITY NEW YORK: $50,000 · EducationST JOHN'S UNIVERSITY NEW YORKKENTFIELD SCHOOLS FOUNDATION: $25,402 · EducationKENTFIELD SCHOOLS FOUNDATIONCHAPMAN UNIVERSITY: $12,750 · Education+4 more: $9,470 · EducationST MARK PRESBYTERIAN CHURCH: $152,475 · OtherST MARK PRESBYTERIAN CHURCHST MARY'S SCHOOL: $30,500 · OtherST MARY'S SCHOOLLanai Community Association: $27,750 · OtherLanai Community AssociationPHILOSOPHIA INC: $25,000 · OtherPHILOSOPHIA INC+17 more: $11,750 · OtherCENTER FOR INTERNATIONAL EXPERIENTIAL LEARNING INC: $187,200 · InternationalCENTER FOR INTERNATIONA…THE CARTER CENTER INC: $12,500 · InternationalTHE CARTER CENTER INC+2 more: $600 · InternationalShare Our Selves Corporation: $147,550 · Human ServicesShare Our Selves C…MANELE KOELE CHARITABLE FUND: $13,000 · Human ServicesMANELE KOELE CHARI…+2 more: $2,500 · Human ServicesHAWAII COMMUNITY FOUNDATION: $5,000 · PhilanthropyORANGE COUNTY COMMUNITY FOUNDATION: $750 · PhilanthropySAVE OUR YOUTH SOY: $3,500 · Crime & LegalSOUTH COAST REPERTORY INC: $3,250 · Arts & Culture+1 more: $100 · Arts & Culture
Education$359,722Other$247,475International$200,300Human Services$163,050Philanthropy$5,750Crime & Legal$3,500Arts & Culture$3,350

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetUNIVERSITY OF CALIFORNIA IRVINE FOUNDATION: $262,100 over 8y, 0.1% of budgetCENTER FOR INTERNATIONAL EXPERIENTIAL LEARNING INC: $187,200 over 4y, 30% of budgetShare Our Selves Corporation: $147,550 over 7y, 0.4% of budgetST JOHN'S UNIVERSITY NEW YORK: $50,000 over 4y, 0.0% of budgetLanai Community Association: $27,750 over 4y, 16% of budgetKENTFIELD SCHOOLS FOUNDATION: $25,402 over 3y, 0.6% of budgetMANELE KOELE CHARITABLE FUND: $13,000 over 6y, 5.3% of budgetCHAPMAN UNIVERSITY: $12,750 over 5y, 0.0% of budgetTHE CARTER CENTER INC: $12,500 over 4y, 0.0% of budgetVanderbilt University: $8,000 over 2y, 0.0% of budgetHAWAII COMMUNITY FOUNDATION: $5,000 over 1y, 0.0% of budgetSAVE OUR YOUTH SOY: $3,500 over 2y, 0.5% of budgetSOUTH COAST REPERTORY INC: $3,250 over 3y, 0.0% of budgetCHILDREN'S HEART FOUNDATION: $2,000 over 2y, 0.2% of budgetSHELTERBOX USA INC: $2,000 over 2y, 0.0% of budgetTHINK TOGETHER: $1,000 over 1y, 0.0% of budgetBREAST CANCER ANGELS: $750 over 2y, 0.1% of budgetORANGE COUNTY COMMUNITY FOUNDATION: $750 over 4y, 0.0% of budgetORANGE COUNTY ALLIANCE FOR JUST CHANGE: $500 over 1y, 5.0% of budgetMEDECINS SANS FRONTIERES USA INC: $500 over 1y, 0.0% of budgetAMERICA'S VOICE: $250 over 1y, 0.0% of budgetCREATIVE IDENTITY: $250 over 1y, 0.0% of budgetOAK VIEW SCHOOL FUND INC: $220 over 2y, 0.5% of budgetAMNESTY INTERNATIONAL OF THE USA INC: $100 over 1y, 0.0% of budgetIRVINE BARCLAY THEATRE OPERATING CO: $100 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.

Orange County Communi…Frome Family Foundati…Jewish Community Foun…American Endowment Fo…The Blackbaud Giving …The Bank of America C…National Philanthropi…Network for GoodAmerican Online Givin…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
Orange County Community FoundationCA20.9× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Orange County Community Foundation · Frome Family Foundation · Jewish Community Foundation of Orange County · American Endowment Foundation · The Blackbaud Giving Fund · The Bank of America Charitable Foundation Inc · National Philanthropic Trust · Network for Good · American Online Giving Foundation Inc · Donor Advised Charitable Giving 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 Kugelman Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Kugelman Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%2%8%17%30%funder's share of their income ↑0%10%20%30%40%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–40%
    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 42 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Kugelman Family’s 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