Skip to content
Mason and Anna Morfit Foundation at a glance

· Private foundation

Mason and Anna Morfit Foundation

Its FY2017 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$9.0M
Granted FY2017
23
Grants FY2017
4
States reached
$6.5M
Largest
01What it fundsRead
02The needRead
03Its fieldRead

Read this first · the figures below need context

72% of Mason and Anna Morfit Foundation’s FY2017 grant dollars went to National Philanthropic Trust, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2017 names 19 organizations directly, so a portfolio cannot be read from it.

01What it funds
01FY2017 · 23 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2017

  • Under $10k13 grants · $24k
  • $10k–50k4 grants · $53k
  • $50k–250k2 grants · $284k
  • $250k+4 grants · $8.7M
$5,000
Median grant
4
States reached
$0
Total assets
Largest grants
RecipientAmount
NATIONAL PHILANTHROPIC TRUST$6,507,408
THE HAMLIN SCHOOL$1,023,200
UNIVERSITY OF SAN FRANCISCO$875,000
PRINCETON UNIVERSITY$250,000
TOWN SCHOOL FOR BOYS$181,666
TIPPING POINT COMMUNITY$102,353
KIPP BAY AREA SCHOOLS$22,500
SMART$10,000
MISSION DOLORES ACADEMY$10,000
THE POSSE FOUNDATION$10,000
ARRUPE COLLEGE OF LOYOLA UNIVERSITY CHICAGO$5,000
THE EDIBLE SCHOOLYARD PROJECT$5,000
IMMACULATE CONCEPTION ACADEMY$5,000
FAMILY HOUSE$1,000
GIRLS LEADERSHIP$1,000
02The need
02

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 (FY17–17) land where the poverty rate runs at 8%, against an area that typically sits at 10%. 28% of its dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 10%NATIONAL PHILANTHROPIC TRUST: $6.5M → 7%BAY AREA DISCOVERY MUSEUM: $1k → 8%CALIFORNIA HIGHWAY PATROL: $1k → 10%GIRLS LEADERSHIP: $1k → 10%UNIVERSITY OF SAN FRANCISCO: $875k → 10%THE POSSE FOUNDATION: $10k → 14%ARRUPE COLLEGE OF LOYOLA UNIVERSITY CHICAGO: $5k → 14%PRINCETON UNIVERSITY: $250k → 11%THE EDIBLE SCHOOLYARD PROJECT: $5k → 10%HAMILTON FAMILY CENTER: $1k → 10%KIPP BAY AREA SCHOOLS: $23k → 10%CALIFORNIA ACADEMY OF SCIENCES: $828 → 10%EDGEWOOD: $700 → 10%TIPPING POINT COMMUNITY: $102k → 10%SMART: $10k → 10%MISSION DOLORES ACADEMY: $10k → 10%THE HAMLIN SCHOOL: $1.0M → 10%TOWN SCHOOL FOR BOYS: $182k → 10%UNIVERSITY HIGH SCHOOL: $875 → 10%ACLU OF NORTHERN CALIFORNIA: $1k → 10%IMMACULATE CONCEPTION ACADEMY: $5k → 10%FAMILY HOUSE: $1k → 10%SAN FRANCISCO COURT APPOINTED SPECIAL ADVOCATES: $1k → 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 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
The International School of San Francisco

Guided by the principles of academic rigor and diversity, the international school of san francisco offers programs of study in french and english to prepare its graduates for a world in which the ability to think critically and to…

Education
2
The San Francisco School

A private school that cultivates and celebrates the intellectual, imaginative, and humanitarian promise of each student in a community that practices mutual respect, embraces diversity, and inspires passion for learning.

—
3
Marin Academy

Marin academy asks every individual to think, question, and create in an environment of encouragement and compassion, and challenges each person to accept the responsibilities posed by education in a democratic society.

Education
4
San Francisco University High School

At san franicisco university high school, we engage our community of diverse voices in a transformational experience that embraces the spirited pursuit of learning and empowers purpose larger than self.

Education
5
The Seven Hills School

The institution provides educational instruction and activities to students ranging from preschool through 8th grade.

—
6
Presidio Hill School

Presidio hill school is a co-ed k-8 independent, progressive school. learning is collaborative and an active experience with an emphasis on inquiry. students are engaged in their own learning and guided by an expert faculty through a…

Education
7
San Francisco Friends School

At san francisco friends school, students learn in a community grounded in the quaker values of reflection, integrity, peaceful problem-solving and stewardship. our teachers challenge students with a dynamic curriculum that inspires…

Education
8
The College Preparatory School

At college prep we believe in the foundational importance of scholarship, the value of dialogue, and the need for academically curious young people to belong to a kind, creative, diverse and joyful community. we challenge our students to…

Education
9
San Francisco Girls' School

To educate and inspire girls to become innovators and leaders in stem.

—
10
The Bay School of San Francisco

At the bay school, we balance challenging academics and innovative thinking with a mindful approach to learning and life. our goal is to see students unlock their individual and collective potential so they begin to realize their roles in…

Education
11
Mark Day School

Innovative and full of heart, mark day school nurtures each child to pursue their curiosity, think critically, embrace challenge with courage and joy, and work in partnership with others to build more caring and inclusive communities.

—
12
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.

—
How this is measured
The grantee most central to the portfolio’s shape is Kipp Bay Area Schools; the most unlike its peers is California Highway Patrol. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
03the grantee network

18 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. 18 of the 23 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)
3
Early backer (in before they grew)
17/18
Grantees still filing
14/18
Grew since first funded

Where the money sits, by cause and then by grantee

NATIONAL PHILANTHROPIC TRUST: $6,507,408 · PhilanthropyNATIONAL PHILANTHROPIC TRUST+1 more: $102,353 · PhilanthropyUniversity of San Francisco: $875,000 · EducationUniversity of San…The Trustees of Princeton University: $250,000 · EducationThe Trustees of P…TOWN SCHOOL FOR BOYS: $181,666 · EducationTOWN SCHOOL FOR B…+5 more: $48,375 · EducationTHE HAMLIN SCHOOL: $1,023,200 · OtherTHE HAMLIN SC…+7 more: $23,700 · OtherBAY AREA DISCOVERY MUSEUM: $1,000 · Arts & CultureCALIFORNIA ACADEMY OF SCIENCES: $828 · Arts & CultureGirls Leadership Institute Inc dba Girls Leadership: $1,000 · Recreation & SportsFAMILY HOUSE INC: $1,000 · HealthHAMILTON FAMILIES: $1,000 · Housing & Shelter
Philanthropy$6,609,761Education$1,355,041Other$1,046,900Arts & Culture$1,828Recreation & Sports$1,000Health$1,000Housing & Shelter$1,000

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 budgetNATIONAL PHILANTHROPIC TRUST: $6,507,408 over 1y, 0.3% of budgetTHE HAMLIN SCHOOL: $1,023,200 over 1y, 4.3% of budgetUniversity of San Francisco: $875,000 over 1y, 0.2% of budgetThe Trustees of Princeton University: $250,000 over 1y, 0.0% of budgetTOWN SCHOOL FOR BOYS: $181,666 over 1y, 0.9% of budgetTIPPING POINT COMMUNITY: $102,353 over 1y, 0.2% of budgetKIPP BAY AREA SCHOOLS: $22,500 over 1y, 0.0% of budgetTHE POSSE FOUNDATION INC: $10,000 over 1y, 0.1% of budgetThe Edible Schoolyard Project dba The Alice Waters Institute: $5,000 over 1y, 0.3% of budgetBAY AREA DISCOVERY MUSEUM: $1,000 over 1y, 0.0% of budgetGirls Leadership Institute Inc dba Girls Leadership: $1,000 over 1y, 0.0% of budgetFAMILY HOUSE INC: $1,000 over 1y, 0.0% of budgetSan Francisco CASA: $1,000 over 1y, 0.1% of budgetCALIFORNIA ACADEMY OF SCIENCES: $828 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.

The San Francisco Fou…Jewish Community Fede…Marin Community Found…Silicon Valley Commun…The Goldman Sachs Cha…Gs Donor Advised Phil…Wendell Family Founda…The Bessemer Giving F…American Endowment Fo…Morgan Stanley Global…Robert and Dana Emery…The Stanley S Langend…
The San Francisco FoundationCA20.7× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The San Francisco Foundation · Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma · Marin Community Foundation · Silicon Valley Community Foundation · The Goldman Sachs Charitable Gift Fund · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Wendell Family Foundation · The Bessemer Giving Fund · American Endowment Foundation · Morgan Stanley Global Impact Funding Trust Inc · Robert and Dana Emery Family Foundation Rockefeller Trust Company · The Stanley S Langendorf 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 Mason and Anna Morfit Foundation funds: left to right is the share of its income from government, bottom to top the share from Mason and Anna Morfit Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →median 11%
  • The Trustees of Princeton University: 11% of income from government
no gov moneyreceives it· size = income
0get no government money at all
6report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–20%
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 23 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 2017, released 2017. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Mason and Anna Morfit’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