California · Public charity
Monterra Credit Union
Passionately deliver relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
- $126k
- Granted FY2024(still arriving)
- 8
- Itemized grants FY2024
- 7
- Organizations funded FY2023
- 29%
- First-time grantees FY2023
- Itemized, FY2024
- $74k
- The rest is grants the schedule does not break out
- Median grant, FY2024
- $8,000
- Largest grant, FY2024
- $20,640
- Organizations funded a year
- 5 to 8
- FY2017 to FY2023
- States reached, FY2024
- 2
- Total assets, FY2024
- $1.8B
How open it is to new grantees
In FY2023, 29% of the organizations Monterra Credit Union funded were first-time grantees, receiving 25% of its grant dollars.
New vs renewed · share of each year
In FY2023, 75% of grant dollars renewed an existing relationship; $14k went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2024still arriving | 8 | $74k | 13% |
| FY2023 | 7 | $57k | 29% |
| FY2022 | 7 | $140k | 14% |
| FY2021 | 7 | $60k | 14% |
| FY2020 | 5 | $65k | 20% |
| FY2019 | 8 | $64k | 25% |
| FY2017 | 8 | $86k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.
Top grantees
Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| San Mateo County Historical Association | $81,390 | 7 | 0% |
| National Credit Union Foundation | $80,000 | 3 | 1% |
| Children's Miracle Network | $79,450 | 7 | 0% |
| Redwood City Police Activities League Inc | $63,300 | 7 | 2% |
| Chamber San Mateo County | $51,240 | 7 | 1% |
| Redwood City Sequoia Awards Inc | $47,250 | 8 | 3% |
| Redwood Credit Union Community Fund Inc | $20,000 | 1 | 0% |
| Monterra Community Fund | $20,000 | 1 | 0% |
| City of Redwood City | $20,000 | 3 | n/a |
| Kainos Home and Training Center for the Developmentally Disabled | $16,500 | 3 | 0% |
Show all 16 grantees
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| San Mateo County Historical Association | $81,390 | 7 | 0% |
| National Credit Union Foundation | $80,000 | 3 | 1% |
| Children's Miracle Network | $79,450 | 7 | 0% |
| Redwood City Police Activities League Inc | $63,300 | 7 | 2% |
| Chamber San Mateo County | $51,240 | 7 | 1% |
| Redwood City Sequoia Awards Inc | $47,250 | 8 | 3% |
| Redwood Credit Union Community Fund Inc | $20,000 | 1 | 0% |
| Monterra Community Fund | $20,000 | 1 | 0% |
| City of Redwood City | $20,000 | 3 | n/a |
| Kainos Home and Training Center for the Developmentally Disabled | $16,500 | 3 | 0% |
| San Mateo County Community Colleges Foundation | $16,300 | 1 | 1% |
| Redwood City Parks and Arts Foundation | $14,750 | 2 | 1% |
| San Mateo County Economic Development Association Incorporated | $14,514 | 2 | 1% |
| Fox Theater Foundation | $10,000 | 1 | 3% |
| Human Investment Project Inc | $5,500 | 1 | 0% |
| San Mateo County Sheriffs Activities League | $5,000 | 1 | 0% |
Where it is load-bearing
Each grantee by its size and the share of its budget Monterra Credit Union supplied at peak.
Tap a dot to name the grantee.
How this is measured
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.
Open a dossier: Atkinson Foundation · Peter Uccelli Foundation · Provident Credit Union · Saga Foundation · Danford Foundation · Sand Hill Foundation · Silicon Valley Community Foundation · American Online Giving Foundation Inc · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation
How this is measured
About Monterra Credit Union
- How much does Monterra Credit Union give?
- Monterra Credit Union reported 8 itemized grants totaling $73,890, out of $125,660 in total grant expense reported on the return in its FY2024 IRS filing. It funded between 5 and 8 organizations a year over FY2017 to FY2023.
- What does Monterra Credit Union fund?
- By grant dollars over FY2017 to FY2024, its largest causes are Arts & Culture (17%), Philanthropy (15%), Health (15%).
- Who are Monterra Credit Union's largest grantees?
- By total granted over FY2017 to FY2024: San Mateo County Historical Association ($81k), National Credit Union Foundation ($80k), Children's Miracle Network ($79k).
- Does Monterra Credit Union fund new organizations?
- In FY2023, 29% of the organizations it funded were first-time grantees.
- Which funders back the same organizations as Monterra Credit Union?
- Its strongest co-funders, measured against what their size predicts, include Atkinson Foundation, Peter Uccelli Foundation, Provident Credit Union.
- Where is Monterra Credit Union based?
- Monterra Credit Union is based in CA.
Play a game based on Monterra Credit Union’s filings →