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Morgan Dene and Elizabeth Hamman Oliver Family Foundation Inc at a glance

· Private foundation

Morgan Dene and Elizabeth Hamman Oliver Family Foundation Inc

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.

$107k
Granted FY2024still arriving
10
Grants FY2024still arriving
4
States reached
$75k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2024.

Religion$859kEducation$563kYouth Development$249kHealth$182kEnvironment$32kInternational$25kArts & Culture$25kPublic Safety & Disaster$23kOther$0
02FY2024 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k9 grants · $32k
  • $50k–250k1 grant · $75k
$5,000
Median grant
4
States reached
$120
Total assets
Largest grants
RecipientAmount
UC SAN DIEGO$75,000
BOYS TO MEN MENTORING NETWORK$5,000
NATURAL HIGH$5,000
HERRESHOFF MARINE MUSEUM$5,000
ISLAND CONSERVATION$5,000
MYSTIC SEAPORT MUSEUM$5,000
SAN DIEGO YACHT CLUB SAILING FOUNDATION$2,500
CALIFORNIA NATIVE PLANT SOCIETY$2,425
RADY CHILDREN'S HOSPITAL FOUNDATION$1,500
FORGOTTEN CHILDRENS FUND$1,000
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 (FY19–24, $5k) land where the poverty rate runs at 9%, against an area that typically sits at 9%. 50% of those dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

area typical 9%BALD MOUNTAIN RESCUE FUND: $2k → 7%STARS & STRIPES CHILDREN'S FOUNDATION: $3k → 10%FORGOTTEN CHILDRENS FUND: $1k → 9%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

WA
ID
MI
NY
NV
CT
RI
CA
TN
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.

86%of every dollar goes to organizations it has funded before.
$1.7M · 9 repeat orgs$269k to everyone else

9 repeat relationships: 4 still active in FY2024, 5 since wound down; 6 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

9
19

Total granted

$1.7M
$248k

Median revenue growth · since first grant

-54%
+6%

Still filing today

78%
74%

New vs renewed · share of each year

In FY2024, 81% of grant dollars renewed an existing relationship; $21k went to new ones.

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

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

’18’19’20’21’22’23’24
Arts & CultureHealthEducationHuman ServicesYouth DevelopmentRecreation & SportsOther
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

  • IG
    Individual grant recipient
    4× · 2020–2023 · $859k
  • US
    UC SAN DIEGO
    6× · 2019–2024 · $440k
  • BT
    Boys to Men Mentoring Network Inc
    5× · 2020–2024 · $146k · revenue +70%

Funded once

  • BS
    BISHOP SCHOOL
    one grant, 2019 · $50k
  • SD
    SAN DIEGO PUBLIC LIBRARY FOUNDATION
    one grant, 2019 · $38k · revenue -39%
  • SP
    Soteria Precision Medicine Foundation Inc
    one grant, 2023 · $25k · revenue -6%
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
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
2
Monterey Bay Aquarium Research Institute
—
3
California Institute for Immunology and Immunotherapy

To harness the power of the human immune system and advanced computing technologies to create and translate scientific discoveries into next generation vaccines and therapies for prevention, control and cure of chronic diseases, enabling…

Health
4
San Diego State University Foundation Sdsu Research Foundation

To support and further the research, education and community service objectives of san diego state university.

Education
5
The San Diego Foundation

The san diego foundation inspires enduring philanthropy and enables community solutions to improve the quality of life in our region.

Philanthropy
6
Us Navy Memorial Foundation

The navy memorial mission is to honor, recognize and celebrate the men and women of the sea services and the important contributions made by them while serving in the united states navy, marine corps, coast guard and merchant marine. the…

Arts & Culture
7
Federation of State Medical Boards of the United States Inc

The fsmb serves as the voice for state medical boards, supporting them through education, assessment, research and advocacy while providing services and initiatives that promote patient safety, quality health care and regulatory best…

Health
8
National Science and Technology Medals Foundation Inc

The nstmf's mission is to build inclusive stem communities across the united states. fundamental to these communities are the significant, inspirational connections we foster between the individuals who have received national recognition…

—
9
Schmidt Ocean Institute
Science & Tech
10
California Institute for BioMedical Research

Our mission is to build a unique institute that bridges basic research and drug discovery, and that attracts the best and brightest scientists, physicians and students to work together synergistically to find cures for neglected human…

—
11
Balboa Park Conservancy

Balboa Park Conservancy (the Conservancy) was organized on November 3, 1923. The Conservancy is the City of San Diegos (the City) partner and advocated for the greater good of Balboa Park (the Park). The Conservancy collaborated with and…

—
12
Oceana Inc

To advocate for policy changes by governments and corporations in order to preserve ocean life and return the oceans to their former abundance.

Environment
How this is measured
The grantee most central to the portfolio’s shape is Mcalister Institute for Treatment & Education Inc; the most unlike its peers is Promoting Wellness Foundation. 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

27 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. 27 of the 34 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)
27/27
Grantees still filing
11/27
Grew since first funded

Where the money sits, by cause and then by grantee

Individual grant recipient: $858,795 · OtherIndividual grant recipientUC SAN DIEGO: $440,000 · OtherUC SAN DIEGOBISHOP SCHOOL: $50,000 · Other+11 more: $88,925 · Other+11 moreMCALISTER INSTITUTE FOR TREATMENT & EDUCATION INC: $107,500 · HealthMCALISTER…Soteria Precision Medicine Foundation Inc: $25,000 · HealthSoteria P…Medicine of the Soul Foundation: $22,500 · HealthMedicine …+1 more: $2,500 · HealthBoys to Men Mentoring Network Inc: $146,000 · Youth Development+1 more: $1,000 · Youth DevelopmentNATURAL HIGH: $95,000 · Community ImprovementSAN DIEGO PUBLIC LIBRARY FOUNDATION: $37,500 · EducationVanderbilt University: $25,000 · EducationPANDA CARES FOUNDATION INC: $5,000 · Education+1 more: $1,500 · EducationPROMOTING WELLNESS FOUNDATION: $20,000 · Arts & CultureTHE NATIONAL MUSEUM OF AFRICAN AMERICAN MUSIC: $12,500 · Arts & CultureMYSTIC SEAPORT MUSEUM INC: $5,000 · Arts & CultureHERRESHOFF MARINE MUSEUM: $5,000 · Arts & CultureOLD GLOBE THEATRE: $2,000 · Arts & CultureYOUTH WITHOUT BORDERS INC: $23,500 · Human ServicesSTARS AND STRIPES CHILDREN'S FOUNDATION: $2,500 · Human ServicesBald Mountain Rescue Fund: $1,500 · Human ServicesFORGOTTEN CHILDRENS FUND: $1,000 · Human Services
Other$1,437,720Health$157,500Youth Development$147,000Community Improvement$95,000Education$69,000Arts & Culture$44,500Human Services$28,500

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 budgetBoys to Men Mentoring Network Inc: $146,000 over 5y, 6.3% of budgetMCALISTER INSTITUTE FOR TREATMENT & EDUCATION INC: $107,500 over 4y, 0.1% of budgetNATURAL HIGH: $95,000 over 6y, 3.4% of budgetSAN DIEGO PUBLIC LIBRARY FOUNDATION: $37,500 over 1y, 0.8% of budgetSoteria Precision Medicine Foundation Inc: $25,000 over 1y, 5.1% of budgetVanderbilt University: $25,000 over 1y, 0.0% of budgetYOUTH WITHOUT BORDERS INC: $23,500 over 3y, 13% of budgetMedicine of the Soul Foundation: $22,500 over 2y, 17% of budgetPROMOTING WELLNESS FOUNDATION: $20,000 over 1y, 5.7% of budgetTHE NATIONAL MUSEUM OF AFRICAN AMERICAN MUSIC: $12,500 over 3y, 0.1% of budgetFEEDING SAN DIEGO: $10,000 over 1y, 0.0% of budgetMYSTIC SEAPORT MUSEUM INC: $5,000 over 1y, 0.0% of budgetHERRESHOFF MARINE MUSEUM: $5,000 over 1y, 0.3% of budgetINTERNATIONAL SURFING ASSOCIATION INC: $5,000 over 1y, 0.2% of budgetISLAND CONSERVATION: $5,000 over 1y, 0.0% of budgetRADY CHILDREN'S HOSPITAL FOUNDATION SAN DIEGO: $4,500 over 3y, 0.0% of budgetSTARS AND STRIPES CHILDREN'S FOUNDATION: $2,500 over 1y, 0.1% of budgetSAN DIEGO YACHT CLUB SAILING FOUNDATION: $2,500 over 1y, 0.3% of budgetPLANNED PARENTHOOD FEDERATION OF AMERICA INC: $2,500 over 1y, 0.0% of budgetCalifornia Native Plant Society: $2,425 over 1y, 0.0% of budgetOLD GLOBE THEATRE: $2,000 over 1y, 0.0% of budgetBarbers For Baja Foundation: $1,500 over 1y, 1.9% of budgetBald Mountain Rescue Fund: $1,500 over 1y, 0.4% of budgetNEXT STEP A MAP PROGRAM: $1,000 over 1y, 0.3% of budgetFORGOTTEN CHILDRENS FUND: $1,000 over 1y, 0.1% of budgetCesar Chavez Service Clubs Inc: $1,000 over 1y, 0.1% 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 Diego Foundat…The Conrad Prebys Fou…Sempra FoundationJewish Community Foun…The J Mark Grosvenor …The Ayco Charitable F…Brutten Family Founda…The Parker FoundationDavid C Copley Founda…Rancho Santa Fe Found…Morgan Stanley Global…Gs Donor Advised Phil…
The San Diego FoundationCA23.8× affinity10 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The San Diego Foundation · The Conrad Prebys Foundation · Sempra Foundation · Jewish Community Foundation of San Diego · The J Mark Grosvenor Foundation · The Ayco Charitable Foundation · Brutten Family Foundation · The Parker Foundation · David C Copley Foundation · Rancho Santa Fe Foundation · Morgan Stanley Global Impact Funding Trust Inc · Gs Donor Advised Philanthropy Fund for Wealth Management 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.

How much its grantees rely on government

Each dot is one organization Morgan Dene and Elizabeth Hamman Oliver Family Foundation Inc funds: left to right is the share of its income from government, bottom to top the share from Morgan Dene and Elizabeth Hamman Oliver Family Foundation Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%5%11%20%funder's share of their income ↑0%10%20%30%40%share of the org’s income from government →median 5%
  • Mystic Seaport Museum Inc: 5% of income from government
no gov moneyreceives it· size = income
0get no government money at all
5report 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 34 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 Morgan Dene and Elizabeth Hamman Oliver 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