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· Private foundation

Nancy W Marks Charitable Trust

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.

$143k
Granted FY2023
6
Grants FY2023
2
States reached
$132k
Largest
01What you fundRead
02The needRead
03Your edgeRead
04Your fieldRead
01What you fund
0192% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2023.

Health$136kArts & Culture$57kReligion$33kEducation$21kInternational$598Philanthropy$525Animals$460Public Safety & Disaster$250Other$0
02FY2023 · 6 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2023

  • Under $10k5 grants · $11k
  • $50k–250k1 grant · $132k
$2,000
Median grant
2
States reached
$0
Total assets
Largest grants
RecipientAmount
Nancy W Marks Fund in Memory of Ja$132,288
Or Shalom Jewish Community$4,590
The Urban School$2,000
Lawndale Childrens Discovery Cente$2,000
The Stanford Fund$1,500
J The Jewish News of Northern Ca$1,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY18–18, $250) land where the poverty rate runs at 14%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 10%American Red Cross: $250 → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

38%of every dollar goes to organizations you’ve funded before.
$95k · 10 repeat orgs$153k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +40% since the first grant, against +13% for the ones you funded once.

10 repeat relationships — 2 still active in FY2023, 8 since wound down; 3 grantees were first funded in FY2023 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

10
36

Total granted

$95k
$17k

Median revenue growth · since first grant

+40%
+13%

Still filing today

70%
61%

New vs renewed · share of each year

In FY2023, 5% of grant dollars renewed an existing relationship; $135k went to new ones.

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

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

’17’18’19’20’21’22’23
Arts & CultureHealthEducationAnimalsPhilanthropyPublic BenefitOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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

  • DG
    DANCERS GROUP
    5× · 2017–2021 · $41k · revenue +77%
  • US
    URBAN SCHOOL OF SAN FRANCISCO
    4× · 2017–2023 · $6k · revenue +40%
  • University of Chicago
    3× · 2017–2021 · $3k · revenue +56%

Funded once

  • BP
    BAY POINTE BALLET
    one grant, 2017 · $3k
  • DU
    Domincan University
    one grant, 2020 · $2k
  • O
    ODC
    one grant, 2022 · $2k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Sutter Bay Hospitals

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
2
Sutter Bay 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
3
San Francisco Performances Inc

SFP presents internationally acclaimed and emerging performing artists, introduces innovative programs, and builds new and diversified audiences for the arts through education and outreach activities.

Arts & Culture
4
San Francisco Ballet Association

Sf ballet's mission is to shape ballet's future by creating works of (see sch. o) uncompromising excellence, identifying and developing extraordinary talent, and serving as a catalys for cultural transformation. we blend innovation with…

Arts & Culture
5
University of California San Francisco Foundation

Organization's mission ====================== the university of california, san francisco(ucsf) is among the world's leading universities dedicated to advancing health worldwide through biomedical research, graduate-level education in the…

Education
6
California Institute of Contemporary Art
—
7
San Francisco Jazz Organization

The san francisco jazz organization (the organization) is a recognized international leader in jazz creation, presentation, and education. the organization explores the full spectrum of jazz, from the music's origins in the african…

Arts & Culture
8
San Francisco Opera Association

We believe opera is a uniquely compelling, entertaining and emotionally thrilling art form. our mission is to bring together growing audiences to experience opera's transformative power.

Arts & Culture
9
Oakland Museum of California

The museum's mission is to inspire all californians to create a more vibrant future for themselves and their communities. through collections, exhibitions, education programs, and public dialogue, we inspire people of all ages and…

Arts & Culture
10
California College of the Arts

California college of the arts educates students to shape culture and society through the practice and critical study of art, architecture, design, and writing. benefitting from its san francisco bay area location, the college prepares…

Education
11
Museum of Modern Art

The Museum of Modern Art is a private, non-profit institution chartered by the State of New York Department of Education in 1929 to foster public awareness of modern and contemporary art. (Continued in Schedule O)

Arts & Culture
12
New York University

Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.

Education

For reference, the grantee most central to the portfolio’s shape is California Pacific Medical Center Foundation and the most unlike its peers is Clim. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

Your grantees are a median of 45 years old; the field is 18. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number20%0%<5yr14%3%5–10yr19%9%10–20yr19%29%20–35yr14%29%35–55yr14%29%55yr+
THE FIELDby orgYOUR MONEYby value20%0%<5yr14%0%5–10yr19%31%10–20yr19%14%20–35yr14%43%35–55yr14%11%55yr+

The field is 20% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close — 0.0% lost their exemption, against 13% of the field you don’t fund.

orgs you fund
0.0%0/35
the rest of the field
13%
7,813/58,084

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

32 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 32 of the 51 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
31/32
Grantees still filing
22/32
Grew since you first funded

Where your money sits — by cause, then by grantee

Nancy W Marks Fund in Memory of Ja — $132,288 · OtherNancy W Marks Fund in Memory of JaOR SHALOM JEWISH COMMUNITY — $32,340 · OtherOR SHALOM JEWISH COMMUNITY+25 more — $18,214 · Other+25 moreDANCERS GROUP — $41,109 · Arts & CultureDANCERS GROUPGARRETT MOULTON PRODUCTIONS — $4,550 · Arts & CultureGARRETT MOULTON PRODUC…+8 more — $5,265 · Arts & Culture+8 moreTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY — $7,250 · EducationURBAN SCHOOL OF SAN FRANCISCO — $6,250 · EducationUniversity of Chicago — $2,875 · EducationLIVE OAK A LEARNING CENTER FOR CHILDREN — $2,000 · Education+1 more — $150 · EducationTREATMENT ADVOCACY CENTER — $515 · HealthFAMILY CAREGIVER ALLIANCE — $400 · HealthCALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION — $250 · HealthNational Kidney Foundation Inc — $250 · HealthAUTISM SPEAKS INC — $150 · HealthGIANTS COMMUNITY FUND — $525 · PhilanthropyBEAGLE FREEDOM PROJECT — $250 · AnimalsTHE SAN FRANCISCO SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS — $210 · AnimalsMEDECINS SANS FRONTIERES USA INC — $250 · International
Other$182,842Arts & Culture$50,924Education$18,525Health$1,565Philanthropy$525Animals$460International$250

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ your share of their budgetDANCERS GROUP — $41,109 over 5y, 0.5% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY — $7,250 over 4y, 0.0% of budgetURBAN SCHOOL OF SAN FRANCISCO — $6,250 over 4y, 0.0% of budgetUniversity of Chicago — $2,875 over 3y, 0.0% of budgetLIVE OAK A LEARNING CENTER FOR CHILDREN — $2,000 over 2y, 0.0% of budgetFRACTURED ATLAS INC — $1,500 over 1y, 0.0% of budgetTheatre Bay Area — $1,000 over 1y, 0.1% of budgetSAN FRANCISCO MUSEUM OF MODERN ART — $900 over 2y, 0.0% of budgetKQED INC — $570 over 2y, 0.0% of budgetGIANTS COMMUNITY FUND — $525 over 1y, 0.0% of budgetTREATMENT ADVOCACY CENTER — $515 over 1y, 0.0% of budgetNew Conservatory Theatre Center — $500 over 1y, 0.0% of budgetBerkeley Ballet Theater Inc — $500 over 1y, 0.0% of budgetFAMILY CAREGIVER ALLIANCE — $400 over 1y, 0.0% of budgetMEDECINS SANS FRONTIERES USA INC — $250 over 1y, 0.0% of budgetBEAGLE FREEDOM PROJECT — $250 over 1y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches — $250 over 1y, 0.0% of budgetCALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION — $250 over 1y, 0.0% of budgetNational Kidney Foundation Inc — $250 over 1y, 0.0% of budgetTHE SAN FRANCISCO SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS — $210 over 1y, 0.0% of budgetBROADWAY CARESEQUITY FIGHTS AIDS INC — $206 over 1y, 0.0% of budgetCOMMUNITY MUSIC CENTER — $200 over 1y, 0.0% of budgetUNIVERSITY OF SOUTHERN CALIFORNIA — $150 over 1y, 0.0% of budgetAUTISM SPEAKS INC — $150 over 1y, 0.0% of budgetNAMI Chicago — $100 over 1y, 0.0% of budgetSAN FRANCISCO PARKS ALLIANCE — $100 over 1y, 0.0% of budgetTHE CONTEMPORARY JEWISH MUSEUM — $95 over 1y, 0.0% of budgetROCKY RIDGE MUSIC CENTER FOUNDATION — $50 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Jewish Community Fede…The San Francisco Fou…Marin Community Found…Silicon Valley Commun…The Sam Mazza Foundat…Phyllis C Wattis Foun…Fleishhacker Foundati…The William & Flora H…The Chicago Community…ImpactassetsincMorgan Stanley Global…Vanguard Charitable E…
Jewish Community Federation of San Francisco the Peninsula Marin & SonomaCA20.6× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma · The San Francisco Foundation · Marin Community Foundation · Silicon Valley Community Foundation · The Sam Mazza Foundation · Phyllis C Wattis Foundation · Fleishhacker Foundation · The William & Flora Hewlett Foundation · The Chicago Community Trust · Impactassetsinc · Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Nancy W Marks Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%your share of their income ↑0%5%10%15%20%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    8report 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

    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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 51 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    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 camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home
    State money flows
    the interactive map of money crossing state lines