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Nancy W Marks Charitable Trust at a glance

· 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 it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0192% classified

What it funded, over time

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

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

Where the money goes

Grants by size, and the largest recipients.

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
Lawndale Childrens Discovery Cente$2,000
The Urban School$2,000
The Stanford Fund$1,500
J The Jewish News of Northern Ca$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 (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 its 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
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 grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

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

Grantees it renews have grown median revenue +40% since the first grant, against +16% for those 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%
+16%

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
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

  • 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
  • FRACTURED ATLAS INCgraduated
    one grant, 2017 · $2k · revenue +71%
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
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
How this is measured
The grantee most central to the portfolio’s shape is California Pacific Medical Center Foundation; 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.
04the grantee network

32 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. 32 of the 51 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)
5
Early backer (in before they grew)
31/32
Grantees still filing
22/32
Grew since first funded

Where the money sits, by cause and 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 · HealthNational Kidney Foundation Inc: $250 · HealthCALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION: $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 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 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 budgetBerkeley Ballet Theater Inc: $500 over 1y, 0.0% of budgetNew Conservatory Theatre Center: $500 over 1y, 0.0% of budgetFAMILY CAREGIVER ALLIANCE: $400 over 1y, 0.0% of budgetNational Kidney Foundation Inc: $250 over 1y, 0.0% of budgetCALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION: $250 over 1y, 0.0% of budgetBEAGLE FREEDOM PROJECT: $250 over 1y, 0.0% of budgetMEDECINS SANS FRONTIERES USA INC: $250 over 1y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $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
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.

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

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 Nancy W Marks Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Nancy W Marks Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's 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
    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 51 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 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Nancy W Marks’ 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