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· Private foundation

Nicholas Endowment

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.

$2.0M
Granted FY2024still arriving
31
Grants FY2024still arriving
1
States reached
$175k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Arts & Culture$3.9MHealth$2.2MEducation$2.1MPhilanthropy$1.9MReligion$1.6MCrime & Legal$655kScience & Tech$635kCommunity Improvement$580kOther$0
02FY2024 · 31 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k10 grants · $40k
  • $50k–250k21 grants · $1.9M
$60,000
Median grant
1
States reached
$44M
Total assets
Largest grants
RecipientAmount
SOUTH COAST REPERTORY$175,000
PACIFIC SYMPHONY$150,000
OCEAN INSTITUTE$150,000
ORANGE COUNTY COMMUNITY FOUNDATION$122,400
MISSION SAN JUAN CAPISTRANO$115,000
ORANGE COUNTY COMMUNITY FOUNDATION$115,000
CHILDREN'S HOSPITAL OF ORANGE COUNTY$115,000
BOWERS MUSEUM$115,000
ST MARGARET'S OF SCOTLAND EPISCOPAL SCHOOL$115,000
UCLA - VETERANS INITIATIVES & PARTNERSHIPS$75,000
UCLA - SCHOOL OF LAW$75,000
UCI - GAVIN HERBERT EYE INSTITUTE$75,000
UCI - OC VETFAM COLLABORATIVE$70,000
UCLA - LETTERS AND SCIENCE$65,000
UCI - BASIC NEEDS CENTER$60,000
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:

Dollar for dollar, its grants (FY17–24) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 21% of its dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%SOUTH COAST REPERTORY: $200k → 10%UCLA - INSTITUTE FOR CARBON MGMT: $100k → 14%SOUTH COAST REPERTORY: $200k → 10%UCLA - SCHOOL OF LAW: $100k → 14%SOUTH COAST REPERTORY: $175k → 10%UCLA - SOCIAL ENTERPRISE ACADEMY: $100k → 14%SOUTH COAST REPERTORY: $175k → 10%UCLA - GRADUATE SCHOOL OF EDUCATION: $100k → 14%SOUTH COAST REPERTORY: $150k → 10%UCLA- SCHOOL OF DENTISTRY: $100k → 14%SOUTH COAST REPERTORY: $150k → 10%SOUTH COAST REPERTORY: $150k → 10%SOUTH COAST REPERTORY: $150k → 10%CHILDREN'S HOSPITAL OF ORANGE COUNTY: $115k → 10%CHILDREN'S HOSPITAL OF ORANGE COUNTY: $110k → 10%CHILDREN'S HOSPITAL OF ORANGE COUNTY: $100k → 10%CHILDREN'S HOSPITAL OF ORANGE COUNTY: $100k → 10%CHILDREN'S HOSPITAL OF ORANGE COUNTY: $100k → 10%UC REGENTS: $100k → 14%BOWERS MUSEUM: $115k → 10%BOWERS MUSEUM: $110k → 10%BOWERS MUSEUM: $110k → 10%BOWERS MUSEUM: $110k → 10%BOWERS MUSEUM: $110k → 10%BOWERS MUSEUM: $110k → 10%ORANGE COUNTY COMMUNITY FOUNDATION: $166k → 10%ORANGE COUNTY COMMUNITY FOUNDATION: $122k → 10%ORANGE COUNTY COMMUNITY FOUNDATION: $115k → 10%ORANGE COUNTY COMMUNITY FOUNDATION: $110k → 10%PACIFIC SYMPHONY: $200k → 10%PACIFIC SYMPHONY: $150k → 10%PACIFIC SYMPHONY: $150k → 10%OCEAN INSTITUTE: $175k → 10%PACIFIC SYMPHONY: $150k → 10%OCEAN INSTITUTE: $175k → 10%PACIFIC SYMPHONY: $150k → 10%OCEAN INSTITUTE: $150k → 10%PACIFIC SYMPHONY: $150k → 10%OCEAN INSTITUTE: $150k → 10%PACIFIC SYMPHONY: $150k → 10%OCEAN INSTITUTE: $135k → 10%PACIFIC SYMPHONY: $150k → 10%OCEAN INSTITUTE: $125k → 10%MISSION SAN JUAN CAPISTRANO: $115k → 10%ST MARGARET'S OF SCOTLAND EPISCOPAL SCHOOL: $115k → 10%MISSION SAN JUAN CAPISTRANO: $110k → 10%ST MARGARET'S OF SCOTLAND EPISCOPAL SCHOOL: $110k → 10%MISSION SAN JUAN CAPISTRANO: $110k → 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.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 9% of Nicholas Endowment’s grant dollars are earmarked for a different county than the recipient’s own address. By recipient address, 100% of the giving stays in CA; by stated purpose, 87%.

Nicholas Endowmentlessmore of its giving
Placed by recipient address · 3.8% directed abroad (not shown)
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

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

88%of every dollar goes to organizations it has funded before.
$12M · 31 repeat orgs$1.6M to everyone else

31 repeat relationships: 20 still active in FY2024, 11 since wound down; 1 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

31
23

Total granted

$12M
$1.5M

Median revenue growth · since first grant

+51%
+315%

Still filing today

23%
9%

New vs renewed · share of each year

In FY2024, 96% of grant dollars renewed an existing relationship; $75k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
Arts & CultureEducationReligionHealthEnvironmentOther
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

  • SC
    SOUTH COAST REPERTORY INC
    8× · 2017–2024 · $1.4M · revenue +1%
  • PS
    Pacific Symphony
    8× · 2017–2024 · $1.3M · revenue +87%
  • CW
    CHARLES W BOWERS MUSEUM CORPORATION
    8× · 2017–2024 · $933k · revenue +26%

Funded once

  • UR
    UC REGENTS
    one grant, 2017 · $347k
  • UI
    UCLA - INSTITUTE FOR CARBON MGMT
    one grant, 2022 · $100k
  • UG
    UCLA - GRADUATE SCHOOL OF EDUCATION
    one grant, 2018 · $100k
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
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.

—
2
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.

—
3
Pacific University

A diverse and sustainable learning community dedicated to discovery and excellence in teaching, scholarship and practice, pacific university inspires students to think, care, create and pursue justice in our world.

Education
4
Aquarium of the Pacific Corporation

The aquarium of the pacific's mission is to instill a sense of wonder, respect, and stewardship for the pacific ocean, its inhabitants, and ecosystems.

Animals
5
Uc Riverside Foundation

To support educational, research and public functions and programs of the riverside campus of the university of california.

Education
6
Santa Catalina Island Conservancy

The catalina island conservancy protects and stewards 88% of catalina island. more than 42,000 acres of wildlands, coves and coastal habitats. founded to preserve the island's natural resources, the conservancy advances a mission rooted in…

—
7
Uc Santa Barbara Foundation

The uc santa barbara foundation actively works to further the goals of the university of california, santa barbara. the foundation seeks to maintain and nurture the university's quality and distinction. on behalf of the campus, the…

Education
8
Augustana College

Rooted in the liberal arts & sciences & lutheran expression of the christian faith, & is committed to offering a challenging education that develops qualities of mind, spirit, & body necessary for a rewarding life of leadership & service…

Education
9
University of the Pacific

To provide a superior, student-centered learning experience integrating liberal arts and professional education and preparing individuals for lasting achievement and responsible leadership in their careers and communities.

Education
10
President-Board of Trustees Santa Clara College

Scu is a catholic and jesuit institution that makes student learning its central focus, promotes faculty and staff learning in its various forms, and exhibits organizational learning.

Education
11
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
12
The Uc Davis Foundation

The mission of the uc davis foundation is to secure, steward and manage private gifts for uc davis.

Education
How this is measured
The grantee most central to the portfolio’s shape is Orange County Community Foundation; the most unlike its peers is Achievement Institute for Stem Scholars. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

11 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. 11 of the 57 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)
2
Early backer (in before they grew)
11/11
Grantees still filing
10/11
Grew since first funded

Where the money sits, by cause and then by grantee

MISSION SAN JUAN CAPISTRANO: $848,000 · OtherMISSION SAN JUAN CAPISTRANOST MARGARET OF SCOTLAND EPISCOPAL SCHOOL: $772,000 · OtherST MARGARET OF SCOTLAND EPISCOPAL SCHOOLUCLA - SCHOOL OF LAW: $420,000 · OtherUCLA - SCHOOL OF LAWIndividual grant recipient: $375,000 · OtherUC REGENTS: $346,500 · OtherUCI - GAVIN HERBERT EYE INSTITUTE: $340,000 · OtherUCI - OC VETFAM COLLABORATIVE: $320,000 · OtherIndividual grant recipient: $255,000 · OtherUCLA- SCHOOL OF DENTISTRY: $250,000 · Other+38 more: $3,409,000 · Other+38 moreSOUTH COAST REPERTORY INC: $1,398,000 · Arts & CultureSOUTH COAST REPERTORY INCPacific Symphony: $1,328,000 · Arts & CulturePacific SymphonyCHARLES W BOWERS MUSEUM CORPORATION: $933,000 · Arts & CultureCHARLES W BOWERS MUSEUM COR…ORANGE COUNTY COMMUNITY FOUNDATION: $1,897,470 · PhilanthropyORANGE COUNTY …OCEAN INSTITUTE: $1,058,000 · ReligionCHILDREN'S HOSPITAL OF ORANGE COUNTY: $852,000 · HealthUNIVERSITY OF CALIFORNIA IRVINE FOUNDATION: $232,000 · EducationAchievement Institute for STEM Scholars: $20,000 · Education+1 more: $8,000 · EducationPROTECT OUR WINTERS: $20,000 · Environment
Other$7,335,500Arts & Culture$3,659,000Philanthropy$1,897,470Religion$1,058,000Health$852,000Education$260,000Environment$20,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetORANGE COUNTY COMMUNITY FOUNDATION: $1,897,470 over 8y, 0.4% of budgetSOUTH COAST REPERTORY INC: $1,398,000 over 8y, 3.6% of budgetPacific Symphony: $1,328,000 over 8y, 1.2% of budgetOCEAN INSTITUTE: $1,058,000 over 8y, 4.4% of budgetCHARLES W BOWERS MUSEUM CORPORATION: $933,000 over 8y, 3.1% of budgetCHILDREN'S HOSPITAL OF ORANGE COUNTY: $852,000 over 8y, 0.0% of budgetST MARGARET OF SCOTLAND EPISCOPAL SCHOOL: $772,000 over 8y, 0.3% of budgetUNIVERSITY OF CALIFORNIA IRVINE FOUNDATION: $232,000 over 3y, 0.1% of budgetPROTECT OUR WINTERS: $20,000 over 1y, 1.2% of budgetAchievement Institute for STEM Scholars: $20,000 over 1y, 9.8% of budgetUCLA FOUNDATION: $8,000 over 2y, 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.

  • Who funds ORANGE COUNTY COMMUNITY FOUNDATION ↗
  • Who funds SOUTH COAST REPERTORY INC ↗
  • Who funds Pacific Symphony ↗
  • Who funds OCEAN INSTITUTE ↗
  • Who funds CHARLES W BOWERS MUSEUM CORPORATION ↗
  • Who funds CHILDREN'S HOSPITAL OF ORANGE COUNTY ↗
  • Who funds ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL ↗
  • Who funds UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION ↗

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.

Orange County Community FoundationCA15.5× affinity5 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

Open a dossier: Orange County Community Foundation · Jpmorgan Chase Foundation · American Endowment Foundation · Vanguard Charitable Endowment Program · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile 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 Nicholas Endowment funds: left to right is the share of its income from government, bottom to top the share from Nicholas Endowment. 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%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    4report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    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.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Nicholas Endowment?

    Find your warmest path to Nicholas Endowment through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    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 57 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 Nicholas Endowment’s filings →

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