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Overall Family Foundation Overall at a glance

· Private foundation

Overall Family Foundation Overall

Its FY2022 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$391k
Granted FY2020
23
Grants FY2020
6
States reached
$125k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead

Read this first · the figures below need context

99% of Overall Family Foundation Overall’s FY2022 grant dollars went to Schwab Charitable Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2022 names 2 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2020, the last year Overall Family Foundation Overall named its own grantees at scale: 15 organizations, $391k. It is dated, not current.

Organizations named directly on the return

18
’17
16
’18
18
’19
15
’20
0
’21
2
’22

Amber years are those where most dollars went to a sponsor.

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 2022.

Philanthropy$5.8MEnvironment$1.2MAnimals$106kEducation$91kCrime & Legal$53kArts & Culture$50kHealth$46kInternational$40kOther$0
02FY2020 · 23 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2020

  • Under $10k11 grants · $39k
  • $10k–50k9 grants · $125k
  • $50k–250k3 grants · $228k
$10,000
Median grant
6
States reached
$0
Total assets
Largest grants
RecipientAmount
TRUCKEE DONNER LAND TRUST$125,000
THE LAND TRUST SANTA BARBARA CITY$52,500
CALM CHILD ABUSE LISTENING MEDIATIO$50,000
THE YOSEMITE CONSERVANCY$25,000
SANTA BARBARA ZOOLOGICAL FUND$20,000
FOOD BANK OF SANTA BARBARA COUNTY$20,000
AFRICAN WILDLIFE FOUNDATION$10,000
COTTAGE HOSPITAL FOUNDATION$10,000
LOS PADRES FOREST WATCH$10,000
TAHOE FOREST HEALTH SYSTEM FOUNDATI$10,000
CHEETAH CONSERVATION FUND$10,000
THE NATURE CONSERVANCY$10,000
MUSIC ACADEMY OF THE WEST$6,000
PLANNED PARENTHOOD$5,000
THE WILDERNESS LAND TRUST$5,000
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 (FY17–17, $1k) 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: $1k → 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.

Which US states its grants reach

WA
MT
NY
CT
CA
CO
VA
NM
DC
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.

93%of every dollar goes to organizations it has funded before.
$1.4M · 26 repeat orgs$108k to everyone else

Grantees it renews have grown median revenue +77% since the first grant, against +51% for those funded once.

26 repeat relationships: 16 still active in FY2020, 10 since wound down; 8 grantees were first funded in FY2020 (too recent to call). Read against FY2020, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

26
6

Total granted

$1.4M
$60k

Median revenue growth · since first grant

+77%
+51%

Still filing today

65%
67%

New vs renewed · share of each year

In FY2022, 99% of grant dollars renewed an existing relationship; $750 went to new ones.

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

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

’17’18’19’20’21’22
EnvironmentAnimalsArts & CultureFood & NutritionHealthRecreation & 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

  • TD
    TRUCKEE DONNER LAND TRUST
    4× · 2017–2020 · $300k · revenue +6%
  • YF
    YOSEMITE FOUNDATION
    4× · 2017–2020 · $240k · revenue +50%
  • TW
    THE WILDERNESS LAND TRUST
    5× · 2017–2022 · $70k · revenue +77%

Funded once

  • TR
    Truckee River Watershed Councilgraduated
    one grant, 2019 · $50k · revenue +31%
  • CS
    COMMUNITY SOLUTIONS INCgraduated
    one grant, 2018 · $5k · revenue +51%
  • IG
    Individual grant recipient
    one grant, 2019 · $3k
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
World Wildlife Fund Inc

Wwf's mission is to conserve nature and reduce the most pressing threats to the diversity of life on earth. (continued on schedule o)

Environment
2
Rainforest Trust

Rainforest trust saves endangered wildlife and protects our planet by creating rainforest reserves through partnerships, community engagement, and donor support.

International
3
Sustainable Conservation

Sustainable Conservation advances the collaborative stewardship of Californias land, air, and water for the benefit of nature and people. For over three decades, Sustainable Conservation has built coalitions of people with different…

Environment
4
Conservation International Foundation

Ci works to spotlight and secure the critical benefits that nature provides to humanity.

Environment
5
California Wildlife Foundation

The foundation works with diverse groups representing many interests to acquire and restore critical wildlife habitat and protecting species

Animals
6
Resource Renewal Institute

The resource renewal institute facilitates the creation, development and implementation of practical strategies to solve the entire complex environmental problem by addressing it comprehensively.

Environment
7
The Land Trust for Santa Barbara County

To conserve natural resources, agricultural land and open spaces for present and future generations.

Environment
8
Sempervirens Fund

To ensure coast redwood forests in the santa cruz mountains thrive for generations to come. since 1900, sempervirens has protected more than 36,000 acres. learn more about our mission, vision, and strategic plan through 2030 at:…

Environment
9
California Institute for Biodiversity

Create and publish educational materials, conduct professional development, promote awareness, and sponsor research on the spectacular biological diversity of the State of CA.

Education
10
Washington Forest Law Center

Dedicated to protecting the world's natural environment on behalf of the public by serving as a public interest law firm. refer to schedule o, part iii, line 4a, for list of litigated cases or advocacy work.

—
11
Cascadia Wildlands

Cascadia wildlands defends and restores cacasia's wild ecosystems in the forests,in the courts, and in the streets. we envision vast old-growth forests, rivers full of wild salmon, wolves howling in the backcountry, a stable climate, and…

Environment
12
Nature Collective

Nature collective's mission is to drive a passion for nature for all. we think inclusively and diversely when serving those devoid of nature those who remember nature and want to connect back to it and those who have an affinity with…

Environment
How this is measured
The grantee most central to the portfolio’s shape is Santa Barbara Foundation; the most unlike its peers is Columbine Community 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

29 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. 29 of the 44 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)
10
Early backer (in before they grew)
29/29
Grantees still filing
27/29
Grew since first funded

Where the money sits, by cause and then by grantee

DONOR ADVISED CHARITABLE GIVING INC: $5,658,678 · PhilanthropyDONOR ADVISED CHARITABLE GIVING INC+2 more: $106,000 · PhilanthropyLAND TRUST FOR SB COUNTY: $300,000 · OtherLAND TRUST…THE LAND TRUST SANTA BARBARA CITY: $77,500 · OtherTHE LAND T…CALM CHILD ABUSE LISTENING MEDIATIO: $52,500 · OtherCALM CHILD…SCHOLARSHIP FOUNDATION OF SANTA BARBARA: $30,000 · OtherISSAGUAH SCHOOLS FOUNDATION: $30,000 · OtherTHE NATURE CONSERVANCY: $25,000 · Other+21 more: $138,268 · Other+21 moreTRUCKEE DONNER LAND TRUST: $300,000 · EnvironmentTHE WILDERNESS LAND TRUST: $70,000 · EnvironmentLOS PADRES FORESTWATCH INC: $65,250 · EnvironmentTruckee River Watershed Council: $50,000 · Environment+2 more: $15,500 · EnvironmentYOSEMITE FOUNDATION: $240,000 · Recreation & SportsSANTA BARBARA ZOOLOGICAL FOUNDATION: $40,000 · AnimalsCheetah Conservation Fund: $40,000 · AnimalsAFRICAN WILDLIFE FOUNDATION INC: $25,000 · Animals+1 more: $1,000 · AnimalsMUSIC ACADEMY OF THE WEST: $21,000 · Arts & CultureSANTA BARBARA HISTORICAL MUSEUM: $21,000 · Arts & CultureDIRECT RELIEF: $40,000 · International
Philanthropy$5,764,678Other$653,268Environment$500,750Recreation & Sports$240,000Animals$106,000Arts & Culture$42,000International$40,000

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 budgetDONOR ADVISED CHARITABLE GIVING INC: $5,658,678 over 2y, 0.1% of budgetTRUCKEE DONNER LAND TRUST: $300,000 over 4y, 0.5% of budgetYOSEMITE FOUNDATION: $240,000 over 4y, 0.6% of budgetSANTA BARBARA FOUNDATION: $105,000 over 2y, 0.2% of budgetTHE WILDERNESS LAND TRUST: $70,000 over 5y, 4.9% of budgetLOS PADRES FORESTWATCH INC: $65,250 over 4y, 4.1% of budgetTruckee River Watershed Council: $50,000 over 1y, 0.8% of budgetSANTA BARBARA ZOOLOGICAL FOUNDATION: $40,000 over 4y, 0.1% of budgetDIRECT RELIEF: $40,000 over 4y, 0.0% of budgetCheetah Conservation Fund: $40,000 over 4y, 0.4% of budgetSCHOLARSHIP FOUNDATION OF SANTA BARBARA: $30,000 over 4y, 0.1% of budgetAFRICAN WILDLIFE FOUNDATION INC: $25,000 over 4y, 0.0% of budgetTHE NATURE CONSERVANCY: $25,000 over 4y, 0.0% of budgetMUSIC ACADEMY OF THE WEST: $21,000 over 4y, 0.1% of budgetSTORYTELLER CHILDRENS CENTER INC: $20,000 over 2y, 0.8% of budgetFoodbank of Santa Barbara County Inc: $20,000 over 1y, 0.1% of budgetGAVIOTA COAST CONSERVANCY: $12,500 over 3y, 0.9% of budgetMANZANO DAY SCHOOL: $10,503 over 2y, 0.1% of budgetTAHOE FOREST HEALTH SYSTEM FOUNDATION: $10,000 over 1y, 0.8% of budgetCOMMUNITY SOLUTIONS INC: $4,515 over 1y, 0.0% of budgetAMERICAN FARMLAND TRUST: $3,000 over 3y, 0.0% of budgetENVIRONMENTAL DEFENSE CENTER: $3,000 over 3y, 0.1% of budgetLAND TRUST ALLIANCE INC: $3,000 over 3y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $1,000 over 1y, 0.0% of budgetColumbine Community Foundation: $1,000 over 1y, 0.1% of budgetNATIONAL WILDLIFE FEDERATION: $1,000 over 1y, 0.0% of budgetRAINFOREST ALLIANCE INC: $1,000 over 1y, 0.0% of budgetELINGS PARK FOUNDATION: $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.

Santa Barbara Foundat…James S Bower Foundat…Schlinger Family Foun…Hutton Foundation Dba…Brittingham Family Fo…Williams-Corbett Foun…Www FoundationShell USA Company Fou…PatagoniaorgNational Fish and Wil…Marin Community Found…American Endowment Fo…
Santa Barbara FoundationCA19.5× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Santa Barbara Foundation · James S Bower Foundation · Schlinger Family Foundation · Hutton Foundation Dba Hutton Parker Foundation · Brittingham Family Foundation · Williams-Corbett Foundation · Www Foundation · Shell USA Company Foundation · Patagoniaorg · National Fish and Wildlife Foundation · Marin Community Foundation · American Endowment 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 Overall Family Foundation Overall funds: left to right is the share of its income from government, bottom to top the share from Overall Family Foundation Overall. 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%25%50%75%100%share of the org’s income from government →median 55%
  • Community Solutions Inc: 55% of income from government
no gov moneyreceives it· size = income
0get no government money at all
8report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
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 44 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 2020, released 2020. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Overall Family Foundation Overall’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