Skip to content
Richard and Mary Solari Charitable Trust at a glance

· Private foundation

Richard and Mary Solari Charitable Trust

Its FY2019 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$71k
Granted FY2019
3
Grants FY2019
1
States reached
$24k
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, FY2017 to 2019.

Education$1.2MHealth$479kEnvironment$330kFood & Nutrition$254kArts & Culture$169kCommunity Improvement$150kHousing & Shelter$133kCrime & Legal$70kOther$0
02FY2019 · 3 grants

Where the money goes

Grants by size, and the largest recipients.

$23,786
Median grant
1
States reached
$0
Total assets
Largest grants
RecipientAmount
DOMINICAN HOSPITAL FOUNDATION$23,787
PAJARO VALLEY SHELTER SERVICES$23,786
PAJARO VALLEY LOAVES & FISHES FOOD PANTRY$23,786
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 (FY17–19, $125k) land where the poverty rate runs at 13%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%PAJARO VALLEY SHELTER SERVICES: $60k → 13%PAJARO VALLEY SHELTER SERVICES: $24k → 13%PAJARO VALLEY SHELTER SERVICES: $10k → 13%PAJARO VALLEY SHELTER SERVICES: $1k → 13%SIENA HOUSE MATERNITY HOME OF SANTA CRUZ CNTY: $1k → 13%SIENA HOUSE MATERNITY HOME: $1k → 13%CALIFORNIA GREY BEARS: $27k → 13%CALIFORNIA GREY BEARS INC: $2k → 13%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.

43%of every dollar goes to organizations it has funded before.
$1.2M · 17 repeat orgs$1.6M to everyone else

17 repeat relationships: 3 still active in FY2019, 14 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

17
19

Total granted

$1.2M
$1.6M

Median revenue growth · since first grant

+107%
+156%

Still filing today

76%
11%

New vs renewed · share of each year

In FY2019, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19
RenewedFirst-time

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

’17’18’19
HealthHuman ServicesEducationAnimalsPhilanthropyArts & CultureOther
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

  • CC
    Cabrillo College Foundation
    2× · 2017–2018 · $260k · revenue +153%
  • PV
    PAJARO VALLEY SHELTER SERVICES
    3× · 2017–2019 · $95k · revenue +140%
  • ES
    Elkhorn Slough Foundation
    2× · 2017–2018 · $80k · revenue +224%

Funded once

  • UNIVERSITY OF OREGON FOUNDATIONgraduated
    one grant, 2018 · $950k · revenue +156%
  • MONTEREY BAY AQUARIUM FOUNDATIONgraduated
    one grant, 2018 · $250k · revenue +67%
  • IG
    Individual grant recipient
    one grant, 2018 · $150k
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
Santa Cruz Local Inc

Independent nonpartisan newsroom serving Santa Cruz County, California we are all watching and engaged in our local government, our needs are addressed, democracy works better and our community is stronger.

—
2
Community Foundation Santa Cruz County

To promote philanthropy to make santa cruz county a better place to live, now and in the future.we bring together people, ideas, and resources to inspire philanthropy and accomplish great things.

Philanthropy
3
Uc Santa Cruz Foundation

To benefit the university of california santa cruz.

Education
4
Santa Cruz Community Farmers Market

To serve our community by providing direct access to sustainable sources of fresh produce and other unique foods, and provide education about food issues, both local and beyond.

—
5
St Francis Foundation of Santa Barbara

The mission of st. francis foundation of santa barbara is to promote and support health care.

Health
6
Ecology Action of Santa Cruz

The primary and specific purpose for which the said corporation is formed is to empower individuals, businesses and communities to take actions today that achieve environmental and economic sustainability. The activities of the corporation…

Environment
7
San Diego Habitat Conservancy

Acquire, manage and protect land in perpetuity that supports sensitive habitats and species, and to educate and inspire people and communities as stewards and advocates of their natural environment.

Arts & Culture
8
Community Hospital of the Monterey Peninsula

Community hospital of the monterey peninsula is dedicated to identifying and meeting the changing healthcare needs of the people of the monterey peninsula and surrounding communities.we are committed to providing high-quality services at a…

Health
9
Housing Resource Center of Monterey Coun

The mission of the housing resource center (hrc) of monterey county is to provide a continuum of housing resources for homeless prevention and affordable housing opportunities. hrc fosters community stability, stronger communities, and…

Housing & Shelter
10
Monterey Bay Economic Partnership Inc

To improve the economic health and quality of life in the monterey bay region.

Community Improvement
11
Marin Humane Society

Marin humane transforms lives through exceptional animal care, humane education, and advocacy. every day, marin humane inspires compassion and positive relationships between people and animals.

Animals
12
Ucsf Foundation Investment Company

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

Education
How this is measured
The grantee most central to the portfolio’s shape is Hospice of Santa Cruz County; the most unlike its peers is Elkhorn Slough 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

15 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. 15 of the 36 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)
6
Early backer (in before they grew)
15/15
Grantees still filing
14/15
Grew since first funded

Where the money sits, by cause and then by grantee

UNIVERSITY OF OREGON FOUNDATION: $950,000 · EducationUNIVERSITY OF OREGON FOUNDATIONCabrillo College Foundation: $260,000 · EducationCabrillo College FoundationIndividual grant recipient: $150,000 · OtherIndividual grant recipientCABRILLO MUSIC FESTIVAL OF CONTEMPORARY MUSIC: $125,000 · OtherCABRILLO MUSIC FESTIVAL OF CON…SECOND HARVEST FOOD BANK: $100,000 · OtherSECOND HARVEST FOOD BANKPAJARO VALLEY LOAVES & FISHES FOOD PANTRY: $78,786 · OtherPAJARO VALLEY LOAVES & FISHES …ST FRANCIS CATHOLIC KITCHEN: $70,000 · OtherST FRANCIS CATHOLIC KITCHENCASACOURT APPOINTED SPECIAL ADVOCATES: $60,000 · OtherCASACOURT APPOINTED SPECIAL AD…HOSPICE OF SANTA CRUZ COUNTY: $45,000 · OtherHOSPICE OF SANTA CRUZ COUNTYHOUSING MATTERS: $36,000 · Other+17 more: $110,450 · Other+17 moreDOMINICAN HOSPITAL FOUNDATION: $278,787 · HealthDOMINICAN HOSPIT…FANCONI CANCER FOUNDATION: $75,000 · HealthFANCONI CANCER F…DIENTES COMMUNITY DENTAL CARE: $60,000 · HealthDIENTES COMMUNIT…MONTEREY BAY AQUARIUM FOUNDATION: $250,000 · AnimalsMONTEREY …PAJARO VALLEY SHELTER SERVICES: $94,786 · Human ServicesGREY BEARS: $28,000 · Human Services+1 more: $2,000 · Human ServicesElkhorn Slough Foundation: $80,000 · PhilanthropySANTA CRUZ COUNTY SYMPHONY ASSOCIATION: $7,000 · Arts & Culture
Education$1,210,000Other$775,236Health$413,787Animals$250,000Human Services$124,786Philanthropy$80,000Arts & Culture$7,000

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 budgetUNIVERSITY OF OREGON FOUNDATION: $950,000 over 1y, 0.5% of budgetDOMINICAN HOSPITAL FOUNDATION: $278,787 over 3y, 5.2% of budgetCabrillo College Foundation: $260,000 over 2y, 3.4% of budgetMONTEREY BAY AQUARIUM FOUNDATION: $250,000 over 1y, 0.2% of budgetPAJARO VALLEY SHELTER SERVICES: $94,786 over 3y, 5.6% of budgetElkhorn Slough Foundation: $80,000 over 2y, 0.6% of budgetFANCONI CANCER FOUNDATION: $75,000 over 2y, 1.8% of budgetST FRANCIS CATHOLIC KITCHEN: $70,000 over 2y, 19% of budgetDIENTES COMMUNITY DENTAL CARE: $60,000 over 2y, 0.4% of budgetHOSPICE OF SANTA CRUZ COUNTY: $45,000 over 2y, 0.1% of budgetHOUSING MATTERS: $36,000 over 2y, 0.4% of budgetGREY BEARS: $28,000 over 2y, 0.4% of budgetSANTA CRUZ COUNTY SYMPHONY ASSOCIATION: $7,000 over 2y, 0.5% of budgetSIENA HOUSE MATERNITY HOME OF SANTA CRUZ COUNTY: $2,000 over 2y, 0.3% of budgetPAJARO VALLEY ARTS COUNCIL: $1,500 over 2y, 0.7% 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 UNIVERSITY OF OREGON FOUNDATION ↗
  • Who funds DOMINICAN HOSPITAL FOUNDATION ↗
  • Who funds Cabrillo College Foundation ↗
  • Who funds MONTEREY BAY AQUARIUM FOUNDATION ↗
  • Who funds PAJARO VALLEY SHELTER SERVICES ↗
  • Who funds Elkhorn Slough Foundation ↗
  • Who funds FANCONI CANCER FOUNDATION ↗
  • Who funds ST FRANCIS CATHOLIC KITCHEN ↗
  • Who funds DIENTES COMMUNITY DENTAL CARE ↗
  • Who funds HOSPICE OF SANTA CRUZ COUNTY ↗
  • Who funds HOUSING MATTERS ↗
  • Who funds GREY BEARS ↗
  • Who funds SANTA CRUZ COUNTY SYMPHONY ASSOCIATION ↗
  • Who funds SIENA HOUSE MATERNITY HOME OF SANTA CRUZ COUNTY ↗
  • Who funds PAJARO VALLEY ARTS COUNCIL ↗

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.

Monterey Peninsula Fo…Community Foundation …Dignity HealthWilliam J Codiga Fami…The J Miles and Rosan…Volunteer Centers of …Peggy and Jack Baskin…Sutter Bay HospitalsKaiser Foundation Hos…Silicon Valley Commun…Michael & Alice Chetk…Sutter Bay Medical Fo…
Monterey Peninsula FoundationCA26.2× affinity10 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Monterey Peninsula Foundation · Community Foundation Santa Cruz County · Dignity Health · William J Codiga Family Foundation · The J Miles and Rosanne Reiter Family Foundation · Volunteer Centers of Santa Cruz County · Peggy and Jack Baskin Foundation · Sutter Bay Hospitals · Kaiser Foundation Hospitals · Silicon Valley Community Foundation · Michael & Alice Chetkovich Foundation · Sutter Bay Medical 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 Richard and Mary Solari Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Richard and Mary Solari Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%0%1%3%5%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →
    no gov moneyreceives it· size = income
    2get no government money at all
    6report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–50%
    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 36 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 2019, released 2019. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Richard and Mary Solari’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