· Private foundation
Robert and Lisa Margolis Family Foundation
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.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 73% of ROBERT AND LISA MARGOLIS FAMILY FOUNDATION’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- Under $10k2 grants · $10k
- $10k–50k11 grants · $288k
- $50k–250k11 grants · $845k
- $250k+2 grants · $2.7M
| Recipient | Amount |
|---|---|
| DUKE UNIVERSITY CONCENTRATION | $1,710,000 |
| CALIFORNIA SCIENCE CENTER FOUNDATIO | $1,025,000 |
| CANINE COMPANIONS | $100,000 |
| US VETS | $100,000 |
| AQUARIUM OF THE PACIFIC | $100,000 |
| SAVE THE REDWOODS LEAGUE | $95,000 |
| CAMPBELL HALL | $90,000 |
| USC NIEGHBORHOOD ACADEMIC INTIATIVE | $75,000 |
| ST JOSEPH'S CENTER | $75,000 |
| Individual grant recipient | $60,000 |
| FOOD FORWARD | $50,000 |
| ACCOUNTABLE FOR HEALTH INSTITUTE | $50,000 |
| SWIPE OUT HUNGER | $50,000 |
| NATURE BRIDGE | $32,500 |
| MENDEZ NATIONAL INST OF TRANSPLANTA | $30,000 |
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.
Your human-services grants (FY17–24, $1.4M) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
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.
Which US states your grants reach
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.
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.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +60% since the first grant, against +44% for the ones you funded once.
42 repeat relationships — 22 still active in FY2024, 20 since wound down; 4 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 97% of grant dollars renewed an existing relationship; $125k went to new ones.
Where new relationships form · theme of each grantee’s first grant
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
- CSCALIFORNIA SCIENCE CENTER FOUNDATION8× · 2017–2024 · $3.6M · revenue +14%
- USUNITED STATES VETERANS INITIATIVE5× · 2018–2024 · $500k · revenue +97%
- AOAQUARIUM OF THE PACIFIC CORPORATION5× · 2018–2024 · $500k · revenue +46%
Funded once
- DHDIGNITY HEALTHgraduatedone grant, 2020 · $100k · revenue +33%
- TMTHE MAYORS FUNDone grant, 2020 · $100k
- AFAMERICAN FRIENDS OF MAGEN DAVID ADOone grant, 2023 · $50k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
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.
The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.
The purpose of the water research foundation (wrf) is a definitive research organization to advance the science of all things water to better meet the evolving needs of its subscribers and the water sector. to engage exclusively in…
The union of concerned scientists puts rigorous, independent science into action, developing solutions and advocating for a healthy, safe, and just future.
The ucla foundation is the giving, receiving, and investing arm of the ucla campus. the foundation enables private donors to help build, sustain and advance one of the world's finest academic and research institutions. private philanthropy…
Ca fwd drives action to identify solutions that can be taken to scale to meet the challenges the state is facing. the organization is driven by the belief that regional solutions across the state will help ensure economic, environmental,…
To lead, serve and collaborate to mobilize enduring philanthropy for a better arizona.
The mission of the uc davis foundation is to secure, steward and manage private gifts for uc davis.
The san diego foundation inspires enduring philanthropy and enables community solutions to improve the quality of life in our region.
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.
The foundation's mission is to improve the oral health of all californians by supporting the dental profession and its efforts to meet community needs.
To sustain, restore, and enhance the nation's fish, wildlife, plants, and habitats.
To support educational, research and public functions and programs of the riverside campus of the university of california.
For reference, the grantee most central to the portfolio’s shape is Greater Houston Community Foundation and the most unlike its peers is Friends of Foster Children. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 33 years old; the field is 16. You back the established end — and your money leans older still.
The field is 22% startups (under 5 years old) — 2% of your grantees by number, and just 1% of your money.
The orgs you fund almost never close — 2% lost their exemption, against 13% of the field you don’t fund.
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.
48 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. 48 of the 86 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.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
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.
- Who funds CALIFORNIA SCIENCE CENTER FOUNDATION ↗
- Who funds UNITED STATES VETERANS INITIATIVE ↗
- Who funds AQUARIUM OF THE PACIFIC CORPORATION ↗
- Who funds SWIPE OUT HUNGER ↗
- Who funds YEAR UP INC ↗
- Who funds CANINE COMPANIONS FOR INDEPENDENCE INC ↗
- Who funds COMMUNITY PARTNERS ↗
- Who funds SAVE THE REDWOODS LEAGUE ↗
- Who funds ST JOSEPH CENTER ↗
- Who funds FOOD FORWARD INC ↗
- Who funds LAND OF THE FREE FOUNDATION ↗
- Who funds NATUREBRIDGE ↗
- Who funds WORLD CENTRAL KITCHEN INC ↗
- Who funds DIGNITY HEALTH ↗
- Who funds The Erika Whitmore Godwin Foundation ↗
- Who funds THE MIDNIGHT MISSION ↗
- Who funds CHRYSALIS CENTER ↗
- Who funds VENICE FAMILY CLINIC ↗
- Who funds THE MISSION CONTINUES ↗
- Who funds UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION ↗
- Who funds THE RAPE FOUNDATION ↗
- Who funds Accountable for Health Institute ↗
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.
Open a dossier: Jewish Community Foundation of Los Angeles · California Community Foundation · The Ahmanson Foundation · The Ralph M Parsons Foundation · Weingart Foundation · The Annenberg Foundation · Wm Keck Foundation · The Confidence Foundation · The Rose Hills Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Jewish Communal Fund · Charities Aid Foundation America
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 Robert and Lisa Margolis Family Foundation 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.
- The Coral Restoration Foundation Inc — 16% of income from government
- Year Up Inc — 0% of income from government
- Rutgers University Foundation — 0% of income from government
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.