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Sophie Bartalini Charitable Trust at a glance

· Private foundation

Sophie Bartalini Charitable Trust

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.

$25k
Granted FY2024still arriving
9
Grants FY2024still arriving
4
States reached
$3k
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, FY2021 to 2024.

Health$27kEducation$19kInternational$17kAnimals$10kHuman Services$10k
02FY2024 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

$2,730
Median grant
4
States reached
$522k
Total assets
Largest grants
RecipientAmount
PENINSULA HUMANE SOCIETY SPC$2,730
BREAST CANCER RESEARCH FOUNDATION INC$2,730
GUIDE DOGS FOR THE BLIND INC$2,730
ARTHRITIS FOUNDATION$2,730
STANFORD UNIVERSITY DEVELOPMENT SERVICES$2,730
THE KOSCIUSZKO FOUNDATION INC$2,730
CALIFORNIA MARITIME ACADEMY FOUNDATION I$2,730
SEQUOIA HOSPITAL FOUNDATION$2,730
THE ROTARY FOUNDATION OF ROTARY INTERNAT$2,730
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 (FY21–24) land where the poverty rate runs at 12%, against an area that typically sits at 9%. 60% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%PENINSULA HUMANE SOCIETY SPC: $3k → 7%CALIFORNIA MARITIME ACADEMY FOUNDATION I: $3k → 10%THE KOSCIUSZKO FOUNDATION INC: $3k → 17%THE ROTARY FOUNDATION OF ROTARY INTERNAT: $3k → 8%ARTHRITIS FOUNDATION: $3k → 13%PENINSULA HUMANE SOCIETY SPC: $3k → 7%CALIFORNIA MARITIME ACADEMY FOUNDATION I: $3k → 10%THE KOSCIUSZKO FOUNDATION INC: $3k → 17%THE ROTARY FOUNDATION OF ROTARY INTERNAT: $3k → 8%ARTHRITIS FOUNDATION: $3k → 13%PENINSULA HUMANE SOCIETY SPC: $2k → 7%CALIFORNIA MARITIME ACADEMY FOUNDATION I: $2k → 10%THE KOSCIUSZKO FOUNDATION INC: $2k → 17%THE ROTARY FOUNDATION OF ROTARY INTERNAT: $2k → 8%ARTHRITIS FOUNDATION: $2k → 13%PENINSULA HUMANE SOCIETY SPC: $2k → 7%CALIFORNIA MARITIME ACADEMY FOUNDATION I: $2k → 10%THE KOSCIUSZKO FOUNDATION INC: $2k → 17%ARTHRITIS FOUNDATION: $2k → 13%SEQUOIA HOSPITAL FOUNDATION: $3k → 7%BREAST CANCER RESEARCH FOUNDATION INC: $3k → 17%SEQUOIA HOSPITAL FOUNDATION: $3k → 7%BREAST CANCER RESEARCH FOUNDATION INC: $3k → 17%SEQUOIA HOSPITAL FOUNDATION: $2k → 7%BREAST CANCER RESEARCH FOUNDATION INC: $2k → 17%BREAST CANCER RESEARCH FOUNDATION INC: $2k → 17%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.

100%of every dollar goes to organizations it has funded before.
$73k · 8 repeat orgs$0 to everyone else

8 repeat relationships: 8 still active in FY2024, 0 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

8
0

Total granted

$73k
$0

Still filing today

75%
0%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’21’22’23’24
RenewedFirst-time

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

’21’22’23’24
HealthHuman ServicesEducationPublic Safety & DisasterInternationalOther
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

  • GUIDE DOGS FOR THE BLIND INC
    4× · 2021–2024 · $10k · revenue +34%
  • CM
    CALIFORNIA MARITIME ACADEMY FOUNDATION INC
    4× · 2021–2024 · $10k · revenue +8%
  • THE BREAST CANCER RESEARCH FOUNDATION INC
    4× · 2021–2024 · $10k · revenue +59%

Funded once

    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
    04the grantee network

    7 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. 7 of the 9 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)
    0
    Early backer (in before they grew)
    7/7
    Grantees still filing
    6/7
    Grew since first funded

    Where the money sits, by cause and then by grantee

    THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $9,562 · EducationTHE BOARD OF TRUSTEES OF T…CALIFORNIA MARITIME ACADEMY FOUNDATION INC: $9,562 · EducationCALIFORNIA MARITIME ACADEM…PENINSULA HUMANE SOCIETY SPC: $9,562 · OtherPENINSULA HUMANE SOCIET…THE ROTARY FOUNDATION OF ROTARY INTERNAT: $7,804 · OtherTHE ROTARY FOUNDATION O…ARTHRITIS FOUNDATION INC: $9,562 · HealthARTHRITIS FOUNDATION IN…SEQUOIA HOSPITAL FOUNDATION: $7,804 · HealthSEQUOIA HOSPITAL FOUNDA…GUIDE DOGS FOR THE BLIND INC: $9,562 · Human ServicesGUIDE DOGS FO…THE BREAST CANCER RESEARCH FOUNDATION INC: $9,562 · Public Safety & DisasterTHE BREAST CA…THE KOSCIUSZKO FOUNDATION INC: $9,562 · InternationalTHE KOSCIUSZK…
    Education$19,124Other$17,366Health$17,366Human Services$9,562Public Safety & Disaster$9,562International$9,562

    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 budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $9,562 over 4y, 0.0% of budgetGUIDE DOGS FOR THE BLIND INC: $9,562 over 4y, 0.0% of budgetCALIFORNIA MARITIME ACADEMY FOUNDATION INC: $9,562 over 4y, 0.0% of budgetTHE BREAST CANCER RESEARCH FOUNDATION INC: $9,562 over 4y, 0.0% of budgetTHE KOSCIUSZKO FOUNDATION INC: $9,562 over 4y, 0.1% of budgetARTHRITIS FOUNDATION INC: $9,562 over 4y, 0.0% of budgetSEQUOIA HOSPITAL FOUNDATION: $7,804 over 3y, 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.

    How much its grantees rely on government

    Each dot is one organization Sophie Bartalini Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Sophie Bartalini Charitable Trust. 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%5%10%15%20%share of the org’s income from government →
      no gov moneyreceives it· size = income
      0get no government money at all
      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 9 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

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      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