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Plinth

· Private foundation

The Bales Family Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$5k
Granted FY2025still arriving
5
Grants FY2025still arriving
4
States reached
$3k
Largest
01What you fund
0198% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172025.

Arts & Culture$88kEducation$50kHealth$22kCommunity Improvement$15kFood & Nutrition$11kScience & Tech$6kCivil Rights$5kCrime & Legal$4kOther$0
02FY2025 · 5 grants

Where the money goes

Your grants by size, and where they go.

$1,000
Median grant
4
States reached
$5k
Total assets
Largest grants
RecipientAmount
SANTA FE FOOD DEPOT$2,500
SOLSTICE PROJECT$1,000
REGARDING HER$1,000
FLORENCE IMMIGRANT REFUGEE RIGHTS P$500
FOUNDATIN FOR HISTORIC CHRIST CHURC$250
02The need
03

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.

show:

Your human-services grants (FY17–20, $5k) 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.

area typical 11%CHILDREN'S CENTER AT CAL TECH: $4k → 14%AMERICAN RED CROSS: $1k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

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

ID
NY
MA
CA
VA
MD
AZ
NM
DC
MS

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.

04

Where the work is directed

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

About 19% of The Bales Family Foundation’s grant dollars are earmarked, by their stated purpose, for a different county than the recipient’s own address — money that lands at a nonprofit in one place but is meant to do its work in another. Read by recipient address, 32% of the giving stays in CA; read by stated purpose it is 20% — less of the work is directed home than the recipients' locations suggest.

The Bales Family Foundationlessmore of its giving
Placed by recipient address

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 foundation’s own 990 grant descriptions.

03Your edge
repeat funding

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.

65%of every dollar goes to organizations you’ve funded before.
$131k · 11 repeat orgs$72k to everyone else

11 repeat relationships — 2 still active in FY2025, 9 since wound down; 3 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

11
22

Total granted

$131k
$70k

Median revenue growth · since first grant

+11%
+34%

Still filing today

73%
59%

New vs renewed · share of each year

In FY2025, 67% of grant dollars renewed an existing relationship; $2k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
Arts & CultureEducationCivil RightsHuman ServicesInternationalEnvironmentOther

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

  • FI
    FRAMEWORKS INSTITUTE
    2× · 2017–2018 · $16k · revenue +39%
  • MT
    MOSAIC THEATER COMPANY OF DC
    2× · 2017–2018 · $10k · revenue +11%
  • SP
    SOLSTICE PROJECT INC
    5× · 2020–2025 · $6k · revenue +351%

Funded once

  • JH
    JEWISH HISTORICAL SOCIETY OF GR WA
    one grant, 2017 · $20k
  • PC
    Pitzer Collegegraduated
    one grant, 2017 · $15k · revenue +49%
  • SM
    SIMMS MANN INSTITUTE
    one grant, 2019 · $10k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

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.

1
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.

2
Ucsf Foundation Investment Company

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

Education
3
National Association of College and University Attorneys

To advance the practice of higher education attorneys for the benefit of the institutions they serve.

4
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
5
National Association of Corporate Directors

We empower directors and transform boards to be future ready.

Public Benefit
6
Minnesota Council on Foundations

MCF is a vibrant philanthropic community connecting, strengthening and mobilizing the power of philanthropy to advance prosperity and equity.

7
Federation of State Medical Boards of the United States Inc

The fsmb serves as the voice for state medical boards, supporting them through education, assessment, research and advocacy while providing services and initiatives that promote patient safety, quality health care and regulatory best…

Health
8
American Flood Coalition Inc

To drive transformational adaptation to protect communities across the country from higher seas, stronger storms, and more frequent flooding.

Environment
9
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

10
American Gas Association

American gas association's (the association) mission is to develop and advocate for informed, innovative, and durable policy that fulfills our nation's energy needs, environmental aspirations and economic potential. we are committed to…

11
National Public Radio Inc

National public radio, inc. ("npr") works collaboratively with member public radio station licensees ("member stations") to create a more informed public, one that is challenged and invigorated by a deeper understanding and appreciation of…

Arts & Culture
12
The American Institute of Architects California

The AIA California, in collaboration with local components, is the voice of the architectural profession.

For reference, the grantee most central to the portfolio’s shape is Naacp Legal Defense & Educ Fund Inc and the most unlike its peers is Rosenwald Park Campaign. 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.

← shrinkinggrowing →↓ leaning in → pulling backsteadyPublic University Foundatio…Legal Aid & Immigration Ser…Land Conservation Organizat…Government Accountability R…Early Childhood Education C…Community Arts OrganizationsFaith-Based Liberal Arts Co…Jewish Community Federations
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

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 52 years old; the field is 16. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number22%4%<5yr14%4%5–10yr19%13%10–20yr16%13%20–35yr13%17%35–55yr16%48%55yr+
THE FIELDby orgYOUR MONEYby value22%1%<5yr14%2%5–10yr19%12%10–20yr16%14%20–35yr13%5%35–55yr16%66%55yr+

The field is 22% startups (under 5 years old) — 4% of your grantees by number, and just 1% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 13% of the field you don’t fund.

orgs you fund
0.0%0/25
the rest of the field
13%
240,396/1,819,540

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.

05the grantee network

23 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 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 23 of the 37 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.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
23/23
Grantees still filing
17/23
Grew since you first funded

Where your money sits — by cause, then by grantee

JEWISH HISTORICAL SOCIETY OF GR WA — $20,000 · OtherJEWISH HISTORICAL SOCIETY OF GR WAManhattan Beach Chamber of Commerce — $15,200 · OtherManhattan Beach Chamber of CommerceIndividual grant recipient — $11,500 · OtherIndividual grant recipientSANTA FE FOOD DEPOT — $10,500 · OtherSANTA FE FOOD DEPOTSIMMS MANN INSTITUTE — $10,000 · OtherSIMMS MANN INSTITUTESOLSTICE PROJECT INC — $5,750 · OtherSOLSTICE PROJECT INC+11 more — $9,000 · Other+11 moreLillian and Albert Small Capital Jewish Museum — $52,500 · Arts & CultureLillian and Albert Small Capital Je…MOSAIC THEATER COMPANY OF DC — $10,000 · Arts & CultureMOSAIC THEATER COMPANY OF DCROSENWALD PARK CAMPAIGN — $3,500 · Arts & Culture+2 more — $1,250 · Arts & CultureFRAMEWORKS INSTITUTE — $16,000 · EducationFRAMEWORKS INSTITUTEPitzer College — $15,000 · EducationPitzer CollegeUCLA FOUNDATION — $8,500 · EducationUCLA FOUNDATIONDEFY VENTURES INC — $5,000 · EducationDEFY VENTURES INC+1 more — $1,000 · EducationCHILDRENS CENTER AT CALTECH — $4,000 · Human ServicesAmerican National Red Cross & Its Constituent Chapters and Branches — $1,000 · Human ServicesUNITED WE DREAM NETWORK INC — $3,000 · Civil RightsNAACP LEGAL DEFENSE & EDUC FUND INC — $1,000 · Civil RightsALLIANCE FOR JUSTICE — $250 · Civil RightsMISSISSIPPI CENTER FOR JUSTICE — $3,500 · Crime & LegalHIAS INC — $2,000 · InternationalMEDECINS SANS FRONTIERES USA INC — $1,000 · InternationalCHESAPEAKE BAY FOUNDATION INC — $1,000 · EnvironmentNATIONAL PARKS CONSERVATION ASSOCIATION — $500 · Environment
Other$81,950Arts & Culture$67,250Education$45,500Human Services$5,000Civil Rights$4,250Crime & Legal$3,500International$3,000Environment$1,500

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetLillian and Albert Small Capital Jewish Museum — $52,500 over 3y, 0.6% of budgetFRAMEWORKS INSTITUTE — $16,000 over 2y, 0.3% of budgetManhattan Beach Chamber of Commerce — $15,200 over 3y, 3.5% of budgetPitzer College — $15,000 over 1y, 0.0% of budgetMOSAIC THEATER COMPANY OF DC — $10,000 over 2y, 0.2% of budgetUCLA FOUNDATION — $8,500 over 3y, 0.0% of budgetSOLSTICE PROJECT INC — $5,750 over 5y, 4.7% of budgetDEFY VENTURES INC — $5,000 over 1y, 0.1% of budgetCHILDRENS CENTER AT CALTECH — $4,000 over 1y, 0.1% of budgetMISSISSIPPI CENTER FOR JUSTICE — $3,500 over 1y, 0.1% of budgetROSENWALD PARK CAMPAIGN — $3,500 over 2y, 2.3% of budgetUNITED WE DREAM NETWORK INC — $3,000 over 2y, 0.0% of budgetHIAS INC — $2,000 over 2y, 0.0% of budgetNonprofit Information Networking Association — $1,000 over 1y, 0.1% of budgetUniversity of the Pacific — $1,000 over 1y, 0.0% of budgetCHESAPEAKE BAY FOUNDATION INC — $1,000 over 1y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches — $1,000 over 1y, 0.0% of budgetMEDECINS SANS FRONTIERES USA INC — $1,000 over 1y, 0.0% of budgetNAACP LEGAL DEFENSE & EDUC FUND INC — $1,000 over 1y, 0.0% of budgetNATIONAL PARKS CONSERVATION ASSOCIATION — $500 over 1y, 0.0% of budgetALLIANCE FOR JUSTICE — $250 over 1y, 0.0% of budget
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.

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.

National Philanthropic TrustPA7× affinity4 shared granteesties to 5 of 5Hover any node to trace its alignments.Compare side by side →

Open a dossier: National Philanthropic Trust · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

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 The Bales 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.

2024
202122232425
no gov · 20%0%1%3%5%your share of their income ↑0%25%50%75%100%share of the org’s income from governmentmedian 88%
  • Hias Inc88% of income from government
  • Chesapeake Bay Foundation Inc2% of income from government
no gov moneyreceives it· size = income
2get no government money at all
3report 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, FY2025

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.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 37 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph