Skip to content

· Public charity

The Beall Family Foundation

To provide charitable contributions and support to various local and national charities and foundations.

$2.0M
Granted FY2024still arriving
37
Grants FY2024still arriving
6
States reached
$600k
Largest
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 2024.

Education$15MEmployment$3.6MArts & Culture$2.0MPhilanthropy$624kHealth$545kScience & Tech$409kRecreation & Sports$292kCommunity Improvement$265kOther$0
02FY2024 · 37 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 37 grants below total $1,937,680, the rows itemized in this filing. The $2,003,030 headline is the total grant expense on the return; the other $65,350 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.

By grant size · FY2024

  • Under $10k4 grants · $28k
  • $10k–50k23 grants · $443k
  • $50k–250k9 grants · $867k
  • $250k+1 grant · $600k
$25,000
Median grant
6
States reached
$6.6M
Total assets
Largest grants
RecipientAmount
UNIVERSITY OF CALIFORNIA IRVINE FDN$600,000
UNIVERSITY OF CALIFORNIA IRVINE FDN$200,000
HOOVER INSTITUTION$100,000
THE WOODEN FLOOR$100,000
UNIVERSITY OF CALIFORNIA IRVINE FDN$100,000
UNIVERSITY OF CALIFORNIA IRVINE FDN$100,000
UNIVERSITY OF PITTSBURGH$97,500
UNIVERSITY OF CALIFORNIA IRVINE FDN$60,000
NAVAL POSTGRADUATE SCHOOL FOUNDATION INC$59,200
UNIVERSITY OF CALIFORNIA IRVINE FDN$50,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES$30,000
HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS$30,000
ORANGE COUNTY COMMUNITY FOUNDATION$27,500
HOAG HOSPITAL FOUNDATION$25,000
SMITHSONIAN INSTITUTION$25,000
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 (FY17–24, $151k) land where the poverty rate runs at 10%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 9%SHARE OUR SELVES: $1k → 10%SHARE OUR SELVES: $1k → 10%SHARE OUR SELVES: $1k → 10%SHARE OUR SELVES FOUNDATION: $1k → 10%WE CARE FOR KIDS INC: $8k → 14%WE CARE FOR KIDS INC: $8k → 10%DECORATIVE ARTS SOCIETY: $2k → 10%AMERICAN RED CROSS: $30k → 10%AMERICAN RED CROSS: $20k → 10%AMERICAN RED CROSS: $20k → 10%AMERICAN RED CROSS: $20k → 10%AMERICAN RED CROSS: $10k → 10%AMERICAN RED CROSS: $10k → 10%AMERICAN RED CROSS: $10k → 10%CALIFORNIA POLICY CENTER: $10k → 10%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

IL
NY
MA
WY
IA
IN
OH
PA
CT
CA
CO
MO
VA
MD
DC
AL
GA
FL
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.

99%of every dollar goes to organizations it has funded before.
$18M · 70 repeat orgs$264k to everyone else

Grantees it renews have grown median revenue +37% since the first grant, against +10% for those funded once.

70 repeat relationships: 25 still active in FY2024, 45 since wound down; 3 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

70
39

Total granted

$18M
$207k

Median revenue growth · since first grant

+37%
+10%

Still filing today

83%
62%

New vs renewed · share of each year

In FY2024, 97% of grant dollars renewed an existing relationship; $58k went to new ones.

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

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

’17’18’19’20’21’22’23’24
Arts & CultureEducationHealthHuman ServicesInternationalCommunity ImprovementOther
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

  • UO
    UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
    8× · 2017–2024 · $7.3M · revenue +51%
  • UL
    UNIVERSITY LAB PARTNERS
    2× · 2019–2020 · $3.6M · revenue +101% · 94% of their budget
  • NP
    NAVAL POSTGRADUATE SCHOOL FOUNDATION INC
    8× · 2017–2024 · $1.3M · revenue +378%

Funded once

  • OE
    OCEAN EXPLORATION TRUST INCgraduated
    one grant, 2019 · $20k · revenue +62%
  • PT
    PGA TOUR FIRST TEE FOUNDATION INC
    one grant, 2022 · $15k · revenue +7%
  • BB
    BIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND THE INLAND EMPIRE INCgraduated
    one grant, 2017 · $13k · revenue +61%
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
The Uc Davis Foundation

The mission of the uc davis foundation is to secure, steward and manage private gifts for uc davis.

Education
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
Uc Santa Barbara Foundation

The uc santa barbara foundation actively works to further the goals of the university of california, santa barbara. the foundation seeks to maintain and nurture the university's quality and distinction. on behalf of the campus, the…

Education
4
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.

—
5
Association of California School Administrators

The association serves its members by creating resources that enable california school administrators to develop and apply creative leadership and management skills and in turn, improve the educational process for all students.

—
6
Uc Riverside Foundation

To support educational, research and public functions and programs of the riverside campus of the university of california.

Education
7
The University Foundation At Sacramento State

Raise private resources to advance the mission and priorities of the university and serve as ambassadors in the community. provide stewardship in the prudent investment of resources and ensure the integrity of the foundation through…

Education
8
California State University Long Beach Research Foundation

Serves the mission of the university by supporting and engaging in research, entrepreneurship, community service, sponsored programs and the acquisition of private resources.

Education
9
Claremont Graduate University

Claremont Graduate University prepares individuals to be leaders for positive change in the world. Unique in its transdisciplinary approach, the University is dedicated to the creation, dissemination, and application of new knowledge and…

Education
10
Pacific University

A diverse and sustainable learning community dedicated to discovery and excellence in teaching, scholarship and practice, pacific university inspires students to think, care, create and pursue justice in our world.

Education
11
Califonia State University East Bay Foundation Inc

Csu east bay foundation is an auxiliary organization of california state university east bay and the california state university system. the organization's mission is to provide services that aid, supplement, and advance the educational…

Education
12
The California Medical Innovations Institute Inc

The Institute is a scientific research center dedicated to conducting basic and applied research to advance the understanding of human disease and the improvement of human health. The Institute fosters an innovative research environment…

Education
How this is measured
The grantee most central to the portfolio’s shape is The Basic Fund; the most unlike its peers is Hollister House Garden Inc. 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

98 grantees tracked through their own filings, 2017–2026.

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 2026, not grant rows in a single year, so this will not match the grant count on the cover. 98 of the 121 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.

3
Load-bearing (≥25% of a budget)
18
Early backer (in before they grew)
94/98
Grantees still filing
68/98
Grew since first funded

Where the money sits, by cause and then by grantee

UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION: $7,291,500 · EducationUNIVERSITY OF CALIFORNIA IRVINE FOUNDATIONTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $4,189,000 · EducationTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITYNAVAL POSTGRADUATE SCHOOL FOUNDATION INC: $1,300,140 · EducationNAVAL POSTGRADUATE SCHOOL FOUNDATION INCUNIVERSITY OF PITTSBURGH: $770,000 · EducationTHE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY: $501,500 · Education+16 more: $499,500 · EducationUNIVERSITY LAB PARTNERS: $3,617,507 · HealthUNIVERSITY LAB PART…CEDARS-SINAI MEDICAL CENTER: $150,000 · Health+8 more: $297,250 · Health+8 moreTHE WOODEN FLOOR FOR YOUTH MOVEMENT: $800,600 · Arts & CultureTHE WOODEN…ORANGE COUNTY MUSEUM OF ART: $575,000 · Arts & CultureORANGE COU…Carmel Ideas Foundation: $200,000 · Arts & CultureCarmel Ide…Segerstrom Center for the Arts: $170,000 · Arts & CultureSegerstrom…SMITHSONIAN INSTITUTION: $105,000 · Arts & CultureProject X Foundation for Art and Criticism: $105,000 · Arts & Culture+13 more: $196,700 · Arts & Culture+13 moreLIBERTY HILL FOUNDATION: $285,000 · PhilanthropyORANGE COUNTY COMMUNITY FOUNDATION: $270,000 · PhilanthropyFIELDSTONE LEADERSHIP NETWORK: $30,000 · Philanthropy+6 more: $36,570 · PhilanthropyDAVIDSON COLLEGE OF ENGINEERING: $149,000 · OtherUNIVERSITY OF CALIFORNIA LOS ANGELES FOUNDATION: $57,500 · OtherSTAR ROCK MINISTRIES: $225,000 · OtherAmerican National Red Cross & Its Constituent Chapters and Branches: $120,000 · OtherFUTURE CITIZENS FOUNDATION DBA THE FIRST TEE OF MONTEREY COUNTY: $90,000 · Other+51 more: $473,700 · OtherMIND EDUCATION: $210,000 · Science & TechNATIONAL ACADEMY OF SCIENCES: $80,000 · Science & TechOCTANE FOUNDATION FOR INNOVATION: $150,000 · Community ImprovementMCE SOCIAL CAPITAL: $99,859 · Community ImprovementCEO LEADERSHIP ALLIANCE ORANGE COUNTY: $10,000 · Community Improvement+1 more: $5,000 · Community Improvement
Education$14,551,640Health$4,064,757Arts & Culture$2,152,300Philanthropy$621,570Other$1,115,200Science & Tech$290,000Community Improvement$264,859

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetUNIVERSITY OF CALIFORNIA IRVINE FOUNDATION: $7,291,500 over 8y, 2.9% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $4,189,000 over 7y, 0.0% of budgetUNIVERSITY LAB PARTNERS: $3,617,507 over 2y, 94% of budgetNAVAL POSTGRADUATE SCHOOL FOUNDATION INC: $1,300,140 over 8y, 12% of budgetTHE WOODEN FLOOR FOR YOUTH MOVEMENT: $800,600 over 8y, 3.5% of budgetUNIVERSITY OF PITTSBURGH: $770,000 over 8y, 0.0% of budgetORANGE COUNTY MUSEUM OF ART: $575,000 over 8y, 1.6% of budgetTHE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY: $501,500 over 8y, 0.4% of budgetLIBERTY HILL FOUNDATION: $285,000 over 7y, 0.6% of budgetORANGE COUNTY COMMUNITY FOUNDATION: $270,000 over 8y, 0.1% of budgetSTAR ROCK MINISTRIES: $225,000 over 8y, 5.7% of budgetHORATIO ALGER ASSN OF DISTINGUISHED AMERICANS INC: $220,000 over 8y, 0.1% of budgetMIND EDUCATION: $210,000 over 8y, 0.1% of budgetCarmel Ideas Foundation: $200,000 over 8y, 6.1% of budgetSegerstrom Center for the Arts: $170,000 over 8y, 0.1% of budgetCEDARS-SINAI MEDICAL CENTER: $150,000 over 6y, 0.0% of budgetOCTANE FOUNDATION FOR INNOVATION: $150,000 over 3y, 7.5% of budgetHOAG HOSPITAL FOUNDATION: $130,000 over 7y, 0.1% of budgetMONTAGE HEALTH FOUNDATION: $125,000 over 8y, 0.1% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $120,000 over 7y, 0.0% of budgetSigma Alpha Epsilon Foundation: $105,000 over 8y, 0.6% of budgetSMITHSONIAN INSTITUTION: $105,000 over 5y, 0.0% of budgetProject X Foundation for Art and Criticism: $105,000 over 6y, 12% of budgetMCE SOCIAL CAPITAL: $99,859 over 6y, 0.3% of budgetFUTURE CITIZENS FOUNDATION DBA THE FIRST TEE OF MONTEREY COUNTY: $90,000 over 6y, 0.6% of budgetNATIONAL ACADEMY OF SCIENCES: $80,000 over 8y, 0.0% of budgetTHE BASIC FUND: $64,000 over 8y, 0.1% of budgetCALIFORNIA INSTITUTE OF TECHNOLOGY: $55,000 over 4y, 0.0% of budgetARTHUR A COLLINS LEGACY ASSOCIATION: $55,000 over 4y, 37% of budgetMONTEREY MUSEUM OF ART: $52,000 over 6y, 0.5% of budgetPUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA: $50,000 over 5y, 0.0% of budgetFRIENDS OF THE AMERICAN UNIVERSITY OF AFGHANISTAN: $35,000 over 4y, 1.0% of budgetCENTER FOR STRATEGIC AND INTERNATIONAL STUDIES: $30,000 over 1y, 0.1% of budgetFIELDSTONE LEADERSHIP NETWORK: $30,000 over 3y, 10% of budgetKOCE-TV FOUNDATION: $20,000 over 2y, 0.1% of budgetAMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH: $20,000 over 1y, 0.0% of budgetOCEAN EXPLORATION TRUST INC: $20,000 over 1y, 0.2% of budgetPUBLIC POLICY INSTITUTE OF CALIFORNIA: $20,000 over 4y, 0.0% of budgetFAMILIES FORWARD: $20,000 over 4y, 0.1% of budgetWE CARE FOR KIDS INC: $15,000 over 2y, 29% of budgetHOAG CHARITY SPORTS: $15,000 over 2y, 0.2% of budgetMAKE-A-WISH FOUNDATION OF ORANGE COUNTY AND THE INLAND EMPIRE INC: $15,000 over 2y, 0.2% of budgetMARINE CORPS SCHOLARSHIP FOUNDATION INC: $15,000 over 3y, 0.0% of budgetCOMMUNITY FOUNDATION FOR MONTEREY COUNTY: $15,000 over 1y, 0.0% of budgetPGA TOUR FIRST TEE FOUNDATION INC: $15,000 over 1y, 0.1% of budgetPebble Beach Company Foundation: $14,070 over 4y, 0.1% of budgetBIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND THE INLAND EMPIRE INC: $13,000 over 1y, 0.2% of budget18TH STREET ARTS COMPLEX: $10,000 over 4y, 0.3% 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 CALIFORNIA IRVINE FOUNDATION ↗
  • Who funds THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY ↗
  • Who funds UNIVERSITY LAB PARTNERS ↗
  • Who funds NAVAL POSTGRADUATE SCHOOL FOUNDATION INC ↗
  • Who funds THE WOODEN FLOOR FOR YOUTH MOVEMENT ↗
  • Who funds UNIVERSITY OF PITTSBURGH ↗
  • Who funds ORANGE COUNTY MUSEUM OF ART ↗
  • Who funds THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY ↗
  • Who funds LIBERTY HILL FOUNDATION ↗
  • Who funds ORANGE COUNTY COMMUNITY FOUNDATION ↗
  • Who funds STAR ROCK MINISTRIES ↗
  • Who funds HORATIO ALGER ASSN OF DISTINGUISHED AMERICANS INC ↗
  • Who funds MIND EDUCATION ↗
  • Who funds Carmel Ideas Foundation ↗
  • Who funds Segerstrom Center for the Arts ↗
  • Who funds CEDARS-SINAI MEDICAL CENTER ↗
  • Who funds OCTANE FOUNDATION FOR INNOVATION ↗
  • Who funds HOAG HOSPITAL FOUNDATION ↗
  • Who funds MONTAGE HEALTH FOUNDATION ↗
  • Who funds American National Red Cross & Its Constituent Chapters and Branches ↗
  • Who funds Sigma Alpha Epsilon Foundation ↗
  • Who funds SMITHSONIAN INSTITUTION ↗
  • Who funds Project X Foundation for Art and Criticism ↗
  • Who funds MCE SOCIAL CAPITAL ↗
  • Who funds FUTURE CITIZENS FOUNDATION DBA THE FIRST TEE OF MONTEREY COUNTY ↗
  • Who funds NATIONAL ACADEMY OF SCIENCES ↗
  • Who funds THE BASIC FUND ↗
  • Who funds CALIFORNIA INSTITUTE OF TECHNOLOGY ↗
  • Who funds ARTHUR A COLLINS LEGACY ASSOCIATION ↗
  • Who funds MONTEREY MUSEUM OF ART ↗
  • Who funds PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNIA ↗
  • Who funds FRIENDS OF THE AMERICAN UNIVERSITY OF AFGHANISTAN ↗
  • Who funds CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES ↗
  • Who funds FIELDSTONE LEADERSHIP NETWORK ↗
  • Who funds KOCE-TV FOUNDATION ↗
  • Who funds AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH ↗

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.

Orange County Community FoundationCA36.5× affinity19 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Orange County Community Foundation · California Community Foundation · Croul Family Foundation · Argyros Family Foundation · Silicon Valley Community Foundation · Samueli Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Nancy and Geoffrey Stack Family Foundation · The James Irvine Foundation · The Ayco Charitable Foundation · Monterey Peninsula 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 The Beall Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Beall Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 30%6%25%56%100%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →median 5%
  • Ocean Exploration Trust Inc: 5% of income from government
no gov moneyreceives it· size = income
3get no government money at all
15report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–90%
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.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to The Beall Family Foundation?

Find your warmest path to The Beall Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

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 121 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 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

Play a game based on Beall Family’s filings →

More from the funding graph