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· Private foundation

The Glen and Angela Charles 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.

$286k
Granted FY2024still arriving
31
Grants FY2024still arriving
7
States reached
$100k
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.

Health$708kEducation$674kArts & Culture$433kAnimals$217kFood & Nutrition$24kHuman Services$20kPublic Safety & Disaster$17kPublic Benefit$16kOther$0
02FY2024 · 31 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k26 grants · $39k
  • $10k–50k3 grants · $48k
  • $50k–250k2 grants · $200k
$1,000
Median grant
7
States reached
$1.4M
Total assets
Largest grants
RecipientAmount
THE COMMUNITY LIBRARY OF KETCHUM$100,000
MONTAGE HEALTH FOUNDATION$100,000
SPCA OF MONTEREY COUNTY$25,500
SUN VALLEY MUSIC FESTIVAL$12,000
CARMEL IDEAS FOUNDATION$10,000
PANCREATIC CANCER ACTION NETWORK$5,000
UC DAVIS FOUNDATION$5,000
UNIVERSITY OF REDLANDS$5,000
BIRCH BARK FOUNDATION$2,000
VNA VISITING NURSE ASSOCIATION & HOSPICE$2,000
SUN VALLEY SUMMER SYMPHONY$1,104
LOYOLA UNIVERSITY CHICAGO$1,000
MD ANDERSON CANCER CENTER$1,000
MARINE MAMMAL CENTER$1,000
PANETTA INSTITUTE FOR PUBLIC POLICY$1,000
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:

Dollar for dollar, its grants (FY17–24) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 65% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%THE COMMUNITY LIBRARY OF KETCHUM: $100k → 7%MAYO CLINIC: $10k → 9%STANFORD UNIVERSITY: $100k → 8%BIRCH BARK FOUNDATION: $5k → 13%UNIVERSITY OF REDLANDS: $10k → 14%SANTA BARBARA MUSEUM OF ART: $14k → 14%UC DAVIS FOUNDATION: $5k → 16%HUMANE SOCIETY OF BROWARD COUNTY: $35k → 13%THE COMMUNITY LIBRARY OF KETCHUM: $100k → 7%UNIVERSITY OF REDLANDS: $5k → 14%SANTA BARBARA MUSEUM OF ART: $5k → 14%UC DAVIS CENTER FOR COMPANION ANIMAL HEALTH: $5k → 16%THE COMMUNITY LIBRARY OF KETCHUM: $100k → 7%UNIVERSITY OF REDLANDS: $5k → 14%SANTA BARBARA MUSEUM OF ART: $5k → 14%UC DAVIS FOUNDATION: $5k → 16%THE COMMUNITY LIBRARY OF KETCHUM: $100k → 7%UNIVERSITY OF REDLANDS: $5k → 14%UC DAVIS FOUNDATION: $5k → 16%THE COMMUNITY LIBRARY OF KETCHUM: $10k → 7%UNIVERSITY OF REDLANDS: $5k → 14%UC DAVIS FOUNDATION: $5k → 16%THE COMMUNITY LIBRARY OF KETCHUM: $10k → 7%UNIVERSITY OF REDLANDS: $5k → 14%UC DAVIS FOUNDATION: $5k → 16%MONTAGE HEALTH FOUNDATION: $102k → 12%UNIVERSITY OF REDLANDS: $5k → 14%UC DAVIS CENTER FOR COMPANION ANIMAL HEALTH: $5k → 16%MONTAGE HEALTH FOUNDATION: $102k → 12%UNIVERSITY OF REDLANDS: $5k → 14%UC DAVIS FOUNDATION: $5k → 16%MONTAGE HEALTH FOUNDATION: $100k → 12%MONTAGE HEALTH FOUNDATION: $100k → 12%SPIRIT SERIES INC: $5k → 14%MONTAGE HEALTH FOUNDATION: $100k → 12%SPIRIT SERIES INC: $5k → 14%MONTAGE HEALTH FOUNDATION: $60k → 12%SPIRIT SERIES INC: $5k → 14%MONTAGE HEALTH FOUNDATION: $51k → 12%SPIRIT SERIES INC: $5k → 14%MONTAGE HEALTH FOUNDATION: $50k → 12%SPIRIT SERIES INC: $5k → 14%ENTERTAINMENT COMMUNITY FOUNDATION: $200k → 14%SUN VALLEY MUSIC FESTIVAL: $13k → 7%SUN VALLEY MUSIC FESTIVAL: $12k → 7%SUN VALLEY SUMMER SYMPHONY: $12k → 7%SUN VALLEY MUSIC FESTIVAL: $11k → 7%SUN VALLEY SUMMER SYMPHONY: $11k → 7%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

ID
MN
IL
NY
MA
OH
CA
KY
MD
DC
TX
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.

88%of every dollar goes to organizations it has funded before.
$1.8M · 37 repeat orgs$254k to everyone else

Grantees it renews have grown median revenue +63% since the first grant, against +25% for those funded once.

37 repeat relationships: 26 still active in FY2024, 11 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

37
8

Total granted

$1.8M
$246k

Median revenue growth · since first grant

+63%
+25%

Still filing today

70%
25%

New vs renewed · share of each year

In FY2024, 97% of grant dollars renewed an existing relationship; $8k 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 & CultureEducationAnimalsHealthFood & NutritionPublic BenefitOther
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

  • SF
    Society for the Prevention of Cruelty to Animals for Monterey County
    7× · 2018–2024 · $146k · revenue +44%
  • MA
    MONTALVO ASSOCIATION
    6× · 2017–2022 · $116k · revenue +97%
  • SV
    SUN VALLEY SUMMER SYMPHONY INC
    7× · 2017–2024 · $71k · revenue +7%

Funded once

  • EC
    ENTERTAINMENT COMMUNITY FOUNDATION
    one grant, 2023 · $200k
  • HS
    HUMANE SOCIETY OF BROWARD COUNTY INC
    one grant, 2020 · $35k · revenue -3%
  • WF
    WOMENS FORUM FOR HEALTH
    one grant, 2017 · $3k
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
Monterey Museum of Art

The monterey museum of art cultivates curiosity in the visual arts and engages community with the diversity of california art - past, present, and future.

Arts & Culture
2
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
3
University of the Pacific

To provide a superior, student-centered learning experience integrating liberal arts and professional education and preparing individuals for lasting achievement and responsible leadership in their careers and communities.

Education
4
Manhattanville University

To educate students to be ethical and socially responsible leaders in a global community.

Education
5
Marine Biological Laboratory

The Marine Biological Laboratory (MBL) is a world-renowned center for biological discovery and training that is notably affiliated with more than 60 Nobel Prize winners. Research is conducted by full-time faculty as well as hundreds of the…

Science & Tech
6
University of Southern California

The central mission of the university of southern california is the development of human beings and society as a whole through the cultivation and enrichment of the human mind and spirit. the principal means by which our mission is…

Education
7
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
8
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.

—
9
The Pierpont Morgan Library

The Morgan Library & Museum celebrates and shares the history and process of human creativity from antiquity to the present day through the preservation, study, and interpretation of a dynamic and growing collection.

Education
10
California Academy of Sciences

The academy is a renowned scientific and educational institution with a mission to regenerate the natural world through science, learning, and collaboration. based in san francisco's golden gate park, it is home to a world-class aquarium,…

Arts & Culture
11
Cornell University

Education, research, medical services and other public services.

Education
12
California Dental Association Foundation

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.

Science & Tech
How this is measured
The grantee most central to the portfolio’s shape is University of Redlands; the most unlike its peers is American Museum of Natural History. 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

32 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. 32 of the 51 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)
9
Early backer (in before they grew)
32/32
Grantees still filing
25/32
Grew since first funded

Where the money sits, by cause and then by grantee

THE COMMUNITY LIBRARY OF KETCHUM: $420,000 · OtherTHE COMMUNITY LIBRARY OF KETCHUMENTERTAINMENT COMMUNITY FOUNDATION: $200,000 · OtherENTERTAINMENT COMMUNITY FOUNDATIONSANTA BARBARA MUSEUM OF ART: $26,300 · Other+22 more: $121,120 · Other+22 moreMONTAGE HEALTH FOUNDATION: $665,000 · HealthMONTAGE HEALTH FOUNDATION+2 more: $15,000 · HealthMONTALVO ASSOCIATION: $116,000 · Arts & CultureMONTALVO ASSO…SUN VALLEY SUMMER SYMPHONY INC: $71,172 · Arts & CultureSUN VALLEY SU…SPIRIT SERIES INC: $30,000 · Arts & CultureSPIRIT SERIES…Carmel Ideas Foundation: $25,000 · Arts & CultureCarmel Ideas …+4 more: $11,956 · Arts & CultureSociety for the Prevention of Cruelty to Animals for Monterey County: $145,500 · AnimalsSociety for…HUMANE SOCIETY OF BROWARD COUNTY INC: $35,000 · AnimalsHUMANE SOCI…BIRCHBARK FOUNDATION INC: $18,500 · AnimalsBIRCHBARK F…THE MARINE MAMMAL CENTER: $8,000 · AnimalsMONTEREY BAY AQUARIUM FOUNDATION: $8,000 · AnimalsTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $100,000 · EducationTHE BOARD …UNIVERSITY OF REDLANDS: $45,000 · EducationUNIVERSITY…THE UC DAVIS FOUNDATION: $30,000 · EducationTHE UC DAV…BEREA COLLEGE: $10,000 · EducationThe Panetta Institute for Public Policy: $8,800 · Education+1 more: $1,000 · EducationBLAINE COUNTY HUNGER COALITION INC: $8,000 · Food & NutritionMEALS ON WHEELS OF THE MONTEREY PENINSULA INC: $8,000 · Food & NutritionDisabled American Veterans (DAV) Charitable Service Trust: $7,000 · Public BenefitSANTA BARBARA PUBLIC LIBRARY FOUNDATION: $7,000 · Public Benefit
Other$767,420Health$680,000Arts & Culture$254,128Animals$215,000Education$194,800Food & Nutrition$16,000Public Benefit$14,000

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 budgetMONTAGE HEALTH FOUNDATION: $665,000 over 8y, 0.5% of budgetSociety for the Prevention of Cruelty to Animals for Monterey County: $145,500 over 7y, 0.4% of budgetMONTALVO ASSOCIATION: $116,000 over 6y, 0.6% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $100,000 over 1y, 0.0% of budgetSUN VALLEY SUMMER SYMPHONY INC: $71,172 over 7y, 0.7% of budgetUNIVERSITY OF REDLANDS: $45,000 over 8y, 0.0% of budgetHUMANE SOCIETY OF BROWARD COUNTY INC: $35,000 over 1y, 0.3% of budgetTHE UC DAVIS FOUNDATION: $30,000 over 6y, 0.0% of budgetSPIRIT SERIES INC: $30,000 over 6y, 0.9% of budgetCarmel Ideas Foundation: $25,000 over 3y, 2.2% of budgetBIRCHBARK FOUNDATION INC: $18,500 over 8y, 2.0% of budgetBEREA COLLEGE: $10,000 over 6y, 0.0% of budgetMAYO CLINIC: $10,000 over 1y, 0.0% of budgetThe Panetta Institute for Public Policy: $8,800 over 8y, 0.1% of budgetBLAINE COUNTY HUNGER COALITION INC: $8,000 over 8y, 0.1% of budgetFOOD BANK FOR MONTEREY COUNTY: $8,000 over 8y, 0.0% of budgetMEDECINS SANS FRONTIERES USA INC: $8,000 over 8y, 0.0% of budgetMEALS ON WHEELS OF THE MONTEREY PENINSULA INC: $8,000 over 8y, 0.1% of budgetKQED INC: $8,000 over 8y, 0.0% of budgetHIGHER GROUND USA INC: $8,000 over 8y, 0.0% of budgetTHE MARINE MAMMAL CENTER: $8,000 over 8y, 0.0% of budgetMONTEREY BAY AQUARIUM FOUNDATION: $8,000 over 8y, 0.0% of budgetDisabled American Veterans (DAV) Charitable Service Trust: $7,000 over 7y, 0.0% of budgetSANTA BARBARA PUBLIC LIBRARY FOUNDATION: $7,000 over 3y, 0.1% of budgetCalMatters: $7,000 over 7y, 0.1% of budgetCARMEL PUBLIC LIBRARY FOUNDATION: $6,000 over 6y, 0.2% of budgetSMILE TRAIN INC: $6,000 over 6y, 0.0% of budgetPANCREATIC CANCER ACTION NETWORK INC: $5,000 over 1y, 0.0% of budgetMuseum of Modern Art: $2,038 over 6y, 0.0% of budgetMETROPOLITAN MUSEUM OF ART: $1,343 over 2y, 0.0% of budgetLOYOLA UNIVERSITY OF CHICAGO: $1,000 over 1y, 0.0% of budgetAmerican Museum of Natural History: $575 over 1y, 0.0% 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 MONTAGE HEALTH FOUNDATION ↗
  • Who funds Society for the Prevention of Cruelty to Animals for Monterey County ↗
  • Who funds MONTALVO ASSOCIATION ↗
  • Who funds THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY ↗
  • Who funds SUN VALLEY SUMMER SYMPHONY INC ↗
  • Who funds UNIVERSITY OF REDLANDS ↗
  • Who funds HUMANE SOCIETY OF BROWARD COUNTY INC ↗
  • Who funds THE UC DAVIS FOUNDATION ↗
  • Who funds SPIRIT SERIES INC ↗
  • Who funds Carmel Ideas Foundation ↗
  • Who funds BIRCHBARK FOUNDATION INC ↗
  • Who funds BEREA COLLEGE ↗
  • Who funds MAYO CLINIC ↗
  • Who funds The Panetta Institute for Public Policy ↗
  • Who funds BLAINE COUNTY HUNGER COALITION INC ↗
  • Who funds FOOD BANK FOR MONTEREY COUNTY ↗
  • Who funds MEDECINS SANS FRONTIERES USA INC ↗
  • Who funds MEALS ON WHEELS OF THE MONTEREY PENINSULA INC ↗
  • Who funds KQED INC ↗
  • Who funds HIGHER GROUND USA INC ↗
  • Who funds THE MARINE MAMMAL CENTER ↗
  • Who funds MONTEREY BAY AQUARIUM FOUNDATION ↗
  • Who funds Disabled American Veterans (DAV) Charitable Service Trust ↗
  • Who funds SANTA BARBARA PUBLIC LIBRARY FOUNDATION ↗
  • Who funds CalMatters ↗
  • Who funds CARMEL PUBLIC LIBRARY FOUNDATION ↗
  • Who funds SMILE TRAIN INC ↗
  • Who funds PANCREATIC CANCER ACTION NETWORK INC ↗

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 FoundationCA13.5× affinity4 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Monterey Peninsula Foundation · Greater Houston Community Foundation · Silicon Valley Community Foundation · American Endowment Foundation · Morgan Stanley Global Impact Funding Trust Inc · The Bank of America Charitable Foundation Inc · National Philanthropic Trust · Donor Advised Charitable Giving Inc · Vanguard Charitable Endowment Program · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile 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 Glen and Angela Charles Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Glen and Angela Charles Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    4report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–25%
    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 51 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

    Play a game based on Glen and Angela Charles Family’s filings →

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