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· Private foundation

The Grieve Family Charitable Trust Dated May 26 2004

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.

$73k
Granted FY2024still arriving
8
Grants FY2024still arriving
4
States reached
$26k
Largest
01What it funds
0199% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Health$243kRecreation & Sports$179kEducation$132kAnimals$114kHuman Services$107kEnvironment$48kYouth Development$41kPublic Safety & Disaster$33kOther$0
02FY2024 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k6 grants · $28k
  • $10k–50k2 grants · $46k
$6,000
Median grant
4
States reached
$279k
Total assets
Largest grants
RecipientAmount
NAVAL POST GRADUATE SCHOOL FOUNDATION$25,590
SONOMA VALLEY HOSPITAL FOUNDATION$20,000
SILICON VALLEY MONTEREY BAY COUNCIL$6,050
ALLIANCE FOR COMPASSION AND EDUCATION$6,000
STILLWATER YACHT CLUB$5,000
LANCASTER OHIO BRA CRAWL$5,000
DUCKS UNLIMITED$5,000
THE WALTER L MOORE SCHOLARSHIP FOUNDATION$500
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 (FY19–21, $76k) land where the poverty rate runs at 11%, against an area that typically sits at 10%. 99% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%EMERGENCY ASSISTANCE FOUNDATION: $50k → 11%EMERGENCY ASSISTANCE FOUNDATION: $25k → 11%SONOMA COMMUNITY CENTER: $1k → 9%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

WI
MA
NV
IN
OH
NJ
CA
MO
VA
TN
NC
DC
AL
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.

62%of every dollar goes to organizations it has funded before.
$579k · 10 repeat orgs$356k to everyone else

Grantees it renews have grown median revenue +36% since the first grant, against +22% for those funded once.

10 repeat relationships: 4 still active in FY2024, 6 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

10
36

Total granted

$579k
$339k

Median revenue growth · since first grant

+36%
+22%

Still filing today

90%
47%

New vs renewed · share of each year

In FY2024, 76% of grant dollars renewed an existing relationship; $18k 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
HealthEducationPhilanthropyHuman ServicesYouth DevelopmentFood & NutritionOther
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

  • SV
    SONOMA VALLEY HOSPITAL FOUNDATION
    6× · 2017–2024 · $205k · revenue +26%
  • TP
    THE PRESENTATION SCHOOL
    3× · 2017–2022 · $47k · revenue +62%
  • CS
    CONGRESSIONAL SPORTSMEN'S FOUNDATION
    3× · 2018–2021 · $39k · revenue +35%

Funded once

  • PF
    PACIFIC FLYWAY CENTER
    one grant, 2022 · $100k
  • WH
    WASHINGTON HOSPITAL HEALTHCARE FOUNDATIONgraduated
    one grant, 2022 · $25k · revenue +189%
  • JC
    JUSTIN-SIENA CATHOLIC HIGH SCHOOL
    one grant, 2017 · $25k
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
Community Foundation Santa Cruz County

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.

Philanthropy
2
California Pacific Medical Center Foundation

MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: EXCELLENCE - We deliver high-quality,…

Health
3
Solano Community Foundation

The Solano Community Foundation strengthens Solano County by advancing equity, supporting nonprofit resilience, and expanding access to philanthropy. We serve as a community leader, responsive grantmaker, and trusted partner for donors who…

Philanthropy
4
Southern California Grantmakers

Southern california grantmakers (scg) is the regional association for philanthropists and grantmakers working to make a difference in our communities and around the world. we are a leadership hub for our members to connect with each other,…

Philanthropy
5
League of California Community Foundations

The league of california community foundations promotes and strengthens community foundations in california. through collaboration and shared learning among member foundations and building partnerships with private and public entities, we…

Philanthropy
6
Uc Santa Cruz Foundation

To benefit the university of california santa cruz.

Education
7
California Forward

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,…

Public Benefit
8
Ucsf Foundation Investment Company

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

Education
9
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
10
The San Diego Foundation

The san diego foundation inspires enduring philanthropy and enables community solutions to improve the quality of life in our region.

Philanthropy
11
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.

—
12
The Uc Davis Foundation

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

Education
How this is measured
The grantee most central to the portfolio’s shape is Convoy of Hope; the most unlike its peers is Community Youth Center. 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

30 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. 30 of the 52 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)
10
Early backer (in before they grew)
28/30
Grantees still filing
22/30
Grew since first funded

Where the money sits, by cause and then by grantee

DUCKS UNLIMITED: $131,500 · OtherDUCKS UNLIMITEDPACIFIC FLYWAY CENTER: $100,000 · OtherPACIFIC FLYWAY CENTERCONGRESSIONAL SPORTSMEN'S FOUNDATION: $39,000 · OtherCONGRESSIONAL SPORTSMEN'S FOUNDATIONJUSTIN-SIENA CATHOLIC HIGH SCHOOL: $25,000 · OtherJUSTIN-SIENA CATHOLIC HIGH SCHOOLSONOMA VALLEY CATALYST FUND: $20,000 · OtherCONVOY OF HOPE: $25,000 · OtherCONVOY OF HOPE+28 more: $122,731 · Other+28 moreSONOMA VALLEY HOSPITAL FOUNDATION: $205,000 · HealthSONOMA VALLEY HOSPITAL FOUN…WASHINGTON HOSPITAL HEALTHCARE FOUNDATION: $25,000 · HealthWASHINGTON HOSPITAL HEALTHC…+4 more: $3,201 · HealthTHE PRESENTATION SCHOOL: $46,575 · EducationTHE PRESENTA…NAVAL POSTGRADUATE SCHOOL FOUNDATION INC: $26,590 · EducationNAVAL POSTGR…UNIVERSITY OF WISCONSIN-STEVENS POINT FOUNDATION INC: $20,000 · EducationUNIVERSITY O…PANDA CARES FOUNDATION INC: $10,000 · EducationPANDA CARES …EMERGENCY ASSISTANCE FOUNDATION INC: $75,000 · Human Services+1 more: $1,000 · Human ServicesCOMMUNITY YOUTH CENTER: $25,000 · Youth DevelopmentKIDS OUTDOOR SPORTS CAMP: $10,000 · Youth DevelopmentSAN FRANCISCO FIRST TEE: $15,000 · PhilanthropyTIPPING POINT COMMUNITY: $10,000 · PhilanthropySONOMA COUNTY COMMUNITY FOUNDATION: $10,000 · PhilanthropyDucks Unlimited Inc: $25,000 · Environment
Other$463,231Health$233,201Education$103,165Human Services$76,000Youth Development$35,000Philanthropy$35,000Environment$25,000

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 budgetSONOMA VALLEY HOSPITAL FOUNDATION: $205,000 over 6y, 2.5% of budgetEMERGENCY ASSISTANCE FOUNDATION INC: $75,000 over 2y, 0.1% of budgetTHE PRESENTATION SCHOOL: $46,575 over 3y, 0.9% of budgetCONGRESSIONAL SPORTSMEN'S FOUNDATION: $39,000 over 3y, 0.5% of budgetNAVAL POSTGRADUATE SCHOOL FOUNDATION INC: $26,590 over 2y, 0.2% of budgetWASHINGTON HOSPITAL HEALTHCARE FOUNDATION: $25,000 over 1y, 0.9% of budgetDucks Unlimited Inc: $25,000 over 3y, 0.0% of budgetUNIVERSITY OF WISCONSIN-STEVENS POINT FOUNDATION INC: $20,000 over 1y, 0.2% of budgetSAN FRANCISCO FIRST TEE: $15,000 over 2y, 0.2% of budgetSTILLWATER YACHT CLUB: $15,000 over 5y, 1.8% of budgetTOMAHAWK CHARITABLE SOLUTIONS FOUNDATION INC: $11,000 over 1y, 7.1% of budgetTIPPING POINT COMMUNITY: $10,000 over 1y, 0.0% of budgetCATHOLIC CHARITIES INC: $10,000 over 1y, 0.4% of budgetKIDS OUTDOOR SPORTS CAMP: $10,000 over 1y, 2.6% of budgetPANDA CARES FOUNDATION INC: $10,000 over 1y, 0.0% of budgetSONOMA COUNTY COMMUNITY FOUNDATION: $10,000 over 1y, 0.1% of budgetBOY SCOUTS OF AMERICA 55 SILICON VALLEY MONTEREY BAY COUNCIL: $6,050 over 1y, 0.1% of budgetTHE TAYLOR FAMILY FOUNDATION: $5,181 over 1y, 0.2% of budgetPets Lifeline Inc: $5,000 over 1y, 0.3% of budgetMoms Across America: $5,000 over 1y, 2.8% of budgetJT - NEVER GIVE UP FOUNDATION: $5,000 over 1y, 17% of budgetREDWOOD EMPIRE FOOD BANK: $2,500 over 1y, 0.0% of budgetMULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INC: $1,001 over 1y, 0.0% of budgetDANIEL'S GRACE: $1,000 over 1y, 0.5% of budgetSONOMA COMMUNITY CENTER: $1,000 over 1y, 0.1% of budgetGiant Steps Therapeutic Equestrian Center Inc: $1,000 over 1y, 0.1% of budgetCHP 11-99 FOUNDATION: $500 over 2y, 0.0% of budgetBLOOD CANCER UNITED INC: $200 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.

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.

Sonoma County Community FoundationCA15.4× affinity5 shared granteesties to 10 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Sonoma County Community Foundation · McNabb Foundation · Morgan Stanley Global Impact Funding Trust Inc · Marin Community Foundation · John Christopher Bunting Foundation · Manitou Fund · The Ayco Charitable Foundation · NRA Foundation Inc · American Endowment Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Renaissance Charitable Foundation Inc · Silicon Valley Community 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 Grieve Family Charitable Trust Dated May 26 2004 funds: left to right is the share of its income from government, bottom to top the share from The Grieve Family Charitable Trust Dated May 26 2004. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%1%3%6%10%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    2get no government money at all
    6report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    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 52 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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