· Private foundation
The Isabel and Michael Mondavi Foundation
Its FY2025 filing reports that it accepted unsolicited grant applications.
Read this first · the figures below need context
83% of The Isabel and Michael Mondavi Foundation’s FY2025 grant dollars went to Community Foundation Of The Napa Valley, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 3 organizations directly, so a portfolio cannot be read from it.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
What you funded, over time
Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2017–2025.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2025
- Under $10k4 grants · $10k
- $10k–50k3 grants · $55k
- $250k+1 grant · $320k
| Recipient | Amount |
|---|---|
| NAPA VALLEY COMMUNITY FOUNDATION | $320,000 |
| PROVIDENCE COMMUNITY HEALTH FOUNDAT | $25,000 |
| WINE SPIRITS WHOLESALERS OF AMERICA | $20,000 |
| ALIVE AND FREE | $10,000 |
| HOLY TRINITY CLASSICAL CHRISTIAN SC | $7,000 |
| ANCHOR CENTER FOR THE BLIND | $1,500 |
| THE DESERT COMMUNITY FOUNDATION | $1,160 |
| LAO REHABILITATION FOUNDATION | $500 |
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.
Your human-services grants (FY19–24, $131k) land where the poverty rate runs at 9%, against an area that typically sits at 11%. 1% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
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
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.
Where the work is directed
The same grants, placed two ways — where each recipient sits, and where its stated purpose earmarks the money.
About 37% of The Isabel and Michael Mondavi 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, 97% of the giving stays in CA; read by stated purpose it is 78% — less of the work is directed home than the recipients' locations suggest.
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.
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.
9 repeat relationships — 1 still active in FY2025, 8 since wound down; 5 grantees were first funded in FY2025 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 11% of grant dollars renewed an existing relationship; $57k went to new ones.
Where new relationships form · theme of each grantee’s first grant
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
- QOQUEEN OF THE VALLEY MEDICAL CENTER FOUNDATION7× · 2017–2023 · $278k · revenue -15%
- EMEisenhower Medical Center5× · 2020–2024 · $253k · revenue +66%
- CCCOLLABRIA CARE4× · 2019–2024 · $119k · revenue +54%
Funded once
- CCCOLLABRIA CARE FORMERLY NV HOSPICEone grant, 2018 · $28k
- YEYOUNTVILLE ELEMENTARY SCHOOLone grant, 2017 · $12k
THE UNIVERSITY OF TEXAS FOUNDATION INCone grant, 2024 · $10k · revenue 0%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
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.
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For reference, the grantee most central to the portfolio’s shape is Community Foundation of the Napa Valley and the most unlike its peers is Aloha Wine Foundation. 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.
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 31 years old; the field is 14. You back the established end — and your money leans older still.
The field is 24% startups (under 5 years old) — 7% of your grantees by number, and just 1% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 14% of the field you don’t fund.
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.
28 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 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 28 of the 46 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.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
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.
- Who funds COMMUNITY FOUNDATION OF THE NAPA VALLEY ↗
- Who funds QUEEN OF THE VALLEY MEDICAL CENTER FOUNDATION ↗
- Who funds Eisenhower Medical Center ↗
- Who funds COLLABRIA CARE ↗
- Who funds REBUILD NORTH BAY FOUNDATION ↗
- Who funds HOLY TRINITY CLASSICAL CHRISTIAN SCHOOL INC ↗
- Who funds DESERT COMMUNITY FOUNDATION ↗
- Who funds THE UNIVERSITY OF TEXAS FOUNDATION INC ↗
- Who funds MONARCH JUSTICE CENTER ↗
- Who funds Alive and Free ↗
- Who funds PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE ↗
- Who funds ROOTS OF PEACE ↗
- Who funds THE HAWN FOUNDATION ↗
- Who funds THE DAWN REDWOODS CHARITABLE TRUST ↗
- Who funds Aloha Wine Foundation ↗
- Who funds THE NAPA COMMUNITIES FIREWISE FOUNDATION ↗
- Who funds THE UC DAVIS FOUNDATION ↗
- Who funds ST HELENA VOLUNTEER FIRE DEPARTMENT ↗
- Who funds FISHER HOUSE FOUNDATION INC ↗
- Who funds THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH ↗
- Who funds NORTH HAWAII HOSPICE INC ↗
- Who funds MENTIS ↗
- Who funds KOMERA INC ↗
- Who funds Eye Surgeons International ↗
- Who funds Lao Rehabilitation Foundation Inc ↗
- Who funds CONGRESSIONAL SPORTSMEN'S FOUNDATION ↗
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.
Open a dossier: McNabb Foundation · Peter a & Vernice H Gasser Foundation · Community Foundation of the Napa Valley · Marin Community Foundation · Napa Valley Vintners Healthy Community Fund · Morgan Stanley Global Impact Funding Trust Inc · American Endowment Foundation · Jpmorgan Chase Foundation · National Philanthropic Trust · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · The Bank of America Charitable Foundation Inc
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 Isabel and Michael Mondavi 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.
- Best Buddies International Inc — 4% of income from government
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.