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· Private foundation

The Isabel and Michael Mondavi Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$385k
Granted FY2025still arriving
8
Grants FY2025still arriving
4
States reached
$320k
Largest

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

1
’17
6
’18
4
’19
3
’20
5
’21
4
’22
9
’23
7
’24
3
’25

Amber years are those where most dollars went to a sponsor.

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 2025.

Philanthropy$1.5MHealth$724kEducation$66kFood & Nutrition$30kPublic Safety & Disaster$22kCrime & Legal$20kArts & Culture$10kInternational$8kOther$0
02FY2025 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k4 grants · $10k
  • $10k–50k3 grants · $55k
  • $250k+1 grant · $320k
$10,000
Median grant
4
States reached
$5.6M
Total assets
Largest grants
RecipientAmount
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
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 (FY19–24, $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. Its grants skew toward lower-need ZIPs.

area typical 11%NORTH HAWAII HOSPICE: $1k → 15%MONARCH JUSTICE CENTER: $10k → 9%COLLABRIA CARE: $37k → 9%COLLABRIA CARE: $29k → 9%COLLABRIA CARE: $28k → 9%COLLABRIA CARE: $25k → 9%MENTIS: $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

MN
IL
NY
MA
OR
CA
CO
MD
SC
DC
HI
LA
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.
04

Where the work is directed

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

About 37% of The Isabel and Michael Mondavi Foundation’s grant dollars are earmarked for a different county than the recipient’s own address. By recipient address, 97% of the giving stays in CA; by stated purpose, 78%.

The Isabel and Michael Mondavi Foundationlessmore of its giving
Placed by recipient address · 7.0% directed abroad (not shown)
How this is measured
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 funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

79%of every dollar goes to organizations it has funded before.
$704k · 9 repeat orgs$189k to everyone else

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

Re-uppedFunded once

Organizations

9
30

Total granted

$704k
$132k

Median revenue growth · since first grant

-3%
+30%

Still filing today

56%
63%

New vs renewed · share of each year

In FY2025, 11% of grant dollars renewed an existing relationship; $57k 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
HealthHuman ServicesEducationInternationalPhilanthropyPublic Safety & DisasterOther
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

  • QO
    QUEEN OF THE VALLEY MEDICAL CENTER FOUNDATION
    7× · 2017–2023 · $278k · revenue -15%
  • EM
    Eisenhower Medical Center
    5× · 2020–2024 · $253k · revenue +66%
  • CC
    COLLABRIA CARE
    4× · 2019–2024 · $119k · revenue +54%

Funded once

  • CC
    COLLABRIA CARE FORMERLY NV HOSPICE
    one grant, 2018 · $28k
  • YE
    YOUNTVILLE ELEMENTARY SCHOOL
    one grant, 2017 · $12k
  • THE UNIVERSITY OF TEXAS FOUNDATION INC
    one grant, 2024 · $10k · revenue 0%
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
Ucsf Foundation Investment Company

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

Education
2
University of California Irvine Foundation

The mission of the university of california, irvine foundation (uc irvine foundation) is to raise and manage private funds to support uc irvine's broader mission of excellence in teaching, research and public service. to this end, the uc…

Education
3
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
4
California Healthcare Foundation

Chcf is dedicated to advancing meaningful, measurable improvements in the way the health care delivery system provides care to the people of california, particularly those with low incomes and those whose needs are not well served by the…

—
5
Northern California Institute for Research and Education Inc

To improve the health and well-being of veterans and the general public by supporting a world-class biomedical research program conducted by ucsf faculty at the san francisco veterans affairs health care system.

Health
6
Uc Riverside Foundation

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

Education
7
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
8
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
9
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
10
Kaiser Foundation for the Advancement of Integrated Health Care

Kaiser foundation for the advancement of integrated health care is a nonprofit 501(c)(4) advocacy organization to engage in proactive advocacy to promote understanding of the benefits of integrated care and coverage, and support of the…

Health
11
Ucla Foundation

The ucla foundation is the giving, receiving, and investing arm of the ucla campus. the foundation enables private donors to help build, sustain and advance one of the world's finest academic and research institutions. private philanthropy…

Education
12
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
How this is measured
The grantee most central to the portfolio’s shape is Community Foundation of the Napa Valley; 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.
05the grantee network

28 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. 28 of the 46 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)
5
Early backer (in before they grew)
28/28
Grantees still filing
16/28
Grew since first funded

Where the money sits, by cause and then by grantee

COMMUNITY FOUNDATION OF THE NAPA VALLEY: $1,492,500 · PhilanthropyCOMMUNITY FOUNDATION OF THE NAPA VALLEY+3 more: $16,160 · PhilanthropyQUEEN OF THE VALLEY MEDICAL CENTER FOUNDATION: $278,083 · HealthQUEEN OF THE VALLEY MEDIC…Eisenhower Medical Center: $252,900 · HealthEisenhower Medical Center+2 more: $1,500 · HealthCOLLABRIA CARE FORMERLY NV HOSPICE: $27,800 · OtherPROVIDENCE COMMUNITY HEALTH FOUNDAT: $25,000 · OtherNAPA VALLEY FOOD BANK-CANV: $23,000 · OtherWINE SPIRITS WHOLESALERS OF AMERICA: $20,000 · OtherYOUNTVILLE ELEMENTARY SCHOOL: $12,000 · OtherTHE UNIVERSITY OF TEXAS FOUNDATION INC: $10,000 · OtherIndividual grant recipient: $10,000 · OtherNATIONAL WWII MUSEUM: $10,000 · Other+19 more: $33,070 · OtherCOLLABRIA CARE: $119,475 · Human ServicesMONARCH JUSTICE CENTER: $10,000 · Human Services+2 more: $2,000 · Human ServicesHOLY TRINITY CLASSICAL CHRISTIAN SCHOOL INC: $12,000 · EducationPRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE: $10,000 · EducationTHE UC DAVIS FOUNDATION: $2,000 · Education+1 more: $540 · EducationREBUILD NORTH BAY FOUNDATION: $15,294 · Public Safety & DisasterTHE NAPA COMMUNITIES FIREWISE FOUNDATION: $2,500 · Public Safety & DisasterAlive and Free: $10,000 · Crime & Legal
Philanthropy$1,508,660Health$532,483Other$170,870Human Services$131,475Education$24,540Public Safety & Disaster$17,794Crime & Legal$10,000

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 budgetCOMMUNITY FOUNDATION OF THE NAPA VALLEY: $1,492,500 over 8y, 2.9% of budgetQUEEN OF THE VALLEY MEDICAL CENTER FOUNDATION: $278,083 over 7y, 1.2% of budgetEisenhower Medical Center: $252,900 over 5y, 0.0% of budgetCOLLABRIA CARE: $119,475 over 4y, 0.3% of budgetREBUILD NORTH BAY FOUNDATION: $15,294 over 2y, 1.4% of budgetHOLY TRINITY CLASSICAL CHRISTIAN SCHOOL INC: $12,000 over 2y, 0.1% of budgetDESERT COMMUNITY FOUNDATION: $10,660 over 5y, 0.1% of budgetTHE UNIVERSITY OF TEXAS FOUNDATION INC: $10,000 over 1y, 0.0% of budgetMONARCH JUSTICE CENTER: $10,000 over 1y, 14% of budgetAlive and Free: $10,000 over 1y, 0.5% of budgetPRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE: $10,000 over 1y, 0.0% of budgetROOTS OF PEACE: $5,000 over 1y, 0.0% of budgetTHE HAWN FOUNDATION: $5,000 over 1y, 0.2% of budgetTHE DAWN REDWOODS CHARITABLE TRUST: $5,000 over 1y, 0.8% of budgetAloha Wine Foundation: $4,000 over 1y, 13% of budgetTHE NAPA COMMUNITIES FIREWISE FOUNDATION: $2,500 over 1y, 0.0% of budgetTHE UC DAVIS FOUNDATION: $2,000 over 1y, 0.0% of budgetST HELENA VOLUNTEER FIRE DEPARTMENT: $1,000 over 1y, 0.1% of budgetFISHER HOUSE FOUNDATION INC: $1,000 over 1y, 0.0% of budgetTHE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH: $1,000 over 1y, 0.0% of budgetNORTH HAWAII HOSPICE INC: $1,000 over 1y, 0.0% of budgetMENTIS: $1,000 over 1y, 0.0% of budgetKOMERA INC: $540 over 1y, 0.1% of budgetLao Rehabilitation Foundation Inc: $500 over 1y, 14% of budgetCONGRESSIONAL SPORTSMEN'S FOUNDATION: $500 over 1y, 0.0% of budgetChicago Blackhawks Foundation: $500 over 1y, 0.0% of budgetBest Buddies International Inc: $500 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.

McNabb FoundationDE19.2× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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

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 Isabel and Michael Mondavi Foundation funds: left to right is the share of its income from government, bottom to top the share from The Isabel and Michael Mondavi Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%1%4%8%15%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →median 4%
  • Best Buddies International Inc: 4% of income from government
no gov moneyreceives it· size = income
1get no government money at all
8report 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 46 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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