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· Private foundation

The Kelly and Sam Bronfman Family Foundation (Aka the Sam & Kelly Bronfma)

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.

$1.0M
Granted FY2024still arriving
2
Grants FY2024still arriving
2
States reached
$1.0M
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 66% of THE KELLY AND SAM BRONFMAN FAMILY FOUNDATION (AKA THE SAM & KELLY BRONFMA)’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2024 · 2 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k1 grant · $14
  • $250k+1 grant · $1.0M
$1,000,000
Median grant
2
States reached
$15M
Total assets
Largest grants
RecipientAmount
SCHWAB CHARITABLE FUND SAMUEL BRONFMAN II DONOR ADVISED FUND$1,000,000
FROM PASS-THROUGH ENTITIES$14
02The need
03

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.

show:

Your human-services grants (FY20–22, $4k) land where the poverty rate runs at 9%, against an area that typically sits at 9%. 25% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 9%PENINSULA FAMILY SERVICE: $1k → 7%MY NEW RED SHOES: $500 → 7%CHILD AND FAMILY RESEARCH AND TRAINING INSTITUTE: $500 → 7%CHILD AND FAMILY RESEARCH AND TRAINING INSTITUTE: $500 → 7%NEIGHBORHOOD YOUTH ASSOCIATION: $500 → 14%CHILD AND FAMILY RESEARCH AND TRAINING INSTITUTE: $500 → 7%NEIGHBORHOOD YOUTH ASSOCIATION: $500 → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

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

WA
IL
NY
MA
CA
UT
CO
VA
DC
GA
FL

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.

03Your edge
repeat funding

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.

87%of every dollar goes to organizations you’ve funded before.
$5.2M · 29 repeat orgs$793k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +23% since the first grant, against +12% for the ones you funded once.

29 repeat relationships — 2 still active in FY2024, 27 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

29
32

Total granted

$5.2M
$793k

Median revenue growth · since first grant

+23%
+12%

Still filing today

59%
44%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

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

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

’20’21’22’23’24
EnvironmentEducationHealthHuman ServicesPublic Safety & DisasterRecreation & SportsOther

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

  • TC
    THE COLORADO COLLEGE
    3× · 2020–2022 · $488k · revenue +3%
  • EV
    EAGLE VALLEY MENTAL HEALTH
    3× · 2020–2022 · $345k · revenue +23%
  • TO
    TRUSTEES OF DEERFIELD ACADEMY
    3× · 2020–2022 · $120k · revenue +74%

Funded once

  • SC
    SCHWAB CHARITABLE DONOR ADVISED FUND
    one grant, 2022 · $273k
  • VH
    VAIL HEALTH SERVICES FOUNDATIONgraduated
    one grant, 2021 · $200k · revenue +97%
  • AC
    ACCELERATE CHANGE INCMIND
    one grant, 2022 · $55k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

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.

1
Property and Environment Research Center

Perc is dedicated to advancing conservation through markets, incentives, property rights, and partnerships.

Public Benefit
2
Sonoma Botanical Garden
3
Sonoma Mountain Institute
Environment
4
Pomona College

Throughout its history, pomona college has educated men and women of exceptional promise. we gather individuals, regardless of financial circumstances, into a small residential community that is strongly rooted in southern california yet…

Education
5
The David and Lucile Packard Foundation
Philanthropy
6
Chile-California Council

The Chile-California Council is a San Francisco-based nonprofit dedicated to developing and promoting joint endeavors and cooperative relations between Chile and California, as well as individuals, legal entities and other institutions in…

International
7
Swan Valley Connections

Maintain the swan valley's unique natural resources and ensure that a vibrant human community can sustain itself through stewardship, education, economic viability, and conservation on public and private lands.

Environment
8
Nature Collective

Nature collective's mission is to drive a passion for nature for all. we think inclusively and diversely when serving those devoid of nature those who remember nature and want to connect back to it and those who have an affinity with…

Environment
9
Sustainable Conservation

Sustainable Conservation advances the collaborative stewardship of Californias land, air, and water for the benefit of nature and people. For over three decades, Sustainable Conservation has built coalitions of people with different…

Environment
10
Silicon Valley Education Foundation

Who we are - silicon valley education foundation (svef) focuses on raising student performance in the critical areas of math and science across all 33 santa clara county school districts, and also adjoining san mateo and alameda counties.…

Community Improvement
11
Project Drawdown

Project drawdown's mission is to drive meaningful climate action by advancing science-based solutions and strategies. project drawdown's work is focused on three pillars: science - advancing science-based climate solutions and strategies;…

Education
12
California Wildlife Foundation

The foundation works with diverse groups representing many interests to acquire and restore critical wildlife habitat and protecting species

Animals

For reference, the grantee most central to the portfolio’s shape is Vail Health Services Foundation and the most unlike its peers is American Friends of the Canadian Centre for Architecture. 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.

← shrinkinggrowing →↓ leaning in → pulling backsteadySubstance Abuse TreatmentCommunity Health CentersCancer Support OrganizationsIndependent K-8 SchoolsChristian Youth CampsYouth Sports Booster Organi…Faith-Based Liberal Arts Co…Land Conservation Organizat…
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

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 40 years old; the field is 12. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number27%4%<5yr16%4%5–10yr20%7%10–20yr15%21%20–35yr9%32%35–55yr12%32%55yr+
THE FIELDby orgYOUR MONEYby value27%0%<5yr16%0%5–10yr20%2%10–20yr15%6%20–35yr9%37%35–55yr12%54%55yr+

The field is 27% startups (under 5 years old) — 4% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 17% of the field you don’t fund.

orgs you fund
0.0%0/35
the rest of the field
17%
17,089/103,009

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.

04the grantee network

33 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 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 33 of the 62 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.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
32/33
Grantees still filing
21/33
Grew since you first funded

Where your money sits — by cause, then by grantee

SCHWAB CHARITABLE FUND SAMUEL BRONFMAN II DONOR ADVISED FUND — $3,037,724 · OtherSCHWAB CHARITABLE FUND SAMUEL BRONFMAN II DONOR ADVISED FUNDSCHWAB CHARITABLE DONOR ADVISED FUND — $273,213 · OtherSCHWAB CHARITABLE DONOR ADVISED FUNDIndividual grant recipient — $245,000 · OtherIndividual grant recipient+29 more — $437,913 · Other+29 moreTHE COLORADO COLLEGE — $488,024 · EducationTHE COLORADO C…TRUSTEES OF DEERFIELD ACADEMY — $120,000 · EducationTRUSTEES OF DE…Williams College — $90,000 · EducationWilliams Colle…PUBLICOLOR INC — $60,000 · EducationPUBLICOLOR INC+3 more — $21,500 · EducationEAGLE VALLEY MENTAL HEALTH — $345,000 · HealthEAGLE VALLEY …VAIL HEALTH SERVICES FOUNDATION — $200,000 · HealthVAIL HEALTH S…SJOGREN'S FOUNDATION INC — $110,000 · HealthSJOGREN'S FOU…STANFORD HEALTH CARE — $70,000 · HealthSTANFORD HEAL…+2 more — $7,500 · HealthEAGLE VALLEY LAND TRUST — $353,500 · EnvironmentEAGLE VAL…Betty Ford Alpine Gardens — $47,000 · EnvironmentBetty For…Ten Strands — $30,000 · EnvironmentTen Stran…Save The Bay — $22,000 · Environment+6 more — $31,500 · Environment+6 morePARK CITY COMMUNITY FOUNDATION — $25,000 · PhilanthropyRACHEL'S NETWORK INC — $21,500 · Public Safety & DisasterCHILD AND FAMILY RESEARCH AND TRAINING INSTITUTE — $1,500 · Human ServicesPENINSULA FAMILY SERVICE — $1,000 · Human ServicesNEIGHBORHOOD YOUTH ASSOCIATION — $1,000 · Human ServicesMBOLDEN CHANGE — $500 · Human ServicesCAMP TWIN LAKES INC — $3,000 · Recreation & Sports
Other$3,993,850Education$779,524Health$732,500Environment$484,000Philanthropy$25,000Public Safety & Disaster$21,500Human Services$4,000Recreation & Sports$3,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetTHE COLORADO COLLEGE — $488,024 over 3y, 0.1% of budgetEAGLE VALLEY LAND TRUST — $353,500 over 3y, 13% of budgetEAGLE VALLEY MENTAL HEALTH — $345,000 over 3y, 1.8% of budgetVAIL HEALTH SERVICES FOUNDATION — $200,000 over 1y, 2.7% of budgetTRUSTEES OF DEERFIELD ACADEMY — $120,000 over 3y, 0.0% of budgetSJOGREN'S FOUNDATION INC — $110,000 over 3y, 1.7% of budgetWilliams College — $90,000 over 3y, 0.0% of budgetSTANFORD HEALTH CARE — $70,000 over 2y, 0.0% of budgetPUBLICOLOR INC — $60,000 over 3y, 1.2% of budgetBetty Ford Alpine Gardens — $47,000 over 3y, 1.0% of budgetAMERICAN FRIENDS OF THE CANADIAN CENTRE FOR ARCHITECTURE — $40,000 over 2y, 20% of budgetTen Strands — $30,000 over 3y, 1.5% of budgetVAIL RELIGIOUS FOUNDATION — $25,000 over 1y, 1.0% of budgetPARK CITY COMMUNITY FOUNDATION — $25,000 over 1y, 0.2% of budgetSave The Bay — $22,000 over 3y, 0.3% of budgetRACHEL'S NETWORK INC — $21,500 over 3y, 0.6% of budgetEnvironmental Volunteers Inc — $11,000 over 2y, 0.8% of budgetGREENBELT ALLIANCEPEOPLE FOR OPEN SPACE — $10,000 over 1y, 0.5% of budgetEDUCATION FOUNDATION OF EAGLE CNTY — $10,000 over 1y, 1.9% of budgetVail Symposium — $10,000 over 1y, 1.5% of budgetSEMPERVIRENS FUND — $5,000 over 1y, 0.1% of budgetTHE PLUMPJACK FOUNDATION — $5,000 over 1y, 2.0% of budgetCAMP TWIN LAKES INC — $3,000 over 1y, 0.0% of budgetTHE GARDEN CONSERVANCY INC — $2,500 over 1y, 0.0% of budgetTHE POLG FOUNDATION INC — $2,500 over 1y, 0.0% of budgetPENINSULA OPEN SPACE TRUST — $2,000 over 1y, 0.0% of budgetCHILD AND FAMILY RESEARCH AND TRAINING INSTITUTE — $1,500 over 3y, 0.2% of budgetPOSITIVE COACHING ALLIANCE — $1,500 over 3y, 0.0% of budgetWoodside-Atherton Garden Club — $1,000 over 1y, 1.1% of budgetPENINSULA FAMILY SERVICE — $1,000 over 1y, 0.0% of budgetNEIGHBORHOOD YOUTH ASSOCIATION — $1,000 over 2y, 0.1% of budgetMBOLDEN CHANGE — $500 over 1y, 0.0% of budget
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 THE COLORADO COLLEGE
  • Who funds EAGLE VALLEY LAND TRUST
  • Who funds EAGLE VALLEY MENTAL HEALTH
  • Who funds VAIL HEALTH SERVICES FOUNDATION
  • Who funds TRUSTEES OF DEERFIELD ACADEMY
  • Who funds SJOGREN'S FOUNDATION INC
  • Who funds Williams College
  • Who funds STANFORD HEALTH CARE
  • Who funds PUBLICOLOR INC
  • Who funds Betty Ford Alpine Gardens
  • Who funds AMERICAN FRIENDS OF THE CANADIAN CENTRE FOR ARCHITECTURE
  • Who funds Ten Strands
  • Who funds VAIL RELIGIOUS FOUNDATION
  • Who funds PARK CITY COMMUNITY FOUNDATION
  • Who funds Save The Bay
  • Who funds RACHEL'S NETWORK INC
  • Who funds Environmental Volunteers Inc
  • Who funds GREENBELT ALLIANCEPEOPLE FOR OPEN SPACE
  • Who funds EDUCATION FOUNDATION OF EAGLE CNTY
  • Who funds Vail Symposium
  • Who funds Education Outside
  • Who funds SEMPERVIRENS FUND
  • Who funds THE PLUMPJACK 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.

Gordon E and Betty I Moore FoundationCA16.9× affinity6 shared granteesties to 6 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Gordon E and Betty I Moore Foundation · Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma · The Winmax Foundation Inc · Silicon Valley Community Foundation · Colorado Gives Foundation · The San Francisco Foundation · Oklahoma City Community Foundation Inc · Morgan Stanley Global Impact Funding Trust Inc · The Joyce & Paul Krasnow Charitable Foundation · Kelton Family Foundation · The Precourt Foundation · Frechette Family Foundation

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 Kelly and Sam Bronfman Family Foundation (Aka the Sam & Kelly Bronfma) 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.

2024
202122232425
no gov · 10%2%6%14%25%your share of their income ↑0%4%8%11%15%share of the org’s income from governmentmedian 0%
  • Williams College0% of income from government
no gov moneyreceives it· size = income
1get no government money at all
13report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–15%
typical government reliance, FY2025

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.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to The Kelly and Sam Bronfman Family Foundation (Aka the Sam & Kelly Bronfma)?

Find your warmest path to The Kelly and Sam Bronfman Family Foundation (Aka the Sam & Kelly Bronfma) 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 directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 62 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

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