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· Private foundation

The R & a Davis Family Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$23k
Granted FY2025still arriving
14
Grants FY2025still arriving
1
States reached
$6k
Largest
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 57% of THE R & A DAVIS FAMILY FOUNDATION’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.

02FY2025 · 14 grants

Where the money goes

Your grants by size, and where they go.

$1,000
Median grant
1
States reached
$53k
Total assets
Largest grants
RecipientAmount
Individual grant recipient$5,600
OC CATHOLIC FOUNDATION$5,000
Individual grant recipient$4,000
ORDER OF MALTA WESTERN ASSOCIATION$2,450
THE CHARTER 100 INC$1,400
HOAG FOUNDATION$1,000
Individual grant recipient$1,000
SALLY'S FUND$600
BCCC SCHOLARSHIP FUND$500
VINTAGE CHURCH$500
LUEVANO FOUNDATION$500
CELEBRATION MINISTRIES$500
Individual grant recipient$104
Individual grant recipient$100
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 (FY17–25, $15k) land where the poverty rate runs at 10%, against an area that typically sits at 10%. 4% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 10%SALLY'S FUND: $600 → 11%ORDER OF MALTA WESTERN ASSOCIATION: $3k → 10%ORDER OF MALTA WESTERN ASSOCIATION: $2k → 10%ORDER OF MALTA WESTERN ASSOCIATION: $2k → 10%ORDER OF MALTA WESTERN ASSOCIATION: $2k → 10%ORDER OF MALTA WESTERN ASSOCIATION: $2k → 10%ORDER OF MALTA WESTERN ASSOCIATION: $2k → 10%SHARE OUR SELVES: $500 → 10%EVERFREE: $100 → 10%CHHAHARI: $500 → 10%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

MN
IL
NY
PA
CA
AZ
KS
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.

74%of every dollar goes to organizations you’ve funded before.
$216k · 24 repeat orgs$77k to everyone else

24 repeat relationships — 7 still active in FY2025, 17 since wound down; 7 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

24
35

Total granted

$216k
$70k

Median revenue growth · since first grant

+36%
+38%

Still filing today

50%
49%

New vs renewed · share of each year

In FY2025, 71% of grant dollars renewed an existing relationship; $7k 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
Human ServicesEducationHealthArts & CultureEnvironmentEmploymentOther

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

  • TN
    The New School
    3× · 2019–2021 · $29k · revenue +12%
  • OO
    Order of Malta Clinic of Northern California
    3× · 2017–2019 · $13k · revenue +276%
  • SM
    SOVEREIGN MILITARY ORDER OF MALTA WESTERN ASSOCIATION-USA
    6× · 2020–2025 · $13k · revenue +36%

Funded once

  • GI
    GOODWILL INDUSTRIES OF ORANGE COUNTY CALIFORNIAgraduated
    one grant, 2017 · $25k · revenue +38%
  • OC
    ORANGE CATHOLIC FOUNDATION
    one grant, 2017 · $12k
  • AA
    ALS ASSOCIATION GREATER SAN DIEGO C
    one grant, 2018 · $5k

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
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
2
Ucsf Foundation Investment Company

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

Education
3
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
4
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
5
Usc Care Medical Group Inc

To promote health by engaging in the practice of medicine for patients of hospitals affiliated with the university of southern california keck school of medicine and elsewhere. to provide medical care to the sick and injured who may come…

Health
6
Arc Research Institute

Our mission is to accelerate scientific progress, understand the root causes of disease, and narrow the gap between discoveries and impact on patients.

Health
7
The California Channel

To distribute public affairs and other educational information in order to create an electronic bridge between californians and their public officials, and, in the process educate a new generation of voting citizens and civic leaders who…

8
The American Institute of Architects California

The AIA California, in collaboration with local components, is the voice of the architectural profession.

9
Onelegacy

Onelegacy saves and heals lives through organ, eye and tissue donation, comforts the families we serve, and inspires our communities to donate life.

Health
10
University of Arizona Foundation

The university of arizona foundation is committed to supporting and enhancing the vision, mission and values of the university of arizona through the development and management of private support.

Education
11
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
12
Uc Riverside Foundation

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

Education

For reference, the grantee most central to the portfolio’s shape is Orange County Community Foundation and the most unlike its peers is The Larry and Helen Hoag 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.

← shrinkinggrowing →↓ leaning in → pulling backsteadyNyc Youth Education ProgramsChristian Evangelism & Outr…Youth Sports ProgramsFamily FoundationsAsian Religious & Cultural …Dog and Cat RescueDisease Research & Patient …Family Philanthropic Founda…
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 32 years old; the field is 13. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number24%0%<5yr15%3%5–10yr20%17%10–20yr18%35%20–35yr11%21%35–55yr12%24%55yr+
THE FIELDby orgYOUR MONEYby value24%0%<5yr15%0%5–10yr20%21%10–20yr18%15%20–35yr11%41%35–55yr12%23%55yr+

The field is 24% startups (under 5 years old) — 0% 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 14% of the field you don’t fund.

orgs you fund
0.0%0/35
the rest of the field
14%
14,980/104,679

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

31 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. 31 of the 68 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)
31/31
Grantees still filing
25/31
Grew since you first funded

Where your money sits — by cause, then by grantee

ST CATHERINE OF SIENA PARISH — $27,610 · OtherST CATHERINE OF SIENA PARISHTHE NEW SCHOOL PARSONS — $27,500 · OtherTHE NEW SCHOOL PARSONSROMAN CATHOLIC BISHOP OF ORANGE — $25,000 · OtherROMAN CATHOLIC BISHOP OF ORANGEOC CATHOLIC FOUNDATION — $12,550 · OtherOC CATHOLIC FOUNDATIONORANGE CATHOLIC FOUNDATION — $12,000 · OtherORANGE CATHOLIC FOUNDATIONTHE CHARTER 100 INC — $7,815 · OtherIndividual grant recipient — $7,200 · Other+41 more — $54,834 · Other+41 moreThe New School — $29,000 · EducationThe New Sch…+3 more — $650 · EducationGOODWILL INDUSTRIES OF ORANGE COUNTY CALIFORNIA — $25,255 · EmploymentGOODWILL …Order of Malta Clinic of Northern California — $13,450 · HealthHOAG HOSPITAL FOUNDATION — $7,500 · Health+2 more — $525 · HealthTHE LAGUNA PLAYHOUSE — $14,025 · Arts & CultureORANGE COUNTY MUSEUM OF ART — $4,250 · Arts & Culture+2 more — $668 · Arts & CultureSOVEREIGN MILITARY ORDER OF MALTA WESTERN ASSOCIATION-USA — $12,956 · Human ServicesSALLYS FUND INC — $1,350 · Human Services+3 more — $1,100 · Human ServicesLAGUNA CANYON FOUNDATION — $8,612 · EnvironmentLIVING DESERT THE — $500 · Environment
Other$174,509Education$29,650Employment$25,255Health$21,475Arts & Culture$18,943Human Services$15,406Environment$9,112

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetThe New School — $29,000 over 3y, 0.0% of budgetGOODWILL INDUSTRIES OF ORANGE COUNTY CALIFORNIA — $25,255 over 1y, 0.0% of budgetTHE LAGUNA PLAYHOUSE — $14,025 over 7y, 0.1% of budgetOrder of Malta Clinic of Northern California — $13,450 over 3y, 0.9% of budgetSOVEREIGN MILITARY ORDER OF MALTA WESTERN ASSOCIATION-USA — $12,956 over 6y, 0.1% of budgetLAGUNA CANYON FOUNDATION — $8,612 over 4y, 0.3% of budgetHOAG HOSPITAL FOUNDATION — $7,500 over 5y, 0.0% of budgetORANGE COUNTY MUSEUM OF ART — $4,250 over 5y, 0.0% of budgetFRIENDS OF UC IRVINE ROWING — $2,750 over 3y, 0.4% of budgetALEXS LEMONADE STAND FOUNDATION — $2,500 over 1y, 0.0% of budgetTHE LARRY AND HELEN HOAG FOUNDATION — $2,000 over 3y, 0.0% of budgetBIG CANYON COUNTRY CLUB — $1,500 over 3y, 0.0% of budgetSALLYS FUND INC — $1,350 over 4y, 0.2% of budgetGIRLS INC — $1,000 over 1y, 0.0% of budgetDESERT COMMUNITY FOUNDATION — $1,000 over 1y, 0.0% of budgetFRIENDSHIP SHELTER INC — $550 over 3y, 0.0% of budgetLAGUNA ART MUSEUM — $500 over 1y, 0.0% of budgetShare Our Selves Corporation — $500 over 1y, 0.0% of budgetLIVING DESERT THE — $500 over 1y, 0.0% of budgetRESCUING UNWANTED FURRY FRIENDS — $500 over 1y, 0.2% of budgetTHE UNIVERSITY OF FLORIDA FOUNDATION INC — $500 over 1y, 0.0% of budgetORANGE COUNTY COMMUNITY FOUNDATION — $500 over 1y, 0.0% of budgetCHHAHARI INC — $500 over 1y, 7.5% of budgetCURE GM1 INCORPORATED — $500 over 1y, 0.1% of budgetIrvine Valley College Foundation — $500 over 1y, 0.1% of budgetMuseum of Modern Art — $168 over 1y, 0.0% of budgetTHE GRAY ACADEMY — $100 over 1y, 0.0% of budgetWillow International Everfree — $100 over 1y, 0.0% of budgetUniversity of Illinois Foundation — $50 over 1y, 0.0% of budgetCaringBridge — $25 over 1y, 0.0% of budgetSanta Fe Trail Council Boy Scouts of America Inc — $10 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 New School
  • Who funds GOODWILL INDUSTRIES OF ORANGE COUNTY CALIFORNIA
  • Who funds THE LAGUNA PLAYHOUSE
  • Who funds Order of Malta Clinic of Northern California
  • Who funds SOVEREIGN MILITARY ORDER OF MALTA WESTERN ASSOCIATION-USA
  • Who funds LAGUNA CANYON FOUNDATION
  • Who funds HOAG HOSPITAL FOUNDATION
  • Who funds ORANGE COUNTY MUSEUM OF ART
  • Who funds FRIENDS OF UC IRVINE ROWING
  • Who funds ALEXS LEMONADE STAND FOUNDATION
  • Who funds THE LARRY AND HELEN HOAG FOUNDATION
  • Who funds BIG CANYON COUNTRY CLUB
  • Who funds SALLYS FUND INC
  • Who funds GIRLS INC
  • Who funds DESERT COMMUNITY FOUNDATION
  • Who funds FRIENDSHIP SHELTER INC
  • Who funds LAGUNA ART MUSEUM

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.

Orange County Community FoundationCA26.1× affinity11 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Orange County Community Foundation · The William Jeff and Jennifer Gross Family Foundation · J Stanley & Mary W Johnson Family Foundation · Laguna Beach Community Foundation · The Hanauer Family Foundation · Macgillivray Family Foundation · Croul Family Foundation · The William Gillespie Foundation · The Hexberg Family Foundation · The Bassman Family Charitable Trust · Ueberroth Family Foundation · O L Halsell 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 R & a Davis Family 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.

2024
202122232425
no gov · 10%1%3%6%10%your share of their income ↑0%10%20%30%40%share of the org’s income from government
    no gov moneyreceives it· size = income
    1get no government money at all
    5report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–40%
    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.

    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 68 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 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph