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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 it funds
0191% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Religion$84kEducation$63kHealth$34kArts & Culture$28kEmployment$25kHuman Services$15kEnvironment$9kPublic Benefit$8kOther$0
02FY2025 · 14 grants

Where the money goes

Grants by size, and the largest recipients.

$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
CELEBRATION MINISTRIES$500
VINTAGE CHURCH$500
LUEVANO FOUNDATION$500
Individual grant recipient$104
Individual grant recipient$100
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 (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. Its 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
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
PA
CA
AZ
KS
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.

74%of every dollar goes to organizations it has 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
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

  • 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
  • AR
    ABILITIES RECOVERY CENTER FUND
    one grant, 2018 · $5k
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
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
How this is measured
The grantee most central to the portfolio’s shape is Orange County Community Foundation; 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.
04the grantee network

31 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. 31 of the 68 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)
4
Early backer (in before they grew)
31/31
Grantees still filing
25/31
Grew since first funded

Where the money sits, by cause and 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 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 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 budgetTHE UNIVERSITY OF FLORIDA FOUNDATION INC: $500 over 1y, 0.0% of budgetShare Our Selves Corporation: $500 over 1y, 0.0% of budgetCURE GM1 INCORPORATED: $500 over 1y, 0.1% of budgetORANGE COUNTY COMMUNITY FOUNDATION: $500 over 1y, 0.0% of budgetIrvine Valley College Foundation: $500 over 1y, 0.1% of budgetLAGUNA ART MUSEUM: $500 over 1y, 0.0% of budgetRESCUING UNWANTED FURRY FRIENDS: $500 over 1y, 0.2% of budgetCHHAHARI INC: $500 over 1y, 7.5% of budgetLIVING DESERT THE: $500 over 1y, 0.0% of budgetMuseum of Modern Art: $168 over 1y, 0.0% of budgetWillow International Everfree: $100 over 1y, 0.0% of budgetTHE GRAY ACADEMY: $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
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.

  • 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 ↗

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.

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

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 R & a Davis Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The R & a Davis Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%1%3%6%10%funder's 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, 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 68 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

    Play a game based on R & a Davis Family’s filings →

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