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The Walmilly Foundation at a glance

· Private foundation

The Walmilly Foundation

Its FY2020 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$73k
Granted FY2019
9
Grants FY2019
3
States reached
$20k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead

Read this first · the figures below need context

85% of The Walmilly Foundation’s FY2020 grant dollars went to Fidelity Investments Charitable Gift Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2020 names 6 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2019, the last year The Walmilly Foundation named its own grantees at scale: 6 organizations, $73k. It is dated, not current.

Organizations named directly on the return

7
’17
8
’18
6
’19
6
’20

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 2020.

Philanthropy$563kHealth$106kArts & Culture$77kHousing & Shelter$69kReligion$14kEducation$10kAnimals$9kInternational$6kOther$0
02FY2019 · 9 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2019

  • Under $10k6 grants · $22k
  • $10k–50k3 grants · $51k
$5,000
Median grant
3
States reached
$0
Total assets
Largest grants
RecipientAmount
THE KING OF THAILAND$20,000
UNION RESCUR MISSION$19,000
LOS ANGELES MISSION$12,000
THE HUNTINGTON LIBRARY$5,000
PASADENA HUMANE SOCIETY$5,000
BRAILLE INSTITUTE$5,000
Individual grant recipient$5,000
DOCTORS WITHOUT BOARDERS$1,500
JAPANESE AMERICA NATIONAL MESEUM$250
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 (FY17–19, $41k) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%UNION RESCUR MISSION: $19k → 14%UNION RESCUE MISSION: $14k → 14%UNION RESCUE MISSION: $8k → 14%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.
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.

40%of every dollar goes to organizations it has funded before.
$120k · 6 repeat orgs$176k to everyone else

Grantees it renews have grown median revenue +89% since the first grant, against +34% for those funded once.

6 repeat relationships: 5 still active in FY2019, 1 since wound down; 8 grantees were first funded in FY2019 (too recent to call). Read against FY2019, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

6
20

Total granted

$120k
$63k

Median revenue growth · since first grant

+89%
+34%

Still filing today

100%
25%

New vs renewed · share of each year

In FY2020, 14% of grant dollars renewed an existing relationship; $83k went to new ones.

50%100%’17’18’19’20
RenewedFirst-time

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

’17’18’19’20
AnimalsHealthArts & CultureInternationalRecreation & SportsHuman ServicesOther
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

  • UR
    UNION RESCUE MISSION
    3× · 2017–2019 · $41k · revenue +125%
  • HE
    HENRY E HUNTINGTON LIBRARY AND ART GALLERY
    4× · 2017–2020 · $38k · revenue +99%
  • PH
    PASADENA HUMANE
    2× · 2019–2020 · $6k · revenue +25%

Funded once

  • CT
    CENTRE THEATRE GROUP
    one grant, 2018 · $12k
  • CEDARS-SINAI MEDICAL CENTERgraduated
    one grant, 2017 · $10k · revenue +63%
  • UC
    UCLA CENTER OF CHINESE STUDIES
    one grant, 2017 · $10k
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
The San Francisco Society for the Prevention of Cruelty to Animals

To ensure every companion animal has access to quality medical care, compassionate shelter, and a loving home.

Animals
2
American Humane Association

Founded in 1877, american humane association, dba american humane society (american humane) is committed to ensuring the safety, welfare and well-being of animals. our leadership programs are first to serve in promoting and nurturing the…

Animals
3
Humane World for Animals International

HUMANE WORLD FOR ANIMALS INTERNATIONAL, FKA HUMANE SOCIETY INTERNATIONAL (HSI), works around the globe to promote the human-animal bond, rescue and protect dogs and cats, improve farm animal welfare, protect wildlife, promote animal-free…

Animals
4
People for the Ethical Treatment of Animals Inc

Protection of animal rights

Animals
5
University of Southern California

The central mission of the university of southern california is the development of human beings and society as a whole through the cultivation and enrichment of the human mind and spirit. the principal means by which our mission is…

Education
6
World Animal Protection

World animal protection is a global organization working to end factory farming and wildlife exploitation. we expose cruel systems, promote animal-friendly alternatives, and influence policy change. for over 75 years, we've been rewriting…

Animals
7
Doheny Eye Institute

To further the conservation, improvement and restoration of human eyesight" (mrs. doheny - 1947).

—
8
Sutter Bay Hospitals

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
9
The Animal Medical Center

Dedicated to providing compassionate and collaborative care to animals and to leading the advancement of veterinary medicine through innovative clinical research and education.

Animals
10
Animal Wellness Action

To prevent cruelty to animals, we promote enacting and enforcing good public policies. enacting good laws depends upon electing good lawmakers, and we remind voters which candidates care about and support animal issues.

Human Services
11
San Francisco Museum of Modern Art

See schedule osfmoma believes the art of our time is vital and shares it with passion and purpose, and that art and the creative process can open minds and help build a better world. for that reason, we assemble unparalleled collections,…

Arts & Culture
12
Four Paws International Inc

Our vision is a world where humans treat animals with respect, empathy and understanding. four paws mission is to be the strong, global and independent voice for animals.

Animals
How this is measured
The grantee most central to the portfolio’s shape is Humane Society of Ventura County; the most unlike its peers is Optimist Blind Youth Association. 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

16 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. 16 of the 35 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)
0
Early backer (in before they grew)
14/16
Grantees still filing
11/16
Grew since first funded

Where the money sits, by cause and then by grantee

FIDELITY INVESTMENTS CHARITABLE GIFT FUND: $563,347 · Community ImprovementFIDELITY INVESTMENTS CHARITABLE GIFT FUNDUSC ARCADIA HOSPITAL FOUNDATION: $80,000 · HealthUSC ARCADIA…CEDARS-SINAI MEDICAL CENTER: $10,000 · HealthCEDARS-SINA…THE KING OF THAILAND: $20,000 · OtherTHE KING OF …CENTRE THEATRE GROUP: $11,600 · OtherCENTRE THEAT…UCLA CENTER OF CHINESE STUDIES: $10,000 · OtherUCLA CENTER …THE MUSIC CENTER: $7,860 · OtherTHE MUSIC CE…WAT PADHAMMACHART: $5,000 · OtherWAT PADHAMMA…Individual grant recipient: $5,000 · OtherIndividual g…BRAILLE INSTITUTE: $5,000 · OtherBRAILLE INST…Individual grant recipient: $3,500 · OtherSUDDHAVASA BUDDHIST MEDITATION CENTER: $8,000 · OtherSUDDHAVASA B…MEDECINS SANS FRONTIERES USA INC: $6,000 · OtherMEDECINS SAN…+14 more: $9,075 · Other+14 moreUNION RESCUE MISSION: $40,500 · Human ServicesHENRY E HUNTINGTON LIBRARY AND ART GALLERY: $37,500 · Arts & Culture+1 more: $250 · Arts & CultureLOS ANGELES MISSION INC: $28,000 · Housing & ShelterPASADENA HUMANE: $6,000 · AnimalsTHE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS: $1,500 · AnimalsHUMANE SOCIETY OF VENTURA COUNTY: $500 · AnimalsHumane World for Animals Inc: $500 · Animals
Community Improvement$563,347Health$90,000Other$91,035Human Services$40,500Arts & Culture$37,750Housing & Shelter$28,000Animals$8,500

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 budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $563,347 over 1y, 0.0% of budgetUSC ARCADIA HOSPITAL FOUNDATION: $80,000 over 1y, 1.5% of budgetUNION RESCUE MISSION: $40,500 over 3y, 0.1% of budgetHENRY E HUNTINGTON LIBRARY AND ART GALLERY: $37,500 over 4y, 0.0% of budgetCEDARS-SINAI MEDICAL CENTER: $10,000 over 1y, 0.0% of budgetPASADENA HUMANE: $6,000 over 2y, 0.0% of budgetMEDECINS SANS FRONTIERES USA INC: $6,000 over 2y, 0.0% of budgetOPTIMIST BLIND YOUTH ASSOCIATION: $2,500 over 1y, 5.9% of budgetTHE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS: $1,500 over 2y, 0.0% of budgetWARM BLANKETS CHILDRENS FOUNDATION INC DBA KINSHIP UNITED: $1,000 over 1y, 0.0% of budgetHUMANE SOCIETY OF VENTURA COUNTY: $500 over 1y, 0.0% of budgetHumane World for Animals Inc: $500 over 1y, 0.0% of budgetJAPANESE AMERICAN NATIONAL MUSEUM: $250 over 1y, 0.0% of budgetPLAN INTERNATIONAL USA INC: $75 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.

How much its grantees rely on government

Each dot is one organization The Walmilly Foundation funds: left to right is the share of its income from government, bottom to top the share from The Walmilly Foundation. Bigger dots raise more.

2023
’20’21’22’23’24’25
no gov · 10%1%3%6%10%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–50%
    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 35 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 2019, released 2019. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Walmilly’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home