· Private foundation
Debra E and Warner C Lusardi Foundation
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.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 52% of Debra E and Warner C Lusardi 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.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- $10k–50k4 grants · $90k
- $50k–250k1 grant · $50k
| Recipient | Amount |
|---|---|
| CHURCH AT THE RED DOOR | $50,000 |
| THE SALVATION ARMY-HURRICANE RELIEF | $25,000 |
| CUREBOUND-PADRES PEDAL THE CAUSE | $25,000 |
| CHALLENGED ATHLETES FOUNDATION | $25,000 |
| AFE FOUNDATION | $15,000 |
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.
Your human-services grants (FY21–24, $45k) land where the poverty rate runs at 11%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
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
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.
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.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +38% since the first grant, against +29% for the ones you funded once.
14 repeat relationships — 2 still active in FY2024, 12 since wound down; 3 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 36% of grant dollars renewed an existing relationship; $90k went to new ones.
Where new relationships form · theme of each grantee’s first grant
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
- SHSCRIPPS HEALTH2× · 2020–2021 · $55k · revenue +40%
- SDSAN DIEGO IMPERIAL COUNTIES DEVELOPMENTAL SERVICES FOUDATION4× · 2019–2023 · $50k · revenue +38%
- CACHALLENGED ATHLETES INC3× · 2021–2024 · $45k · revenue +35%
Funded once
- LILITTLE ITALY ASSOCIATION OF SDone grant, 2017 · $50k
- TWTHE WELL SURGICAL GIFTS INCORPORATEDone grant, 2023 · $25k
- TNTHE NATIONAL WWII MUSEUM NEW ORLEANone grant, 2017 · $25k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
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.
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,…
The san diego foundation inspires enduring philanthropy and enables community solutions to improve the quality of life in our region.
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,…
Ucsf health community hospital's mission statement is caring, healing, teaching, and discovering.
We, saint agnes medical center and trinity health, serve together in the spirit of the gospel as a compassionate and transforming healing presence within our communities. saint agnes medical foundation is a member of saint agnes medical…
The mission of dfci is to provide expert, compassionate, and equitable care to children, adults, and their families, while advancing the understanding, diagnosis, treatment, cure, and prevention of cancer and related diseases. we train new…
Mission statement the mission of usc arcadia hospital foundation educates and inspires the community to generously support quality medical care at usc arcadia hospital.
Stanford university is one of a select group of american universities that have achieved eminence in both undergraduate and graduate education and research - cont'd sch o.
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,…
The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.
The santa fe community foundation inspires philanthropic generosity, strengthens nonprofits, and fosters positive change to build a more vibrant, healthy, and resilient region. the foundation's vision is a thriving northern new mexico,…
Huntington Health stands for community. We stand for compassion. But more than anything, Huntington stands for health. Providing world-class health care is our specialty, and it's what we've been doing for the San Gabriel Valley since…
For reference, the grantee most central to the portfolio’s shape is Uc San Diego Foundation and the most unlike its peers is Hillsdale College. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
Your grantees are a median of 38 years old; the field is 12. You back the established end — and your money leans older still.
The field is 26% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 15% of the field you don’t fund.
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.
17 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 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 17 of the 37 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.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
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 SCRIPPS HEALTH ↗
- Who funds SAN DIEGO IMPERIAL COUNTIES DEVELOPMENTAL SERVICES FOUDATION ↗
- Who funds CHALLENGED ATHLETES INC ↗
- Who funds Sharp Healthcare Foundation ↗
- Who funds STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION ↗
- Who funds Pacific Legal Foundation ↗
- Who funds CYSTIC FIBROSIS FOUNDATION ↗
- Who funds THE WELL SURGICAL GIFTS INCORPORATED ↗
- Who funds HILLSDALE COLLEGE ↗
- Who funds NORTH VALLEY COMMUNITY FOUNDATION ↗
- Who funds FIRST LIBERTY INSTITUTE ↗
- Who funds AFE FOUNDATION ↗
- Who funds UC SAN DIEGO FOUNDATION ↗
- Who funds TRI-CITY HOSPITAL FOUNDATION ↗
- Who funds SAN DIEGO HUMANE SOCIETY AND SPCA ↗
- Who funds DON DIEGO SCHOLARSHIP FOUNDATION ↗
- Who funds RANCHO SANTA FE SENIORS INC ↗
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.
Open a dossier: The San Diego Foundation · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile 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 Debra E and Warner C Lusardi 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.
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.