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Debra E and Warner C Lusardi Foundation at a glance

· 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.

$140k
Granted FY2024still arriving
5
Grants FY2024still arriving
2
States reached
$50k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Health$392kRecreation & Sports$140kEducation$72kReligion$55kCommunity Improvement$50kCrime & Legal$35kArts & Culture$25kPublic Safety & Disaster$25kOther$0
02FY2024 · 5 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • $10k–50k4 grants · $90k
  • $50k–250k1 grant · $50k
$25,000
Median grant
2
States reached
$2.3M
Total assets
Largest grants
RecipientAmount
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
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 (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 its grants land in higher-need ZIPs.

area typical 9%CHALLENGED ATHLETES FOUNDATION: $25k → 11%CHALLENGED ATHLETES FOUNDATION: $15k → 11%CHALLENGED ATHLETES FOUNDATION: $5k → 11%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

MI
NY
NV
CA
VA
MD
AZ
LA
TX
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.

65%of every dollar goes to organizations it has funded before.
$539k · 14 repeat orgs$290k to everyone else

Grantees it renews have grown median revenue +38% since the first grant, against +29% for those 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

Re-uppedFunded once

Organizations

14
18

Total granted

$539k
$200k

Median revenue growth · since first grant

+38%
+29%

Still filing today

64%
22%

New vs renewed · share of each year

In FY2024, 36% of grant dollars renewed an existing relationship; $90k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
HealthEducationCrime & LegalCivil RightsHuman ServicesAnimalsOther
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

  • SH
    SCRIPPS HEALTH
    2× · 2020–2021 · $55k · revenue +47%
  • SD
    SAN DIEGO IMPERIAL COUNTIES DEVELOPMENTAL SERVICES FOUDATION
    4× · 2019–2023 · $50k · revenue +38%
  • CA
    CHALLENGED ATHLETES INC
    3× · 2021–2024 · $45k · revenue +20%

Funded once

  • LI
    LITTLE ITALY ASSOCIATION OF SD
    one grant, 2017 · $50k
  • TN
    THE NATIONAL WWII MUSEUM NEW ORLEAN
    one grant, 2017 · $25k
  • TW
    THE WELL SURGICAL GIFTS INCORPORATED
    one grant, 2023 · $25k
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
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
2
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
3
Sutter Bay Medical Foundation

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
4
Ucsf Health Community Hospitals Fka Saint Francis Memorial Hospital

Ucsf health community hospital's mission statement is caring, healing, teaching, and discovering.

Health
5
Saint Agnes Medical Foundation

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…

Health
6
Dana-Farber Cancer Institute Inc

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…

Health
7
Usc Arcadia Hospital Foundation

Mission statement the mission of usc arcadia hospital foundation educates and inspires the community to generously support quality medical care at usc arcadia hospital.

Health
8
The Board of Trustees of the Leland Stanford Junior University

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.

Education
9
California Pacific Medical Center Foundation

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
10
Ucsf Foundation Investment Company

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

Education
11
Santa Fe Community 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,…

Philanthropy
12
Pasadena Hospital Association Ltd

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…

Health
How this is measured
The grantee most central to the portfolio’s shape is Uc San Diego Foundation; 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.
04the grantee network

17 grantees tracked through their own filings, 2017–2026.

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 2026, 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
16/17
Grantees still filing
13/17
Grew since first funded

Where the money sits, by cause and then by grantee

PADRES PEDAL FOR THE CAUSE: $75,000 · OtherPADRES PEDAL FOR THE CAUSECUREBOUND-PADRES PEDAL THE CAUSE: $65,000 · OtherCUREBOUND-PADRES PEDAL THE CAUSESCRIPSS HEALTH FOUNDATION: $60,000 · OtherSCRIPSS HEALTH FOUNDATIONLITTLE ITALY ASSOCIATION OF SD: $50,000 · OtherLITTLE ITALY ASSOCIATION OF SDCHURCH AT THE RED DOOR: $50,000 · OtherCHURCH AT THE RED DOORTHE NATIONAL WWII MUSEUM NEW ORLEAN: $25,000 · OtherTHE NATIONAL WWII MUSEUM NEW ORLEANTHE SALVATION ARMY-HURRICANE RELIEF: $25,000 · OtherTHE SALVATION ARMY-HURRICANE RELIEFCHALLANGED ATHLETE FOUNDATION: $20,000 · OtherCYSTIC FIBROSIS FOUNDATION: $20,000 · Other+12 more: $61,300 · Other+12 moreSCRIPPS HEALTH: $55,000 · HealthSCRIPPS HEALTHSAN DIEGO IMPERIAL COUNTIES DEVELOPMENTAL SERVICES FOUDATION: $50,000 · HealthSAN DIEGO IMPERIAL COUNTIES D…Sharp Healthcare Foundation: $40,000 · HealthSharp Healthcare FoundationCYSTIC FIBROSIS FOUNDATION: $35,000 · HealthCYSTIC FIBROSIS FOUNDATIONTHE WELL SURGICAL GIFTS INCORPORATED: $25,000 · HealthTHE WELL SURGICAL GIFTS INCOR…AFE FOUNDATION: $15,000 · HealthAFE FOUNDATION+1 more: $6,000 · HealthSTEPHEN SILLER TUNNEL TO TOWERS FOUNDATION: $40,000 · EducationSTEPHEN S…HILLSDALE COLLEGE: $20,000 · EducationHILLSDALE…UC SAN DIEGO FOUNDATION: $10,000 · EducationUC SAN DI…+1 more: $1,700 · EducationCHALLENGED ATHLETES INC: $45,000 · Human ServicesPacific Legal Foundation: $35,000 · Crime & LegalNORTH VALLEY COMMUNITY FOUNDATION: $20,000 · PhilanthropyFIRST LIBERTY INSTITUTE: $15,000 · Civil RightsSAN DIEGO HUMANE SOCIETY AND SPCA: $5,000 · Animals
Other$451,300Health$226,000Education$71,700Human Services$45,000Crime & Legal$35,000Philanthropy$20,000Civil Rights$15,000Animals$5,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetSCRIPPS HEALTH: $55,000 over 2y, 0.0% of budgetSAN DIEGO IMPERIAL COUNTIES DEVELOPMENTAL SERVICES FOUDATION: $50,000 over 4y, 0.6% of budgetCHALLENGED ATHLETES INC: $45,000 over 3y, 0.1% of budgetSharp Healthcare Foundation: $40,000 over 2y, 0.1% of budgetSTEPHEN SILLER TUNNEL TO TOWERS FOUNDATION: $40,000 over 2y, 0.0% of budgetCYSTIC FIBROSIS FOUNDATION: $35,000 over 3y, 0.0% of budgetPacific Legal Foundation: $35,000 over 2y, 0.1% of budgetHILLSDALE COLLEGE: $20,000 over 1y, 0.0% of budgetAFE FOUNDATION: $15,000 over 1y, 3.9% of budgetUC SAN DIEGO FOUNDATION: $10,000 over 1y, 0.0% of budgetTRI-CITY HOSPITAL FOUNDATION: $6,000 over 2y, 0.3% of budgetSAN DIEGO HUMANE SOCIETY AND SPCA: $5,000 over 1y, 0.0% of budgetDON DIEGO SCHOLARSHIP FOUNDATION: $1,700 over 2y, 0.5% of budgetRANCHO SANTA FE SENIORS INC: $1,000 over 1y, 0.4% 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 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 CYSTIC FIBROSIS FOUNDATION ↗
  • Who funds Pacific Legal Foundation ↗
  • Who funds THE WELL SURGICAL GIFTS INCORPORATED ↗
  • Who funds HILLSDALE COLLEGE ↗
  • Who funds NORTH VALLEY COMMUNITY FOUNDATION ↗
  • Who funds AFE FOUNDATION ↗
  • Who funds FIRST LIBERTY INSTITUTE ↗
  • 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 ↗

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.

The San Diego Foundat…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
The San Diego FoundationCA13.1× affinity4 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: The San Diego Foundation · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile 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 Debra E and Warner C Lusardi Foundation funds: left to right is the share of its income from government, bottom to top the share from Debra E and Warner C Lusardi Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    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 37 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Debra E and Warner C Lusardi’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