· Public charity
Family Office Foundation Inc
The specific purpose of the corporation is to provide assistance to ther charitable organizations described in irc 501(c)(3).
Read this first · the figures below need context
57% of Family Office Foundation Inc’s FY2024 grant dollars went to Schwab Charitable Fund, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 89 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2023, the last year Family Office Foundation Inc named its own grantees at scale: 72 organizations, $2M. It is dated, not current.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2018–2024.
Where the money goes
Your grants by size, and where they go.
The 80 grants below total $1,596,501 — the rows itemised in this filing. The $3,944,768 headline is the total grant expense reported on the return, so the remaining $2,348,267 is giving the schedule does not break out: grants under the $5,000 itemisation floor, grants to individuals, and grants reported on other schedules. Every figure below describes the itemised rows only.
By grant size · FY2023
- Under $10k20 grants · $137k
- $10k–50k55 grants · $1.0M
- $50k–250k5 grants · $459k
| Recipient | Amount |
|---|---|
| ST PAUL LUTHERAN CHURCH | $147,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | $126,100 |
| SCHOOL OF DENTISTRY - LLUSD | $75,000 |
| AUSTIN RIDGE BIBLE CHURCH | $60,000 |
| SAFE SURFIN' FOUNDATION | $50,000 |
| NEW COVENANT ACADEMY | $42,500 |
| ROSE COMMUNITY FOUNDATION | $40,700 |
| JOURNEY CHURCH | $40,600 |
| KACCOC | $30,000 |
| THE LOS ANGELES SPORTWALK OF FAME | $30,000 |
| VILLAGE CHRISTIAN SCHOOL | $30,000 |
| LET THEM HEAR FOUNDATION | $30,000 |
| HAWAII COMMUNITY FOUNDATION | $28,600 |
| AMERICAN ENDOWMENT FOUNDATION FBO CUCCI HERITAGE FOUNDATION | $27,900 |
| MURRIETA SPRINGS SEVENTH-DAY ADVENTIST CHRISTIAN CHURCH | $27,000 |
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 (FY18–24, $452k) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 90% 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 +37% since the first grant, against +13% for the ones you funded once.
125 repeat relationships — 66 still active in FY2023, 59 since wound down; 28 grantees were first funded in FY2023 (too recent to call). Read against FY2023, 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
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 87% of grant dollars renewed an existing relationship; $186k 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
ST JUDE CHILDREN'S RESEARCH HOSPITAL INC6× · 2019–2024 · $688k · revenue +99%- WVWARREN VILLAGE INC5× · 2018–2022 · $182k · revenue +194%
- AHAdventist Health International6× · 2019–2024 · $166k · revenue +28%
Funded once
- LLLOMA LINDA UNIVERSITY MEDICAL CENTERgraduatedone grant, 2019 · $2.5M · revenue +46%
- VDVERBUM DEI HIGH SCHOOLone grant, 2020 · $450k
- LCLUTHERAN CHURCH MISSOURI SYNODone grant, 2018 · $156k
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.
To eliminate disparities in health care access and outcomes by providing superior quality health and human services through an integrated world-class delivery system for latino, multi-ethnic underserved communities in southern california.
Promotion and advancement of children's health through patient care, research, and education.
A private institution of higher education, offering both undergraduate and graduate courses to students.
The association serves its members by creating resources that enable california school administrators to develop and apply creative leadership and management skills and in turn, improve the educational process for all students.
Our children's hospital foundation is dedicated to supporting loma linda university children's hospital's mission to bring whole-child healthcare to the region and beyond.
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…
Assist banner health complete its mission to make health care easier so life can be better by providing integrated & coordinated care & population health management.
We, at ch, humbly join together to bring christ's healing mission and the mission of mercy of the catholic church expressed in catholic health care to our communities.
Los angeles pacific university exists to deliver high quality, accessible christ-centered education to learners everywhere.
Our institutional mission is to educate and prepare students to be ethical leaders and socially responsible global citizens who incorporate the dominican values of study, reflection, community and service into their lives.
Guided by the principles of academic rigor and diversity, the international school of san francisco offers programs of study in french and english to prepare its graduates for a world in which the ability to think critically and to…
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…
For reference, the grantee most central to the portfolio’s shape is Oneoc and the most unlike its peers is Freedom Watch Inc Center for Economic Justice. 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.
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 33 years old; the field is 14. You back the established end — and your money leans older still.
The field is 24% startups (under 5 years old) — 3% of your grantees by number, and just 2% of your money.
The orgs you fund almost never close — 4% lost their exemption, against 14% 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.
194 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. 194 of the 264 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
Showing your 200 largest grantees by grant value.
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 LOMA LINDA UNIVERSITY MEDICAL CENTER ↗
- Who funds DONOR ADVISED CHARITABLE GIVING INC ↗
- Who funds ST JUDE CHILDREN'S RESEARCH HOSPITAL INC ↗
- Who funds LOMA LINDA UNIVERSITY ↗
- Who funds Rose Community Foundation ↗
- Who funds LET THEM HEAR FOUNDATION ↗
- Who funds KYUNG HEE INTERNATIONAL FOUNDATION ↗
- Who funds WARREN VILLAGE INC ↗
- Who funds Adventist Health International ↗
- Who funds LOMA LINDA UNIVERSITY HEALTH ↗
- Who funds SAFE SURFIN FOUNDATION ↗
- Who funds AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES INC ↗
- Who funds YOUNG LIFE ↗
- Who funds RADY CHILDREN'S HOSPITAL FOUNDATION SAN DIEGO ↗
- Who funds BIBLE STUDY FELLOWSHIP ↗
- Who funds PAY IT FORWARD DAILY ↗
- Who funds NATURAL RESOURCES DEFENSE COUNCIL INC ↗
- Who funds NEW COVENANT ACADEMY ↗
- Who funds CRESTVIEW PREPARATORY SCHOOL ↗
- Who funds BOYS & GIRLS CLUBS OF LA HABRA ↗
- Who funds HAWAII COMMUNITY FOUNDATION ↗
- Who funds Kalyan Sewa Ashram of USA ↗
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: Orange County Community Foundation · California Community Foundation · Sempra Foundation · Family Giving Foundation Inc · Samueli Foundation · The Rose Hills Foundation · O L Halsell Foundation · Argyros Family Foundation · Jewish Community Foundation of Orange County · Farmers & Merchants Bank Foundation · The Ahmanson Foundation · The Northrop Grumman 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 Family Office Foundation Inc 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.
- Wounded Warrior Project Inc — 0% of income from government
- Shriners Hospitals for Children — 0% of income from government
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.
Warm introductions · Powered by PlinthPlus
How do I get to Family Office Foundation Inc?
Find your warmest path to Family Office Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.