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California · Private foundation

Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa

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.

$2.7M
Granted FY2022
10
Grants FY2022
7
Organizations funded FY2022
29%
First-time grantees FY2022
Read the full brief

Read this first · the figures below need context

100% of Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa’s FY2024 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. FY2024 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2022, the last year Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa named its own grantees at scale: 5 organizations, $3M. It is dated, not current.

Organizations named directly on the return

2
’17
1
’18
2
’19
2
’20
4
’21
5
’22
3
’23
0
’24

Amber years are those where most dollars went to a sponsor.

Median grant, FY2022
$125,000
Largest grant, FY2022
$900,000
Organizations funded a year
7 to 8
FY2017 to FY2022
States reached, FY2022
1
Total assets, FY2022
$20M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2022, 29% of the organizations Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa funded were first-time grantees, receiving 35% of its grant dollars.

New vs renewed · share of each year

In FY2022, 65% of grant dollars renewed an existing relationship; $845k went to new ones.

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

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

’18’19’20’21’22
HealthEducationAnimalsOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20227$2.4M29%
FY20218$1.4M38%
FY20208$2.0M0%
FY20198$1.6M25%
FY20187$2.5M14%
FY20177$1.6Mn/a
100% classified

What it funded, over time

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

Health$11MPhilanthropy$5.3MEducation$2.1MScience & Tech$200kAnimals$35kRecreation & Sports$10k

Top grantees

Largest recipients by total granted, FY2017 to FY2023, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Scripps Health$6,574,25060%
La Jolla Institute for Immunology$1,310,00050%
Uc San Diego Foundation$1,170,00020%
Institute for Biomedical Sciences$165,000219%
The Scripps Research Institute$135,00010%
The Clearity Foundation$100,00015%
Helen Woodward Animal Center$25,00010%
Shelter to Soldier Inc$10,00011%

Plus 8 recipients with no EIN on record ($2.9M), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetScripps Health: $6,574,250 over 6y, 0.1% of budgetLa Jolla Institute for Immunology: $1,310,000 over 5y, 0.5% of budgetUc San Diego Foundation: $1,170,000 over 2y, 0.3% of budgetInstitute for Biomedical Sciences: $165,000 over 2y, 19% of budgetThe Scripps Research Institute: $135,000 over 1y, 0.0% of budgetThe Clearity Foundation: $100,000 over 1y, 4.6% of budgetHelen Woodward Animal Center: $25,000 over 1y, 0.1% of budgetShelter to Soldier Inc: $10,000 over 1y, 0.8% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 8.

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.

Fidelity Investments Charitable Gift FundMA6× affinity4 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: 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.

Compare Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa?

Find your warmest path to Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa 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.

About Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa

How much does Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa give?
Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa reported 10 grants totaling $2,660,000 in its FY2022 IRS filing. It funded between 7 and 8 organizations a year over FY2017 to FY2022.
What does Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa fund?
By grant dollars over FY2017 to FY2023, its largest causes are Health (59%), Philanthropy (28%), Education (12%).
Who are Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa's largest grantees?
By total granted over FY2017 to FY2023: Scripps Health ($6.6M), La Jolla Institute for Immunology ($1.3M), Uc San Diego Foundation ($1.2M).
Does Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa fund new organizations?
In FY2022, 29% of the organizations it funded were first-time grantees.
Does Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa?
Its strongest co-funders, measured against what their size predicts, include Fidelity Investments Charitable Gift Fund, Amazonsmile Foundation.
Where is Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa based?
Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa is based in CA.

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 18 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 2022, released 2022. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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