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· 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
1
States reached
$900k
Largest

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.

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 2024.

Health$11MPhilanthropy$5.3MEducation$2.1MScience & Tech$200kAnimals$35kRecreation & Sports$10k
02FY2022 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2022

  • Under $10k1 grant · $5k
  • $50k–250k6 grants · $710k
  • $250k+3 grants · $1.9M
$125,000
Median grant
1
States reached
$20M
Total assets
Largest grants
RecipientAmount
SCRIPPS HEALTH FOUNDATION$900,000
UCSD FOUNDATION$745,000
SCRIPPS HEALTH FOUNDATION$300,000
LA JOLLA INSTITUTE FOR IMMUNOLOGY$200,000
UCLA FOUNDATION$125,000
UCLA FOUNDATION$100,000
Sanford Burnham Prebys Medical Disc$100,000
CLEARITY FOUNDATION$100,000
INSTITUTE FOR BIOMEDICAL SCIENCES$85,000
Palo Verde High School$5,000
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:

Dollar for dollar, its grants (FY17–24) land where the poverty rate runs at 13%, against an area that typically sits at 11%. 43% of its dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

area typical 11%FIDELITY INVESTMENTS CHARITABLE GIFT FUND: $3.8M → 16%LA JOLLA INSTITUTE FOR IMMUNOLOGY: $380k → 11%UCLA FIELDING SCHOOL OF PUBLIC HEAL: $341k → 14%FIDELITY INVESTMENTS CHARITABLE GIFT FUND: $1.5M → 16%LA JOLLA INSTITUTE FOR IMMUNOLOGY: $330k → 11%UCLA FIELDING SCHOOL OF PUBLIC HEAL: $288k → 14%LA JOLLA INSTITUTE FOR IMMUNOLOGY: $200k → 11%UCLA FOUNDATION: $200k → 14%LA JOLLA INSTITUTE FOR IMMUNOLOGY: $200k → 11%UCLA-DRC HEALTH RESEARCH TRAINING P: $150k → 14%LA JOLLA INSTITUTE FOR IMMUNOLOGY: $200k → 11%UCLA FOUNDATION: $125k → 14%Scripps Research Institute: $135k → 11%UCLA FOUNDATION: $125k → 14%Sanford Burnham Prebys Medical Disc: $100k → 11%UCLA FOUNDATION: $100k → 14%Sanford Burnham Prebys Medical Disc: $100k → 11%UCLA FOUNDATION: $100k → 14%Sanford Burnham Prebys Medical Disc: $100k → 11%UCLA FOUNDATION: $100k → 14%Sanford Burnham Prebys Medical Disc: $100k → 11%UCLA FOUNDATION: $100k → 14%Sanford Burnham Prebys Medical Disc: $100k → 11%UCLA Foundation Broad Stem Cell Res: $100k → 14%UCLA Foundation Broad Stem Cell Res: $100k → 14%CLEARITY FOUNDATION: $100k → 11%UCLA Foundation Broad Stem Cell Res: $100k → 14%Sanford Burnham Prebys Medical Disc: $100k → 11%UCLA Foundation Broad Stem Cell Res: $100k → 14%UCLA FOUNDATION: $100k → 14%SCRIPPS HEALTH FOUNDATION: $1.1M → 11%UCLA Foundation Dept of Urology: $300k → 14%SCRIPPS HEALTH FOUNDATION: $1.0M → 11%UCLA Foundation Dept of Urology: $75k → 14%SCRIPPS HEALTH FOUNDATION: $900k → 11%SCRIPPS HEALTH FOUNDATION: $800k → 11%SCRIPPS HEALTH FOUNDATION: $800k → 11%SCRIPPS HEALTH FOUNDATION: $500k → 11%SCRIPPS HEALTH FOUNDATION: $500k → 11%SCRIPPS HEALTH FOUNDATION: $300k → 11%SCRIPPS HEALTH FOUNDATION: $300k → 11%SCRIPPS HEALTH FOUNDATION: $300k → 11%INSTITUTE FOR BIOMEDICAL SCIENCES: $85k → 11%INSTITUTE FOR BIOMEDICAL SCIENCES: $80k → 11%UCSD FOUNDATION: $745k → 11%UC SAN DIEGO FOUNDATION: $425k → 11%UCSD Foundation Health Sciences: $228k → 11%UCSD Foundation Health Sciences: $228k → 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.
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.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 29% of Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa’s grant dollars are earmarked for a different county than the recipient’s own address.

Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpalessmore of its giving
Placed by recipient address
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

97%of every dollar goes to organizations it has funded before.
$12M · 10 repeat orgs$430k to everyone else

10 repeat relationships: 6 still active in FY2022, 4 since wound down; 2 grantees were first funded in FY2022 (too recent to call). Read against FY2022, 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

10
4

Total granted

$12M
$305k

Median revenue growth · since first grant

+34%
+88%

Still filing today

40%
50%

New vs renewed · share of each year

In FY2023, 97% of grant dollars renewed an existing relationship; $25k went to new ones.

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

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

’17’18’19’20’21’22’23
HealthAnimalsEducationOther
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
    6× · 2017–2022 · $6.6M · revenue +82%
  • LJ
    LA JOLLA INSTITUTE FOR IMMUNOLOGY
    5× · 2019–2023 · $1.3M · revenue +23%
  • US
    UC SAN DIEGO FOUNDATION
    2× · 2022–2023 · $1.2M · revenue +34%

Funded once

  • UH
    UCLA-DRC HEALTH RESEARCH TRAINING P
    one grant, 2018 · $150k
  • TS
    THE SCRIPPS RESEARCH INSTITUTEgraduated
    one grant, 2017 · $135k · revenue +88%
  • ST
    SHELTER TO SOLDIER INCgraduated
    one grant, 2021 · $10k · revenue +45%
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
California Institute for Immunology and Immunotherapy

To harness the power of the human immune system and advanced computing technologies to create and translate scientific discoveries into next generation vaccines and therapies for prevention, control and cure of chronic diseases, enabling…

Health
2
California Institute for BioMedical Research

Our mission is to build a unique institute that bridges basic research and drug discovery, and that attracts the best and brightest scientists, physicians and students to work together synergistically to find cures for neglected human…

—
3
The Translational Genomics Research Institute

Please see schedule o

Health
4
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
5
Doheny Eye Institute

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

—
6
University of California Irvine Foundation

The mission of the university of california, irvine foundation (uc irvine foundation) is to raise and manage private funds to support uc irvine's broader mission of excellence in teaching, research and public service. to this end, the uc…

Education
7
The Graduate School of the Stowers Institute for Medical Research

The graduate school of the stowers institute for medical research ("gssimr") exempt purpose is to provide graduate education that will prepare scholars for scientific research in the biological sciences.

Education
8
Southern California University of Health Sciences

The mission of southern california university of health sciences (scu) is to educate students as competent, caring and successful practitioners of integrative healthcare. the university is committed to providing excellence in academics,…

Education
9
The Salk Institute for Biological Studies

Unlocking the secrets of life itself is the driving force behind the salk institute. our team of world-class, award-winning scientists pushes boundaries of knowledge in areas such as neuroscience, cancer research, aging, immunobiology,…

Science & Tech
10
Sanford Burnham Prebys Medical Discovery Institute

Sanford burnham prebys medical discovery institute's mission is to advance the biomedical sciences by cultivating the next generation of scientific leaders, providing meaningful opportunities for researchers of all backgrounds to learn,…

Health
11
The Jonsson Cancer Center Foundation

The jonsson cancer center foundation is the single most important vehicle for raising private funds for cancer research at ucla and plays a key role in advancing cancer treatments and care. please see schedule o for additional information.

—
12
Los Angeles Biomedical Research Foundation At Harbor-Ucla Medical Center

To support lundquist institute for biomedical innovation at harbor-ucla medical center.

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 Institute for Biomedical Sciences. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

10 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. 10 of the 18 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)
10/10
Grantees still filing
7/10
Grew since first funded

Where the money sits, by cause and then by grantee

SCRIPPS HEALTH: $6,574,250 · HealthSCRIPPS HEALTH+3 more: $400,000 · Health+3 moreFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $5,272,624 · Community ImprovementFIDELITY INVESTMENTS CHARITABLE …LA JOLLA INSTITUTE FOR IMMUNOLOGY: $1,310,000 · OtherLA JOLLA INSTITUTE FOR IM…UCLA FIELDING SCHOOL OF PUBLIC HEAL: $628,350 · OtherUCLA FIELDING SCHOOL OF P…UCSD Foundation Health Sciences: $605,000 · OtherUCSD Foundation Health Sc…Sanford Burnham Prebys Medical Disc: $600,000 · OtherSanford Burnham Prebys Me…UCLA Foundation Dept of Urology: $515,000 · OtherUCLA Foundation Dept of U…UCLA Foundation Broad Stem Cell Res: $400,000 · OtherUCLA Foundation Broad Ste…UCLA-DRC HEALTH RESEARCH TRAINING P: $150,000 · Other+2 more: $40,000 · OtherUC SAN DIEGO FOUNDATION: $1,170,000 · EducationUC SAN DIEGO…UCLA FOUNDATION: $950,000 · EducationUCLA FOUNDAT…HELEN WOODWARD ANIMAL CENTER: $25,000 · AnimalsSHELTER TO SOLDIER INC: $10,000 · Animals
Health$6,974,250Community Improvement$5,272,624Other$4,248,350Education$2,120,000Animals$35,000

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: $6,574,250 over 6y, 0.1% of budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $5,272,624 over 2y, 0.0% 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 budgetUCLA FOUNDATION: $950,000 over 4y, 0.1% 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
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 FIDELITY INVESTMENTS CHARITABLE GIFT FUND ↗
  • Who funds LA JOLLA INSTITUTE FOR IMMUNOLOGY ↗
  • Who funds UC SAN DIEGO FOUNDATION ↗
  • Who funds UCLA FOUNDATION ↗
  • Who funds INSTITUTE FOR BIOMEDICAL SCIENCES ↗
  • Who funds THE SCRIPPS RESEARCH INSTITUTE ↗
  • Who funds The Clearity Foundation ↗
  • Who funds HELEN WOODWARD ANIMAL CENTER ↗
  • Who funds SHELTER TO SOLDIER 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.

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.

How much its grantees rely on government

Each dot is one organization Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa funds: left to right is the share of its income from government, bottom to top the share from Shaffer Family Foundation Dtd 42911 Co Lawrence M Schwartz Cpa. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%1%5%11%20%funder's share of their income ↑0%23%45%68%90%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    1report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–90%
    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.
    05Through Plinth

    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.

    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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