Skip to content
Shaotran Family Foundation at a glance

· Private foundation

Shaotran Family Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$29k
Granted FY2022
11
Grants FY2022
4
States reached
$5k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead

Read this first · the figures below need context

88% of Shaotran Family Foundation’s FY2025 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. FY2025 names 17 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2022, the last year Shaotran Family Foundation named its own grantees at scale: 7 organizations, $29k. It is dated, not current.

Organizations named directly on the return

7
’22
14
’23
10
’24
17
’25

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, FY2022 to 2025.

Philanthropy$332kEnvironment$32kScience & Tech$27kInternational$17kAnimals$8kArts & Culture$8kEducation$6kReligion$5kOther$0
02FY2022 · 11 grants

Where the money goes

Grants by size, and the largest recipients.

$1,000
Median grant
4
States reached
$2.2M
Total assets
Largest grants
RecipientAmount
Blind Vietnamese Children Foundation$5,000
New Energy Nexus$5,000
Good Shepherd Parish$5,000
HARVARD UNIVERSITY$5,000
UNIVERSITY OF CALIFORNIA BERKELEY$5,000
Center for Excellence in Education$1,000
Prod$1,000
Acterra$500
Jane Goodall Institute for Wildlife Research$500
Pets in Need$500
Monterey Bay Aquarium$404
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 (FY23–23, $1k) land where the poverty rate runs at 14%, 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%American National Red Cross: $1k → 14%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.
03Its grantees
repeat funding

Who it funds again

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

68%of every dollar goes to organizations it has funded before.
$60k · 15 repeat orgs$28k to everyone else

15 repeat relationships: 6 still active in FY2022, 9 since wound down; 21 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

15
21

Total granted

$60k
$28k

Median revenue growth · since first grant

+8%
+15%

Still filing today

67%
90%

New vs renewed · share of each year

In FY2025, 61% of grant dollars renewed an existing relationship; $10k went to new ones.

50%100%’22’23’24’25
RenewedFirst-time

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

’22’23’24’25
AnimalsEnvironmentArts & CultureEducationInternationalRecreation & SportsOther
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

  • CF
    Center for Excellence in Education
    4× · 2022–2025 · $5k · revenue +20%
  • HH
    HAWAIIAN HUMANE SOCIETY
    3× · 2023–2025 · $2k · revenue +11%
  • PA
    PALO ALTO HUMANE SOCIETY
    3× · 2023–2025 · $2k · revenue +97%

Funded once

  • BV
    BLIND VIETNAMESE CHILDREN FOUNDATIONgraduated
    one grant, 2022 · $5k · revenue +207%
  • GS
    Good Shepherd Parish
    one grant, 2022 · $5k
  • FC
    FILOLI CENTERgraduated
    one grant, 2025 · $3k · revenue +190%
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
Conservation International Foundation

Ci works to spotlight and secure the critical benefits that nature provides to humanity.

Environment
2
California Academy of Sciences

The academy is a renowned scientific and educational institution with a mission to regenerate the natural world through science, learning, and collaboration. based in san francisco's golden gate park, it is home to a world-class aquarium,…

Arts & Culture
3
For the Fishes

To address, educate, coordinate, and enhance enforcement capacity to end teh trade in coral reef wildlife for household and other small display aquariums. our supply and demand side strategies are directed locally and globally to…

Animals
4
Friends of the Earth

Friends of the earth strives for a more healthy and just world by defendng the environment and human health while advancing social and economic justice by conducting research and education, transforming the economy so it protects the…

Environment
5
Ocean Conservancy

Ocean conservancy unites science, people, and policy to protect our ocean, today and for generations to come.

Environment
6
American Museum of Natural History

The museum's mission statement is: "to discover, interpret, and disseminate - through scientific research and education - knowledge about human cultures, the natural world, and the universe."

Arts & Culture
7
Resource Renewal Institute

The resource renewal institute facilitates the creation, development and implementation of practical strategies to solve the entire complex environmental problem by addressing it comprehensively.

Environment
8
Sustainable Fisheries Partnership Foundation

To engage and catalyze global seafood supply chains in rebuilding depleted fish stocks and reducing the environmental impacts of fishing and fish farming.

Animals
9
University of Hawaii Foundation

To unite donors' passions with the university of hawai'i's (uh) aspirations by raising philanthropic support and managing investments to benefit uh, the people of hawai'i and our future generations.

Education
10
Conservation Society of California

Through management of oakland zoo, the conservation society of california deepens connection with animals, saves wildlife, and inspires champions for the natural world.

Animals
11
Monterey Bay Aquarium Research Institute
—
12
Nature Collective

Nature collective's mission is to drive a passion for nature for all. we think inclusively and diversely when serving those devoid of nature those who remember nature and want to connect back to it and those who have an affinity with…

Environment
How this is measured
The grantee most central to the portfolio’s shape is Filoli Center; the most unlike its peers is Blind Vietnamese Children Foundation. 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

33 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. 33 of the 40 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.

1
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
33/33
Grantees still filing
18/33
Grew since first funded

Where the money sits, by cause and then by grantee

DONOR ADVISED CHARITABLE GIVING INC: $332,000 · PhilanthropyDONOR ADVISED CHARITABLE GIVING INC+1 more: $5,000 · PhilanthropyUniversity of California - Berkeley: $16,860 · OtherUniversity of…New Energy Nexus: $11,000 · OtherNew Energy Ne…Good Shepherd Parish: $5,000 · OtherGood Shepherd…Canary Media: $2,000 · OtherYOSEMITE FOUNDATION: $2,500 · Other+16 more: $14,890 · Other+16 morePresident and Fellows of Harvard College: $22,000 · EducationPROD INCORPORATED: $1,000 · Education+2 more: $500 · EducationPACIFIC AMERICAN FOUNDATION: $10,000 · InternationalUNITED STATES FUND FOR UNICEF: $500 · InternationalPets In Need: $2,500 · AnimalsMONTEREY BAY AQUARIUM FOUNDATION: $2,092 · AnimalsHAWAIIAN HUMANE SOCIETY: $1,500 · AnimalsPALO ALTO HUMANE SOCIETY: $1,500 · AnimalsJANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION: $1,000 · AnimalsOahu Society for the Prevention of Cruelty to Anim: $1,000 · AnimalsFRIENDS OF THE PALO ALTO JUNIOR MUSEUM & ZOO: $500 · AnimalsCenter for Excellence in Education: $5,000 · Science & TechFILOLI CENTER: $3,110 · Arts & CultureSYMPHONY SAN JOSE: $1,000 · Arts & CulturePEARL HARBOR AVIATION MUSEUM: $500 · Arts & Culture
Philanthropy$337,000Other$52,250Education$23,500International$10,500Animals$10,092Science & Tech$5,000Arts & Culture$4,610

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetDONOR ADVISED CHARITABLE GIVING INC: $332,000 over 2y, 0.0% of budgetPresident and Fellows of Harvard College: $22,000 over 3y, 0.0% of budgetPACIFIC AMERICAN FOUNDATION: $10,000 over 2y, 0.1% of budgetCenter for Excellence in Education: $5,000 over 4y, 0.1% of budgetBLIND VIETNAMESE CHILDREN FOUNDATION: $5,000 over 1y, 1.7% of budgetYOSEMITE FOUNDATION: $2,500 over 1y, 0.0% of budgetPets In Need: $2,500 over 4y, 0.0% of budgetMONTEREY BAY AQUARIUM FOUNDATION: $2,092 over 3y, 0.0% of budgetHAWAIIAN HUMANE SOCIETY: $1,500 over 3y, 0.0% of budgetPALO ALTO HUMANE SOCIETY: $1,500 over 3y, 0.2% of budgetRONALD MCDONALD HOUSE CHARITIES - BAY AREA: $1,500 over 3y, 0.0% of budgetSECOND HARVEST OF SILICON VALLEY: $1,500 over 3y, 0.0% of budgetJANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION: $1,000 over 2y, 0.0% of budgetNATURAL RESOURCES DEFENSE COUNCIL INC: $1,000 over 1y, 0.0% of budgetTHE NATURE CONSERVANCY: $1,000 over 1y, 0.0% of budgetOahu Society for the Prevention of Cruelty to Anim: $1,000 over 2y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $1,000 over 1y, 0.0% of budgetABILITYPATH: $1,000 over 1y, 0.0% of budgetSYMPHONY SAN JOSE: $1,000 over 1y, 0.0% of budgetBEAVERTON SYMPHONY ORCHESTRA: $800 over 1y, 0.6% of budgetWORLD WILDLIFE FUND INC: $620 over 1y, 0.0% of budgetFRIENDS OF THE PALO ALTO PARKS: $500 over 1y, 0.5% of budgetFRIENDS OF THE PALO ALTO JUNIOR MUSEUM & ZOO: $500 over 1y, 0.1% of budgetHui o Koolaupoko: $500 over 1y, 33% of budgetUNITED STATES FUND FOR UNICEF: $500 over 1y, 0.0% of budgetActerra Action for a Healthy Planet: $500 over 1y, 0.0% of budgetTHE FRIENDS OF HANAUMA BAY: $500 over 1y, 2.3% of budgetFRIENDS OF THE BERKELEY PUBLIC LIBRARY: $250 over 1y, 0.1% 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.

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.

Silicon Valley Commun…Philanthropic Venture…The Palo Alto Communi…Bright Funds Foundati…Marin Community Found…Gs Donor Advised Phil…Jpmorgan Chase Founda…National Philanthropi…The Blackbaud Giving …American Endowment Fo…Vanguard Charitable E…American Online Givin…
Silicon Valley Community FoundationCA18.2× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Silicon Valley Community Foundation · Philanthropic Ventures Foundation · The Palo Alto Community Fund · Bright Funds Foundation · Marin Community Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Jpmorgan Chase Foundation · National Philanthropic Trust · The Blackbaud Giving Fund · American Endowment Foundation · Vanguard Charitable Endowment Program · American Online Giving Foundation Inc

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 Shaotran Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Shaotran Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%3%10%23%40%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →median 10%
  • Beaverton Symphony Orchestra: 10% of income from government
  • President and Fellows of Harvard College: 7% of income from government
no gov moneyreceives it· size = income
1get no government money at all
10report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–75%
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 40 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

Play a game based on Shaotran Family’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