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The Lodas Family Charitable Foundation at a glance

· Private foundation

The Lodas Family Charitable 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.

$14k
Granted FY2023
10
Grants FY2023
6
States reached
$3k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead

Read this first · the figures below need context

96% of The Lodas Family Charitable Foundation’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 10 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2023, the last year The Lodas Family Charitable Foundation named its own grantees at scale: 8 organizations, $14k. It is dated, not current.

Organizations named directly on the return

10
’19
11
’20
9
’21
8
’22
8
’23
10
’24

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

01What it funds
0196% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Philanthropy$383kEnvironment$27kHealth$25kEducation$7kArts & Culture$6kCommunity Improvement$6kInternational$5kHousing & Shelter$5kOther$0
02FY2023 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

$1,000
Median grant
6
States reached
$0
Total assets
Largest grants
RecipientAmount
GEORGE MARK CHILDREN'S HOSPITAL$3,000
SOCIAL & ENVIRONMENTAL ENTREPRENEURS$2,000
ENVIRONMENTAL DEFENSE FUND$2,000
CLIMATE EMERGENCY FUND$2,000
HABITAT FOR HUMANITY OF GREATER PORTLAND$1,000
UC SANTA BARBARA FOUNDATION$1,000
CENTER FOR BIOLOGICAL DIVERSITY$1,000
ART INTO ACRES$1,000
THE CENTER FOR COMMUNITY STEWARDSHIP$900
HAWAI'I COMMUNITY FOUNDATION$250
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 (FY19–24) land where the poverty rate runs at 11%, against an area that typically sits at 10%. 77% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%TERMA FOUNDATION: $1k → 7%ART INTO ACRES: $2k → 8%YES: $1k → 10%SOCIAL & ENVIRONMENTAL ENTREPRENEURS: $2k → 14%UC SANTA BARBARA FOUNDATION: $1k → 14%HAWAII COMMUNITY FOUNDATION: $1k → 9%UNICEF USA: $1k → 17%ENVIRONMENTAL DEFENSE FUND: $3k → 14%THE CENTER FOR COMMUNITY STEWARDSHIP: $1k → 10%ALLIANCE FOR HEALTHIER GENERATION: $2k → 12%THE WALKING CLASSROM INSTITUTE: $1k → 9%MISERICORDIA: $1k → 14%HABITAT FOR HUMANITY OF GREATER PORTLAND: $1k → 7%TERMA FOUNDATION: $1k → 7%ART INTO ACRES: $2k → 8%YES: $1k → 10%CLIMATE EMERGENCY FUND: $2k → 14%UC SANTA BARBARA FOUNDATION: $1k → 14%DEMOCRACY NOW: $1k → 17%ENVIRONMENTAL DEFENSE FUND: $2k → 14%THE WALKING CLASSROM INSTITUTE: $1k → 9%HABITAT FOR HUMANITY OF GREATER PORTLAND: $1k → 7%TERMA FOUNDATION: $1k → 7%ART INTO ACRES: $1k → 8%YES: $1k → 10%INSTITUTE FOR NONPROFIT NEWS: $1k → 14%UC SANTA BARBARA FOUNDATION: $1k → 14%DEMOCRACY NOW: $1k → 17%ENVIRONMENTAL DEFENSE FUND: $2k → 14%THE WALKING CLASSROM INSTITUTE: $1k → 9%HABITAT FOR HUMANITY OF GREATER PORTLAND: $1k → 7%TERMA FOUNDATION: $1k → 7%GEORGE MARK CHILDREN'S HOSPITAL: $4k → 10%CLIMATE EMERGENCY FUND: $2k → 14%UC SANTA BARBARA FOUNDATION: $1k → 14%DEMOCRACY NOW: $1k → 17%ENVIRONMENTAL DEFENSE FUND: $1k → 14%GEORGE MARK CHILDREN'S HOSPITAL: $4k → 10%THE CLIMATE EMERGENCY FUND: $1k → 14%UC SANTA BARBARA FOUNDATION: $1k → 14%ENVIRONMENTAL DEFENSE FUND: $1k → 14%GEORGE MARK CHILDREN'S HOSPITAL: $3k → 10%UC SANTA BARBARA FOUNDATION: $1k → 14%ENVIRONMENTAL DEFENSE FUND: $1k → 14%GEORGE MARK CHILDREN'S HOUSE: $3k → 10%THE FUND FOR SANTA BARBARA: $1k → 14%GEORGE MARK CHILDREN'S HOSPITAL: $3k → 10%GEORGE MARK CHILDREN'S HOSPITAL: $3k → 10%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

ME
WA
IL
WI
NY
OR
OH
CA
AZ
NC
DC
HI
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.

88%of every dollar goes to organizations it has funded before.
$80k · 15 repeat orgs$11k to everyone else

Grantees it renews have grown median revenue +103% since the first grant, against +28% for those funded once.

15 repeat relationships: 8 still active in FY2023, 7 since wound down; 4 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

Re-uppedFunded once

Organizations

15
3

Total granted

$80k
$4k

Median revenue growth · since first grant

+103%
+28%

Still filing today

73%
67%

New vs renewed · share of each year

In FY2024, 70% of grant dollars renewed an existing relationship; $5k went to new ones.

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

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

’19’20’21’22’23’24
EnvironmentEducationAnimalsInternationalArts & CultureCommunity ImprovementOther
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 BIOLOGICAL DIVERSITY INC
    6× · 2019–2024 · $11k · revenue +103%
  • ENVIRONMENTAL DEFENSE FUND INCORPORATED
    6× · 2019–2024 · $10k · revenue +139%
  • UC SANTA BARBARA FOUNDATION
    6× · 2019–2024 · $6k · revenue +161%

Funded once

  • AF
    ALLIANCE FOR HEALTHIER GENERATION
    one grant, 2022 · $2k
  • UNITED STATES FUND FOR UNICEF
    one grant, 2022 · $1k · revenue -21%
  • UO
    UNIVERSITY OF WASHINGTON FOUNDATIONgraduated
    one grant, 2019 · $500 · revenue +28%
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
Ucsf Foundation Investment Company

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

Education
2
Climate Foundation

To research and develop healthy climate solutions comprising global food security, ecosystem regeneration and carbon balance in seas and soils.

Science & Tech
3
Environmental Investigation Agency

To establish and promote programs to protect the global climate, forests, wildlife and the natural environment, through research, advocacy, and investigation.

International
4
The Union of Concerned Scientists Inc

The union of concerned scientists puts rigorous, independent science into action, developing solutions and advocating for a healthy, safe, and just future.

International
5
Food & Water Watch

Food & water watch conducts extensive research and public education to ensure the food and water we consume is safe, accessible and sustainably produced. so we can all enjoy and trust in what we eat and drink, we help people take charge of…

Food & Nutrition
6
The Water Research Foundation

The purpose of the water research foundation (wrf) is a definitive research organization to advance the science of all things water to better meet the evolving needs of its subscribers and the water sector. to engage exclusively in…

Environment
7
Int'l Union for Conservation of Nature & Natural Resources - Us

Iucn-us fund builds bridges between us donors and iucn by catalyzing, accelerating, funding and promoting iucn's work - conserving nature and natural resources in the united states and throughout the world.

Environment
8
World Resources Institute

Wri is committed to creating change that improves people's lives and ensures the natural world can thrive. (see schedule o)wri's bold vision requires a formula for success we call "count it. change it. scale it.":- count it: our work is…

International
9
Environment Next Inc

Environment next supports individuals, nonprofits and businesses around the world on solutions to complex climate issues. we provide leadership, outreach and communication support, grants, and investments to empower leaders and their ideas…

Environment
10
California Forward

Ca fwd drives action to identify solutions that can be taken to scale to meet the challenges the state is facing. the organization is driven by the belief that regional solutions across the state will help ensure economic, environmental,…

Public Benefit
11
Marin Humane Society

Marin humane transforms lives through exceptional animal care, humane education, and advocacy. every day, marin humane inspires compassion and positive relationships between people and animals.

Animals
12
Climate Breakthrough Inc

To launch breakthrough climate mitigation efforts by identifying, supporting, and unleashing innovative leaders with transformative strategies.

Human Services
How this is measured
The grantee most central to the portfolio’s shape is Social and Environmental Entrepreneurs (See) Inc; the most unlike its peers is Terma 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

20 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. 20 of the 24 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)
5
Early backer (in before they grew)
19/20
Grantees still filing
14/20
Grew since first funded

Where the money sits, by cause and then by grantee

FIDELITY INVESTMENTS CHARITABLE GIFT FUND: $377,314 · Community ImprovementFIDELITY INVESTMENTS CHARITABLE GIFT FUND+1 more: $3,600 · Community ImprovementGEORGE MARK CHILDREN'S HOSPITAL: $17,000 · OtherGEORGE MA…HABITAT FOR HUMANITY OF GREATER PORTLAND: $4,500 · OtherHABITAT F…THE WALKING CLASSROOM INSTITUTE: $3,000 · OtherTHE WALKI…YES: $3,000 · OtherYESALLIANCE FOR HEALTHIER GENERATION: $2,000 · OtherTERMA FOUNDATION: $4,000 · OtherTERMA FOU…George Mark Childrens Fund: $3,000 · OtherGeorge Ma…+2 more: $2,250 · Other+2 moreENVIRONMENTAL DEFENSE FUND INCORPORATED: $10,000 · EnvironmentCLIMATE EMERGENCY FUND: $5,000 · EnvironmentSOCIAL AND ENVIRONMENTAL ENTREPRENEURS (SEE) INC: $2,000 · EnvironmentSANTA BARBARA CHANNELKEEPER INC: $1,000 · EnvironmentCENTER FOR BIOLOGICAL DIVERSITY INC: $10,500 · AnimalsCHICAGO FRENCH BULLDOG RESCUE INC NFP: $1,250 · AnimalsArt into Acres: $5,000 · Arts & CultureDEMOCRACY NOW PRODUCTIONS INC: $3,000 · Arts & CultureUC SANTA BARBARA FOUNDATION: $6,000 · EducationINSTITUTE FOR NONPROFIT NEWS: $1,000 · EducationUNIVERSITY OF WASHINGTON FOUNDATION: $500 · EducationFUND FOR SANTA BARBARA INC: $3,000 · PhilanthropyHAWAII COMMUNITY FOUNDATION: $2,250 · Philanthropy
Community Improvement$380,914Other$38,750Environment$18,000Animals$11,750Arts & Culture$8,000Education$7,500Philanthropy$5,250

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 budgetFIDELITY INVESTMENTS CHARITABLE GIFT FUND: $377,314 over 1y, 0.0% of budgetCENTER FOR BIOLOGICAL DIVERSITY INC: $10,500 over 6y, 0.0% of budgetENVIRONMENTAL DEFENSE FUND INCORPORATED: $10,000 over 6y, 0.0% of budgetUC SANTA BARBARA FOUNDATION: $6,000 over 6y, 0.0% of budgetCLIMATE EMERGENCY FUND: $5,000 over 3y, 0.1% of budgetArt into Acres: $5,000 over 3y, 0.1% of budgetHABITAT FOR HUMANITY OF GREATER PORTLAND: $4,500 over 6y, 0.1% of budgetTERMA FOUNDATION: $4,000 over 4y, 1.8% of budgetCENTER FOR COMMUNITY STEWARDSHIP: $3,600 over 5y, 0.1% of budgetTHE WALKING CLASSROOM INSTITUTE: $3,000 over 3y, 0.2% of budgetFUND FOR SANTA BARBARA INC: $3,000 over 3y, 0.1% of budgetGeorge Mark Childrens Fund: $3,000 over 1y, 0.0% of budgetDEMOCRACY NOW PRODUCTIONS INC: $3,000 over 3y, 0.0% of budgetHAWAII COMMUNITY FOUNDATION: $2,250 over 5y, 0.0% of budgetSOCIAL AND ENVIRONMENTAL ENTREPRENEURS (SEE) INC: $2,000 over 1y, 0.0% of budgetCHICAGO FRENCH BULLDOG RESCUE INC NFP: $1,250 over 2y, 0.2% of budgetUNITED STATES FUND FOR UNICEF: $1,000 over 1y, 0.0% of budgetSANTA BARBARA CHANNELKEEPER INC: $1,000 over 1y, 0.1% of budgetINSTITUTE FOR NONPROFIT NEWS: $1,000 over 1y, 0.0% of budgetUNIVERSITY OF WASHINGTON FOUNDATION: $500 over 1y, 0.0% 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.

Network for GoodNational Philanthropi…American Online Givin…Fidelity Investments …Donor Advised Charita…Amazonsmile Foundation
Network for GoodDC11× affinity6 shared granteesties to 5 of 5Hover any node to trace its alignments.Compare side by side →

Open a dossier: Network for Good · National Philanthropic Trust · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc · 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 The Lodas Family Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from The Lodas Family Charitable 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%19%38%56%75%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    5report 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 24 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 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Lodas 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