The Shelly Family Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Shelly Family Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 88-2231359
Foundation Overview
Based in Irvine, CA, The Shelly Family Foundation has awarded 10 grants totaling $145,692 to organizations in Utah and California. Individual grants range from $1,000 to $50,000, with a median award of $9,346.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
4 of 6 recipients (67%) were new grantees. Recent establishment means most partnerships are naturally new. Pattern may not reflect long-term preferences.
Geographic Focus
60% of grants are awarded in California, with additional funding distributed across 1 other locations. The foundation balances regional focus with broader geographic diversity. Within California, funding concentrates in Costa Mesa (67%), Laguna Beach (33%).
Funding Trajectory
Declining funding trend with 77% decrease over 1 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Shelly Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Boys And Girls Club Of Laguna Beach | $1,000 | Laguna Beach, CA, US | General Fundraising | 2023 |
| Nuzzles And Co | $2,500 | Peoa, UT, US | General Fundraising | 2023 |
| Segerstrom Center For The Arts | $10,000 | Costa Mesa, CA, US | Candlelight 2023 | 2023 |
| Boys And Girls Club Of Laguna Beach | $1,000 | Laguna Beach, CA, US | General Fundraising | 2023 |
| Nuzzles And Co | $2,500 | Peoa, UT, US | General Fundraising | 2023 |
| Segerstrom Center For The Arts | $10,000 | Costa Mesa, CA, US | Candlelight 2023 | 2023 |
| Nuzzles And Co | $9,346 | Peoa, UT, US | General Fundraising | 2022 |
| Orange County Museum Of Art | $50,000 | Costa Mesa, CA, US | Founders Circle Naming | 2022 |
| Nuzzles And Co | $9,346 | Peoa, UT, US | General Fundraising | 2022 |
| Orange County Museum Of Art | $50,000 | Costa Mesa, CA, US | Founders Circle Naming | 2022 |
Foundations Similar to The Shelly Family Foundation
Discover 5 foundations with comparable assets ($176,299-$178,092), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The Pavewest Mangan Family Foundation
EIN: 26-2765585 | 5 grants awarded |
$177,093
(≈ Similar) |
$5,073
median grant |
Seal Beach, CA
Same state |
|
|
California Sportfishing Protection Allia
EIN: 68-0004105 | 7 grants awarded |
$177,066
(≈ Similar) |
$5,500
median grant |
Groveland, CA
Same state |
|
|
Weinstein Family Foundation
EIN: 94-3297072 | 51 grants awarded |
$177,593
(≈ Similar) |
$5,000
median grant |
San Francisco, CA
Same state |
|
|
The Chung And Soon Pak Family Foundation
EIN: 81-4293055 | 7 grants awarded |
$176,299
(≈ Similar) |
$5,000
median grant |
Los Angeles, CA
Same state |
|
|
The Raul Ocazionez Foundation
EIN: 02-0538197 | 19 grants awarded |
$178,092
(≈ Similar) |
$6,504
median grant |
Sacramento, CA
Same state |
|
Related Foundation Resources in CA:
Contact Information
Official contact details for The Shelly Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 88-2231359 |
| Website | N/A |
| Address |
Key People (2)
Board members, trustees, and key staff who oversee The Shelly Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President & Ceo | Damon Shelly |
|---|---|
| Secretary & Cfo | Karyn Shelly |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Shelly Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.